Mom Entrepreneur Real Estate Investor Business Owner Consultant Accountant Tax Plan Practitioner and Enrolled Agent. 34 years in the small business arena. I challenge myself daily and I am hungry for new knowledge everyday. I am self developed and hands on trained in the areas mentioned. I am passionate in helping small business start-ups , grow, and fulfill their personal and business goals. I love working with small business and real estate colleagues. I love helping people learn and earn double digit returns using Real Estate and along with that applying tax strategies to retain the most from our hard earned revenue. The abundance in the world is there for all of us, its a matter of being open minded and surrounding ourselfs with like minded people to trigger ideas, support each other, and build each other.
Action! that is the magic word, when we take action we become unstoppable!
*Listen*Serve*Care*Value*Execute*
Greetings, I’m delighted to share my journey into the world of taxation, which began during my tenure as a Design Engineer at a leading aerospace corporation in the United States. In 2011, captivated by the intricacies of tax regulations, I ventured into entrepreneurship, initially assisting colleagues with tax preparations. Over time, fueled by referrals and a growing passion for empowering small businesses, our endeavor blossomed into a dynamic team supporting enterprises across the Puget Sound region, particularly in the vicinity north of Seattle. As a fervent investor with a penchant for real estate, small business ventures, entrepreneurship, cryptocurrencies, and international property markets, I approach each client engagement with a wealth of firsthand experience and a commitment to delivering comprehensive financial guidance.
With a dedicated team of professionals by our side, we stand ready to partner with you in nurturing the growth and success of your business endeavors, schedule an appointment today, and let’s chat!
I offer solutions for Tax Planning with comprehensive tax strategy with following background of Bookkeeping, Accounting, Payroll Tax preparation and Tax planning practices from 2015 as full time public accountant .
1.0 have professional qualifications equivalent of CMA from 1983 from India. Exam Tax credit of CPA from 2008.
2..0 have contributed to growth and profitability during career of Finance executive for world class companies and to improve financial performance and Ranking in Industry
and compliance small business in various phase of business from start up, as consultant and as accountant.
3.0 have good reviews about me on google business as Virtual Accounting and Tax Solutions Inc due to positive contribution for startup, growth and maturity period.
4.0 have helped to number of IT consultant for S Corp Selection under various conditions and saved significant self-employment tax and minimize current tax burden for contribution and profit sharing for 401k plan.
5.0 have helped day trader of claiming eligibility for business deductions and mark to market selection helped to save substantial tax, resulting in significant refund.
6.0 My business and individual clientage includes, Consultant, physicians and restaurants, etc.
7.0 I help client for Bookkeeping. Payroll. Retirment planning by setting up 401k and profit sharing. Tax estimation, Tax Preparation and helped clients for Financials decisions by creating Tax planning scenarios.
8.0 I remain available to my client for their inquiry from morning 8:00 AM to 8:00 PM.
SCHEDULE YOUR FREE DISCOVERY CALL VIA THE FOLLWOING LINK
https://virtualbooksandtaxes.com/book-appointment
Jinping (JP) is a highly experienced tax advisor with a strong focus on assisting clients with tax planning both before and after immigration to the states. JP also boasts a broad range of expertise in various areas of taxation, including individual and corporate tax planning, estate and gift tax planning, and retirement planning.
Known for her exceptional communication skills and dedication to client service, Jinping takes a collaborative approach to working with clients, ensuring that their unique needs and objectives are met with personalized attention and tailored solutions. She is committed to delivering excellence in tax advisory services, helping clients achieve financial success and peace of mind in all aspects of their tax planning journey.
My name is Donna Bradley, I am an accountant, entrepreneur and excited about tax law and advisory. I have over 18 years experience good and bad and have learned to keep learning therefore I teach my clients when I interact with them. I stand beside my clients in all situations, if tax resolution is needed I am here to help you not be intimidated by an auditor or made to feel small. My clients will feel empowered because you know exactly what is going on with your business and your deductions. When you leave my office you are educated on what you need to do to make your tax year better!
