550 West Orangethorpe Avenue
For us to better know our clients and be the best fiduciary possible, we have our own Planning Questionnaire and Appointment Checklists:
1. Financial Planning Appointment Checklist
2. Tax Planning Appointment Checklist
Income Data Required:
Expense Data Required:
"Good fortune is what happens when opportunity meets with planning." - Thomas A. Edison
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.