South Bay Planning | Torrance, CA

Service Area: Torrance, CA
Team Size: 1 employee
Business Duration: 7 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Stripe

Services Offered

Service needed

Annual tax filing
Quarterly tax filing
Other tax consultation

Filing status

Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Tax-exempt

Annual revenue

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

I take a consultative approach to help individuals with their tax preparation needs. I began in the financial services industry, working for some of the largest financial institutions like Merrill Lynch and AIG. My focus is to help you file your taxes and get you the maximum refund from available deductions and credits. I also help my clients plan for future years and strategically make choices that minimize their tax burden and leave them with more money.

I offer a 15% discount for first time tax clients.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Matthew Stratman
- Completed on 2/14/2023

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