Hello there! I’m Tina, and I’ve been deeply immersed in the world of taxes and bookkeeping celebrating my 30th year in 2024. I’m not just another tax professional; I’m your dedicated partner in navigating the complex terrain of tax strategies and money-saving opportunities for your business.
Since 1994, I’ve been at the helm of my own firm, steering clients toward financial success. One of my proudest achievements was helping a client who was drowning in a staggering tax debt of over $180,000+ over a six-year period. Through meticulous planning and expert guidance, we managed to reduce that colossal burden to a mere $4,000. It’s stories like these that fuel my passion for what I do.
My extensive experience spans various industries, but I have a special affinity for the construction sector. I’ve handled everything from comprehensive accounting to payroll management and taxation within this field. This deep industry knowledge equips me to tailor strategies that are not just effective but also industry-specific.
What truly drives me is the opportunity to collaborate with clients like you to slash your tax liability to the absolute minimum. I’m here to ensure your hard-earned money stays right where it belongs – in your pockets. Together, we can unlock opportunities to invest in the things that matter most to you and your business.
Ready to embark on a journey to optimize your tax strategy and boost your financial health? Let’s chat! Your financial success is my mission.
I’m a tax and wealth planning expert with over two decades of hands-on experience. My journey from humble beginnings to leadership roles in finance, small business consulting, and tax advising has equipped me with resilience, discipline, and a passion for results.
My strengths lie in crafting personalized tax solutions that make a real impact on your bottom line. Whether you’re looking to optimize your tax strategy, secure your financial future, or gain control of your wealth, I’m here to help. Let’s embark on this journey together. Contact me now, and let’s turn your financial goals into reality.
I am an IRS Tax Return Preparation Volunteer and Main Street Certified Tax Advisor specializing in tax advisory services for business owners and indivuduals.
I have received training from renowned attorney and CPA Mark Kohler, equipping me with legitimate bookkeeping techniques that can result in significant financial benefits for small business owners. Our dedicated team is committed to providing tailored expert guidance and solutions to meet your specific needs. Whether you are seeking to optimize your tax planning, maximize your investments, or achieve long-term financial goals, we are here to assist you.
To schedule a complimentary consultation and take the first step towards a more prosperous financial future, please feel free to reach out to me at (717) 602-8190 or via email at rm2071863@gmail.com.
Hello! I am Dyezae Smith, Founder of Aezalle Tax Advisor, LLC (ATA). My expertise and focus revolves around advanced tax planning, tax preparation, business consulting, and wealth building to help with funding and maximizing your retirement.
Preparing for Retirement starts now! Many successful business owners are developing a mindset of believing their business will be a sufficient source of income to sustain them while retired. With the advisory services at ATA you will be able supercharge your retirement with a fully flushed Roth IRA or Solo 401k that is achieving greater returns and better diversification.
Did you know that most business owners are paying upwards of 50% of their business income to federal, state, and self-employment taxes? Far too often business owners are overpaying in taxes because their current CPA or tax preparer did not take the time to learn how to properly mitigate their client’s taxable liability. By working with ATA you can look forward to an advisor who is abreast with the latest and most impactful tax strategies that will allow for an aggressive tax plan. Once the tax plan is implemented you can expect to pay your fair share of taxes and not a penny more.
I believe a tax advisor should be able to impact all areas of your business and personal finances so that you can enjoy the success you’ve achieved while also building wealth for yourself and your children’s future.
I look forward to being your advisor here at ATA…The Smart Way!
I founded a small firm 10+ years ago because I wanted to be deeply involved in affecting my clients overall financial picture. I have a close and long-lasting relationship with my clients who after many years I hope will be glad that we have worked together. I love to educate my clients and help them be proactive with their own financial life, rather than just floating along. My husband and I have a small farm, we have ST and LT rentals and I have various self-directed and managed investments. I talk the talk and also walk the walk. I work hard and try to play too a bit. I love my family, my clients and friends and love to watch the Utah Jazz!
Tax Reduction Advisor with CPA Solutions, LLC and Business Development Strategist for Mission 8 Inc.
