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OC Coastal Finance
Orange County financial planning services for families and individuals.
Our Services
1
Financial Planning
Financial Planning with a focus on retirement income planning, college education planning, cash flow and budget planning, family office planning, small business, risk management, tax planning and insurance evaluation.
2
Tax Planning and Support
Review of tax returns. Federal and State Income tax planning. Representation with tax audits and appeals. Tax projections at year end.
Experience
Jeffrey Barnett
Education
B.S. Accounting
M.S. Accounting
M.S. Taxation
M.B.A.
Certifications
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
With more than 30 years of tax and financial planning experience.
Get a Complimentary Consultation
Orange County, CA
(714) 887 4267
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