Profile
Eric A Imbuelten
ListedTax Planning and Financial Advisory Services in Santa Rosa
About
About
Eric A Imbuelten is the named practitioner behind A.E.I. Tax & Financial, serving clients from Santa Rosa, CA. The public site for A.E.I. Financial Group describes the practice as offering comprehensive financial planning and wealth management with tax advising.
The profile facts list tax planning, tax resolution, and tax services, with tax specialties that include business returns, foreign tax issues, real estate, and sole proprietor or gig economy…
Eric A Imbuelten is the named practitioner behind A.E.I. Tax & Financial, serving clients from Santa Rosa, CA. The public site for A.E.I. Financial Group describes the practice as offering comprehensive financial planning and wealth management with tax advising.
The profile facts list tax planning, tax resolution, and tax services, with tax specialties that include business returns, foreign tax issues, real estate, and sole proprietor or gig economy matters. The source material also connects the practice with small business benefits, estate and investment advice, annuities, life insurance, and group health insurance.
Available source details identify credentials as M.B.A., CRTP, and PFP, and reference a viewpoint meeting with Eric Imbuelten and an ADV brochure.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | Standard | ||
| Tax resolution | Standard | ||
| Tax services | Standard | ||
Tax focus
Tax focus
Service areas
Service areas
Active taxpros in Santa Rosa, CA
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