“I'm a sole proprietor in my mid-thirties with a relatively simple tax situation (single, no home, freelancer, IRA) but my life and business are quickly becoming more complex and David fully understands that and takes the time to help me plan for my f...”
“She's my go-to person whenever I need advice on entering transactions into Quick Books so at the end of the year the financials are correct and our tax returns can be prepared in a timely manner.”
“For several years after having a massive stroke and the death of my husband for over 54 years,I continued to do my own taxes but continually worried if I would be penalized by IRS for not correctly filing my taxes and by chance met Faith ,who not on...”
Dominick Anton Financial Advisor at Twin Rivers Wealth Mangement
(30)
Process, Preparation
“He's helped me save for emergencies and long term goals, invest in a socially conscious manner, understand the jargon, handle advance care planning, manage and pay back student loans, create a charitable gifting policy, take advantage of my benefits ...”
“Their reliable timely feedback and eagle eyed attention to detail keeps my business rolling like a well oiled machine and gives me peace of mind that all the little things specially on the financial side are being accounted for and taken care of.”
“My attempts for a quick resolution resulted in calling several heavily advertised companies, most of which had the very same approach: 1- NO GUARANTY OF A RESOLUTION WITH THE IRS; 2- NO IDEA HOW LONG IT WOULD TAKE THE IRS TO HANDLE THE MATTER; 3- MO...”
Tax Preparation, Business Filing & Formation, Payroll Services
“Based in Sacramento California, Tax max specializes in a variety of areas of taxation, including individual, partnership, Coperate on both the federal and state levels.”
“I can't tell you just how much we've learned from her the last year through videos she's created to help us close gaps in our tax strategy, literature she's recommended to keep us financially on track and in the right mindset, as well as her willingn...”
Tax Services, Additional Services, For Small Businesses
“I knew of jim s business via ads that i saw but i finally called him after a cple of years of putting it off even tho i knew one can never escape the tax man.”
Schwartz Platz & Associates, Entity Selection and Restructuring, Tax Planning and Preparation Services
“Anytime that I have had questions about my investments (real estate/stocks), potential tax liabilities for both personal and business I call or go into the office.”
“I have been their client since the early 90's and remain highly impressed by their work and their ability to identify, explain and solve tax and accounting issues at rates that are fair and reasonable.”
“Also, several clients that I have worked with have used his services for tax preparation and planning have told me that they have been very happy with his services.”