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Português
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I will provide professional tax consultation as a CPA
Expert CPA helping businesses stay compliant, profitable and organized
I'm Brandon Underwood, CPA, MAcc, founder of Lucerna Financial Solutions. With over a decade of experience, I specialize in tax preparation, bookkeeping, financial reporting, and outsourced CFO servic...
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Brandon foi selecionado pela equipe do Fiverr Pro considerando sua experiência.
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Consultoria Tributária
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Welcome to your new tax planning safe haven!
The world of taxes can be complex and confusing if you don't have the right navigation tools. EVERY financial decision you make affects your taxes. Fortunately, as a highly skilled professional and friendly CPA, I know how to make finances work for you.
Lets talk about it over the phone or a Zoom call!
Whether you require a quick 30-minute session, an in-depth 1-hour discussion, or a comprehensive tax plan to MAXIMIZE your tax savings, I have you covered.
Industries I've Served:
· Real Estate
· Retail
· Healthcare
· Restaurants
· And Many More!
** Book your consultation at least 24 hours in advance to secure your spot! If expedited service is paid for, a consultation scheduled less than 24 hours in advance will be honored. **
Life can get unpredictable, so consultations can be easily rescheduled at a different time.
** Missed or canceled consultations will be billed for the full time. **
Benefit from the expertise of a seasoned professional who has successfully guided numerous clients through their tax-related challenges.
Schedule your consultation with me today so we can make tax season a breeze!
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Objetivo do planejamento tributário:
Minimização
•
Diferimento
Tipo de entidade:
Indivíduo
•
LLC
País de Destino:
EUA - Ohio
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Observe que não há processo de triagem para este serviço. Recomendamos enviar uma mensagem ao freelancer e verificar todos os detalhes necessários antes de fazer seu pedido. Leia mais sobre os serviços financeiros na Fiverr.
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Perguntas frequentes
How can I book a consultation?
Consultations can be scheduled via our Calendly page. Please note that consultations must be booked at least 24 hours in advance.
Can I book a same-day consultation?
We do not offer same-day consultations. All consultations must be scheduled at least 24 hours in advance to allow for proper preparation and confirmation.
How will I receive confirmation for my consultation?
Once you have scheduled your consultation, you will receive an email confirmation from Calendly detailing the date, time, and a Zoom link. Sessions can also be rescheduled using the confirmation email.
Can I reschedule my consultation?
Yes, consultations can be rescheduled before the call. Please reschedule using the confirmation email from Calendly or message me directly before the call.
What happens if I miss my consultation?
Unfortunately, no-call no-shows will not be refunded. Please ensure to reschedule in advance if you are unable to attend the consultation.
What topics can be covered during the consultation?
We cover a range of topics including Personal Taxes, Tax Planning, IRS Letter, Accounting, Bookkeeping, Real Estate, and Business.
Do you have experience with non-U.S. tax or accounting concerns or nonprofit organizations?
We have limited experience working with nonprofit organizations and addressing non-U.S. (international) tax or accounting concerns.
Can I disclose any specific questions or concerns when scheduling the consultation?
Yes, you can disclose all your questions or concerns on the scheduling page when booking your consultation.
How are the consultations conducted?
Consultations are conducted via Zoom or phone call, based on your preference.
Will I receive any documentation or notes after the consultation?
Yes, after each consultation session, you will receive detailed notes summarizing the discussion, advice, and any agreed-upon action points. These notes are intended to provide you with a clear and concise reference to the consultation content.
Avaliações
86 avaliações deste Serviço
| (83) | ||
| (2) | ||
| (0) | ||
| (1) | ||
| (0) |
Classificação detalhada
- Nível de comunicação do freelancer
- Qualidade da entrega
- Valor da entrega
Ordenar por
Mais relevante
S 
shalokare
Estados Unidos
Colaboração contínuaBrandon provided exceptional, fast, and accurate guidance on my 2025 estimated tax payment and S-Corp extension. He reviewed all documents/guesstimates, minimized liability, and communicated proactively with deep understanding. Exceeded expectations
US$ 200-US$ 400
Preço
2 dias
Tempo
B 
Resposta do freelancer
Útil?S 
syedsaleem76
Estados Unidos
Brandon was awesome n looking forward to work with him for my taxes !!!
US$ 200-US$ 400
Preço
4 dias
Tempo
B Resposta do freelancer
Útil?D 
darsha_a
Estados Unidos
Colaboração contínuaBrandon gave me great feedback during the consultation session. Thank you
US$ 200-US$ 400
Preço
8 dias
Tempo
B Resposta do freelancer
Útil?K kazizuhayr
Estados Unidos
Brandon was very insightful and knowledgeable about the many questions I had.
US$ 200-US$ 400
Preço
5 dias
Tempo
B Resposta do freelancer
Útil?D darsha_a
Estados Unidos
Colaboração contínuaThank you for the consultation session.
US$ 100-US$ 200
Preço
4 dias
Tempo
B Resposta do freelancer
Útil?
Avaliações
86 avaliações deste Serviço
| (83) | ||
| (2) | ||
| (0) | ||
| (1) | ||
| (0) |
Classificação detalhada
- Nível de comunicação do freelancer
- Qualidade da entrega
- Valor da entrega
Ordenar por
Mais relevante
S shalokare
Estados Unidos
Colaboração contínuaBrandon provided exceptional, fast, and accurate guidance on my 2025 estimated tax payment and S-Corp extension. He reviewed all documents/guesstimates, minimized liability, and communicated proactively with deep understanding. Exceeded expectations
US$ 200-US$ 400
Preço
2 dias
Tempo
B Resposta do freelancer
Útil?S syedsaleem76
Estados Unidos
Brandon was awesome n looking forward to work with him for my taxes !!!
US$ 200-US$ 400
Preço
4 dias
Tempo
B Resposta do freelancer
Útil?D darsha_a
Estados Unidos
Colaboração contínuaBrandon gave me great feedback during the consultation session. Thank you
US$ 200-US$ 400
Preço
8 dias
Tempo
B Resposta do freelancer
Útil?K kazizuhayr
Estados Unidos
Brandon was very insightful and knowledgeable about the many questions I had.
US$ 200-US$ 400
Preço
5 dias
Tempo
B Resposta do freelancer
Útil?D darsha_a
Estados Unidos
Colaboração contínuaThank you for the consultation session.
US$ 100-US$ 200
Preço
4 dias
Tempo
B Resposta do freelancer
Útil?
