We can help with your taxes

Andrew’s expertise in taxes will add an additional level of service that we can provide for our clients. He can either help you prepare your documents or complete your tax return for you.  Because he understands your investments, he can make sure you’re including all the necessary details that could save you money. Andrew can be reached at 619-435-1234 or at alevacy@partnervest.com.

Tax Planning Map

Getting prepared for your annual tax meeting can be time-consuming and stressful. To make it a more pleasant process, Andrew has condensed many (boring?!) fact-finding questionnaires used by tax professionals to design an interactive Mind Map to organize your various tax documents. Hopefully this will make it easier for you to prepare for the tax season.

Simply open this interactive tax planning map*. Click on the branches that apply. By viewing the others, you might discover other details that could save you money as well. There is also a  printable version. if that works better for you.

*The latest version of Adobe flash is required for the interactive map. Click here for the latest version. The planning map works best with Microsoft Internet Explorer.

Highest IRS Credential Awarded to Coronado Graduate

The Levacy Group is proud to announce that Andrew Levacy (CHS Class of ’98—Varsity Water Polo & UC Davis Grad) has earned the designation of Enrolled Agent—defined as a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service.  Only Enrolled Agents, Attorneys and CPAs may represent taxpayers before the IRS.

Enrolled agent status is the highest credential awarded by the IRS. Individuals who obtain this elite status have either passed a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. They must adhere to ethical standards and maintain their position by completing ongoing continuing education.

The position of Enrolled Agent was created as a reaction to fraudulent war loss claims in the wake of the American Civil War. Congress felt it needed to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. Consequently, enrolled agents receive their right to practice from the U.S. Government.

Tax assistance and advice is not provided byPartnervest Advisory Services or Sorrento Pacific Financial but by The Levacy Group. Services offered through Partnervest Division of Sorrento Pacific Financial, LLC. (Member FINRA/SIPC). Investment Advisory provided through Partnervest Advisory Services, LLC. Some insurance products sold through Partnervest Insurance Services, LLC.