How much should I pay for Tax Preparation? Tax Preparation
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I am a Certified Financial Planner (CFP) and Tax Accountant, helping my individual and corporate clients with tax planning, wealth accumulation and insurance planning. I help my clients in reducing taxes, filing tax returns, managing their investment and retirement portfolio and protecting their family and assets by choosing right type and amount of insurance. I build comprehensive financial plan for my clients, implement and review it on regular intervals.
I love to finds best practices and train my client for implementing best practices.
I worked many years in corporate finance and auditing but I am people's person and I like to help hundreds of people instead of making my corporate boss happy. That though inspired me to leave corporate world 20-year back and in last 20 years I helped hundreds of my tax clients and investment clients with tax planning, financial planning and wealth management.
My primary objective and fiduciary duty is help my client. The biggest satisfaction in my profession is to see when I can help my client solve their problems or help them achieve their financial goals. I have been told by my many client as "We wish we would have met you 10-15-20 year back". This is the biggest pay-off of my profession.
Yes, I can provide services online or remotely. I communicate with my client through video chat like zoom, google meet, team etc. and exchange and sign documents through DocuSign e-signature.
We make sure, when our client visit us in-person, they are provided with neat and well ventilated meeting room, enough space to maintain social distance, masks, gloves and sanitizer Gel.
based on 13,363 reviews
Responded immediately to my request. Was extremely professional and helpful. Looking forward to working with him.
20 May 2024
I highly recommend working with Stratos to all my personal friends and business associates. Their attention to detail and service to their clients leave nothing to be desired. They are very personable and make you feel confident and comfortable when working together.
14 May 2024
I was helped by Ana, she was listening always operational, professional and available I sincerely recommend these services with eyes closed !! she is very human I really appreciated her help Thank you
14 May 2024