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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: retirement@duanejohnsongroup.net or click HERE.
Get Organized
Download the Tax Planning Checklist to help you gather all of the documents you need.
INSTANT DOWNLOAD
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.
