Describe How You Would Like To Be Introduced Via Email
I'd like to introduce you to Ekaterina Wong, a CPA, EA, and Certified Tax Coach specializing in comprehensive tax planning and compliance strategies.
Ekaterina has a wealth of experience helping individuals and businesses optimize their tax outcomes through strategic planning and expert guidance. I believe she can provide valuable insights tailored to your specific needs.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
- Are you currently working with a tax professional who helps you proactively plan and manage your tax obligations throughout the year?
- Have you reviewed your tax strategy recently to ensure you're taking advantage of all available credits, deductions, and tax-saving opportunities?
- Would you benefit from a comprehensive tax review to ensure you're taking advantage of all available opportunities to minimize taxes and maximize savings?
Unique Selling Proposition
Optimize Your Taxes, Elevate Your Finances
About me
Based in Round Rock, I serve clients nationwide, offering comprehensive tax services tailored to businesses and individuals.
Services Offered:
• Tax Planning: Strategically minimize tax liabilities to maximize savings.
• Tax Filings: Efficient and accurate tax filings for businesses and individuals.
• Bookkeeping: Organized and reliable bookkeeping solutions for businesses.