Willis Heslep

Retirement Planning must include Tax Planning. I started doing taxes in 1996 as a California Tax Education Council tax preparer and I have prepared tax returns since 1997. In 2010 I passed all three Internal Revenue Exams to become an IRS Licensed Enrolled Agent. I completed my Bachelors in Business Degree and my Masters of Science in Accounting. I then studied more tax law and became a Certified Tax Master and now I specialize in helping clients stop overpaying their taxes. Lower Taxes= More Wealth. Tax planning today reduces taxes you pay tomorrow and in Retirement. Tax Planning in Retirement is a MUST. As a Retirement Income Certified Professional (RICP) I specialize in helping pre-retiree’s and current retirees distribute their funds so they don’t run out of money and have lifetime income- keeping taxes to a minimum or even zero! I can show you how to maximize your social security benefits and make your retirement account funds last your lifetime and pay less in retirement too. Protect yourself- don’t run out of money and don’t give it to Uncle Sam!