Cynthia Stauffer - Intuit TurboTax Verified Pro in Claremont

Beskrivning

Cynthia Stauffer, EA, CFP

Cynthia Stauffer, is a CERTIFIED FINANCIAL PLANNER™ professional and EA (Enrolled Agent) at Wisemoney Solutions.

At Wisemoney Solutions, we recognize each individual’s unique tax situations and taxation is a daunting task. We bring integrity, accuracy, knowledge, and over 20 years of experience to service our clients.

We pay attention to details and thoroughly evaluate your tax situations to prepare your tax returns to maximize your income, deductions and credits based on the current tax laws allowed.

Our area of expertises:
Investment Income, Rental Property, Stock Options. K-1/ Estate/Trust Income, Retirement Income, AGI >$150K.

We not only prepare your tax returns, we provide clients with tax advice and tax savings strategies, so our clients feel more confident and knowledgeable with their own taxation situations.

Disclaimer:
*Please complete Welcome Organizer & upload relevant tax documents. Return will not be started until the engagement letter is signed. The engagement letter shows you are committed to working with me and we respect each other’s time.
**Refund transfer is not available. Fees must be paid in full at completion of service.**

Wisemoney Solutions