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INLAND VALLEY ACCOUNTING

11722 KNOLL VISTA STREET
MORENO VALLEY, CA 92555

Phone:

951 242-4827 or 866 242-4827

Fax:

951 924-4827

E-mail:

Kimberly Brosamer, MBA
Owner -IVA

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TAX AND FINANCIAL SERVICES

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal tax and financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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