Tax Preparer And Financial Marketer
About
I have my tax preparer license and work as a tax preparer in 2019. I have my life and health license and work several financial marketing company since 2003.
I am also a retired educator who wants to help families understand the importance of financial literacy to become financial independence in life .
Being able to help families to understand how they can diversify their money to reach financial freedom in life is very satisfying .
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Free 30 mins Phone Consultation , set face, to face appointment with my CPA.
What education and/or training do you have that relates to your work?
BS in Biochemistry from UC Berkeley
California single subject teaching credential in Chemistry and Biology
California Life and Health License
California Tax Preparer License
Office manager of Phillip GuanGuan, CPA Inc
Senior Associate of World System Builder in World Financial Group.
Do you have a standard pricing system for your services? If so, please share the details here.
The CPA I work with will honor a 10 % discount for new clients from their past year's tax return .
The financial products offered are offered at company 's commission rate and have to be suitable and affordable to clients' needs. Consultation is free .