We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven financial services and tax resolution strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial services strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long and short-term income tax resolution strategies that will help you realize your financial dreams
Stephanie began her finance career in January 2001 at Horne Financial Services. In May 2003, she started doing income taxes as a preparer with H&R Block. After H&R she became a Senior Accountant for a local CPA Firm. In April, 2017 she passed her EA exams and became enrolled to practice before the IRS to help with client tax resolution needs
Olivia began her financial services bookkeeping career in January 2017 at Horne Financial Services. In May 2019, she started her financial career as an agent with TaxAvail, Inc. She is obtaining her degree from Humbolt State University
Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.
We will work with you to help you establish the right balance of risk to reward for your investments.
Business entity set-up, accounting software and bookkeeping are an important part of planning your financial security and protecting your legacy. We can help you get correctly setup from the very beginning.
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Santa Cruz, California, United States
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