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addison_suon

Addison S

@addison_suon

Junior Finance Student

États-Unis
Anglais, Espagnol
Certaines informations sont présentées en anglais.
À propos de moi
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.... Plus d’infos

Compétences

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addison_suon
Addison S
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Planification fiscale
I will create tax retirement savings for 1099 and freelance workers
De25 $US / projetPlus de détails

Portfolio

Expérience professionnelle

Tax Planner

Tax • Temps plein

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.