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Fireside Financial Planning, Inc

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.

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Fireside Tax Consulting, Inc

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.

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Small Businesses

Trusts & Estates

Multiple Year Non-Filers

Financial Planning

Retirement Planning

Money Management

Trusts & Estates

College Planning

Insurance Advisement


Portfolio Diversification

Socially Responsible &

Faith-Based Investing Choices

Fireside Favorites:

Here are articles that are frequently asked for by our clients

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Tax Checklist PDF

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.

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Non-Cash Deduction Guides

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.

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Living Trust Primer

Don't have a living trust yet? Take a look to see what a living trust can do for you!

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If Something Should Happen...

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.

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Estate Management Checklist

Whether your estate situation is simple or complicated, here's a checklist to get started!

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Emergency Supplies

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.

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Emergency Documents

A guide from the California Society of Enrolled Agents.

Learn how to put together a document box to grab-and-go in an emergency.

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