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

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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