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Fees & Payments |
Fees Hourly: USD 55.00 per hour Contingent: USD 55.00 per hour - 10.00% Free Consultation: 20 minutes Payment Types Cash Credit Card |
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About |
I am an IRS Enrolled Agent and have 9 years tax, retirement and financial planning experience. I am always working for my clients' best interest, and search for ways to benefit you, even if that means spending additional time planning and explaining. I am most concerned with understanding and planning for the whole financial experience of the individual, business or family. |
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Work Experience |
President
From 01 Jan 2005 to present
Wasatch Tax & Financial Advisory
Tax & Retirement Planning and Advisory Services; Financial Statement compilation, review and audit engagements; QuickBooks implementation & accounting
Personal Financial Analyst
From 01 Jan 2004 to 01 Jan 2005
Primerica Financial Services
Administrative Board Member
From 01 Jan 2003 to 01 Jan 2005
Utah Deaf Education and Literacy
Partner w/Legal Team, Jean Massieu School of the Deaf Charter School.
Regional Manager
From 01 Jan 2002 to 01 Jan 2005
South Bay Polish & Detail
Mapping and Dispatch Logistics Supervisor; Operations Supervisor; Corporate Trainer
From 01 Jan 1998 to 01 Jan 2006
United Parcel Service
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Answered Questions |
I cant find a web site that will let me download a 2008 schedule c form. I did not enter one 1099 in... View Q & A »
Published on Feb. 14, 2010, 5:31 p.m.
when do you know if you should file a 5329 form for taking money out of my 401k because I was separa... View Q & A »
Published on Feb. 17, 2010, 4:03 p.m. |
Contact Info |
Wasatch Tax & Financial Advisory, LLC Contact Now |
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A customer .
06.02.10
This is very helpful as the Tax Pro provide the source to the answer from the IRS web site. Thank you. P/S: If possibl
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Available online or near Cottonwood Heights, UT
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