Serving all of
Orange County

Tax Planning & Financial Planning Services

I go beyond tax preparation services and offer a full range of financial planning and consulting services, including:

  • Tax Planning – Proven strategies for maximizing your tax savings
  • College/Retirement – Save and reduce taxes with a 529 plan or IRA
  • Health Care Savings – Lower your health care costs and reduce taxes
  • Debt Reduction – Pay off your debts in the least amount of time
  • Credit Repair – Understand your credit score and how to improve it
  • Incorporation – S-Corp, C-Corp, LLC, or Partnership–which is best?
  • Quicken and QuickBooks – Software to manage your finances
  • Investment Strategies – Build a customized portfolio for maximum return on your investment*

Contact me for more information about these and other services I offer to help you build wealth and financial security.

* Investment advisory services offered under license from the California Department of Corporations as a Registered Investment Advisor under Section 25009 of the California Corporations Code.