Services
Tax & Investment Services
Tax Services
Over 40 combined years experience preparing tax returns for individuals, partnerships, corporations, trusts and estates, and non-profits.
Investment Services
Scott is a registered representative and advisory affiliate, and provide investment advice and management for taxable assets, IRA’s, inheritances, and college savings plans. These services are offered through American Investors Company, an independent broker-dealer and registered investment advisor based in San Ramon, CA. We use a variety of mutual funds and third party money managers in putting into action an investment plan customized to fit the investment profile of a client to help achieve and attain their financial goals.