Mouriski & Perez/Michael G. Mouriski, CPA/Angel M. Perez, EA/ Folsom CA CPA EA
If you need to talk to someone about refinancing your mortgage, establishing an estate plan or trust, or simply reviewing your current life insurance coverage, please contact me for a referral to a trusted professional advisor.  Picking someone out of the phone book may be easy, but you may not have the confidence in knowing your advisor is competent and trustworthy. I work with a number of professional advisors covering many areas, including but not limited to the following:

Business Attorney (Incorporating, Business issues, etc.)
 
Estate Planning Attorney (Trusts, Estates, etc.)
 
Family Law Attorney (Child Custody, Divorce, etc.)
 
Financial Planning Advisor (Investments, Retirement, etc.)
 
Insurance Advisor (Life, Auto, Home, Disability, etc.)
 
Real Estate Advisors:
 
    Mortgage Loan Advisor (Refinancing, Purchasing, Home Equity, etc.)
   
    Realtor (Buying, Selling, etc.)
 
    1031 Exchange Professional



Please contact us by using the form below:

Name
E-Mail
Phone Number
Best time to call
Comments




 
Questions? Let's Talk! (916) 983-1160


About UsTax Services Proactive tax planning. Discover a very different approach. more>
 
Services Wealth Management Discover how we can help you realize your financial goals. more>
Resources Business Advisory We can help you improve performance beyond the numbers. Find out how. more>
Login   Search   Site Map   Privacy Policy   Disclaimer