This man should be in jail for what he did with our retirement monies. As a result of his…read moreincompetence, I am forced to work at age 73. He did a lousy job of taking care of my money but I must confess he was a great liar. Dick Fischer

From the owner: I'm offering a 25% YELP discount for new tax clients. I am also a Certified IRA & 401(k) Planner…read more(see more later). There are no fees for IRA, etc consulting or Retirement Planning. I'm looking for a few good, honest clients. I do not do Tax Refund Loans, When you reach out to me, we will discuss how much did you pay to whom for your Return last year. I can give you an estimate of what my fee would be for the same return. I can probably do the return for less. I will also help you coordinate your Retirement Planning (IRA's, 401(k)s & other qualified plans) with your overall Retirement Plan. I am qualified as an IRA Expert (including 401(k), 403(b), IRA and other qualified plans) and also as a Life Insurance Professional. I just completed a very extensive webinar and study course on all the details of managing and moving 401(k)s, 403(b)s, IRAs and all other Retirement vehicles. It took about 15 hours of study for me to be comfortable to be called an expert. Most of you are paying too much in fees & commissions in their qualified plans. Did you know you can control your own 401(k), 403(b) & other such plans if you are over 591/2 even though you have not left your employer. You can control the risk and fees better than in your company plan in most cases. Ask me how.