Are you Ready to

Attack Your Taxes?


Our team can develop a custom-tailored game plan unique to your situation.

Check Your Refund Status

Click a button below to view your refund status.

Meet Your Tax Professional

Valarie Lukacsffi

Registered Enrolled Agent with the IRS and the California Tax Education Council


To schedule a consultation with Valarie, call 951.244.6702, email: or click HERE.

Get Organized

Download the Tax Planning Checklist to help you gather all of the documents you need.



Would you like to avoid surprises at tax time? Tax laws change every year — and this year is no different. This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can help you create a tax-efficient strategy

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 951.244.6702