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Current year tax preparation and filin…
Audit and conflict resolution support
Past year(s) tax preparation and filin…
Tax planning
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About the Business
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.
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Robin W.Santa Ana, CA01Mar 5, 2024Don't go here. He does not know what he is doing. I have a 5000 tax bill that he was supposed to be taking the taxes out of my monthly money for. Dale I am so disappointed in you. You just couldn't take time to talk to me and my tax guy on the phone. Coward
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Oh no 0- Gilbert F.San Francisco, CA05Aug 26, 2021First to Review
You had no right to disclose my personal cell phone number to the general public. Id pick up the phone and your "referral would be demanding that I collect child support or some crazy issue that I dont handle. Couldnt you have just accepted the fact that I yelled "Dont call me again" and hung up on you. What did you gain from making my change my cell phone number?
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