A.E.I. Tax
Business details
- Category
- Accountants & Tax · Tax consultant
- Address
- 3558 Round Barn Blvd Suit 200, Santa Rosa, CA 95403
- Phone
- (707) 538-8027
- Website
- aeifinancialgroup.com
- County
- Sonoma County
Hours
- Monday: 8 AM–5:30 PM
- Tuesday: 8 AM–5:30 PM
- Wednesday: 8 AM–5:30 PM
- Thursday: 8 AM–5:30 PM
- Friday: 10 AM–2 PM
- Saturday: Closed
- Sunday: Closed
About
A.E.I. Tax helps individuals and investors across Santa Rosa and Sonoma County with tax preparation that fits their situation, whether you need routine filing or something more specialized. Our experience includes complex investment tax matters, such as Trader Tax Status and Mark-to-Market elections, which many preparers don't handle.
We take the time to understand your financial picture before we file, so you know exactly where your return stands. Clients often tell us they appreciate working with someone who is both knowledgeable and approachable.
We serve active traders and everyday taxpayers throughout the North Bay who want clear answers and careful work.
Book through our booking page to schedule a consultation and see how we can help with your return.
We take the time to understand your financial picture before we file, so you know exactly where your return stands. Clients often tell us they appreciate working with someone who is both knowledgeable and approachable.
We serve active traders and everyday taxpayers throughout the North Bay who want clear answers and careful work.
Book through our booking page to schedule a consultation and see how we can help with your return.