BBB Business Review

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BBB Accredited Business since

Slaten Tax Service/Slaten Wealth Management

Phone: (714) 776-0606 Fax: (714) 491-3504 View Additional Phone Numbers 501 N Brookhurst St #318, Anaheim, CA 92801 http://www.slatentax.com


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Description

This company offers tax preparation and financial planning services to individuals and businesses.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Slaten Tax Service/Slaten Wealth Management meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Slaten Tax Service/Slaten Wealth Management include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Slaten Tax Service/Slaten Wealth Management
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: October 23, 2013 Business started: 07/12/2002 in CA Business incorporated 07/12/2002 in CA
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
http://www.sec.gov
Fax Number: 202-942-9634
The number is 1783087.

U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
http://www.sec.gov
Fax Number: 202-942-9634
The number is 1983256.

U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
http://www.sec.gov
Fax Number: 202-942-9634
The number is 154550.

Internal Revenue Service (IRS)
JFK Federal Building, P.O. Box 9112 7th Floor, Boston MA 02203
http://www.irs.ustreas.gov
The number is 93263.

Internal Revenue Service (IRS)
JFK Federal Building, P.O. Box 9112 7th Floor, Boston MA 02203
http://www.irs.ustreas.gov
The number is 63685.

Internal Revenue Service (IRS)
JFK Federal Building, P.O. Box 9112 7th Floor, Boston MA 02203
http://www.irs.ustreas.gov
The number is 63682.

Type of Entity

Corporation

Business Management
Mr. Clifford Slaten, President Mr. Terrie Slaten, Senior Vice President
Contact Information
Principal: Mr. Clifford Slaten, President
Number of Employees

5

Business Category

Tax Return Preparation Taxes - Consultants & Representatives Financial Services

Alternate Business Names
Slaten Financial Inc Slaten Tax Advisory Group Slaten Wealth Management
Industry Tips
Debt Relief Strategies Identity Theft
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.