Profile
BRIAN D DAWIDOWICZ
ListedTax Preparation and Wealth Planning Professional in La Mesa
About
About
Brian Dawidowicz is associated with ThruLine Planning, a La Mesa practice that brings tax preparation and wealth management together in one setting.
As an Enrolled Agent, Brian is described as authorized to prepare taxes and represent clients in matters concerning the IRS.
Brian Dawidowicz is associated with ThruLine Planning, a La Mesa practice that brings tax preparation and wealth management together in one setting. The source material identifies him as CFP®, EA, ChFC®, CLU®, and CFS, and notes that he is a Registered Tax Preparer with the California Tax Education Council.
As an Enrolled Agent, Brian is described as authorized to prepare taxes and represent clients in matters concerning the IRS. ThruLine Planning presents its work around helping clients minimize taxes, understand financial options, and plan for future financial health through tax services and financial planning support.
- Tax preparation and tax services
- IRS representation as an Enrolled Agent
- Wealth management and financial planning
- Based in La Mesa, California
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax services | Standard | ||
Client types
Client types
Service areas
Service areas
La, ME
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