My areas of focus are personal finance self-employment retirement plans small business and large company retirement plans annuities estate considerations wealth transfers long-term care and life insurance.

(Sailing Permit), rental properties, self-employed/freelancer filings, multiple states filing, personal financial planning, Report of Foreign Bank services, retirement planning services, small business advising, cost-segregation, real estate, insurance, patent royalties capital gains, 45L tax credit - Energy

banking, certificates of deposit (CDs), money markets, retirement plans, health savings, personal Visa®, home loans [NMLSlock box, remote deposit capture, business Visa®, small business loans, non-profit loans, commercial construction loans, escrow services, and lines of credit. Farmers & Merchants Bank is a full-

online banking, certificates of deposit, money markets, retirement plans, health savings, personal Visa®, home loans [NMLSlock box, remote deposit capture, business Visa®, small business loans, non-profit loans, commercial loansconstruction loans, escrow services, and lines of credit. We are a state chartered bank in

checking, savings, online banking, CDs, money markets, retirement plans, health savings, personal Visa®, home loans [lock box, remote deposit capture, business Visa®, small business loans, non-profit loans, commercial construction loans, escrow services, and lines of credit. Farmers & Merchants Bank is a California

opened its doors in September 1983 as a small business owned by Tom and Sandi Swan. After with health insurance, paid holidays, vacation, and a retirement plan. Biannual evaluations also help to maintain a dependable and commercial customers so our employees can stay employed even when roofing is not possible due to

individuals, we provide tax preparation, tax planning, back taxes, rental properties, self-employed/freelance filing, multiple state filing. Business services include tax preparation for small business entities, accounting and bookkeeping services, retirement planning services, new start-up business

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, tax representation, tax planning, and small business consultation. We are experienced in law-enforcement, self-employed, and real estate as health insurance exchange, retirement planning, marriage/divorce, home purchase/refinance, payroll to self-employed, investing, bankruptcy, inheritance, etc

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