Five Star Tax, Bookkeeping and Financial Services firm provides all-in-one tax preparation and bookkeeping services. The financial services division is an investment advisory firm registered in the state of California.
Our tax preparation services include individuals, trusts, non-profits, partnerships and corporations. Our bookkeeping services are provided to help our clients streamline taxes and bookkeeping, which simplifies matters and makes for a more efficient process.
As providing financial services, we are a fee-only based advisory firm. We operate independently of the retail brokerage houses, such as Charles Schwab or Fidelity. We are able to conduct the business of our clients through these brokerages, just with greater independence. We offer tailor-made, individualized financial planning. Whether you are in retirement, working in your career, or work as a sole-proprietor or have interest in a partnership, Conaghan financial Services can provide you with the ‘just right for you approach’ regarding financial planning, portfolio management and financial advice to your unique financial situation.
Five Star Tax, Bookkeeping and Financial Services was established in 2014.
About Alex Conaghan
Alex is a registered Investment Adviser certified in the state of California. Five Star is a sole-proprietorship advisory firm owned and operated by Alex Conaghan. Alex Conaghan previously worked as a scientist in the chemical and life sciences industry before starting his advisory firm.
With his love of all matters financial, Alex has embarked on a new career path. But do not let his ‘being the new kid on the block’ prevent you from knowing him, as I am sure you will find his skills on a level second to none. His knowledge and grasp of subject matter, analytical skills, and ability to articulate any and all difficult subjects into clear and understandable language are skills few possess. Give him a call!
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