Kiernan Elaine CFP Cdfa Csa, 2161 Delaware Ave, Santa Cruz, CA 95060, US

Dollars & Sense, established in 1997, is a trusted tax service provider in Santa Cruz, CA, offering comprehensive tax planning, preparation, and representation services for individuals, pass-through entities, and corporations. With a focus on complex tax analysis and minimization strategies, their team of experts applies the new tax code to each client's unique situation, ensuring maximum benefits. Additionally, they provide corporate contract services, including proactive tax credit analysis, consulting, financial review, strategy development, and representation. Committed to convenience, Dollars & Sense offers face-to-face appointments or remote services, allowing clients to choose the most suitable option. They have also implemented a Secure Client Portal for secure data transfer and accept online payments through PayPal. With a wide range of resources available on their website, including budget calculators, IRS publications, and answers to common tax-related questions, Dollars & Sense aims to provide a seamless and efficient experience for their clients.Generated from the website

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Financial Resource Associates

Delaware Ave & Swanton Blvd