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Robert La Valle

Tax Preparer
Robert La Valle, ATP
Norman United States of America

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Making a positive difference in the financial lives of clients!

Contact Details

Company Name

Robert La Valle, ATP

Location

Norman, 73072

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View my Curriculum Vitae

Year Established

2000

Hours of Operation

By appointment

Accepted Forms of Payments

Check or cash, PayPal

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Credentials

Associate in Applied Science in Accounting (AAS)
Accredited Tax Preparer (ATP)
Annual Filing Season Program (AFSP) participant

Honors & Awards

Member: National Association of Tax Professionals

I add value through forward looking, tax smart strategies:

Tax Advice relating to events that have tax consequences such as college, investment transaction, marriage, divorce, and retirement.
Tax Planning related to planning and forecasting potential tax obligation and their estimated tax payment requirements as well as tax avoidance strategies
Retirement Tax Planning related to retirement planning, social security planning, required minimum distributions, and retirement plan rollovers.
Investment and Asset Advice relating to the tax considerations of buying, selling and exchanging property including stocks, bonds, and real estate.
Other Tax and Financial Advice related to responding to your tax and financial questions.

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