North Lake Tahoe Financial Services, LLC

Providing Client Financial Security Since 1998

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Financial Planning

Pers. & Bus. Accounting

Tax Services

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Tax Services

North Lake Tahoe Financial Services provides assistance to individuals, sole proprietorships, corporations, and partnerships with tax planning, preparation, and filling.  Estate and trust tax return preparation is provided as well.  We specialize in working with Merchant Mariners, Traveling Healthcare Professionals, Long Haul Truckers, Rental Real Estate Investors and those with multi-state tax returns.  These types of taxpayers often do not get credit for deductions to which they are entitled.

I am enrolled to practice before the IRS in all 50 states..

All tax work is charged by the hour. There are no "per form" fees.

My clients recieve a free half hour "what-if" consultation during the year to help ensure that they are taking steps to lessen the current year's tax liability, and so that there will be no major surprises in thier next tax return.


Contact me, or Click Below, for an Income Tax Return Checklist or Specific Industry Data Form.


Client Checklist
Merchant Mariner Tax Data Form
Healthcare Traveler Professional Tax Data Form