Preferred Vendors
Attorneys
Name/Company
Specialty
Phone
Website
Financial Planning
Name/Company
Specialty
Phone
Website
Russel Phelps
CFP, CDFA
Phelps, Dudley & AssociatesAn Ameriprise Financial Services Practice
CFP, CDFA
Phelps, Dudley & AssociatesAn Ameriprise Financial Services Practice
Investments, Tax Planning Strategies, Wealth Preservation Strategies, Divorce Financial Planning, Retirement Plan Distribution, Women’s Financial Strategies & Small Business
(916) 351-0000
Rick Love
Principal Financial Group
Principal Financial Group
Investments, Wealth Preservation & Retirement Planning
(916) 747-6211
Seth Morsey
Principal Financial Group
Principal Financial Group
Executive Benefits, Business Protection, Streamlining & Maximizing Benefits, Exit Planning & Transfer Strategies, & Retaining Key Employees
(916)747-6546
CPA
Name/Company
Specialty
Phone
Website
Michael G. Mouriski
CPA MBA
Mouriski & Perez, LLP
CPA MBA
Mouriski & Perez, LLP
Tax Preparation and Planning for Individuals and businesses throughout the Sacramento Region, Tax Problems including IRS Audit Representation, Non-Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, IRS Seizures, Offer in Compromise, IRS Payment Plan, Bankruptcy, Innocent Spouse Relief and Get Your IRS File
(916) 983-1160
Kim Grobec
MBA, CPA
MBA, CPA
Tax Services for Individuals and Small Businesses, Bookkeeping & Accounting, Financial & Business Analysis, Budgeting & Forecasting, QuickBooks Formation Consultation, Entity Formation Consultation, Payroll & Sales Tax, Audit Representation
(925) 998-9979
Contractor
Name/Company
Specialty
Phone
Website
Jon Sealy
Jon Sealy Construction
Jon Sealy Construction
Outdoor Living, Remodeling, Concrete, Cabinetry, Custom Homes
(916) 275-5802
Ramona Williams – Blue Valley Remodeling, Inc.
Kitchen Design & Remodel, Hardwood Flooring, Custom Cabinetry, Granite Countertops
(916) 852-7711
Handyman
Name/Company
Specialty
Phone
Website
Robert Balentine
General Contractor
General Contractor
Termite/Dry Rot Repairs, Painting, Sprinkler Repairs, Electrical, Drywall & Texture, Sheetrock Repair & Texture, Deck Work, Fence Repair, Countertop Replacement, Plumbing Work, Cabinet Repair & Replacement, Window Repair & Replacement, Crown Molding, Baseboards and more
(916) 207-6925
N/A
Carpet Cleaning
Name/Company
Specialty
Phone
Website
Tom Andrews
Kleen Express Systems
Kleen Express Systems
Carpet & Upholstery Cleaning
(916) 724-9744
Termite & Home Inspection Services
Name/Company
Specialty
Phone
Website
North American Home Services
Termite Maintenance, Termite Home Inspection & Home Inspection
(916) 481-028
Turk Key Home Inspections
Home Inspection& Handyman Services
(916) 905-0507
N/A
Movers
Name/Company
Specialty
Phone
Website
Auburn Moving Company
Residential, Commercial, Storage Services & Full Service Packing
888-808-0702
HVAC & Appliance Repair
Name/Company
Specialty
Phone
Website
Bill Kukral
ALL Heating Air Conditioning & Appliance
ALL Heating Air Conditioning & Appliance
Heating & Air Conditioning Repair & Appliance Repair
(916) 754-4985
Solar
Name/Company
Specialty
Phone
Website
Sun Works
18 years of experience
100’s of solar installations
100% in-house process facilitation specializing in residential, ranch, and business solar integration ranging from 2.5kW to 25MW.
100’s of solar installations
100% in-house process facilitation specializing in residential, ranch, and business solar integration ranging from 2.5kW to 25MW.
(916) 409-6900