Hello Inheritance is an independent, fee-only wealth management firm built for one moment most advisors treat as a footnote: inheriting wealth you did not build. We serve surviving spouses, adult children stepping in for aging parents, and mid-life inheritors reassessing retirement after receiving wealth. Our family-run team pairs investment management with financial planning across the inheritance arc, from the first hard week to the legacy you choose to build. Led by CFP® professionals, we coordinate with your estate attorney and accountant so the plan holds together. We are independent fiduciaries. Education is the service, not a courtesy. We don't sell. We serve. Based in Santa Barbara, serving inheritors nationwide.
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Do you feel like your life is out of control because of problems with the IRS or a local tax authority? I can get you back in control by helping you understand your problems and representing you with the taxing authorities to achieve the best resolution for you.
Quickbooks Set Up and Training at simple hourly rates. We offer a Complementary 1 Hour Consultation. We have expertise in Quickbooks as a Quickbooks Certified ProAdvisor. Looking for MAC Support? We support Quickbooks Desktop for MAC and PC and QuickBooks Online. Haven't made the switch to the cloud? Remote work can be done via LogMeIn if you use the QuickBooks Desktop version. We take pride in offering friendly assistance and timely responses to your questions. Contact us today!
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Tax Knowledge with excellent customer service. Tax Representation Specialties: Small Business and Tax Resolution
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