I officially became an Enrolled Agent on November 20, 2019.
I am no longer accepting clients for Tax Preparation services.
Please check back in November or December time frame to apply for the 2023 Tax Preparation Services. This service starts at $400.
If you would currently like my assistance with taxes, I do offer tax consulting, planning, and review all year round.
I am well-versed in stock options. I do NOT provide investment advice (please read my disclaimer here), but we can review several scenarios and each option's financial and tax impact. But you are responsible for what you decide to do with your choices in the end.
The rate will be the same as what I charge for coaching. Please refer to my coaching services page here.
Schedule a consultation below to chat!
I am no longer accepting clients for Tax Preparation services.
Please check back in November or December time frame to apply for the 2023 Tax Preparation Services. This service starts at $400.
If you would currently like my assistance with taxes, I do offer tax consulting, planning, and review all year round.
I am well-versed in stock options. I do NOT provide investment advice (please read my disclaimer here), but we can review several scenarios and each option's financial and tax impact. But you are responsible for what you decide to do with your choices in the end.
The rate will be the same as what I charge for coaching. Please refer to my coaching services page here.
Schedule a consultation below to chat!
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