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.

If you thought that payouts from life insurance are tax-free in all cases, think again.
06/22/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
06/19/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/17/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
06/15/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
06/12/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good fin...
06/10/2026

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good financial habits can act like an “autopilot” system. Here are six money habits worth putting into practice this year.

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
06/08/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

For most people, wealth-building doesn’t happen automatically. Real, measurable progress comes from building consistent ...
06/05/2026

For most people, wealth-building doesn’t happen automatically. Real, measurable progress comes from building consistent habits that move you forward. Check out 6 habits to start this year to establish a foundation that can last you a lifetime.

Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/03/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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716 College Avenue Suite A2
Santa Rosa, CA

Opening Hours

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

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