Individual Services

TAX RETURNS, TAX PLANNING, PERSONAL BUDGETING

WHY YOU SHOULD CHOOSE US TO HELP YOU:

FREE UP TIME

Free Up Your Precious Time for your MORE IMPORTANT activities as in Living Out Your American Dream!

PERSONAL FINANCES

Better understand your personal finances, how to budget, and how to better save now for Retirement. Also learn how to Tax Plan, how to better keep track of your Itemized Deductions for Tax time, and make sure your Tax Return best reflects your desired results. Planning is everything!

Call Us Today (714) 710-3424

IMPROVEMENTS

Improve your personal financial decisions. Set-up a personal budget to keep track of your income, saving, spending, and expenses. Make sure you are keeping track of your personal expenses and tax deductions throughout the year for tax time. We provide tools & spreadsheets to help you in better managing your itemized deductions.

IRS SUPPORT

Do you need relief from IRS letters and sleepless nights? We are here for you to help you with everything from: filing and getting you caught back up with your unfiled personal tax return years, setting up an Installment Plan to pay your owed IRS taxes, assist you with an Offer in Compromise or IRS Resolution, to even helping you with an impending IRS Audit.

Don’t go it alone! As an Enrolled Agent with the I.R.S., I can speak directly to them on your behalf. We are here to help!
Call Us NOW (714) 710-3424