Joe Modica Jr. is a Certified Financial Planner, Registered Investment Advisor, Enrolled Agent,and Licensed insurance broker with over 20 years of experience.
Joe is also City Treasurer for the City of Atascadero and has held leadership positions in the Chamber of Commerce and Kiwanis Club.
We provide financial planning, investment management, tax preparation, audit representation, elder care, health and life insurance, and payroll and bookkeeping.
We can represent you before the IRS or the Franchise Tax Board. We prepare individual, corporate, partnership, trust, gift, and estate tax returns.
Our investment services are fee-only and can accommodate any type of investor.
Our payroll services can handle California and out of state employees and independent contractors.
Modica Financial & Tax Services, Inc.
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Modica Financial
& Tax Services, Inc.
Modica Financial
& Tax Sevices
How to Contact Us
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Email: info@modicafinancial.com
Atascadero
Phone: 805-461-5903
Fax: 805-461-5922
Address: 8380 Morro Road
Click on address to see map.
Copyright Ó 2006-2009 modicafinancial.com. Site-design TechSis.net
Copyright © 2006-2009 modicafinancial.com. All Rights Reserved. Site-design TechSis.net
Modica Financial
& Tax Sevices
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