Professional Disclosures.

The Stability Strategy is a sole proprietorship owned and operated by Kurt G. Von Giese. It offers three distinct services — tax preparation, insurance services, and business administrative support — each described separately below, with the credential that applies to it.

Credentials listed on this page are held by Kurt G. Von Giese individually and can be verified with the issuing agencies. Kurt G. Von Giese is not a certified public accountant (CPA), enrolled agent, attorney, certified financial planner, or registered investment adviser, and no such credential is claimed.

Kurt G. Von Giese — CTEC Registered Tax Preparer (CRTP)
CTEC Registration No. A360960
Registration status can be verified with the California Tax Education Council (opens in a new tab). A tax preparer bond is maintained as required for CTEC registration.

• Tax preparation services consist of preparing tax returns based on the information and documents you provide. You are responsible for the completeness and accuracy of that information and for reviewing your return before it is signed and filed.
• The Stability Strategy is not a CPA firm or law firm. Tax preparation services do not include legal advice or representation before tax authorities.
• No particular refund amount, tax outcome, or result from a tax authority is promised or guaranteed.

Kurt G. Von Giese — California Insurance Producer
California Department of Insurance, License No. 4297922
Licensed lines: Life; Accident & Health or Sickness
License status can be verified with the California Department of Insurance (opens in a new tab).

• Insurance services are limited to the lines listed above. Property, casualty, auto, home, commercial, and other lines of insurance are not offered.
• Insurance products are issued by insurance companies and are offered through the insurance companies and agencies with which Kurt G. Von Giese is contracted or appointed. Coverage, pricing, and approval are determined by the issuing insurance company and are subject to the policy’s terms, conditions, exclusions, and underwriting requirements. Products and availability vary.
• Insurance is a tool for managing risk. It is not an investment, and nothing on this website is a promise of investment returns or a guaranteed financial outcome.
• If you purchase insurance, compensation may be paid by the insurance company, typically in the form of a commission. You may ask about compensation at any time.
• A consultation does not obligate you to purchase any insurance product.

Information on this website is not an offer to sell, or a solicitation to buy, insurance in any state where such an offer or solicitation would not be permitted.

• Business administrative services — including invoicing, QuickBooks support, recordkeeping, and accounts receivable assistance — are a separate, administrative offering. They are not tax preparation or insurance services and are not provided under either credential above.
• They do not include CPA services, audits, reviews, compilations, attestations, financial statement opinions, or legal advice.
• QuickBooks is a registered trademark of Intuit Inc. The Stability Strategy is not affiliated with or endorsed by Intuit.

The services described on this website do not include investment advisory, securities, or legal services, and nothing on this website should be interpreted as such advice.

Fees are discussed and agreed before work begins. Invoices are issued and payments are processed through QuickBooks; payment details are entered on Intuit-hosted pages, not on this website. Billing questions may be sent to billing@stabilitystrategyservices.com.

Please do not send Social Security numbers, tax returns, bank or account numbers, banking credentials, insurance records, or other sensitive documents through ordinary email or appointment booking forms. If we work together, you will receive instructions for sharing documents through a more secure method. See our Privacy Policy for more information.

Questions about these disclosures may be sent to contact@stabilitystrategyservices.com.