The Master's Tax & Financial Services

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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.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
10/28/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
10/26/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

When considering a record keeping system for your business, you need to ask yourself some very important questions
10/23/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
10/19/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
10/16/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
10/14/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
10/12/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
10/09/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

There are four basic steps to calculating the value of an estate.
10/07/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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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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