The TDP Advantage

Why use a Tax Professional?

What is your time worth to you?

Are you comfortable with every aspect of your tax return? Do you keep up-to-date with the tax code? If you are like most people, your life is busy enough as it is managing home, work and family priorities. According to 2003 government statistics, the average itemized tax return with interest and dividends took 28-hours and 30-minutes to prepare. Staying updated on the latest changes in tax law is probably not high on your daily agenda, but it is on ours!

Tax preparers continually study and are equipped to work with the latest tax guidelines. The tax code is complicated and in a constant state of flux. A tax preparer understands the impact of these changes to the code. Understanding the tax code is compounded by the fact that state law may not conform to federal law! Experience has shown that most people need tax advice throughout the course of the year with questions such as:
• “Should I put money into a Traditional IRA?”
• “How will my home foreclosure affect my tax return?”
• “My son is entering college: are there any tax benefits for me?”
• “My business is profitable this year.”
• “How much additional tax will I owe?”
• “I got a notice from the IRS: what do I do?”

Hiring a conscientious, savvy tax professional will not only help you answer these important questions, but will allow you to save time and money in the long run. In addition, having a skilled tax professional prepare your return can reduce the chances of being audited. Those individuals who have gone through an audit will attest that it is not a process they wish to repeat.

When you need representation to confront the IRS during an IRS audit we are there for you. We know the IRS forms inside and out; which allows us to help you reduce penalties, assuring that you pay the least amount of tax.

The TDP Difference

Experienced Tax Professionals You Can Trust.

TDP Tax Advisory Services has over 35-years experience preparing tax returns for individuals and small businesses. We have a “client centered” approach that requires looking at the big picture in addition to all the details. A tax return is not simply plugging in numbers; it tells your life story during the course of a year. Every number and detail is meaningful to us because it is significant to you. We welcome the opportunity to work with clients one-on-one in person, over the phone, via e-mail, fax or web. Being attentive, responsive and sensitive to each individual’s needs is very important to us. We value and guard your right to privacy, recognizing sensitive topics may arise from time to time.

Client interaction, feedback and questions are encouraged. This interactive approach has allowed us to cultivate valuable, meaningful, long-term relationships with our clients. Our experience, education and commitment to quality and excellence serves as a foundation for everything we do. We appreciate and respect technology, and use it to drive expectations and produce sound results. However, technology will not understand all the intricacies in your life. Tax can be a frustrating, overwhelming process. It is TDP’s goal to minimize the fear and anxiety associated with tax preparation and planning to provide clients with a positive experience.

The TDP Team

Terry D. Peck

Terry D. Peck, owner of TDP Tax Advisory Services, has been self-employed since 1970. For 35 of those 38 years, Mr. Peck has annually prepared over 411 tax returns and represented taxpayers in a total of 389 IRS, EDD and FTB audits. In the early seventies Mr. Peck developed and sold various types of insurance, annuities, securities and partnerships while becoming one of the original members of the International Association of Financial Planners, Orange County chapter. He has been an active member of the California Society of Tax Consultants and the National Association of Enrolled Agents for over 18 years.

Since 1986, Mr. Peck has focused on helping self-employed professionals and individual taxpayers navigate the complex world of income taxation, while continuing his audit representation and business planning services. In addition, Mr. Peck has presented numerous seminars to business professionals, covering topics such as the tax implications of owning a small business, selecting an operating business entity, and reducing the risks of being audited.

Moving forward, Mr. Peck hopes to expand his seminars to include a course geared towards high school seniors and first year college students to learn day-to-day financial management and survival skills.

Regina Vassia

Regina obtained her tax preparer licenses in 2004. Regina brings a unique perspective to the preparation of tax returns. She graduated from California State University, Fullerton in 1997 and holds a Bachelor of Arts in Business Administration with a concentration in Finance and an applied emphasis in Personal Financial Planning. In addition, Regina has licenses that include “life, disability, and health” insurance, long-term care insurance and various annuities. Regina has worked in the financial industry since 1990 specializing in retirement plans. During the off tax season, she is employed at Crane & Associates Financial Planning Firm and holds the position of Director of Client Services.