ABOUT OUR SITE: Thank you for visiting our Website. Our dedication to quality client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance. We've designed this Website for you as a "one-stop shop" for many of your immediate financial questions and concerns. Our Website features the following pages, developed to keep you up-to-date and informed: FIRM PROFILE - Visit this page to learn more about the firm's history, personnel & mission statement. CLIENT SERVICES - Find out more about the wide range of services we offer and our various areas of expertise. INTERNET LINKS - There are a lot of great Websites out there - if you can find them! Use this page to Link to some useful sites that we've found. |
Our Firm's Philosophy is to help you focus on and grow your net worth. Whether you are starting from humble means or a sizeable nest-egg, our experience has shown us that making your financial decisions based on sound economic principles and the desire to build your net worth produces the greatest rewards. Many new tax laws take effect this year......and more to come soon. There are numerous federal and California tax changes that take effect this year. Many of the new federal tax laws do not have California conformity. Planning is even more important in an evolving environment like we are experiencing now. Call us to discuss any tax planning needs including proposed or pending real estate transactions, refinancing, borrowing, or investing decisions so that you can know your tax consequences AHEAD of time and have an opportunity to plan. All too often people don't make the call that could save them a great deal of money. Don't be penny wise and pound foolish. Utilize your CPA!
Always living in our memories...Ronald Wilson Reagan (1911-2004). |