DAT Financial and Tax Service, Poway, CA

DAT Financial & Tax Service

Personal Message from Dale Tartakoff

Now is the time to start working on your tax return. With new tax law changes, you’ll have many new complications and opportunities for tax savings. To all of my clients and those visiting my Web site for the first time, my job is to complete your tax returns accurately and quickly, keeping your taxes as low as possible. Your job is to give some time and attention so that we can work together effectively. If we both know what to look for, we can keep your taxes down.

With this goal in mind, please visit the Income Tax Brackets Section on this Web site for information on the new tax brackets and other changes in the tax laws as well as some general tax-planning tips. Please consider this information all year long as you plan your investments, withholdings, estimated tax payments or potential deductions.

If you would like to discuss any area of particular concern, please call or . Also, if you have any friends, family or business associates who would like to receive this information, please refer them to this Web site and my latest newsletter.

You can also click on Tax Checklist to print out a list of what you’ll need for your tax appointment. In January, all current clients receive an annual tax organizer and their priority appointment time in February and March. New clients and referrals: Please call or me anytime and I will be happy to send you a FREE tax organizer and set a convenient appointment to prepare your taxes.

To all of my new clients and visitors to this site, as well as those who I continue to serve year after year and who refer their family, friends and associates, I very much appreciate your confidence and trust. My goal is to provide you and your referrals with the best service possible at the lowest cost for this coming year and beyond.

Now let’s save some money on your taxes!

DAT FINANCIAL & TAX SERVICE
--Dale A. Tartakoff

Contact Us About Our Tax Consulting Services

Dale A. Tartakoff
DAT Financial & Tax Service
12610 Summerfield Lane
Poway, CA 92064
Phone or Fax: (858) 592-0770

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Tax and Financial Consultants