The Master's Tax & Financial Services

The Master's Tax & Financial Services We provide tax services to individuals and businesses. Richard works with clients to pursue their fi

We provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing. As an Investment Adviser Representative of Avantax Investment Services℠, Richard works to integrate clients’ investment objectives with their personal concerns and aspirations. No matter where you are financially, it’s important that you are

taking steps to actively address the issues that managing wealth presents. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. Richard will work with you to create an action plan that addresses these issues as you see fit.

Childhood attitudes and habits can determine your child's health in his or her adult years.
09/04/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
09/02/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Learn the language of life insurance.
08/31/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
08/28/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

\$100 not spent is more like \$143. Intrigued?
08/26/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
08/24/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
08/21/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
08/19/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/17/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Concerned about identity theft? Some things to leave at home.
08/14/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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716 College Avenue Suite A2
Santa Rosa, CA

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Monday 10am - 4pm
Wednesday 10am - 4pm
Friday 10am - 4pm

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