(916) 626-6866


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.

AIC Website Disclosure

Get In touCh

Get a Free Estimate or Schedule an Appointment



Non Profit