Book Your Appointment with Authoritax & Longhouse WM

会社概要

Two Firms: One Focus, Your Tax and Investment Needs. Longhouse Wealth Management provides investment advice and manages your portfolio. Authoritax uses IRS-trained tax experts to prepare, manage and solve your tax issues...

all at a stunningly low price.

We’re here to help your money grow and to make it last.

Our mission is to help you better understand your retirement savings and make better-informed investment and tax decisions.

Make your appointment to meet with us, today.

We're located at:

187 Calle Magdalena Suite 103

Encinitas, CA 92024

サービス

📞 FREE 15 minute tax consultation

FREE 15 minute tax consultation. Let's go over your tax situation with the IRS or State. Call me at 949-542-2394.

🔧 Tax Meeting (Deposit)

Please reserve your appointment for tax preparation or case investigations. The amount you pay is a deposit against your final invoice amount. Please bring all your documents to this meeting or email them to [email protected]

📞 Free Call

Talking to a Longhouse Investments advisor is your chance to: Ask questions and discuss ideas about investing Find out what you’re currently paying in hidden investment fees Create an investment plan to grow your savings There’s no cost and no obligation — just an objective look at where you stand and a surprisingly fresh perspective for your investing.

📈 Initial Investment Review

Please bring your brokerage statements for the accounts you'd like us to help you manage. Examples are a 401(k) from an old employer, Traditional / Roth IRAs, etc. We look forward to meeting you.

📞 Phone Call

Call me at 949-542-2394 or text me your number.

☕ Coffee Meeting

Meetup and chat. Go over business ideas, new strategies, changes in technology, ways to connect the dots... all while heavily-caffeinated... fun!

🌮 Lunch Meeting

Let's meetup for lunch. Whoever needs the tax deduction more pays :) Meeting half-way between our office and yours is a good idea too.

グループイベント

"Airbnb from a Tax Perspective" Class 1 of 2

Airbnb is a new and growing business opportunity. If you’re not running your business well you could be in for big trouble at tax time. Learn how to setup and manage your Airbnb rental business from a tax perspective. We’ll cover everything from keeping better records, automating tedious processes, setting up your business accounts properly, managing and tracking assets and inventory. New topic: Federal tax code changes passed in 12-2017 that could affect Airbnb owners. The class is being offered at Mt San Jacinto College in Temecula, CA

South OC Investors Club

Reserve a seat for you and your guest(s) here. Make sure to bring any investing questions with you to the meeting. After the initial educational presentation(about 20 mins) we'll have an open investing discussion where we can go over your questions. See you then!

平日営業時間

日	時刻
月曜日	08:00AM - 06:00PM
火曜日	08:00AM - 06:00PM
水曜日	08:00AM - 06:00PM
木曜日	08:00AM - 06:00PM
金曜日	08:00AM - 06:00PM

週末営業時間

Weekend	時刻
土曜日	08:00AM - 02:00PM
曜日	休業日

予約する