We currently have included information on our site that will be useful to you, whether you're an existing customer or whether you are just surfing the web. The tabs to the left reference each section of our site. We have included a free tax organizer, which will enable you to organize your information in preparation of your tax return. If you need a tax form you can visit our tax forms site.
Services
An ever-increasing amount of our clients have benefited from services of financial planning. We are able to provide an environment in which clients will receive straightforward answers regarding their retirement assets. We are able to provide another dimension to our service that is missing with most traditional financial planners.
Kevin is a graduate of CSU Fresno, with a degree in Accountancy. Kevin has over eight years of experience as an IRS Agent with the Laguna Niguel District. He has vast knowledge of IRS policies & procedures, at the District & Service Center level of the IRS. He has been with the firm since 1994 in Carlsbad, CA.
A referred client by a law firm hired us to resolve an audit and collection matter of approximately 1.8 million dollars. By our inside knowledge of the IRS, and utilizing IRS policies and procedures, we were able to resolve the tax liability completely for zero dollars. An existing client hired us to resolve a collection matter of approximately 1.2 million dollars.
Reviews (3)
Richard W.
Mar 12, 2022
Bridgett Moore
Mar 20, 2021
Est EightyThree
Jan 01, 2021
