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Frequently Asked Questions
When should I contact a tax advisor?
Any time you need a professional to analyze your tax situation and/or retirement portfolio for best long term financial results. Long term financial planning and goal setting can give you a big picture understanding of where you stand currently and building a framework for the future.
What Crypto Currency services do you offer?
Get some impartial advice from a crypto currency veteran. I can help with lowering tax liability strategies, crypto basket portfolio construction and crypto wallet/storage best practices.
How can I know which tax advisor is right for me?
Does your tax pro return calls? Do you feel comfortable asking them a question? Do you feel heard? With the right advisor, answers should be a resounding "Yes!"
About Us
About Us
I have been registered with the IRS in the tax business since 2013 and have worked in various tax offices from California to Florida including Jackson Hewitt and Liberty Tax franchise locations. In 2019 I formed my own company which is registered both federally as Liberty Fintech Solutions and in the state of Florida doing business as SoFlo Tax Pro. Previous to getting involved in the tax business, I was a fully registered Financial Advisor working for such Wall Street companies as Morgan Stanley and Ameriprise Financial.