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addison_suon

Addison S

@addison_suon

Junior Finance Student

Estados Unidos
Inglês, Espanhol
Algumas informações são exibidas no idioma inglês.
Sobre mim
Most gig workers are overpaying taxes and don't know it. I'm finishing my CFP coursework and hold the SIE certification. I build personalized financial snapshot plans for 1099 and gig economy earners that break down your real take-home after self-employment tax, the deductions you're missing, your quarterly tax obligations, and a step-by-step action list written around your actual numbers. No jargon. No generic advice. Just clarity.... Saiba mais

Habilidades

a
addison_suon
Addison S
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Planejamento Tributário
I will create tax retirement savings for 1099 and freelance workers
A partir deUS$ 25 /projetoMais detalhes

Portfólio

Experiência profissional

Tax Planner

Tax • Período integral

Jan 2025 - Present • 1 yr 5 mos

– Prepared and filed 400+ client tax returns spanning income ranges of $10,000–$500,000+, including Schedules C, E, K-1, B, and A. – Analyzed EMoney financial models to support tax planning recommendations for individual and small business clients. – Structured tax outcomes for sales of stocks, bonds, real estate, and other assets; communicated directly with State and City tax officials on code interpretation. – Supported clients with rental property portfolios and small business filings, building practical experience across the full financial spectrum.