3558 Round Barn Blvd Ste #200, Santa Rosa, CA 95403 / Call us today: (707) 538.8027
We offer a Free 15-minute Initial Consultation on all services:
– 28 Years of Experience in Individual Income Tax Return Preparation
– Business Income Tax Return Preparation
– Small Group Health Insurance – Advocate for small businesses – Kaiser, Anthem, et al
– Income Tax Resolution with IRS or with CA Franchise Tax Board
– Medicare Supplement and Advantage Insurance Plans
– Life & Disability Insurance
– Tax-deferred investing and Retirement Income Planning
– Tax-free College Savings and Tax-free Retirement Income
At A.E.I. our mission is to provide tax preparation and financial planning advice with integrity, respect, and direction leading to financial independence and peace of mind for our clients. We offer these services from our office in Sonoma County, CA. We provide high quality tax services as well as independent insurance planning through A-rated carriers in the health, life, disability insurance which can include living benefits covering chronic and critical illness or even long term care. Fixed and Fixed Indexed Annuities are an alternative income planning tool used to guarantee principal, moderate growth and an income stream for your entire lifespan and also are called longevity insurance.
We work with clients in Sonoma County, CA as well as the San Francisco Bay Area, and throughout the state of California. We have experience that spans 25 years in tax and over 15 years in insurance and financial planning. Whether your issues are large or small, we take care and pride in providing consistent timely service that will make insurmountable situations possible for you to overcome. Our diversified firm is here to provide excellent service on various tax and financial matters. To discuss your case with an experienced member of our staff, simply contact us by phone or e-mail at your earliest convenience.