Tax Prep Directory
Individual Tax Prep

Walters Tax & Financial Services

4.8 ·  12 Google reviews
· 4255 Pacific Ave Suite #10, Stockton, CA 95207
Overview

Who sits at the desk.

Pricing transparency matters more than the cheapest quote — a clear written estimate beats a vague round-number bid.

Walters Tax & Financial Services shows up in Stockton, CA as a atoz tax candidate worth scoping before booking. The notes below separate public-source documentation from what still needs to come from the dispatch line. The public pass returned no documented service signals here, which is unusual. Treat the call below as the primary data — ask for specifics on services, recent jobs, and on-staff certifications. No structured homeowner use-case mapping is on file. Ask the dispatch what their typical recent jobs are — small repairs, full replacements, or commercial maintenance contracts. Before booking, ask the provider which exact services they handle in-house versus sub out, what their average response time is, and whether they offer a written estimate before any work starts. Vague answers usually mean overflow staff who do not know the company's actual practices. Treat the writeup as orientation, not vetting. The real-time dispatch conversation and written estimate carry the rest.

Snapshot

The four things worth knowing.

Specialty
Individual Tax Prep
Individual & business returns
Credentials
Ask firm
Verify before engagement
Client Rating
4.8 / 5
12 Google reviews
Phone
(209) 474-3834
Tap to schedule
How they work

Service delivery & credentials.

Service Delivery

How the firm works with clients.
  • In-Person Appointments
  • Virtual Meetings
  • Drop-Off Returns
  • E-Filing

Credentials & Payment

Professional standing and how to pay.
  • Credit Cards
  • Checks
  • Online Appointments
Weekly schedule

When the doors are open.

Monday
8 AM to 12 PM
Tuesday
8 AM to 12 PM
Wednesday
8 AM to 12 PM
Thursday
8 AM to 12 PM
Friday
8 AM to 12 PM
Saturday
Closed
Sunday
Closed

Hours typically extend during January–April filing season. Confirm appointment-only windows when scheduling.

What clients said

In their own words.

Great place, great staff, and Riley is awesome!

Reasonably priced, knowledgeable, patient and professional.

Highly recommend Walters tax and financial.