Louis A. Romero III | Financial Planner | Sagemark Consulting



44 Montgomery Street, Suite 2950
San Francisco, CA 94104


(415) 229-3135


(415) 263-1328

CA Insurance License No: 0G57230

Tax Library

We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.