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725 Farmers Lane, #4, Santa Rosa, CA 95405
Estates and Trusts


Proper estate and trust tax planning is critical to preserving, protecting, and enhancing your financial legacy. I work closely with your attorney when the need arises for the fiduciary tax issues attached to estate and trusts. 

I give custom tax planning solutions to all of my clients to ensure they are getting the best service that is most suitable to their needs. 

  • Financial preservation
  • Tax planning solutions
  • Free consultation

If you have an estate or a trust, I invite you to work with me to make sure they are established with tax planning in mind so that you are certain they are set up in the best way possible. For a FREE consultation, CONTACT ME or call me at (707) 537-7816.



Testimonials

Thank you, Barbara L. Mix, for another wonderful tax prep experience! You are the BEST EVER and my savings account thanks you even more! —Maci Church Jerry    Read more