Nautilus Tax & Wealth Solutions, Inc. - Canyon Lake, California

Nautilus Tax & Wealth Solutions, Inc. is a reputable financial services provider that offers a range of solutions to help individuals and businesses manage their finances effectively. Their services include accountancy, bookkeeping, and tax preparation. The company is located at a convenient and wheelchair-accessible address, 22525 Pin Tail Dr, Canyon Lake, CA 92587, making it easy for clients to visit their office.

One of the key features of Nautilus Tax & Wealth Solutions, Inc. is their commitment to providing personalized and professional services. They have a team of experienced and knowledgeable professionals who are dedicated to helping their clients achieve their financial goals. Whether you are an individual or a business, they have the expertise to provide you with the financial guidance you need.

Their bookkeeping service is designed to help businesses keep accurate financial records, ensuring that they are compliant with all relevant regulations. They provide regular financial reports, allowing businesses to make informed decisions about their finances. Their tax preparation service is also highly regarded, with a proven track record of helping clients minimize their tax liabilities.

Nautilus Tax & Wealth Solutions, Inc. has an impressive online presence, with 24 reviews on Google My Business and an average opinion of 4.5/5. This is a testament to the quality of their services and the high level of satisfaction among their clients.

Other points of interest about Nautilus Tax & Wealth Solutions, Inc. include their wheelchair-accessible entrance and parking lot, making it easy for clients with mobility issues to visit their office. They also recommend making an appointment to ensure that their clients receive the attention and service they deserve.

Reviews of Nautilus Tax & Wealth Solutions, Inc.

Bryan Erdeman

1/5

My wife and I live in Canyon Lake and make every effort to support our local economy and businesses. We selected Nautilus Tax and Wealth Solutions to file our taxes for over seven years until we encountered our first discrepancy with the IRS in 2021. A filing mistake was uncovered, and we were looking at a 20 K liability. Larry was very nice and professional up until that point. Direct correspondence with Larry was now interrupted by his secretary Lisa. The IRS requested a power of attorney to enable Larry to explain his filing mistake. Even after we prepared the power of attorney for which only a signature was needed, Larry billed us. He stated he would charge further for his negotiations with the IRS should we forgo filing a petition. He stated has no cop ability for his mistake and suggested we should just have our new tax consultant file the petition if we don’t like it.

cynthia luna

5/5

Nautilus Tax is truly a great company. They work endlessly to help clients achieve their necessities. Myself and my family have used their services and am extremely happy with the outcome. They get taxes done in a very timely and short manner. They are very helpful and reliable. I will continue to use them as my tax company:) highly recommend

Kimmy Lee

5/5

Larry did a great job with my dad's taxes. I would highly recommend.

Mark Bowers

5/5

Nautilus Tax & Wealth Solutions has been doing our tax returns for more than 5 years. The knowledge Larry Lathrop has really helped us work through our complicated personal finances. We will only use Nautilus.
We always recommend Larry and Nautilus to all our friends and Family.

Matthew Faldmo

1/5

I had been on the hunt for a great CPA / Tax preparer and Larry was helpful and quick to respond at first. He prepared our taxes as requested. After I paid him for his service, I found out I needed to make some changes / amendments. He quickly informed me that I needed to find someone else to help me and he would not discuss further. (Even though HE suggested amending taxes after we filed if we needed to.) We did have a complex return, but sadly it shows that he only wants your money and then will not be of assistance after. I emailed asking for a reply to his accusations of me wanting to commit fraud and have not yet received a reply.

David Simon

5/5

Larry and his team does a complete and thorough job for our tax preparation. I have worked exclusively with him for the past six years and appreciate his professionalism and follow up.

Karen Brabant

5/5

My husband and I found Larry when we first moved to Canyon Lake 12 years ago. He has been wonderful! We would never use anyone else for our accounting and financial needs.

Michael Shepherd

5/5

Larry was awesome to me and my family. He took good care of our taxes and offered great financial advice to our young family. Thank you Larry!