Transitional Wealth Strategies-Jacqueline M. Lakocy
Business details
- Category
- Accountants & Tax · Tax consultant
- Address
- 35 Miller Ave #200, Mill Valley, CA 94941
- Phone
- (415) 381-6454
- Website
- Searching the web…
- County
- Marin County
About
Transitional Wealth Strategies-Jacqueline M. Lakocy helps clients with tax planning, property management and financial guidance that keeps their goals on track: clear advice, careful planning and steady support, that's what we offer. We are based in Mill Valley and serve individuals and families across Marin County and the wider North Bay.
Our tax consultancy work focuses on helping clients understand their filing obligations and plan ahead so there are fewer surprises at tax time. We also offer property management services for owners who want their rental or investment properties looked after with organized, dependable oversight.
Whatever your situation, we take the time to explain our recommendations in plain language so you can make confident decisions.
Call or stop by our office to talk through your needs and find out how we can help.
Our tax consultancy work focuses on helping clients understand their filing obligations and plan ahead so there are fewer surprises at tax time. We also offer property management services for owners who want their rental or investment properties looked after with organized, dependable oversight.
Whatever your situation, we take the time to explain our recommendations in plain language so you can make confident decisions.
Call or stop by our office to talk through your needs and find out how we can help.