Services — Oakhurst Financial
Sorry, I am currently not accepting new clients
Taxes
- Expert Federal and State Tax Preparation and e-filing
- Individual 1040
- Estate 1041
- Fiduciary (Trust) 1041
- Tax Planning
- RSU and Options analysis
- Tax Representation — IRS
- Tax Representation — FTB
Affordable fees
Financial Planning
- Retirement planning
- Household budgeting
- College funding
- Financial Aid
- 529 savings accounts
- Home purchase analyses
- Roth conversions
- Estate planning
- Life insurance needs analysis and strategies
- Mortgage refinances
- ...and many more situations
Affordable hourly fees