Tax Planning
• Income Tax Return Preparation
• Representation Before the IRS and FTB
• Individual and Business Tax Planning
• Business Start Up and Counsel
Home Lending (Go to Website)
• Purchase, Refinance and Construction
• Home Equity Line of Credit
• Self-Employed Borrowers
Financial Planning
• Personal Financial Plans
• Estate Plans
• Retirement Plans
|
Investment Analysis
• 401(K) Plans
• 403(B) Plans
• Educational IRA
• Personal Brokerage Accounts
• Roth IRA
• SEP IRA
• Traditional IRA
• Profit Sharing Plans
Business Consulting
• Business Formation
• Financial Statement Analysis
• Business Plans
• Financing Strategies |
