Why choose Ameriprise? For 130 years, Ameriprise Financial has been a longstanding leader in financial planning and advice to help our clients achieve their short-term and long-term goals. More than 9 out of 10 clients are likely to recommend the advice experience to friends or family.1 What makes Ameriprise different? Financial planners in the industry generally offer investment management, but not all investment managers offer a comprehensive approach to financial advice. At Ameriprise, you’ll receive one-to-one personalized advice based on your individual goals and needs. Through personalized advice and our digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected. [read more]
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When choosing a tax professional, it is vitally important to check their credentials which reflect their level of qualification. In other words, are they a CPA, Enrolled Agent, or simply a registered tax return preparer? Registered tax return preparers lack the credentials to have unlimited rights in representing clients before the IRS. However, to become an Enrolled Agent, one must have the experience, and undergo testing set forth by the IRS that allows them unlimited rights. To become a CPA, one must have at least a bachelors degree and undergo much more extensive testing than an Enrolled Agent. Who prepares your return? Every return is reviewed by a highly qualified CPA who is also an EA, MBA in accounting, and a CTRS (Certified Tax Resolution Specialist). What is a CPA? A CPA is Certified Public Accountant. CPA's go through the most rigorous testing and have a much wider scope than that of an Enrolled Agent. What is an Enrolled Agent? An Enrolled Agent is authorized at a federal level by the U.S. Department of Treasury to represent tax payers before the IRS. They specialize in taxes. What are they authorized to do? CPA's and Enrolled Agents are athorized to represent taxpayers before the Internal Revenue Service and have unlimited rights to do so. Who We Are and What We Stand For Tax City is an organization that is built on a strong foundation of ethics. The cornerstone of this foundation, simply put, is integrity. What does this mean for you? We aren't an organization that just claims to have your best interest. We are an organization that proves we have your best interest. We will always go the extra mile to get you what you truly deserve. At Tax City you are not just another tax client, you are part of our growing reputation for exceptional service. Our Mission We are a local tax and accounting firm that seeks to expand while preserving the quality that has promoted our public image. Our organization employs the latest technological advancements in tax and accounting software which in turn ensures the most efficient processing of client work, while building exceptional customer satisfaction. We believe true success comes from the constant desire to be better through continually increasing our intellectual capital, utlizing technological advancements, and listening to the evolving needs of our existing and prospective clients. Our Values Our firm provides outstanding service to our clients because of our dedication to the three underlying principles. [read more]
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Professionalism We are one of the leading firms in the area. By combining our expertise and experience, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness We are responsive. Individuals and companies who choose our firm rely on competent advice and fast, accurate personnel. We provide tax services to individuals, large and small businesses and other agencies. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality A tax firm is known for the quality of its service. Our reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime. Taxes And Things 41593 Winchester Road #200 Temecula, CA 92590 Call today for an appointment. (951) 775-7944. [read more]
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Tax Resolution is a Tax and Accounting Firm. Federally licensed to represent taxpayers in all 50 States, with offices in Temecula CA, and Declo ID. Equipped to serve remotely nationwide. Meet Our Staff: Get to Know Joe Getting to know Joe is easy with his optimistic and carefree attitude. He is passionate about many things. Hunting and fishing are at the top of his list. Bow hunting for elk is a once in a lifetime adventure that he gets to participate in every fall in the beautiful mountains of Idaho. Football is a close second. After participating for 10 years Joe began coaching his Son’s youth teams. Then in a moment of fate he met Crit, a highly successful college football official. As his mentor Crit started Joe down an officiating career that spanned 28 years (retired). If there was a game to be played at any level Joe wanted to work it. Youth, High school, college, semi pro, and indoor arena football. Helping others is the most rewarding part of his life. Serving on many Boards of Directors of nonprofit organizations, including his local church,has been an honor. Being an entrepreneur is a real privilege. Working daily with his amazing wife and partner Veronica, is a dream come true. This is Veronica Growing up on a farm in a small town in Idaho, Veronica learned the value of hard work at an early age. Honesty, Integrity, and helping in the community were a way of life. We have worked diligently to ensure these values are practiced daily in our business. Veronica has a passion for learning. Reading multiple books and viewing video presentations daily. Striving to improve herself is one of her top priorities. She has an accounting degree and is a Federally licensed Enrolled Agent. Certified to represent taxpayers in all 50 States by the IRS. Specialized certifications include CTRS certified tax resolution specialist. Over the past several years this knowledge, and over 20 years of experience, has gained Her recognition from her peers. Frequently speaking at tax conferences. She has also authored several books that will be published shortly. [read more]
