WindnSea Tax Service
Jim Poirier - 25 years of excellence in tax preparation
733 Bonair Way
La Jolla, CA
92037
Office (858) 456-1082
Fax (858) 454-4079

Email: Jim@WindnSeaTax.com


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Estate Gift Planning


Planning for retirement and how your estate will be distributed are important aspects of a good financial plan. We are able to council clients on the major points in which you need to be aware. Gifting to family and adequate estate planning can avoid unwanted tax consequences. Tax laws frequently change and it is imperative to know how much of your gift or estate will be taxed.














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