About the Business
Tax Services:
1. Filing tax returns,
2. Tax strategies (individual and business)
Financial Planning and Insurances Services:
1.Tax-Reduction Planning (personal and business)
2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees
3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan
4.Guaranteed Lifetime Income Plan
5.Estate Planning & Legacy Preservation (personal and business)
6.Life Insurance: term life (cheapest cost) & permanent life with cash value
7.Long Term Care & Living Benefits & Disability Income Plan
8.Tax-Free College Funding Plan
Reviews (0)
Click to RatePublisher Info
- The Office of Terrie Bui handles financial planning, tax and insurance services since it was established in 2010. Tom Bui is a Certified Public Accountant (CPA) and a Licensed Financial Services Professional and Terrie Bui has been a Certified Licensed Financial Professional for over 8 years helping people from all walks of life with financial education and proper planning for their future. Tom is a proud graduate of CSU Fullerton and has always been gifted with accounting skills and tax planning strategies while Terrie found her passion in finance and insurance after graduating from University of California, Los Angeles in 2009 and has since been a wonderful financial educator and planner. Our growing team of tax and financial specialists consists of dedicated and knowledgeable licensed professionals that can help families and businesses in multiple languages including Spanish, Vietnamese, Korean, Chinese (Mandarin and Taiwanese), Hmong, Thai.
- (714) 837-3362
- 500 N State College Blvd Ste 1100, Orange, CA 92868
Opening Time
-
Mon
9:00 AM - 5:00 PM
-
Tue
9:00 AM - 5:00 PM
-
Wed
9:00 AM - 5:00 PM
-
Thu
9:00 AM - 5:00 PM
-
Fri
9:00 AM - 5:00 PM
-
Sat
9:00 AM - 5:00 PM
-
Sun
Closed