Nestled in the remote area of Lodi amongst grape vineyards, Sandi has been helping people with their finances for over 8 years.

Open all year long, Sandi strives to offer her clients the absolute best customer service - both friendly and knowledgeable. Sandi is aware of the difficult finiancial situations some people may be in. In response, she offers free tax reviews and many discounts. Her flexible payment options and free services reflect her simple rule of life - "Treat those how you would like to be treated, and better." Beside her good customer service and personal moral, sandi is has extensive financial ed...

Open all year long, Sandi strives to offer her clients the absolute best customer service - both friendly and knowledgeable. Sandi is aware of the difficult finiancial situations some people may be in. In response, she offers free tax reviews and many discounts. Her flexible payment options and free services reflect her simple rule of life - "Treat those how you would like to be treated, and better." Beside her good customer service and personal moral, sandi is has extensive financial education and experience. 8 years as a tax preparer, she built her successful business from nothing. Other experience includes life insurance, health insurance, and project managment. Contact Sandi today. She would be more than happy to answer any questions over the phone or in person.