Our tax advisors provide personalized guidance to help you navigate the ever-changing tax landscape and make informed decisions that positively impact your financial well-being.
Together, the team has more than fifty years of professional experience in tax planning and preparation. Our staff is available year-round to assist with all your tax needs.
Disclosure: Katrina Harrison and Greg Gonda are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.
- Share background
- Discuss questions or concerns
- Discuss pricing
- Provide you with document organizer & engagement letter
- Secure portal enrollment
- Collect signed engagement letter
- Collect tax documents and organizer
- Schedule appointment for review
- Review prepared tax return
- Obtain signature for filing
- Submit electronically when possible
- Final invoice & payment
- IRS Issue Resolution: Assistance in handling tax notices, audits, and other interactions with the IRS for returns we filed.
- IRS Representation: Representing businesses in dealings with the IRS, including tax audits, appeals, and dispute resolution for returns we filed.
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Broker/Dealer Disclosure
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.CeteraAdvisorNetworks.com.
Important Disclosures and Form CRS | Business Continuity Plan
Tax Disclosure
Tax and accounting services offered through LifeWise Tax Advisors. Tax and accounting services offered separately from Cetera Advisor Networks LLC, which does not provide tax or legal advice.