About Us

Hal Burns, President & Financial Advisor

Hal@BurnsTaxService.com
(951)734-5879

Burns Tax & Wealth Management provides a client-centered, relationship-based approach to navigating today’s complex financial situations. We offer holistic tax planning and personalized investment services that focus on understanding your financial goals and helping you pursue them.

Whether filing a tax return or planning for retirement, to consulting for a new business start-up or estate and legacy planning, we provide insight, experience, knowledge and guidance that our clients need.

Our priority is understanding you, the client, building a lasting relationship, and being a value-added resource providing strategy and solutions to accomplish your financial purposes.

Give us a call today to see how we can begin the relationship and get started!