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Uptown Advisors

5.0
(9 reviews)

Business Details

7028 GREENLEAF AVE, WHITTIER, CA
90602-4348, United States
(562) 273-9500
https://www.uptownadvisors.biz/

About

Tax Preparation ServiceBookkeeping ServicePayroll Service
Uptown Advisors serves individuals, business owners, fiduciaries, and nonprofit leaders in Whittier with comprehensive tax and financial services. Whether you're managing personal income, overseeing a trust, or running a business, you're dealing with obligations that require accuracy and careful planning. Getting it right means staying compliant and making informed decisions throughout the year.

Location

Uptown Advisors
7028 GREENLEAF AVE, WHITTIER, CA
90602-4348, United States

Hours

Monday10:00 AM - 4:00 AM
Tuesday10:00 AM - 4:00 PM
Wednesday10:00 AM - 4:00 PM
Thursday10:00 AM - 4:00 PM
FridayClosed
SaturdayClosed
SundayClosed

Reviews

5.0
9 reviews
5 stars
9
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • MH
    Mar H
    Mar 2, 2026
    5.0
    I had been searching for an excellent tax preparer when I came across Uptown Advisors — and I’m so glad I did. Taxes have always been a hassle for me, but Vicky made the entire process incredibly easy and stress-free. She was professional, knowledgeable, and took the time to help me every step of the way. I truly appreciate her excellent service and attention to detail. If you’re looking for someone reliable and efficient, you will not be disappointed!
  • JG
    Johnny Gomez
    Feb 5, 2026
    5.0
    Very happy with the service Vicky gave me. Helped me understand the process of 1099 and W2. Applied all the support and benefits. Better outcome than expected. Thank you Vicky!
  • JG
    jocy G
    Apr 12, 2025
    5.0
    Love the customer Service from Vicky. Definitely make an appointment and ask for her!
  • ED
    Elmira Deleon
    Feb 15, 2022
    5.0
    I’ve been coming here for 2 years . Vicky Does my taxes every year not only is she super nice she also is super helpful if you have any questions on a particular question about your taxes. She also helps break down every single section and step of the way once you do file. Definitely go to Vicky if you’re looking to do your future taxes.
  • KB
    KIMLA BRECHT
    Feb 6, 2022
    5.0
    It was difficult locating an accountant in Whittier who can prepare Federal Form 1041 and CA Form 541, the final tax filing for my deceased parent. Of the very few accountants I did find and spoke to, Carlos asked questions and answered questions that demonstrated his knowledge and professionalism with my particular service needs. The over-the-top blessing for me, besides his knowledge and professional certifications, was his reasonable rate for doing this.

Brand Certified Facts from Uptown Advisors

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Certified May 17, 2026Yext Knowledge Graph
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