I am a CPA who is focused on helping entrepreneurs achieve financial freedom through effective tax strategies. I have a passion for excellence in client service. I love to educate and communicate in such a way that you will gain an understanding of the methods businessmen and women use to pursue legal and ethical avenues to reduce taxes. It’s been a well-kept secret but now, with education and guidance I can help you reduce your taxes to the lowest level possible while coming alongside with a wholistic approach to other business needs like bookkeeping and tax preparation services.
You will be pleased with the star treatment and professional collaboration you will receive when we work together. The key is to work toward financial independence which will allow you to spend quality time with the people most important in your life.
About Me:
I’m driven by my passion for excellence, integrity, respect, and building long lasting genuine relationships. This shows up both in my own life and how I approach my work with you. For example, as a wife and mother of three, I realize the importance of spending quality time with family while working towards financial freedom. There must be a balance. I have seen the benefits of being a good steward of the resources with which we are entrusted. I want to be your go to person for advice and collaboration as we work together to achieve your financial goals.
Prior to shifting my focus to the area of Taxation, I worked in the accounting profession with fortune 100 companies including various banking and Oil/ Gas companies. I was a Virtual financial manager and worked with small to midsize healthcare companies. I later started two HealthCare companies and sold them with a great return on investment which provided capital to fund other opportunities.
I look forward to building a strong and genuine partnership with you.
Complete: https://xitcpa.com/form Please fill in as much detail as possible if you’d like to schedule a call.
“Taxes are a prison sentence; with a good tax strategy you can get time off for good behavior.”
I help entrepreneurs achieve financial freedom and their wealth dreams. How you earn income and where you put it can have a huge impact on how quickly you can achieve your goals. Utilizing my knowledge of the tax code and investment products I can help you minimize your taxes and take control of your future.
“Think outside the box, but within the system.”
I have over 12 years of experience working with entrepreneurs to increase profits and reduce taxes. With both a Masters Degree in Taxation and a Securities license I am uniquely qualified to help you navigate your way to your wealth dreams. During my 18-year navy career as both enlisted and as an officer I served on 3 ships, lived in 3 countries, completed deployments to the Mediterranean Sea, Persian Gulf, Arabian Sea, crossed both the Atlantic and Pacific Oceans. To say I have seen and experienced a lot is an understatement. Most people are surprised by all the ways my military service translates to working with entrepreneurs. I have navigated deployment, maintenance, and training cycles, honing my ability to strategize both for the long term and in the heat of the moment. Being mission focused with limited resources taught me how to think outside the box, but within the system. Training and mentoring sailors from all over the country has helped me explain complex tax and financial concepts to many small business owners. Now as an entrepreneur, I apply these battle-tested skills to chart my course in the business world.
“I am a Jeep-Dad.”
When I am not coaching soccer, my sons love to hit the trails in our jeep. Some of our favorite spots to camp are Great Sand Dunes, Georgetown area, Moab, Escalante, Vermillion Cliffs and visiting Nana in Big Sky. When I am not with my boys, I enjoy biking and people watching while enjoying a local beer on tap. I love to read anything related to business or investment strategies. I have recently taken up visualization and journaling after hearing of the impact they had for a client reaching their goals.
“And the winds and the waves are always on the side of the ablest navigators…” – Edward Gibbon
I am a dedicated coach who thrives on working with dreamers. I love getting to know clients and their families. Some of my most significant victories for clients have emerged from casual conversations or offhand remarks, cleverly woven back into their strategic plans. I still strive to embody the Navy core values of Honor, Courage, & Commitment. A life dedicated to serving others has shaped my approach, where every detail matters. Connect with me to experience a blend of expertise, military precision, and strategic insight!
Checkout www.xitcpa.com and get a copy of my e-book: Achieve Financial Freedom in 7-10 years – How to Apply the 4 Converging Circles of Wealth Creation.
Complete https://xitcpa.com/form in as much detail as possible if you would like to schedule a call.
