Tax Rigor
Tax Rigor

Tax Rigor

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Introduction: Your Financial Freedom is within reach, but you will never achieve it without giving your financial situation the attention it requires. Millennial Financial Planning will jump-start your goals and empower you with the simple steps you need to get back in control of your finances. We also provide tax preparation services. Your tax returns be an easy walk in the park. You might be owed a bigger refund from tax credits you didn’t know you were eligible for. No promises, except that we will study every aspect of your situation to make sure you’re not missing out. Experiencing the excitement (and relief!) of people who we are able to help get back on track. We help you start with small changes that make a big difference. You won't become rich overnight, and anyone who promises that should be avoided at all costs. But you're not as far away from your financial goals as you think.
Overview

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1 employee

7 years in business

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Matt F.
May 19, 2017
Charlie's help was extremely beneficial to my wife and I. When we met, I was $38,000 in debt from student loans. He sat down with me and examined every expense that I have had over the past 8 months. He developed a budget designed to meet my goals, and provided strategies that set me up for success. I am happy to report that within 3 months of meeting Charlie, I am now a $6000 away from being debt free and financially independent. In addition to helping me manage my finances, he offered some tax advice as well. Charlie's work has permeated through every financial aspect of my life. Not only will I be debt free in a few weeks, but I will also be retiring early because of his investment strategies. He is a humble expert in his field, and I am grateful to have his help.
Credentials
License

License Type: Enrolled Agent (IRS) (CA)

License verified on 10/11/2017