Useful Links

Strategic Partners, Quality Referrals, and Helpful Links

We’ve provided you with a list of helpful links to information that you might find of interest. If there are other links you believe would be useful, email us to let us know.

Strategic Partners

Sales and business development consulting for advisors and tax professionals

Advanced tax and accounting for families and small businesses in a technologically-advanced environment

Professional Referrals

EAST BAY

Enrolled Agents specializing in individual and small business income tax consulting, preparation, and IRS representation

Associated Tax Services

NAPA/SONOMA

Enrolled Agents specializing in individual and small business income tax consulting, preparation, and IRS representation

PALMDALE

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Featured Content

How to Effectively Budget as a Couple

Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.

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A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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