Offers online services
About
40 years of experience education in the financial fields make me proficient in the field of assisting clients and tax accounting books corporate tax returns corporate structure educate on assisting people with luxe strategies along with investments in real estate and loans
Mostly social contact and the financial achievement with my clients
Highlights
Hired 6 times
10 employees
45 years in business
Serves Vancouver , WA
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Reviews
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DV
danielle V.
I’ve been trying to find a company for years to get my accounting in order. They are doing more than just getting my accounting in order they are actually letting me know how to save money on taxes Ect. Carolyn and her team are incredibly clever and I am recommending them to everybody I know. They are not just affordable they are exceptional people with brilliant minds.
April 30, 2020
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
Personal conference and evaluation of there fiancé and retirement
anilize the business give tax Strategies proposals
Services offered
Notary
Legal Document Preparation
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning