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addison_suon

Addison S

@addison_suon

Junior Finance Student

Estados Unidos
Inglés, Español
Parte de la información aparece en idioma inglés.
Sobre mí
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.... Lee más

Habilidades

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addison_suon
Addison S
desconectado • 
Tiempo medio de respuesta: 1 hora

Revisa mis servicios

Planificación fiscal
I will create tax retirement savings for 1099 and freelance workers
DeUSD 25 / proyectoMás información

Porfolio

Experiencia laboral

Tax Planner

Tax • Tiempo completo

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.