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.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/29/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

What every parent needs to know about insuring his or her teen driver.
05/27/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
05/25/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Surprises crop up every day, and they’re a great reason to work with us.
05/22/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/20/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

U.S. Service Members should consider taking advantage of programs that are available.
05/18/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Even if you’re young and single, you should still consider protecting yourself with insurance.
05/15/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
05/13/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

"The only things certain in life are death and taxes." Benjamin Franklin
05/11/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

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Santa Rosa, CA

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

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