Additional Services

Tax assistance is just the beginning.

Financial, Investment, and Money Advice

Investment Advice

  • The dollar might be dying, don’t let your investments die with it.

Second Opinions

  • As a CPA with a law degree, you can use my experience to get a second opinion on anything financial. If I am not the perfect person to advise you on a topic, I can steer you to someone who is.

Safety for your Retirement

  • I am also a licensed California insurance agent and annuity specialist. Life insurance for your peace of mind, safe but still growing investments for your retirement.

Be a Guest on Harold’s Radio Show

  • My radio show “Business Buzz” on KKXX Life Radio every Tuesday at 3PM needs business owners as interview guests every week. Join me for an informative hour and get the word out about your business.