About
Everyone has a unique financial and estate planning journey. No matter where you are in that journey, the right strategy can help you reach your goals and create more peace of mind and freedom in your life.
NICE TO MEET YOU
I'm Von (Yvonne J Fercy)
Hawaii, February 1984! We just returned leaving our ship over in Japan, and we were sent to the field for 'training' ... I was on KP (kitchen patrol). I am a watercraft operator in the U.S. Army.
After my time in the service, I was pursuing a career in finances, which brought me back to my love of preparing tax returns.
In 1995, Von's Traveling Tax Services was created and has grown from 10 to over 200 consistent clients in over 25 years. Preparing over 3 generations of returns is very energizing!
My first book - Bridging the Gap: Organizing your Small Business for Tax purposes hit the shelves in Barnes & Noble and Amazon in 2005. Currently, out of print, our goal is creating an e-course to help you with your small business success!
Graduating with my MBA and MPA (Master's in Business and Public) five years later, has helped me build my tax business and start a non-profit organization, Liberty Comfort Quilt Corporation. A 501(c)3 entity that makes wheelchair quilts for those in need for over 16 years!
Having over 50 years of helping people just like you find peace of mind when preparing their tax returns or getting them started on their estate planning, I’ll show you how to organize your personal and small business more, save more, and overcoming financial obstacles to work for you with the right financial tools.