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About

About This Business

This business offers tax preparation, tax mitigation and filing services.

BBB Accredited Since: 10/3/2023

Years in Business: 5

Products and Services

Equity Compensation Coaching, Financial Coaching, Penalty Protection, Real Property Tax Strategies, Tax Coaching, Tax Mitigation, Tax Preparation

Business Details

Local BBB:
BBB, Pacific SW
BBB File Opened:
10/3/2023
Business Started:
2/6/2021
Type of Entity:
Sole Proprietorship
Business Management:
Ms. Lisa Brugman, Owner/ Principal

Additional Contact Information

Principal Contacts
Ms. Lisa Brugman, Owner/ Principal
Customer Contacts
Ms. Lisa Brugman, Owner/ Principal
Additional Phone Numbers
Other Phone: (877) 324-9687
Additional Email Addresses
Primary: Email this Business
Complaint: Email this Business
Sales: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
California Board of Accountancy
2000 Evergreen St #250
Sacramento CA 95815-3832
Phone Number: (916) 263-3680
Fax Number: (916) 263-3675
http://www.dca.ca.gov/cba

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