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950 John Daly Boulevard
Suite 380
Daly City, CA 94015

Tax Advice, Inc.

(650) 756-3000

 

Products & Services

We provide assistance in the following areas:

Taxes

  • U.S. Individual Income tax planning and return preparation
  • Small Business Tax Returns
  • Multi-state Tax Returns
  • Partnership Income Tax Returns
  • Corporate Income Tax Returns
  • Trust or Estate tax planning and return preparation
  • Amended Tax Returns
  • IRS and California Tax Audits
  • Real Estate Tax Issues and Planning

Investments*

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning*

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

*These services are offered by John Lazar through his affiliation with HD Vest.