A.E.I. (About Everything Included) Income Tax & Financial was founded in 1990 by Eric Imbuelten, M.B.A., PFP, CRTP. Eric began providing assistance to local Californian families 23 years ago in Alameda County.
Expanded in 2006 by moving to Santa Rosa, Ca in the heart of Sonoma County, A.E.I. has brought its tradition of quick, easy and personalized service to California’s beautiful wine country. As a father of one wonderful daughter and as a son to his incredible mother who lives in Oakmont, Eric knows how important it is to protect your loved ones.
As a tax professional for many years, and through his own personal life experience, Eric was compelled to obtain his Personal Financial Planning certificate from the University of California Berkeley and Davis. He was licensed in life and health insurance in 1996 so that he can help families to protect the people who matter most to them with safer retirement accounts, tax-deferred accounts, life insurance, health insurance and guaranteed income in retirement.
By his work in taxation and accounting for years and his staying on top of the constant tax law changes and the implications brought about by the Obamacare law, Eric is able to offer you excellent financial solutions on several levels as a financial service one-stop shop.
A.E.I. specializes in fast, easy, stress-free tax preparation. We offer affordable services comparable to a CPA type. As an M.B.A. with a finance option, Eric’s background is very similar to a CPA.
an independent insurance brokerage to help you with your health insurance, life insurance, IRA’s and annuities. Don’t hesitate to call today for the help you need and a full-range of choices that an independent agent who is also a tax professional can offer by explaining the tax implications and by shopping the whole insurance market for you.