Hi, I'm Greg Svatora, owner of PlanQwest, a tax preparation and retirement planning services practice located in Oceanside, California. 

I would like the opportunity to assist you with your tax preparation and basic financial planning needs. I have over 20 years experience in tax preparation experience. I am licensed by the California Tax Education Council (CTEC license #A029966) to provide tax consultation and tax preparation services. My experience includes the preparation of Individual, Partnership, C Corporation, S Corporation, Fiduciary and Estate income tax returns. I also have over 20 years experience working at large universities and a major credit union as the Chief Financial Officer in charge of all accounting, auditing, tax, and investment functions.

I am able to assist you with any IRS audit issues you may have and have helped numerous clients negotiate settlements with the IRS*. I provide tax planning consultation to help you keep your tax liability as low as possible.

I can also provide you with an analysis of your financial goal setting and/or retirement planning. If you want to make sure you are saving enough for retirement, your children's college education, a new car, or whatever financial goal you may have, a customized report can give you the details you need to set you on track to achieve your goals. This service is intended for those who do not have a retirement plan or are unsure of how to go about developing their initial retirement or financial goal plans. Those who have complex planning issues should consult with a certified financial planner, attorney, or CPA.

I hope to be of assistance to your financial goal or tax preparation needs soon. Thank you for your interest. 

Greg Svatora

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*You would need to provide a Power of Attorney should you desire IRS representation.