With more than 30 years experience, Fireside Financial Planning, Inc. offers financial planning and investment advisory services for individuals and small businesses. Whether you`re looking for financial advice, investment counseling, or a comprehensive financial plan, Fireside combines personal attentions with the ability to clearly communicate your options in simple, understandable language.
With more than 35 years of experience, Fireside Tax Consulting, Inc. offers comprehensive tax preparation, planning and representation services for individuals and small businesses. Whether you`re looking for the convenience of tax return preparation or advice on sophisticated tax planning, Fireside combines personal attention with the ability to patiently communicate complex situations in simple, clear terms.
Trusts & Estates
Multiple Year Non-Filers
Socially Responsible &
Faith-Based Investing Choices
Here are articles that are frequently asked for by our clients
Take an inventory of your tax situation and documents with our tax checklist. This checklist is also part of our annual beginning-of-year mailing to existing clients.
Curious how much your non-cash donations are worth?
This page includes the "Used Price" search engine, the Goodwill valuation guide, and the Salvation Army valuation guide.
Don't have a living trust yet? Take a look to see what a living trust can do for you!
How to Organize you Financial and Legal Affairs
A comprehensive publication by the American Institute for Economic Research. Includes information on decisions to make, documents to have, and space to record the summary your estate.
Whether your estate situation is simple or complicated, here's a checklist to get started!
A guide from the CDC towards earthquake preparedness- useful for any kind of disaster.
Lists include first aid kits, home survival kits, vehicle survival kits, and workplace survival kits.
A guide from the California Society of Enrolled Agents.
Learn how to put together a document box to grab-and-go in an emergency.