Terra Linda Tax Savings & Financial Counseling

Terra Linda Tax Savings & Financial Counseling Individual and business income tax consultation and preparation. Financial counseling services for retirement, higher education, estates.

Consultation, planning, & preparation of federal and state income tax forms. Responding to IRS letters and notices, representation at audits with IRS, negotiating settlements with IRS, preparing back tax returns if you haven't been able to file for previous year(s). Financial services include; setting up individual or business retirement plan, planning distributions from retirement plans, setting

up tax deferred educational plans, portfolio review to maximize return while minimizing risk, estate planning, review of insurance needs

Address

San Rafael, CA
94903

Telephone

+14157858787

Website

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