Do Enrolled Agents Provide Planning Services?

Because of their expertise in taxation, Enrolled Agents are well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Our firm offers a full range of planning services including, but not limited to:

  • Individual Tax Planning
  • Business Tax Planning
  • Business Organization
  • Rental Properties
  • Foreclosures and Repossessions
  • Retirement
  • Investments
  • Sales and Exchanges
  • Pension Plans
  • Education Planning
  • Finance & Refinance Planning
  • Home Purchase and Sale Planning

Tri-Valley Tax & Financial Services, Inc •  4450 Black Ave Suite A  •  Pleasanton, CA 94566
Phone: 925-469-1040 •  Fax: 925-426-8890

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