Although we’re all very excited to relax and celebrate this holiday season, it’s tough to escape the looming cloud of tax season as well. Soon, it will be upon us, meaning scheduled calls with advisors and decisions as to what our financial futures will look like, or seeking out creative tax solutions for our businesses. For experts in the investment, financial planning, and accounting fields, look no further than these Aliso Viejo Chamber of Commerce members to kickoff your future financial planning and begin the new year without a hitch.
Edward Jones | Harvey Ivory
For a knowledgeable advisor with a passion for leading clients towards financial freedom, Harvey Ivory of Edward Jones is available to handle your retirement savings strategies, business retirement plans, and employee stock options, as well as future financial planning.
Harvey is also capable of guiding entrepreneurs and business owners through the steps of new business development, informing new investors, and advising on divorce finance matters.
Harvey understands that mistakes can easily be made in the world of investing, and seeks out to help others avoid large expenses and missed opportunities.
Adam Herzing, CFP
For nearly 15 years, Adam Herzing, CFP and operations manager Michelle Goodson have helped local Aliso Viejo residents reach their financial goals through sound future financial planning and clear client communication. Over the years, Adam has gained a wealth of experience with clients ranging from young families and retirees to small business owners and even professional athletes.
Furthermore, Adam holds a CFP certification, which displays a vetted professional standard to the public through an adherence to overall integrity throughout client dealings.
Sam Dodin, CPA
Sam Dodin is a Certified Public Accountant holding over 20 years of experience in tax planning, along with a deep passion for both customer service and tax law compliance. With tax season creeping up, she’s go-to resource for end-of-year tax evaluations.
Sam was trained by Deloitte, a big Four accounting firm and the largest professional services organization in the world. Her clients are all around Orange County, too; Dodin loves working in Aliso Viejo since it’s so close to her clients in Mission Viejo, Laguna Beach, and Irvine.
Merrill Lynch | Jim Sidaris
Jim Sidaris of Merrill Lynch is a financial advisor with a love for client connection and personalized service. He specializes in creating customized wealth management plans that can actively adapt to unanticipated needs or changing market conditions.
Jim is driven by the notion of guiding his clients towards their personal financial goals, along with a deep-seated interest in supporting the surrounding community through volunteerism. Get in touch with Jim to start your future financial planning and new year plans.
As you may know, Jim led the AVCC as President for two years before passing the torch to Al Soley on January 1, 2021!
Daniel Dubois, CPA & Company Inc.
No matter your business size or accounting need, Daniel Dubois, CPA & Company Inc. has the bandwidth to handle it!
Daniel Dubois, CPA & Company Inc. is an A-Z tax firm that services both individuals and businesses with tax management, accounting, payroll, IRS representation, and much more.
The firm also provides online tools on their website to help out with the tedious tax process and general financial decision-making. Here, you can find tax tips, rates, due dates, financial tools, a retention guide, and IRS forms for your convenience.
JLC Insurance | John Campbell
Are you having trouble with your current insurance provider? JLC Insurance is a full-service agency out of Laguna Beach with a commitment to properly securing your personal or business finances.
Get in touch with their offices for a quote tailored to your specific needs!
Summit Advisors
With end-year already here, business owners will be forming proactive tax strategies in the months ahead. Summit Advisors, a local tax and accounting practice, is here to assist with polishing those strategies while improving your overall cash flow management.
Whether you’re a corporation, self-employed, or looking for personal financial help, Summit Advisors specializes in tax returns, cash flow management, planning, and budgeting for businesses of all sizes.
Join the Aliso Viejo Chamber of Commerce
If you’re moving to Aliso Viejo and are a small business owner, consider joining the Aliso Viejo Chamber of Commerce. The Chamber is dedicated to economically growing the local business hub and connecting like-minded businessmen and women for a symbiotic professional relationship.
We hope that you will join us as we work together to promote and serve our community. This is a perfect opportunity to become a member of the Aliso Viejo Chamber of Commerce! Please check out the benefits and perks of membership.
We Are Here To Help Our Members
During this time, please let us know if you have any specials or promotions. We would love to help get the word out for you! Please email the information and any flyer that you have to info@alisoviejochamber.com, and we will help with the promotion. We wish you a happy holiday season and a wonderful 2022.