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Personal Financial
Planning Consulting

This is the preparation of your future. If you want to look down the road and ensure that you and your family is prepared then planning is the right approach for you. I can refer you to the appropriate professional/attorney to ensure that you have dotted all of your I's and crossed your t's.

Personal financial planning is the preparation of your future. Our planning services give you the chance to look down the road and ensure that you and your family are financially prepared to meet your goals.

Financial planning is an ongoing service that changes with your life. We start by assessing your financial situation. Then we work with you to establish goals for your future and create a financial plan to help you accomplish them. As you work towards your goals, we will monitor your progress and provide the advice you need to execute your financial plans, and, if necessary, reassess and adjust your plan for unexpected changes.

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(818) 368-5374
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If I make a mistake on my federal return, what should I do?

When do I have to file quarterly individual estimated tax payments?

If I am in a payment plan for last year's federal taxes, can I still receive a tax refund?

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A Stone's Throw | Personal & Business Tax Services
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(818) 368-5374
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