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Brian Decker, Taylor Loop, and Itzel Hernandez are the visionary managing partners behind Modern Lending, a mortgage industry powerhouse. Over the course of a few years, they’ve strategically assembled an exceptional team of loan officers in the state, each a standout professional in their own right. The goal was to create a groundbreaking collaboration in the form of the Modern Lending Team, bringing together brilliant minds across various mortgage segments such as VA, USDA, FHA, Conventional, Jumbo, Refinance, and more. The core idea behind Modern Lending was to harness the collective expertise of these individuals to form an All-Star Mortgage Team. This approach not only leveraged volume incentives from investors to offer improved pricing to consumers but also raised the bar for service quality, surpassing what other lenders could provide. Brian Decker is a standout luminary in the industry, consistently ranking among the Top 10 Loan Originators in the United States. With a remarkable career funding record exceeding $2 billion, he has earned accolades as one of the Top 40 Under 40 professionals in the mortgage industry. Brian is a highly visible and respected figure within the field. Taylor Loop, another pivotal member of the team, is among the Top 10 Loan Originators in the state of California. His national recognition as a Chairman’s Circle and President’s Club recipient underscores his exceptional accomplishments. Itzel Hernandez brings a wealth of experience in the mortgage industry operations, having successfully led teams to their highest achievements across various states in the United States. Brian, Taylor, and Itzel’s commitment to their community in Riverside County is a testament to their deep-rooted values and their desire to give back. While they have achieved remarkable success in the mortgage industry, they have not forgotten their origins and the people they grew up with. Their dedication to philanthropy and community involvement is a central aspect of their mission. In doing so, Brian and Taylor exemplify the idea that success is not only measured by professional achievements but also by the positive change one can bring to the lives of others and the places they call home. Their dedication to giving back is a powerful reflection of their character and the values they uphold. [read more]
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What you can expect when you work with us The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. [read more]
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Whether you're near or in retirement, an individual looking to build wealth for your family's future, or a fiduciary responsible for a trust or estate, we've got you covered. Here's what the process look's like: discovery This is the critical first step in building a long-lasting financial partnership: listening, learning, and getting to know you. By using our SmartChoice Wealth Strategy, we'll review your current financial situation, ask you questions about your life and use your answers to guide our plan and process. This step is about figuring out where you are now, where you want to be, and everything in between. onboarding Next, we begin developing and finalizing your plan, drafting an investment policy, and agreeing on strategies to build and preserve your wealth. Once we have a clear picture of your objectives and the key results we need to achieve together, we will keep you on track for the upcoming year and plan for long-term success. ongoing An important part of our ongoing relationship is being an interactive partner. We check in with you between meetings to make sure everything is going as planned or if there are changes we should be aware of. We manage your investments in accordance with your personalized investment policy and report progress toward your goals. We also provide ongoing tax planning and preparation. We make this journey together and acknowledge the trust you place in us as your partner by being always available available to you. [read more]
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Executive Payroll Solutions, Inc. was established in 2009 to provide full-service standalone payroll to the fast-growing customer base of Temecula Financial Services, our sister company and a proven leader in the payroll industry. Together, our two companies have been serving small business owners since 1989. Executive Payroll Solutions was born out of an increasing need for a full suite of Traditional Payroll Services, Internet Payroll Services, Electronic Payroll Tax Services, Employee Benefits, Federal E-Verify Employee Verification, automated time and attendance, and other employee-related solutions for small- to medium-sized businesses. Our Values Every associate at Executive Payroll Solutions is committed to our pledge to provide world-class service and support to every business. Our goal is to continually meet your business needs, address any issues, and exceed your expectations. We treat you like family. Integrity and Trust Our clients trust us with their most valuable assets: their businesses. We recognize our services have direct impact on our client's good name, and we can be counted on to be worthy of that trust. We conduct our business with the highest professional and ethical standards and handle each and every client with the greatest degree of dignity and respect. Privacy and Security In order for us to honor our committment to provide excellent service, we require that you provide us with your business, financial and personal information, as well as your employee's information. Your privacy is paramount to us. Our promise is to protect the security of your business, and process all information for its intended uses. Executive Payroll Solutions is also bonded and insured for your protection. [read more]
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