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Swat Advisors - Financial Advisor in California | Tax Planning Services

★★★★★★★★★★4.58 Google reviews✓ Verified on GoogleIRS PTIN
Tax Preparation in Brea, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 966 times

Contact Information

Address3000 E Birch St Ste 103B
Brea, CA 92821
Map and directions
Phone(562) 281-1040
Websiteswatadvisors.com
LinkedInCompany page
CategoryTax Preparation · Tax consultant, Estate planning attorney, Financial consultant, Financial planner
Servicestax planning, financial planning, advisory

About Swat Advisors - Financial Advisor in California | Tax Planning Services

Swat Advisors - Financial Advisor in California | Tax Planning Services is a tax preparation in Brea, California offering tax planning, financial planning, and advisory. Early Google reviews give it a 4.5★ rating from 8 reviews. Its Google Business Profile is verified. The firm appears in the IRS return-preparer (PTIN) directory. Its 4.5★ rating is above the Brea average of 4.4★ across 63 rated firms.

Hours

Monday9AM-5PM
Tuesday9AM-5PM
Wednesday9AM-5PM
Thursday9AM-5PM
Friday9AM-5PM
SaturdayClosed
SundayClosed
Google rating breakdown4.5 · 8 reviews
5★7
4★0
3★0
2★0
1★1

Aggregate review counts from Google.

Details

  • Offers online appointments
  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Wheelchair accessible seating

Questions about Swat Advisors - Financial Advisor in California | Tax Planning Services

Where is Swat Advisors - Financial Advisor in California | Tax Planning Services located?
Swat Advisors - Financial Advisor in California | Tax Planning Services is located at 3000 E Birch St Ste 103B, Brea, CA 92821.
What are Swat Advisors - Financial Advisor in California | Tax Planning Services's hours?
Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
How do I contact Swat Advisors - Financial Advisor in California | Tax Planning Services?
You can reach Swat Advisors - Financial Advisor in California | Tax Planning Services by phone at (562) 281-1040, and through its website.
What services does Swat Advisors - Financial Advisor in California | Tax Planning Services offer?
Swat Advisors - Financial Advisor in California | Tax Planning Services is categorized as a tax preparation, offering tax planning, financial planning, and advisory. Contact the firm to confirm current service offerings.
Is Swat Advisors - Financial Advisor in California | Tax Planning Services registered with the IRS?
Swat Advisors - Financial Advisor in California | Tax Planning Services appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.

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Listing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.