James Franco, EA CRTP     |     100 East Thousand Oaks Blvd. Ste #260, Thousand Oaks, CA 91360     |     805-379-1776 Voice     |     805-379-4146 FAX

 FREE INITIAL CONSULTATION 

∙ Estate Plan Review ∙
∙ Tax Planning Review ∙
∙ Family Trust Review* ∙
∙ In-House Plan Implementation** ∙ 

*Services by outside attorney
**For tax plan implementation directing client’s current advisors— fees will apply.

ADDITIONAL TAX SERVICES 
∙ Income Tax Preparation ∙
∙ Electronic Filing ∙
∙ Amending Prior Tax Returns ∙
∙ Federal Correspondence ∙

 

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