Broker Check

WRC - William Rodgers Company - Tustin, CA

  

Products and Services

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Comprehensive Tax Planning

  • Federal Taxes
  • State Taxes  
  • Local Taxes
  • Sales Tax
  • Property Tax
  • Unemployment Taxes

Tax Return Preparation

  • Individuals 
  • Businesses
  • Trusts 
  • Estates
  • Payroll
  • Sales Tax
  • Business Property Taxes

Tax Problems

  • IRS, FTB, and BOE
  • Non-Filed Tax Returns
  • Back Taxes Owed
  • Payroll Tax Problems
  • Payment Plans
  • Offer in Compromise

Audit Representation


Business Planning

  • New Business Formation
  • Strategic Business Planning
  • Succession Planning
  • Cash Flow Mangement

Financial Statement Preparation

  • Reconcile your bank account
  • Generate an income statement 
  • Generate a balance sheet
  • Clean up your general ledger

Consulting

  • Make more - spend less!