About
* 10 years in business
* IRS, NY & CA bonded Tax Pro license
* Easy access all year round
* No sales pitch, No hidden fees
* Discounts for F1 students
Highlights
Payment methods
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Photos and videos
Reviews
Joanne Y.
Amanda H.
Allen
Avinash V.
Bolei D.
Ayse K.
Frequently asked questions
What is your typical process for working with a new customer?
* Free 15 minute phone conversation
* Receive a quote by email
* Full digital/Virtual process but in-person or video call also possible
What education and/or training do you have that relates to your work?
IRS, NY, CA CTEC authorized Tax preparer
IRS AFSP Participant
FINRA Securities (SIE) certification
Do you have a standard pricing system for your services? If so, please share the details here.
*** Ask about F1 student discount ***
*** No Estate/trust planning. *** No business tax filing
*1. FILING Pkg: Tax e-filing + Previous 2 yrs Tax return review: Starting at $100
* 2. PLANNING Pkg: Everything in item 1. above plus
Retirement Planning (401k, IRA, backdoor, ROTH etc), Investment portfolio balancing, College Planning (529, FAFSA etc), Employee benefits selection (HSA, FSA etc), Home purchase planning
Starting at $200
How did you get started in this business?
After working for worldwide accounting firm and having to follow certain price/value structure, I decided to start on my own.
Now, I can provide way more personalized service for a lesser price. And provide year round access.