My name is Adam. I’ve been CPA for almost 15 years. I’m also an Adjunct Professor of Accounting, a small business owner and a Real Estate Agent with a small rental real estate portfolio. My goal is to team with you in order to improve your Financial and Tax Position.
Together we can take complex tax matters and let them work for your business. Please schedule a discovery call with me today to discuss ways to implement a tax strategy to maximize your tax savings!
I’m Alexis Sidney, EA and my goal is to make sure you don’t pay a penny more in taxes than you absolutely have to ! For years, I’ve been the go-to person for real estate investors needing help with their taxes and making more money from their properties. I believe in making things simple and effective for you.
When you work with me and my team at The Twelve Firm, it’s all about getting you real results. We’re talking big savings, with clients saving $150K on average every year. That’s because I use everything I know as a tax expert, realtor, and financial coach to help you maximize every tax deduction you’re entitled to.
Ready to see your tax savings? Let’s chat on a free discovery call! Also check out my website and let’s make your real estate investments work harder for you. Can’t wait to help you succeed!
I am an entrepreneur and real estate investor at heart! I started my business more than 10 years ago and built it, with the help of my great team members, to a seven-figure enterprise! I hold a Colorado CPA license, and my firm specializes in providing tax planning and guidance to real estate investors, growth-oriented business owners, and everyone who is pursuing the “American Dream'” by focusing on building Financial Freedom!
I immigrated to the USA from Russia 25 years ago with only $100.00 in my pocket, and desire to become a successful entrepreneur. I am a living proof that anyone can become a millionaire in this country. My team and I are excited to help you save money on taxes and guide you in building Your American Dream!
By working closely with ambitious business owners, we not only help them save thousands of dollars on taxes, but also support them in every step of building their “American Dream”!
As an entrepreneur and investment real estate owner with over three decades of experience, I understand the unique needs and challenges of business owners and investors. I lead an independent wealth management firm serving private clients, non-profits and corporate retirement plans on a national basis. Our motto is “Helping you Create, Manage, Protect & Distribute Wealth”®. My focus is tax mitigation solutions, alternatives, fiduciary consulting, financial planning, estate planning and investment advice.
I am Accredited Investment Fiduciary Analyst®️ (AIFA) from the Center for Fiduciary Studies, a Global Financial Steward (GFS), a Certified Behavioral Finance Analyst (CBFA) and a Main Street Certified Tax Advisor© (MSCTA©). I am also a licensed investment advisor representative, insurance broker, real estate agent, General Securities Principal and registered representative. I am a graduate of St. Anselm College with a BA in Economics.
We offer traditional asset allocation, risk management and investment strategies, but specialize in implementing tax solutions that include customized retirement plans, 1031/Delaware Statutory Trusts, Qualified Opportunity Funds, Investment Tax Credits, Charitable Planning and advance insurance design. Our experienced and credentialed team at Asset Strategy looks forward to working with you. Book a discovery call to start your MyWealth Journey….. www.assetstrategy.com
Hi I’m Brady! I am an Entrepreneur, Investor, Consultant, Speaker, and Managing Partner at High Country Finance, LLC, a full service tax and accounting firm based in Lehi, Utah.
My purpose is to be a resource that helps everyone experience wealth, all while paying the fewest taxes possible. I have started and grown multiple businesses to 7+ figures and gone through 8-figure funding rounds with venture capital, both personally and in advisory roles with clients. However, my greatest accomplishment is my family. I love being a husband and father!
As an advisor, I have trained other tax professionals, coached individuals in real estate investing programs, and advised or engaged with other investment and syndication platforms. My team also actively works with hundreds of businesses across the country, improving their business and personal financial, investment, and tax growth strategies.
We focus on helping a wide variety of business and investment activities from E-Comm to Real Estate, Home Service Companies (Solar, Pest Control, Roofing, HVAC, etc.), Farming, Agriculture, and more. Our clients are making anywhere from $250,000 to $30M+.
We would love to help you, no matter where you are on the “Wealth Scale”!
Schedule an appointment via our website to see how we fit into your team!
