We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
We also provide Personal Financial Planning and Investment Advisory services through our affiliate Rumbold Financial Advisory. Please ask us if you have a need for these services and we will offer a separate engagement.
For other services you may need, we can refer you to reputable professionals.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence to you.
About John G. Rumbold, EA, CFP®
With over 20 years of experience, in taxation and financial planning, John Rumbold has been dedicated to helping people with professional services for individual, corporate, and other entity tax returns, advising clients on tax reduction strategies, and personal financial planning.
Prior to opening his business, John held management positions in small closely-held businesses with emphasis on general management, organizational management, business formation and business transitions. He also directed mergers and acquisitions with small to mid-sized firms, which were engaged in industrial technology.
John’s accomplishments encompassed multi-national businesses with world wide interests, including Europe and theFar East.
California Life & Health Insurance License 0C87216
Certificate in Personal Financial Planning, University of California
MBA, University of Phoenix
BSEE, University of New Haven