Connect Tax
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1255 W Colton Ave 564, Redlands, Califor...Phone Number
(909) 981-1720Website
www.connect-tax.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Connect Tax
Connect Tax and Wealth Management offers a comprehensive range of financial services including tax returns and planning, wealth management, retirement planning, and insurance solutions. They cater to small business owners, couples, families, and high earners, providing tailored strategies to optimize financial situations and achieve long-term goals. The firm emphasizes proactive tax planning and aims to simplify clients' financial lives by consolidating various services under one roof. Founded by Joel Harworth, the company prides itself on its personalized approach to help clients navigate their financial journeys.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Connect Tax
<$5M
1-10
Private
-
-
N/A
Company Profile Activity
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Connect Tax Tech Stack
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Connect Tax and Wealth Management offers a comprehensive range of financial services including tax returns and planning, wealth management, retirement planning, and insurance solutions. They cater to small business owners, couples, families, and high earners, providing tailored strategies to optimize financial situations and achieve long-term goals... Read More
