Serves Baldwin Park, CA
35244
Hired 207 times
9 employees
7 years in business
$500
5.0
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Credentials
License
License Holder: Jason Kuennen
License Type: Investment Adviser Representative (MI)
License number: #4843117
License verified on 8/13/2023
Valid through 8/13/2025
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Background Check
Jason Kuennen
Completed on 1/8/2020
Introduction
We help save you taxes by taking a proactive tax planning approach. Everybody’s tax situation is unique. Most people don't even think about their taxes until its tax time. Unfortunately, there is not much that can be done to help you save for last years taxes. Even your best CPAs at this point are historians. Our systematic approach allows our clients to proactively come up with strategies to help reduce and/or eliminate taxes either now or in the future.
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