Atascadero
4401 El Camino Real Suite A
Atascadero, CA 93422

Phone:
(805) 462-0121 or
        (800) 792-5565
Fax: (805) 462-0160

Pismo Beach
300 James Way
Pismo Beach, CA 93449

Phone:
(800) 792-5565



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Netsmith


Tax Planning

Our Tax Planning Services include:

  • Maximizing use of tax deductions
  • Deferral of taxes
  • Income shifting between family member
  • Tax deductible investments


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Value Health and Life Insurance Services does not provide legal, tax or accounting advice. Seek the guidance of an accountant, legal or tax planning professional who can assist you with your specific needs.HowHow Any tax advice contained in this web site is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.


Value Health & Life Insurance Services

California Insurance License #0A66073