Refer a friend and receive $75 cash for your referral!
Hassle free tax service and consulting.
Full service tax preparation and e-filing service with available mobile app for fully secured and encrypted document sharing.
Refer a friend and receive $75 cash for your referral!
Full service tax preparation and e-filing service with available mobile app for fully secured and encrypted document sharing.
My practice is registered as an ERO, (authorized direct E-File provider), with a fully encrypted desktop client portal and mobile app for efficient and hassle free document sharing and filing. I am not a CPA or EA as those titles can make it difficult to always work in the best interest of clients in the advisory world.
I have been registered with the IRS as a tax preparer since 2013 and have completed over 1000 tax returns with my signature on it. My financial services career started in 2011 when I became a fiduciary Financial Advisor a Morgan Stanley.
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