Individual Services

At Hal R. Weber, a Sacramento Certified Public Accounting firm, we provides a wide variety of tax management and financial planning services tailored to meet the needs of our individual clients. Through continued training, we are committed to providing our clients with tax planning strategies to minimize your tax liability. Our services are designed to make the entire process easy for you.

We provide the following services:

Income tax filings Tax planning Budget gifts and trusts Retirement planning College savings Retirement planning Fee based comprehensive financial planning Portfolio analysis Asset allocation Performance review Ongoing monitoring of investments

To learn more about how we can assist you, call us at 916-834-0726 and ask for Hal.

For more information, please fill out the following form and a representative will contact you: