01/06/2025
We have exciting news to share!
Karen has decided to retire - somewhat 😉- and has sold the business to Rob Hatch, Preferred Tax LLC. His office is located just 2 doors down from our old office, at 208 S Main St in Lodi and Wendy and Carol will continue to work in the same capacity to serve our clients. Karen will also work on a part time basis. If you'd like to meet with her an appt is strongly encouraged. We are all very excited about this new endeavor as we are happy to be able to continue offering the same great service that we've provided for decades, but we will also once again be able to offer financial products as Rob and his staff are licensed for many products in multiple states.
If you have any questions please feel free to contact our new location at 608-592-0510. See you this tax season!
Karen, Wendy and Carol