Welcome!

I provide accounting, tax, financial services and investment planning services to individuals and businesses.

Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.

My Practice

I offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.

Services

Taxes

I provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Additional Services

  • Accounting services
  • Business consulting
  • Standard Tax Filing
  • IRAs
  • Purchases and Sales of Businesses
  • Business Federal and State Tax Preparation
  • Payroll reporting
  • Accounting consulting
  • SEPs
  • Corporations
  • Electronic Tax Filing
  • Rollovers
  • Payroll registry
  • Payroll checkwriting
  • S-Corporations
  • Business Audits
  • Individual Tax Planning
  • Individual Audits
  • Business Bookkeeping
  • Small business consulting
  • Estate and Gift Tax Planning
  • Partnerships
  • Individual Federal and State Tax Preparation
  • Trusts
  • Business startup
  • SIMPLEs
  • Business Tax Planning
  • Roth IRAs
  • Payroll services

About Me

Designations

ATA - Acredited Tax Advisor

ATP - Actedited Tax Preparer

EA - Enrolled Agent

Affiliations

National Society of Accountants #2754419
International Assoc. of Financial Planning
National Notary Association
National Society of Tax Professionals #13147

Licenses

Securities
  • Exams: 26, 6, 63, 65
  • States: AZ, CA, CO, CT, MO, NC, OH, OR, WA
Insurance
  • License: Life and Variable
  • States: AZ
  • License: Life, Variable
  • States: CO
  • License: VA
  • States: OH
  • License: Variable, Life only, A&H
  • States: CA
  • License: VL/VA, A&H/Sickness, Life
  • States: NC
Advisory
  • License: Investment Advisor Representative
  • States: CA
  • License: Advisory Solicitor
  • States: CA

Resources

Advisory Services

Investor Resources


About HD Vest

Recognized by Financial Advisor as one of the top firms in the industry,1 we are committed to changing America by reinventing the way people invest. Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,500 independent contractors manage over $35 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.2
1 Independent Broker-Dealers 2013, Financial Advisor Magazine, April 2013
2 As of January 1, 2014

Contact

David Fender
27200 Tourney Road #250
Valencia, CA 91355

Email: FenderD@hdvest.net
Phone: 661-753-9402
Fax: 661-753-9405