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Yes! I focus on doing taxes for investors. Tax planning for long-term optimization is my specialty.
As an Enrolled Agent I have passed all three SEE exams with the IRS. My experience as a personal investor began in 2002. I have served as a licensed professional Financial Advisor and Tax Planner since 2020.
As of 2024 I am accepting new clients. Call or email to find out if we would be a good fit to work together.
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