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  To check if you might qualify as a client, at no cost or
 obligation (make sure your internet browser temporarily permits popups): 
 

1) click on the button above.  
 2) Complete the attached (MS Word format) Prospect  Information sheet;  then
 3)
NAME IT and SAVE IT.
 4) Insert the file as an attachment and
E-mail:: doug@pf-coach.com  

 We will review your information and then contact you about setting  up an  initial appointment.  

Tax Tipsters

A number of years ago, we assembled these checklists for people who want to be vigilant about tax opportun-ities and pitfalls but do not want  to wade through the Internal Revenue Code.    They summarize a few important, but not often discussed tax issues.

Tax Tipster #2

Tax Tipster #3

Tax Tipster #4

 

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