Type of Practice: Tax Preparation, Financial Planning Year Practice Began: 1992 Minimum Tax Preparation Fees: $50 for Federal Form 1040 How Tax Returns Fees Charged: Rate per Form/Schedule Electronic Filing Offered? Yes Range of Electronic Filing Fees: $19-$29 Refund Anticipation Loans (RAL) Offered? Yes Range of RAL Fees: $19-$29 Call First for Appointment? Yes Accept Out of State Clients?
Yes Clients Accepted:
District of Columbia Other Services Offered: Tax Planning, Retirement Planning, Small Business Startup
Education: MBA, 1976, University of Minnesota; BS BA, 1970, Rockhurst University; RIA (Registered Investment Advisor), 1995 Professional Credentials: Authorized Power of Attorney with the IRS Association Memberships: NASD (National Association of Security Dealers); NSTP (National Society of Tax Professionals) Previous Private Employment: H & R Block, from 1990 to 1992 Personal Comment: The NetWorth Financial Group is a privately owned firm. We provide personal financial planning, including planning for taxation, investments, estates and retirement, and small businesses.