Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Tax

Tax Preparation • Tax Planning • IRS Audit Representation • Tax Problems

Personal Financial Planning

Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Don Corriea

don@citaxes.com

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools

  • Don Corriea was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Jim T.

  • Don Corriea is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Martha W.

  • Don Corriea patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- Dianne R.

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

First consultation is free.

Call (805) 270-9164

Fax (805) 270-9164