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.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
10/05/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
10/02/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
09/30/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Sharing the reasoning behind your retirement and financial decisions can be one of the most meaningful gifts you pass on...
09/28/2026

Sharing the reasoning behind your retirement and financial decisions can be one of the most meaningful gifts you pass on.

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
09/25/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

You can help ensure that losing your wallet doesn't turn into something bigger.
09/23/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Take the time to think about these three things when shopping for your next vehicle.
09/21/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Have a kid heading off to college? Here are a few tips.
09/18/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

📈✨ With tax season here, it's time to explore tax-saving opportunities you shouldn't overlook! By incorporating tax-inte...
09/16/2026

📈✨ With tax season here, it's time to explore tax-saving opportunities you shouldn't overlook! By incorporating tax-intelligent strategies into your larger financial plan, you could unlock potential ways to keep more of what you earn.

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Check out this video on taxes.
09/14/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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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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