Making Finances Simple. Changing Lives.
Will I miss out on anything by working remotely?
Our process was designed to ensure no stones are un-turned. You’ll receive “What’s Next” info so you’re never in the dark as it relates to your tax return status.
When prepping tax returns, we always compare the previous year’s return with the current year in order to make sure nothing is missed from year-to-year. We also put together a thorough email for you with a list of missing items, along with advice on maximizing deductions, and suggestions on retirement and other strategic moves.
We make ourselves available to answer any and all questions...just email or call anytime! We always respond within one business day; so if you don't hear from us in that time-frame, it’s likely your email got lost or your call didn't make it to us. We like to say "If your questions aren't answered, you likely never asked the questions!"
When prepping tax returns, we always compare the previous year’s return with the current year in order to make sure nothing is missed from year-to-year. We also put together a thorough email for you with a list of missing items, along with advice on maximizing deductions, and suggestions on retirement and other strategic moves.
We make ourselves available to answer any and all questions...just email or call anytime! We always respond within one business day; so if you don't hear from us in that time-frame, it’s likely your email got lost or your call didn't make it to us. We like to say "If your questions aren't answered, you likely never asked the questions!"
LICENSURE:
See Individual Profiles |
LOCATIONS:
Mission Viejo, CA Meridian, ID |
Copyright © 2022 Chad Peshke LLC, All rights reserved. NMLS #2244878. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It's recommended that you consult with your own advisors for personalized financial guidance. Since we're not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice. While Chad Peshke LCC is registered/approved with CA & ID, the trade name "CP" is not approved to be used in ID. This has no impact on our ability to legally do business in CA & ID as Chad Peshke LLC.