Tax services are provided by an Enrolled Agent (EA), a federally authorized tax practitioner empowered to represent taxpayers before the Internal Revenue Service (IRS). Services are provided in accordance with applicable federal and state tax laws.
Information on this website is provided for general informational purposes only and does not constitute tax, legal, or accounting advice. Tax outcomes depend on individual facts and circumstances.
Insurance products are offered through appropriately licensed insurance agents. Life & Health and Property & Casualty insurance services are subject to state licensing requirements, carrier underwriting guidelines, and policy terms.
Coverage availability, benefits, premiums, and eligibility vary by state and insurer. Insurance services may not be available in all states.
This website does not provide legal, investment, or financial advisory services. Nothing on this website should be relied upon as a substitute for professional advice from an attorney, investment advisor, or other licensed professional.
Use of this website, including submission of contact forms or inquiries, does not create a client, fiduciary, or advisor relationship. A formal relationship is established only through a written engagement or service agreement.
Tax and insurance services are offered in compliance with applicable California and Arizona laws and regulations. Licensing status and service availability may vary by state.
If you have questions regarding services, licensing, or state availability, please contact Loan Do Financial directly.