NCH Tax & Wealth Advisors

Fullerton, United States

5

Closed now

6 reviews

Contacts

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Telephone:
+1 800-748-4159
Website:
www.nchwealth.com
Address:
1661 E Chapman Ave Ste 2A, Fullerton, CA, 92831
Nearby public transportation stops & stations:
1.4 miFullerton Transportation Center
1.5 miPlacentia
1.9 miOCTA
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Today

Today 9:00 am – 5:00 pm
Closed now
Local time (Fullerton) 04:02 Tuesday, 3 June 2025

Business hours

Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Mention this ad and get $ 25 OFF your 2011 Tax Return Preparation Fee. Questions are always FREE! Call us today. NCH Tax & Wealth Advisors is a full service CPA firm offering tax preparation, accounting, small business consulting, and financial planning. We customize our services to your needs. Taxes: Individual, Business, Trust, Estate, American Expat Returns & Filings. Accounting: Integrated Online Accounting, Monthly Compilations, Sales Tax Filings, Payroll Tax Filings, Unlimited Consultation, CPA Initiated Monthly Consultation Call, Customized Dashboard Report, OnDemand Bookkeeper/​Accountant/​CPA, Accounts Payable, Accounts Receivable, Account Statements Issued. SMALL Business: Consulting, Coaching, Management. Investments*: 401k, Individual-​K Plans, IRAs, Mutual Funds, Brokerage Accounts, HSAs, Cash Management, Stocks, Bonds, Exchange-​Traded Funds, Institutional Money Management, Estate & Retirement Planning, REITs, Limited Partnerships, Tax Credits, Oil & Gas. And Insurance**.

History

Established in 2000.

*Broker-​Dealer Disclosure:

All securities offered through Money Concepts Capital Corp. Member FINRA/​SIPC

NCH Tax & Wealth Advisors and Money Concepts are not affiliated.

**California Insurance License, Nicholas Clinton Hodges #OB76488

Meet the Business Owner

Nick N.

Business Owner

With over 30 years experience, Nick Hodges specializes in helping successful business owners and senior management executives convert their success into personal wealth for retirement. Working as their «Personal CFO», Nick helps wealthy individuals make sure that ALL the pieces of their financial picture fit together for their unique situation.

A CPA since 1981, a Certified Financial Planner™ professional since 1997, and a Personal Financial Specialist since 1998, he is one of approximately 4,500 CPAs nationwide who holds both of those designations. Nick’s experience features a passport stamped with some of the world’s most famous destinations, degrees from two of the country’s most respected business schools and a lifestyle that offers the perfect balance in fulfilling the needs of career, community, self and family.

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6 reviews of NCH Tax & Wealth Advisors

No registration required
Place rating: 5
Anaheim, CA
Tim Higgins is the best, I have been going to NCH for years over 5 years now and I am very happy and satisfied with the services. Very knowledgeable, very professional and honesty in all his dealings. He is one of my trusted people. Thank you NCH.
EXCELLENT finance advisor…
Place rating: 5
Marina del Rey, CA
Ken Blake is the BEST! i’ve been going to him for years to do my taxes. He’s done a great job of helping me get back everything I’m owed by the IRS, and operates his business with the highest levels of integrity.
Place rating: 5
Placentia, CA
AMAZING!!! Like most people, I hate getting my taxes done. I was referred to NCH and so very happy I took the recommendation. The entire team was incredible. Tim Higgins did my taxes and saved me a ton of money and was so helpful with all of my questions. Trina Davis helped me with my IRA and couldn’t have been sweeter and more efficient and helpful! This entire office completely blew me away and I would HIGHLY recommend them!
Place rating: 5
Laguna Niguel, CA
NCH Wealth Advisors is likely one of the best companies to go to for tax and investment services. The staff is incredibly knowledgable and very friendly. I have been working with Andrew Carroll and Matt Apodaca for five years. I’m sure many people can relate when I say «I have no idea, ask my accountant.» It’s because of my experience with them and the trust they have earned with me that I can say that without batting an eye. They manage both my personal and business finances. They have also managed my investments. I am pretty sure I would be broke and my business would be closed by now if I didn’t have the guidance and knowledge they provide. Luckily, they invest my money so I can’t take it out and spend it all. Rather, it hangs out and makes me money! That’s the point of investments from what I have researched. I have also been able to substantially increase the capital in my company as a result of their guidance. I would recommend their services to anyone and any business, small or large. They’ve got you covered!
Place rating: 5
Fullerton, CA
These guys are good; I am talking GOOD! I might be a nice gal but when it comes to my money (or that of one of my real estate clients) I do not mess around; this is serious business.
Andrew Carrol is nice too, but like me, he means business when it comes to money. He has his finger on the pulse of every tax change and law happening and knows how set you up for success. He always takes time to answer any tax questions my clients or I may have.
Thank you NCH for always being there for me and my clients. We would be lost without you!!!
Place rating: 5
Redondo Beach, CA
NCH rocks. What a team of talented and professional individuals. I had my taxes done here this year and it was easy peazy. Matt was awesome, knowledgeable and quick. He knew his tax laws, the new changes, and of course had great advice on how to save me money. On top of the taxes, NCH also focus on wealth management. Jim is a very friendly salesman with all kinds of great information. And Andrew knows everything I will ever need to know about money management and how to better my business. Accountants, Taxes, Investments, and business advice for big and small.
Highly recommended!