Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff maintained constant and consistent communication, insuring that our needs were met and that our questions were answered despite the craziness of tax season.
April 2023
Chad and his team are great! We have been happy clients for many years. Besides doing our taxes & having great advice, I love their newsletters with informative articles, and really appreciate how accessible they are for any questions that pop up throughout the year. I highly recommend Peshke Financial!
March 2023
Chad and his team consistently do a great job. He's always very timely on getting back to me even outside of tax season. He makes sure that the process is streamlined and as easy as possible. Thanks for all you do! Lisa
Tax Preparation...
Our goal is to minimize your tax liability at a reasonable fee. We are licensed to prepare taxes in ALL 50 states...so distance is NOT a factor!
Home Loans...
We start with understanding our clients' current financial position, along with their future goals....then we help them acquire the appropriate loan.
Personal Finance Coaching...
Get your life on track by taking charge of your finances and creating a turn-key plan for your future. This does not mean just creating another Budget. You need an Action Plan for the flow of your money. We can help!!
NMLS License #: 276371
CA DRE License #: 01369552
CTEC License #: A165525
CA Ins #: 0G32639
