I prepare tax returns! I enjoyed my works very much because there are new challenges everyday and I can help my clients do the tax return correctly or help them save money.
I have an MBA (concentration in Finance) and MAcc (concentration in Tax) from Price College of Business, University of Oklahoma.
I have been with Koly CPA since 2013 and worked on various projects, most of them are tax related.
I prepare tax returns! I enjoyed my works very much because there are new challenges everyday and I can help my clients do the tax return correctly or help them save money.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
