The work is organized before any document is filed.
David De Koekkoek is a CFP® Professional and an Enrolled Agent with more than three decades of experience helping individuals, families, and trustees manage the financial responsibilities that continue through retirement.
Based in Chino, California, he leads Tax & Retirement Services, a practice built around the practical work of tax preparation, retirement-related tax planning, trust and estate tax returns, personal bookkeeping, and the recurring financial administration that many clients need help with after their working years.
David holds both the CFP® certification and the Enrolled Agent credential. The CFP® designation reflects comprehensive education in financial planning, including retirement, estate, tax, and investment planning principles. The Enrolled Agent credential is a federal license to represent taxpayers before the IRS, earned through examination and continuing education focused specifically on tax law and practice.
His work is organized around a simple idea: retirement often reduces the paycheck without reducing the paperwork. Many clients find that tax filings, estimated taxes, account reconciliation, bill payment, and trustee reporting become more complex, not less, once they stop working. David helps clients build a system for managing those responsibilities with clarity, discretion, and appropriate authorization.
David serves retirees, families, adult children helping parents, surviving spouses, trustees, and powers of attorney in Chino and surrounding communities. He is committed to plain-language communication, organized records, and a clear division of responsibilities between clients, family members, and other professionals.
Professional memberships and affiliations are listed and verified on this page. This information is updated as credentials and affiliations change.
Our mission is to provide efficient, expert solutions to individuals in the areas of tax preparation, retirement planning and trust support services.
Tax & Retirement Services is committed to providing a complete range of professional tax services. We pledge to create an environment that will cause every one of our clients to view us as a trusted advisor.
We formed our firm with a single principle in mind: to provide a high level of knowledgeable and personalized client service.
Certified Financial Planner® professionals complete extensive education, examination, experience, and ethics requirements. The CFP® designation covers comprehensive financial planning, including retirement, estate, tax, and investment planning within a planning engagement.
Enrolled Agents are federally licensed tax practitioners empowered by the U.S. Department of the Treasury to represent taxpayers before the IRS for tax matters, including audits, collections, and appeals.
Professional memberships
Memberships and affiliations are verified before publication. Please confirm current status directly if needed for your decision.
A brief conversation is the easiest way to understand whether the practice is the right match for your situation.
