Owen A. Hill, Certified Financial Planner™, Enrolled Agent with the IRS.
To provide honest information and diligent effort in saving Clients of the Firm time and money with accounting, tax preparation and financial planning.
North Lake Tahoe Financial Services, LLC provides personal, business and trust accounting with QuickBooks software, personal, business and trust income tax return preparation and Fee-Only (No commissions or other possible conflicts of interest- charges are by the hour) financial planning. We do not provide specific investment advice.
We provide income tax return preparation and retirement planning for many individuals who have rental real estate, including home vacation rentals, a small business, and those who travel with their work such as Merchant Mariners and Traveling Health Care Professionals. Please see the tabs to the left for more detailed information and downloadable forms.
There is no charge for an initial consultation so you can decide if these services would be beneficial for you.
Here at North Lake Tahoe Financial Services we help in many areas of the financial lives of our clients. This is important, as a change in one facet of a financial life affects the others. No two clients are the same.
Our areas of specialization are:
Cash Flow Planning,
Personal Accounting with QuickBooks,
Income Tax Return Preparation and Representation Before the IRS.