Business Details
34 Years
experience
Expert Tax & Financial Services in Hesperia, CA
Founded in 1992, Tom Cole Tax, The Tax Doctor has been serving individuals, families, and businesses in the High Desert region with comprehensive financial solutions. Our team of CTEC-registered professionals specializes in tax return preparation, financial planning, insurance services, and bookkeeping, ensuring clients receive accurate and strategic support tailored to their unique needs. With decades of combined experience, we stay ahead of evolving tax laws to maximize refunds and minimize liabilities while maintaining compliance.Our commitment to excellence has earned us recognition as the Best of the High Desert for 20 consecutive years. We prioritize personalized service, offering guidance for state and federal tax audits, installment plans, and long-term financial strategies. Backed by credentials including Enrolled Agent designation and life insurance licensing, we guarantee client satisfaction through transparency, expertise, and a dedication to achieving optimal financial outcomes.
Services
Tax Returns
Financial Planning
Insurance Services
Bookkeeping
Tax Audits
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience in tax and financial services.
- Our team includes CTEC-registered tax preparers and Enrolled Agents.
- We handle tax returns for all 50 states with nationwide expertise.
- Our satisfaction guarantee ensures quality service and accurate results.
- We serve the High Desert region with localized knowledge and care.
Associations and certifications
- CTEC (California Tax Education Council)
What people say
BEST POSSIBLE SERVICE
Jack Winn is amazing
Great service with attention to detail
Tom is spectacular
They know their stuff
Services
Tax Return Preparation
We prepare and file individual, business, trust, and estate tax returns for all 50 states. Our CTEC-registered team ensures compliance with federal and state regulations while maximizing refunds and minimizing liabilities. Clients benefit from strategic year-round tax planning to reduce future obligations.
Financial Planning
Our experts provide personalized financial planning to help clients achieve long-term goals. Services include retirement strategy development, investment portfolio management, and business financial reporting. We focus on creating sustainable growth plans tailored to individual and corporate needs.
Insurance Services
As a licensed life insurance agent, we offer protection solutions to secure families and businesses. Our services include policy evaluation, affordable coverage options, and investment portfolio creation to safeguard against unforeseen events while aligning with financial objectives.
Bookkeeping
We manage bookkeeping for small businesses using QuickBooks software. Services include financial statement preparation, payroll processing, budget development, and tax schedule maintenance. Our goal is to ensure accurate records that support business growth and audit readiness.
Tax Audit Representation
Our Enrolled Agents represent clients during IRS and state tax audits. We provide documentation preparation, negotiation, and compliance guidance to resolve issues efficiently. This service ensures clients receive fair treatment while maintaining legal tax obligations.
People
Tom Cole
Founder/Enrolled Agent
With over 30 years in tax and finance, Tom founded the company in 1992 after a medical career. He holds a degree in Radiology Technology and has been an Enrolled Agent since 1999, specializing in complex tax code navigation.
Jack Winn
CTEC Registered Tax Preparer
A former ER nurse and police officer, Jack joined in 1999 with 25+ years of tax preparation experience. He specializes in individual returns and enjoys camping, motorcycling, and amateur radio operations.
Monica Castaneda
CTEC Registered Tax Preparer
Monica brings 23 years of accounting expertise, focusing on small business bookkeeping and tax returns. A University of La Verne graduate, she balances work with outdoor adventures and family time in Victorville.
Dirk Frank
Licensed Tax Preparer
Former IT business owner with 30 years of problem-solving experience. Dirk transitioned to tax preparation after 20 years working with Tom Cole, combining analytical skills with community-focused service in the High Desert.
Questions
What tax services do you offer?
We prepare individual, business, trust, and estate returns; handle audits; and offer year-round tax planning for all 50 states.
Do you serve areas outside Hesperia?
Yes, we serve the entire High Desert region including Victorville, Apple Valley, Barstow, and surrounding communities.
Are your tax preparers certified?
All staff are CTEC-registered, and we have Enrolled Agents with specialized IRS representation credentials.
What financial planning services are available?
We offer retirement planning, investment portfolio management, and business financial strategy development tailored to client goals.
How can I prepare for my first appointment?
Download our preparation checklist and required documents list from our website to ensure a smooth filing process.
What are your business hours?
We're open Monday-Friday 9 AM-6 PM, Saturday 10 AM-4 PM, and closed Sundays.
