Welcome to THE TAX CPA!
California CPA
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Please note: The information on this site is the property of Bruce Moeller, CPA, JD. The information is deemed reliable, but cannot be assumed to be tax, legal, or other advice rendered to the user. Please contact your advisor for further information.
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Bruce Moeller, CPA, JD
For more than 20 years, I've been helping my clients in many ways. Everyone is unique, so one size doesn't fit all. Mostly, I listen, ask questions, and engage in a focused conversation with you. I have considerable experience in finance, law, investments, real estate, estate planning and, of course, TAXES. My goal is to help craft a successful strategy for each client.
Most look to their CPA to prepare their annual tax returns. That's fine, but there is much more that I can do for you.
Did you know there are certain key personal traits that either help or hinder people striving to reach their goals? It is helpful to have a team that is oriented towards helping keep you on track. I am a team player, and can help keep you out of trouble and headed towards your personal goals.
Common human experience suggests that most people have similar goals. They want to have a healthy and happy life, provide the right structure and opportunites for their children, generate wealth, and have some fun in the process without too many regrets.
Some people are insanely driven. Other people are more passive in taking steps to reach their goals. . .if they've even set goals. The truth is that by taking charge of your life and setting up goals, you're more likely to have the kind of life you truly want.
How do you measure success? Let's talk about your goals!
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