• No deposit or prepayment required.
• No personal information required, just a first name to sign up.
• Limited to 5 people, to ensure everyone's questions are addressed.
• Workshops are open to students and professionals too.
• Please call 559-614-7729 to reserve a seat.
• Workshops are 2 to 3 hours long.
• Workshops are to inform people about collection options and issues.
• Cost is $200.00 per person, cash due upon arrival and there is a $100.00 discount if you bring my announcement letter or a current tax bill dated within the last 6 months.
• Workshops are held at 2525 Alluvial Ave, Ste 221, Clovis, CA 93611.
• Individual workshops provided at $300.00 per workshop, please call 559-614-7729 to schedule.
• Women only workshops held on the first and last Wednesday of each month.
• I can accommodate groups up to 12, please call 559-614-7729 to schedule.
• Workshops are held from 9:00 am to 12:00 pm on Mondays, Wednesdays and Fridays, and from 1:00 pm to 4:00 pm on Tuesdays and Thursdays. Starting the month of September 2025, I will be offering workshops on Saturdays from 10:00 am to 1:00 pm.
• Topics to be discussed:
• - collection options (IA/OIC/CNC/BK/FP/LIAB) and terms
• - financial information and what is included
• - levies/garnishments
• - liens and options
• - withholding and estimated tax payments
• - appeals, timely vs untimely
• - statutes (collection, refund and assessment)
• - payment options
• - Trust Fund Recovery Penalty explained
• - types of liabilitites and how to dispute

• No deposit or prepayment required.
• No personal information required, just a first name to schedule.
• Used to discuss available options and answer questions of individuals.
• Used to complete and review financial statements, Form 433-A, Collection Information Statement.
• Used to complete and review Offer in Compromise, Form 656.
• Used to discuss budgeting.
• Cost is $100.00 per hour, cash due upon arrival.
• Consults usually last 1 to 2 hours.
• Please call 559-614-7729 to schedule One on One.
• One on One consults are held at 2525 Alluvial Ave, Ste 221, Clovis, CA 93611.
• One on One consults can be scheduled Monday through Friday from 8:00 am to 3:00 pm, based on availability.

August Budgeting Tip:

While budgeting is all about prioritizing your purchases, saving can be a state of mind. There is alot of talk about Social Security and how much will be available in the future. That is why thinking about retirmenet in your 30s, 40s and 50s can be very beneficial. You may not have a pension, but you can put money in an IRA or 401K, which will grow over time. Reducing Social Security and/or raising the full retirmenet age will reduce future payments, which means you need to think about other sources of income and what kind of expenses you will have in your 60s and 70s. Talk to your parents or grandparents to get an idea of the struggles and decisions they made, this will help you better understand what can happen when you do not prepare for retirement. Good luck.