Group

Welcome and thank you for visiting the Website of American Financial and Tax. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

American Financial and Tax is a full service Financial Planning and Tax Preparation Service. We take our commitment to our clients very seriously. It’s your money-- you worked hard to earn it. We know that and we admire you for it. And just like you, we want you to keep as much of it as is legally possible. Words like trust, integrity and honor—they have meaning to us. We strive to earn your trust as we demonstrate our integrity and in the way we honor your finances as we apply our expertise to your specific needs.

Follow our various links on this web site. Find out what we offer, who we are and study our philosophies. If you need more information, feel free to contact us by phone, fax, email, or by snail mail. If you’re in our area, make an appointment. At a distance? Call, write, fax or email us. We rarely charge for a first time consultation, it's an oppurtunity to get to know each other a little better—it’s a chance for both of us to insure we’re comfortable working together. Please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Public Speaking Events/Schedule

CLIENT TESTIMONIALS

--All I knew is that we worked too hard and had no money in the checkbook. Thanks for showing us the trouble spots.

D.J. Corona, CA

--Thanks for showing us how to deduct our medical expenses from the business.

M.M. Mission Viejo, CA

--We spent thousands with those other “professionals” and got nowhere, but you got the job done for less. Thanks.

R.T., MD La Mirada, CA

--$7,000 worth of unexplained tax liabilities gone, how can we thank you enough?

K.S. Anaheim, CA

--I appreciate the comprehensive business solution, forward thinking, and integrity. I worry less in the management of my practice.

R.E., MD Tustin, CA