• 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.

July Budgeting Tip:

Ways to save for your future. Automation allows you to save without having to think about it, because each month funds are automatically deposited into your savings, 401K or IRA/ROTH accounts. The benefits of a 401K and IRA/ROTH account is the compound interest, but beware of the costs for early withdrawals. Saving accounts allow for easy access to funds, but do not accrue much interest. The goal is to save something, whether it is $50 or $500 each month. Don't forget you can also use your withholding to save for a larger refund. While some of these saving techniques do not allow you to access the funds, it would be smart to create an emergency fund prior, just in case. Good luck.