Cathleen Petersen, E.A

Head of Household Fiiling Status

Failure to use head of household (HOH) filing status is a common tax filing mistake. HOH status is preferable to single or married filing separately status because the tax rate brackets are more favorable (except for the 35% single bracket) and the standard deduction is larger.

How Much Do You Save?

Check out our 401(k) Savings Calculator and find out how your annual contributions measure up.

Welcome!

Cathleen Petersen has been providing quality success-oriented investment and tax advice to Silicon Valley’s highest profile clients since 1983. She specializes in offering value-added advice by analyzing and anticipating client needs. She offers wealth management services for both individual and business clients and is well-versed in a broad range of high-quality products and solutions to help you meet your savings and investment goals.

Services include:

  • Personal Investment Planning*
  • Tax Consulting
  • Tax Preparation
  • Wealth Management & Financial Planning

Cathleen is a Registered Principal of Foothill Securities, Inc., a Registered Broker-Dealer and Investment Advisor and is enrolled to practice before the Internal Revenue Service. Member NASD/SIPC.

* Services available to residents of California.


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