A bit about yourself
CPA in Fresno, CA
D&T audit 5yrs, private industry controller 5yrs, and now solo practitioner in tax since 2015. Trying to be a lifelong learner. Firm niche is equity comp.
Lacerte Tax (Years of Experience)
9
ProConnect Tax (Years of Experience)
2
ProSeries Tax (Years of Experience)
1
Expertise
Equity comp, HSA's, Tax/Financial Planning
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