• 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 2908 Ashcroft Ave, 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.
• 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 2908 Ashcroft Ave, Clovis, CA 93611.
• One on One consults can be scheduled Monday through Friday from 8:00 am to 3:00 pm, based on availability.

September Budgeting Tip:

Some people say why save my money now, when I have places to go and things to see. Sure we all have places we want to go, but to spend without saving could be financially harmful to one's future. Take a few minutes and think about your future income during your 60s and 70s, seriously. Did you pay into Social Security, you can look online to see what your monthly payment will be. Do you have a pension, check on your HR website to see how much your monthly payment will be. Do you have a 401K or IRA, run a calculation to estimate how much you will have at any given age. If you do not have any of these, it is time to think about where your income will come from during your 60s and 70s, unless you plan on working past 70. Talk with someone you know who is still working in their 70s, is it a choice or necessary, what would they have done differently. Then talk with someone who retired early, ask how they prepared for retirement and what they would recommend to be prepared. You can learn alot from talking to someone. Good luck.