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BOHMFALK FINANCIAL SERVICES

You may not be happy about paying taxes,
but you should be happy with your tax preparer.
At Bohmfalk Financial Services, we do all we can
to help you plan better and save
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IT IS
CALL US
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WORKING ABROAD?
WE CAN HELP YOU WITH YOUR
TAXES WHEN YOU RETURN

LIVING ABROAD

We have extensive experience with preparing US tax returns for people living abroad. We have prepared returns for our clients living in Italy, The Caymen Islands, Mexico, Ireland, Brazil and other countries and are well versed in the ins and outs of the foreign income exclusion, foreign tax credits and the reporting requirements for foreign bank and investment accounts.

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TAX FRAUD ALERT

IRS-Impersonation Telephone Scam An aggressive and sophisticated phone scam targeting taxpayers, including recent immigrants, has been making the rounds throughout the country. Callers claim to be employees of the IRS, but are not.

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TAX LAW CHANGES

This year many Americans will be affected by tax law changes. We are once again making our tax organizers available to anyone who requests one. It is our attempt to be as thorough as possible in the preparation of your return. If you received an organizer last year, we will send this year’s organizer the same way as last year’s.

There are some big changes you’ll want to be aware.

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Charles B. has filed our taxes since we moved here in 2006. He always makes himself available when I need him and doesn’t mind taking time out of his schedule to meet with me in person when I don’t understand something. He was even able to help our friends on a few write-offs that other tax services has missed. We recommend him!

Bridget T.

San Diego, CA

Charles has managed our taxes for as long as we can remember.  He has helped us through the best of times and the darkest of days.  You can not ask for a better Tax Preparer and even better, a friend that listens and understands!

Lance B.

Manchester, IA

Charles has managed our tax returns for approximately four years. He is thorough, professional and is able to clarify and give excellent advice. He is extremely competent in taxes, estate planning and in  financial planning. He is 5 star to us!!

Eileen G.

San Diego, CA

Charles B. has performed my tax preparations since 2005, and I’ve been very happy with the service.  Most importantly, my returns have been accurate and completed in a timely manner.  This year we conducted all transactions online, which saved me additional time and effort.  Off season, Charles makes himself available to answer tax questions for me as well.  I highly recommend Bohmfalk for your tax and financial services needs!

Nils K

Redondo Beach, CA

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We look forward to hearing from you and how we can assist you.  All your information is kept confindential. We never share the data you provide to us.

Address: 343 East Lexington Ave, Suite 106
El Cajon, Ca 92020

Phone: (619) 302 2285 OR (619) 866 9400

Toll Free Fax: (866) 598 – 9884

Business Hours: 8a-6:30p M-F, 9a-2p S-S

Charles: cwbohmfalk@sbcglobal.net

Christopher: christopher@bohmfalkfinancial.com

Bohmfalk Financial Services HQ

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