Financial Services - , California, United States
Years of hearing their stories, our clients seems to fall into one of two categories: 1) Those that have done things on their own for many years and have come to realize that since they're not expects in areas of tax, accounting/bookkeeping, insurance, and financial planning, they've wasted thousands and thousands of extra dollars that could have been put right back into their cash flow to do whatever they want with, or to fund a child's education, or even set aside for various tax-free retirement options.2) Those who thought they were satisfied with their previous professional only to find out their returns weren't filed correctly, their business structure was setup wrong, and they always felt they paid thousands more in taxes than they should have. Meanwhile their retirement plans were not receiving favorable tax treatment despite their participation in "tax deferred" programs.We help people and business owners take full charge of their financial lives. Scrutinizing their returns making sure every line and number has a purpose that benefits them rather than paying needless hard earned money to the government. Setting up their bookkeeping making sure they itemize all the allowable deductions, many of which they don't even consider. Helping them increase their cash flow while minimizing their liability, and risk due to unforeseen events such as law suits. loss of employment, loss of income, disability, and death.Our mission is to help as many people as possible, Protect, and Enjoy what matters most to them.
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