ASSOCIATION Professional Affiliations: * Better Business Bureau, member in good standing * Financial Planning Association, member * Million Dollar Round Table, member * National Society Of Enrolled Agents, member Community Service Affiliations: * Better Business Bureau, board member * National Ethics Bureau, member * Richmond Rotary Club, board member * Volunteer Income Tax Asst/Tax Counseling For The Elderly * CFP * CFS * EA * California Department of Insurance License # 0719862
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More Business Info

BBB Rating
A+
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Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
* Tax Services * Retirement Planning * Investment Planning * Insurance * Living Trust * Home and Business Loans
Payment method
visa, amex, cash, check, debit, discover, mastercard
Categories
Taxes-Consultants & Representatives, Tax Return Preparation, Tax Return Preparation-Business
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