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 truly comprehensive 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. Stock Brokers rarely provide tax help and tax preparers rarely provide investment advice. NLTFS does both well.
We provide income tax returns and retirement plans for many professionals who travel with their work such as Merchant Mariners and Travel Nurses or other 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 specialize 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.
Our areas of specialization are:
Cash Flow Planning,
Personal Accounting with QuickBooks,
Income Tax Return Preparation and Representation Before the IRS.