December 05, 2022

Welcome!

I have built my practice over the last 25 years strictly by referrals. That is why it is hard for me to say that I am no longer accepting new clients by referral or not. Please do not contact me to make special requests, I do not think it is ethical or fair to make any exceptions.

 

 

It is TAX SEASON!!!  Go to the 2022 Tax Season page for more information on my appointment schedule.  This is the last year I will be meeting with clients in person in my Buena Park office.  I will be spending half the season in Texas and half in California, so if you want to meet with me you should schedule your appointment early.

Organizers will be uploaded to the portal in December.  Please e-mail or call me to request a tax organizer via US Mail.   

Newsletter Update: Please click the Newsletter Button to the left and review the latest monthly  Tax Update Newsletter.


This web site has been developed to provide enhanced services to my valued clients.

By visiting this site, you can:

* Learn more about me and the services I offer

* Use the financial calculators to assist you in budgeting and financial planning including:

* Net Worth Calculation
* Household Budgeting
* College Savings Planning
* Lease vs. Buy Decsions
* Loan Amortization Calculator
* Home Ownership Planning

* Stay alert to tax and accounting news by reviewing the client newsletter

* Link to a variety of other helpful sites listed under Links

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback.

Visit often as additional news and helpful information will be added frequently in a continuing effort to serve you better.