Vickie Has Over 20 Years of Experience Helping Individuals and Small Businesses with Tax Preparation, Tax Planning, and Tax Problems. Your Return Will Be Prepared by a Certified Financial Planner Who Works for YOU, Not the IRS.

Unlike the Chain Tax Stores, We are Available Year Round to Assist with the Questions you May Have.

*Electronic Filing for Quick Refunds

*Professional Double-check

*Return Amendments

*Prior Years and ALL STATES

*Personal Return Preparation

*Small Business Tax Services

*LLC, Partnership & Estate Tax Returns

*Strategic Tax Planning  

Haven’t Filed for Many Years? We Offer Discount Packages for Multiple Year Preparation.

Do you Feel Like you are Aware of Every Tax Break Available? Preparing your Own Income Tax Return Can Be a Task that Leaves you with More Questions than Answers.  

We Will Show you Potential Deductions to Limit Your Tax Liability for Next Year.  

We Will Show you How to Adjust Your Payroll Withholding to Get More Money Back Each Week. Why Give the IRS an Interest Free Loan for Up to 16 Months.  

Having problems With the IRS?

We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discrete. The IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day.

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More Business Info

Hours
Regular Hours
Mon - Fri:
Services/Products
Asset Management, Wealth Management, Tax Preparation, Certified Divorce Financial Analyst
Payment method
check, paypal
Location
Located in South Shores behind the 7-11. We are one block from Western Avenue off of 25th Street
Neighborhoods
Coastal San Pedro, Harbor
Associations
I am a local resident and love living in our beautiful San Pedro / Rancho Palos Verdes area. I understand how we appreciate not driving to leave 'our little paradise ' for goods or services. Therefore I take great pride in bringing you a world class experience in a neighborhood setting. Outside of spending time with my family, I am an avid fitness enthusiast and I am most likely to be found at the Gym.
Categories
Investments, Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services, Tax Return Preparation
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