Tax Preparation

San Francisco

North Coast Financial Services

(707) 585-8300

320 Professional Center Drive, Suite 200
Rohnert Park CA 94928

www.ncfs8300.com
northcoast@pon.net
David F. Von Bima, Owner

SERVICES
Business, Personal Tax Management
Payroll & Bookkeeping Services
Financial Statements & Forecasts
Cost-Management Consulting Investment & Estate Planning
Retirement & College Planning

HOURS
Mon – Fri: 9am – 4pm
Other: By Appointment

CREDIT CARDS
MasterCard, Visa

CERTIFICATION/TRAINING
Accredited Tax Advisor
Enrolled Agent
* Licensed Insurance Agent for Annuities
* Licensed Securities Representative

Workers Comp Ins.
Liability Insurance
State Lic. No. 41021
Current Complaint File
Business Practices

CUSTOMER LOYALTY
Based on 167 random customer surveys made since Nov. 2002 asking each customer: "Would you use this company again?"

CUSTOMER SATISFACTION
"Please rate your satisfaction with the quality received."

RATING STATUS
We declare that North Coast Financial Services has passed all of the rating steps and has earned the Diamond Certified award, Certificate No. 189.

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Survey Comments

North Coast Financial Services offers a broad spectrum of services, including business problem solving, business and personal tax management, payroll and bookkeeping services, financial statements and forecasts, cost management consulting, estate planning, investment planning and retirement and college planning. This provides their clients with a broad range of total financial services that provide financial direction and management to an individual, the family and the business during the various stages of their development and events.

COMPANY PHILOSOPHY
"We strive to provide each client with personal and attentive service. From the quick turnaround of a single tax return to long-term estate or retirement planning, you can count on us for adept service, attention to detail, and timely and efficient resolution."

EXCERPTED SURVEY RESPONSES
"He has integrity and I feel confident that he's looking out for me." —Roger F.

"When you're with him you feel like you have his total attention and when he doesn't have an answer he finds out and calls you back." —John C.

"He's very easy to work with, accurate and always finding ways to help me save money." —Susan C.

See Survey Comments

*Securities offered through H.D.Vest Investment Services, Member: SIPC. A non-bank subsidiary of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000