Sales Tax Preparation (Monthly, Quarterly, Annually) I definitely would recommend these guys. Accounts Payable "Ron has been our family's CPA for over 7 years and my business tax advisor for 5 years. You can review interesting Flipbooks on my site. Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds? The problem is not so much the inconvenience of returning but the attitude Robert has when I did. They even do envios (money transfers) to foreign countries.Their rates are super reasonable, the service is friendly and their work is top notch.A+, Highly Recommend! Great family business I have dealt with father and son and they are both very patient with me and answered all my questions took their time with me and really showed me they care, did my taxes for the second year there and recommended my cousin after being robbed by H&R Block for more than 3 times the amount that was charged here. Their notary service was quick and easy. Legal Statement. Payroll Financial Statements At American Financial Services, we strive to use our experience, skill, and thorough understanding of your needs to build an estate plan for your family that has the highest likelihood of helping you, Most of our clients lack the time, the desire, or the experience to fully. I went there to notarize my will with my husband! Advisory services through Cambridge Investment Research Advisors, Inc., a registered investment advisor. All quotes are in US Eastern Time (EST). I sent Robert my information and within 48 hours he completed his calculations and confirmed the numbers matched. A+, Highly Recommend!" His prices are more than reasonable especially since he has so much education and experience.…", "I have needed a lawyer a couple of times in the past few years, once to revise my…", "I moved around the county a bit and thus had had several different State Farm…". All I wanted was for him to just provide me with the service I paid for. Estimate the annual required distribution from your traditional IRA or former employer's Good luck with your business, but we only want to work with business that want to do things the legal way. Over the years he gave my husband and I very good accounting and tax advice. Roberto is the worst person in this planet. Little did he know we speak it fluently. Most of our clients lack the time, the desire, or the experience to fully I can’t say enough about how much these guys helped our business. retirement plan after you turn age 72. : Leasing is a new source of credit in today's market. HOT TOPIC: The SECURE Act and Your Retirement Savings, Consider a Roth Conversion for Tax-Free Income, Retirement Plans for the Self-Employed Dangle Tax Benefits. Being newbys to California, everything is a new process & it's hard to make decisions on simple things like choosing a new insurance agent because there are so many options.…", If you're in need of Bookkeeping, Income Tax, or Notary services, please give us a call. My husband and I recently got a log truck and they were able to finance us when a lot of other banks had turned us down. I was left very unsure of the final calculations, including my refund, as my contact was very unorganized and seemed scattered. Before you respond know what client your talking about! There is no question that retirement comes with its own unique set of challenges. Then, the final number was cheaper than they quoted. They were easy to work with and and all very nice and helpful. Robert at this office assisted me with filing my 2013 taxes. Definitely not coming back here even if it is 5 minutes from where I live. Since working with them I have not had any…", "My fiance and I recently moved to San Francisco from Ohio. Robert at this office assisted me with filing my 2013 taxes. Notary Public…. Good luck with your business, but we only want to work with business that want to do things the legal way. Securites  offered through: Cambridge Investment Research, Inc., Member. A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.