Member Services Directory - Accountants and Financial Services

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Member Services Directory

Member Name: Suzanne Bryant 36901 Cook Street, Ste 8, PMB 722
92211 Palm Desert
CA
Phone: 760-289-5078
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Homeowner Association Audits, Bookkeeping, Financial Statements, Taxes, and Quickbooks help.

Davis Marketing - Bookkeeper

Member Name: Martha R (Miki) Davis
Phone: 760-727-5507
Fax: 866-464-1944
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Bookkeeping (Quicken, QuickBooks, QB Online)to trial balance. North SD County home office. Also advertising/marketing/PR/broadcast advice and support (copywriting, media buying, editing).

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Financial Services

Member Name: David Woods 3333 Monair Drive, #523
92117 San Diego
CA
Phone: 781-267-4489
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Welcome to Woods Financial Services, the San Diego area's preeminent firm for affordable quality financial planning and tax service. Woods Financial Services began its existence in 2003 in Norwood, Massachusetts, a suburb south of Boston under the guidance of its founder, Mr. David Woods. Late in 2007, the firm moved from Boston to San Diego.

The goal for Woods Financial Services is to provide quality advice, service and hands on planning in many different areas of personal finance for people. Our professionals exceed the minimum required annual continuing educational requirements set by their respective governing bodies and are constantly striving to expand their areas of knowledge and expertise. Your needs are our primary concern.

Whether you have a tax audit or inquiry, complex tax tax return or issue, need to save for college, general business consulting, plan for business succession or inheritance of assets, or need a structured retirement savings plan, the professionals at Woods Financial Services will work hard to get you the best result possible.

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Thomas Tax Preparation

Member Name: Therese Thomas
Phone: 760-751-2542
Fax: 760-860-5301
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Enrolled Agent with 15+ years experience with income taxes. Side specialty with estates, trusts and their fiduciary accounting.

Investment Advisors

Member Name: James M. Allen 3033 Fifth Avenue, Suite 235
92103 San Diego
California
Phone: 619 704 1090
Fax: 619 704 1092
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Action Investment Management, Inc.

My son, a CPA, and I manage investments in stocks only, no mutual funds, ETFs, index funds etc. We seek to identify and acquire stocks which are "cheap", selling below what we figure to be the intrinsic value. We do no financial planning and similar, only investment management.

Over time, the stocks in your portfolio will mirror the stocks in ours, as we find and acquire bargains for ourselves, family and clients. We get no commissions or kickbacks from brokers or institutional sales outfits, only the management fee. While we hope and suggest you retain us over a long term, clients have no fixed commitment; you can withdraw at any time. Funds and stocks are held in your brokerage account, not with us. Currently we suggest Charles Schwab. Read about our approach to investing on our website www.actioninvestmentmgt.com. "Intelligent Investing."

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FINE ART APPRAISAL

Member Name: ALAN BREUS

I appraise Fine Art, Antique, and eclectic items for donation, estate planning, and, in some cases, for immediate sale.

My educational background includes degrees in Art History and Appraisal Studies as well as advanced studies in Life Insurance Underwriting and Financial Planning (CLU, ChFC). As a member of the Appraiser’s Association of America, I am bound by their requirements which include studies in: Legal and Ethical Aspects of Appraising, IRS Legal Guidelines in Valuation, Research methodology in Appraisal and complete familiarity with The Uniform Standards of Professional Appraisal Practice (USPAP). My professional experience includes advising and consulting with universities, charities, brokerage firms and the private accounting field in areas of estate planning, tax issues and non cash related charitable gifts. I am a frequent speaker and sponsor at numerous national and regional conferences.

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