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About Us

Sarah Horn, EA, Bethany Lowry, CPA and Vicky Way, MBA, CFP® are the principals and owners of HLW Tax & Financial Services.

We three entrepreneurial women have a combined 34 years' experience in the tax and financial services industry. In 2009, we joined forces to launch a tax and financial services practice devoted to exceeding our client's expectations. With a personal touch, HLW Tax & Financial Services help our clients to achieve their goals through education, navigation, and implementation.

HLW Tax & Financial Services offers income tax preparation, audit representation, bookkeeping, insurance, notary services, as well as QuickBooks set-up and implementation, training and consulting. We also offer retirement planning, college savings planning, investment management, comprehensive financial planning and portfolio guidance. Individual consulting available for online banking and budgeting.

About Us

1397 E. Los Angeles Avenue Unit D
Simi Valley, CA 93065

Phone: (805) 520-3300
Fax: (805) 520-3302

Sarah@HLWTax.com
Bethany@HLWTax.com
Vicky@HLWTax.com
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Vicky Way, MBA, CFP® is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, ID, IN, MA, MN, NC, NY, OR, PA, SC. No offers may be made or accepted from any resident outside the specific states referenced.

Vicky Way, MBA, CFP® is also separately registered as an investment advisor representative under WealthCare Alliance, Inc., a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: CA HI, UT.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.