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

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]

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.

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.

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

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

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.