I have been a Certified Financial Planner with Blakeslee & Blakeslee since 1996 and have provided financial planning and investment advice in Paso Robles since 1997. I specialize in comprehensive financial and retirement planning for families and individuals. My objectives are to provide clients with good advice and timely service, and to work with clients to set and achieve long-tem financial goals. I also encourage an ongoing relationship to follow through on reaching financial goals. My educational background includes being awarded a BS degree in Finance from Cal Poly San Luis Obispo in 1986 and an MBA from San Jose State in 1992. I can be reached in the Paso Robles office at (805) 239-4388.

Amending Your Tax Return
As people tax plan they often pull out prior tax returns to use as a guide. It’s not uncommon to occasionally discover an error or an overlooked deduction. Taxpayers don’t usually jump at the chance to amend a prior year’s tax return if it means they’ll owe the IRS money. Instead most sit tight, hope the error isn’t noticed and wait for the statute of limitations to expire. However, people’s attitudes rapidly change when they find an error in their favor, have a net operating loss carry back, or a neglected deduction that would give them a refund. You can...Read More