My name is Gail Lee. I have ten years of tax preparation experience and have passed the newly required IRS Registered Tax Return Preparer* test. With my many hours of continuing education credits, I stay current with IRS and California tax law changes and am registered with the California Tax Education Counsel**. I have lived in Arnold full time for twelve years and am eager to meet you. Come by and say hello!
Kirk Dobson, CFP® is a fee based Certified Financial Planner and an Investment Advisor Representative providing a clear path for qualified individuals and businesses to help meet their financial planning goals. One of his greatest strengths is analyzing complex issues and delivering concise strategies in a well organized and understandable format. Kirk maintains a strong network of legal and accounting professionals to help get the job done right.
Investment Portfolio design and management, alternative investment programs, distribution and income planning, buy/sell and business succession planning, tax, estate and legacy planning, life and long term care insurance, business and family financial planning.
- Personal and Business Financial Planning*
- Investment Portfolio Design & Management*
- Retirement Plans & Retiree Income Planning
- Tax Reduction, Estate & Legacy Planning
- Alternative Investments*
- Business Buy-Sell, Success Planning, Key Employee Retention Planning
- Life, Disability & Long Term Care Insurance
We take care of all your accounting needs.
Ebbetts Pass Accounting has been in the Avery/Arnold area since the 1980s. It serves the local area with tax and accounting needs. It also serves many clients from all over the United States as these clients have remained loyal to Ebbetts Pass Accounting.
Financial Statement Preparation
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and you.
We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it’s in the United States or Canada, we’re located in the communities where you live and work because that’s the best way to get to know you and to help you reach your financial goals.
Barbara H Larkin
178 Big Trees Road Suite A7
Murphys, CA 95247