Home of the $80 Tax Return

Specialties

I help Dentists, Auto Dealer Professionals, CA State Workers, Self-​Employed & Landlords

save money by helping find missed deductions & utilizing new tax laws.

If you are just starting a small business or have been in business for some time and feel lost regarding all you can deduct. Call me. I will take the time to walk you through the common deductions you may be missing and some not so common ones pertaining to your specialty.

History

Established in 2007.

My investment clients were getting investment advice from a large tax chain employee. I looked over my clients tax return and told her I could do her return and charge her $ 80. Which was only a fraction of what she was charged at the chain store.

With my affordable rates and my «hand holding» mentality, my tax practice grew like wildfire!

Meet the Business Owner

Tracie L.

Business Owner

I graduated from Olivet College, Olivet MI in 1996 with a bachelor’s of business, Insurance and Risk Management.

I’ve been servicing the 401k retirement marketplace since 1999 when I started with Freedom One Financial. I have been servicing 401k companies all over the United States.

I moved to California in 2003 and have been focusing my practice to managing individuals’ accounts within large pension plans such as the California Savings Plus Plan and other large plans with brokerage windows.

In 2007 I added Tax Preparation to my practice and have had much success and personal satisfaction from helping my clients not only save tax dollars but doing it and charging much less.