Welcome to Tax & Financial Therapy Online!
Thank you for visiting our website. Our company specializes in Tax & Financial Planning, and offers Mobile Tax Preparation services to Individuals and Businesses throughout San Diego, Orange & Los Angeles counties. For those clients that travel often, live abroad or are out-of-state, we are happy to work with you by mail, email, fax & by phone.
Our unique approach is one of Integrated Tax & Financial Planning. We believe that part of processing your annual tax return should always involve an review of your overall financial picture to determine if things are being doing in the most tax intelligent manner possible, to determine if your needs have changed, and to ensure that you are meeting your Life and Retirement goals using strategies that really work.
We pride ourselves in having hand selected an organization of trustworthy financial advisors in different financial disciplines, that work together in a team approach to determine what is truly in your best financial interest Today. Our system involves checks and balances that are often not present when financial and tax advisors are working independently of one another and not communicating about what is best for the client.
If you are not yet a client, welcome to our website and to our practice. Please contact us directly to discuss your Tax, Financial, and Retirement Planning needs. A Free Consultation at your home or office, at a time and place that is convenient for you is available. We look forward to meeting you and assisting you with your financial needs.. Have a great day!