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Estate planning can be a complicated and overwhelming process with uncertain outcomes. At Kerry Spence Estate Plans, we are committed to giving in your hands, creating an estate plan that is tailored to your wishes and easily understood by your family

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She is a registered tax preparer, bonded and can help clients with QuickBooks, payroll (itemized deductions, stocks, small businesses, rental properties, and estate planning. Additionally, Cheryl is able to assist , Employer Identification Number at IRS and EDD (for payroll), and Sales Tax application, among others

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Creating an estate plan that includes a will and trust is essential for protecting your specialize in financial services and do not offer tax, legal or estate planning services. Our experienced team is dedicated to providing top-notch service and satisfaction

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