We offer our clients retirement planning, tax prep, bookkeeping, CFO services, etc. for many years now. In addition to those services, given the unprecedented times we’re going through and the impact on the global economy, my office is becoming even more proactive and holistic for my clients.
Please take 5 - 10 minutes to complete our “Client Information Questionnaire” by following the below instructions:
Click link: www.taxplanningciq.com
Enter Pin: 1724
After you complete the questions, my team and I will review the results and update our files accordingly. If we find any issues or planning needs, my office will reach out to you to set up a time to discuss them.
Please use PIN: 1724
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Fullerton Tax and Accounting Service