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Welcome and thank you for visiting

You may choose to call us directly at (530) 542-3722

We designed this website to be a helpful resource tool to you, our valued clients and visitors. It is our dedication to superior client service that brought us to the Internet as we endeavor to provide the highest quality professional service and guidance.

Our website is designed with you in mind—a helpful resource that we hope you'll return to often. In addition to more information about our firm and the services we offer, you'll also find a range of other tools to help you make informed financial decisions, including:

  • Calendar of Events
  • View Your Files (Login ID and password required)
  • Contact Information
  • Downloadable Tax Publications and Forms
  • Helpful Links
  • Newsletter
  • Financial Calculators and Planning Tools
  • Refund Tracker (Login ID and password required)

Quality, Service, and Ethics.

At Wulstein Financial Services, these are more than just the latest customer service buzzwords. They're a commitment—the guiding principles our team members follow each and every day as we work with you toward a successful future.

When you do business with us, you'll always have our strongest commitment to:

  • Provide you with quality work in a timely manner, no matter how large or small the task.
  • Offer you a level of service that exceeds your expectations, whether you're looking for a copy of a single tax return to multiple entity tax preparation.
  • Value the trust you place in us, with our promise that we'll work hard to earn your trust and your business every single day.


We hope you'll take some time to browse through our site. You'll find a lot of useful information here: a list of the services we offer, contact information, financial calculators, specially-selected newsletter articles and much more.


  • Telephone...
  • (530) 542-3722
  • Fax...
  • (530) 542-3577
  • Wulstein Financial Services
  • 965 Tahoe Keys Blvd., Unit A (Upstaris)
  • South Lake Tahoe, CA 96150

You can also send us a message directly through the contact page of this website.