Our Firm
A Tax Resolution & Wealth Management Firm
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide.
Our Approach: Taxes
The tax law is extensive and few people can understand the issues in all situations. Thus we pursue tax education well beyond the annual requirements for our licenses. We also pursue education that will expand our knowledge in a wide variety of areas, such as family tax issues, business acquisitions, estate planning, trust administration, partnership taxation, corporate tax, audit representation, collections (including liens, levies and payment plans), etc.
We believe in maintaining the highest level of integrity while providing a personalized service to determine the most advantageous position within the law. We view a tax return as the application of tax law to reconcile historical events. Therefore we realize that the most valuable service that we can provide occurs before the taxable event - through advice that would influence decisions to reduce taxes, not just documenting the facts afterwards through the preparation of a tax return. This means that real value is delivered at any time during the year when decisions must be made. We are available year-round, not just during tax season.
Our Approach: Financial Services
We start by helping you to clarify and prioritize your goals. Then we endeavor to assess your situation and uncover any gaps that you may have. Finally we work with a team of specialists according to your needs to formulate and propose a plan of action to pursue your goals. Our firm has a relationship with a variety of companies that provide financial products and services, so if we don’t have a product or service, we know a group that does.
History
This business started preparing income tax returns in the Santa Rosa area in the 1980s or earlier. Janelle and Richard purchased the business in 2005. In 2008 our firm executed a planned expansion into financial services when Richard obtained the FINRA licenses first for mutual funds, and later for stocks, bonds, and advisory (i.e., managed accounts). He also added insurance including life insurance, disability insurance, long-term care insurance, and annuities.
Our firm name begins with “The Master’s” as a reminder to us and our clients of how we should address issues before us. This title is used in scripture to refer to Jesus. (See Matt. 26:18; Mark 5:35; John 11:28 KJV.) We are reminded that we are stewards of the resources he gives us – time, energy, health, finances – and we should manage each of them accordingly. Our view is that everything we have is really his, and that includes this business.