Joon Um, CFP®, EA, CLU®, ChFC®
Beverly Hills
(1)
Beverly Hills
(1)
As a Trusted Advisor, my job is more than to prepare tax returns, provide tax advice, set up accounting systems and processes for client businesses, and ultimately to be the Financial Quarterback for my clients. In so doing, I often work with wealth managers, attorneys, and other specialists in coordinating those services.
1 customer review
Rose Allison
Tax Preparation
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Why should our clients choose you?
As a Certified Financial Planner and an IRS Enrolled Agent, I understand that finding a real 'trusted advisor' is not common in the world of entrepreneurs. As a graduate of Carnegie Mellon University's Tepper School of Business and Heinz School of Public Policy and Management, I have built a solid foundation not only in the private sector but also in the public sector as well. Personally, I myself have started, invested, failed, and succeeded in different businesses. I understand the challenges entrepreneurs face and know strategies that can help entrepreneurs save on taxes, protect their assets, plan for retirement, and ultimately, succeed.
Can you provide your services online or remotely? If so, please add details.
My services, including Consultation Sessions, are already 100% Virtual and Remote.
What changes have you made to keep your customers safe from Covid-19?
My services, including Consultation Sessions, are now 100% Virtual and Remote.
Tax Services
- Tax Savings Plan
- Tax Projections & Quarterly Estimated Tax Payments
- Due Date Monitoring
- Secure Tax Return Vault
- Personal Tax Organizer
- IRS Audit & Notice Support
- 45 min Zoom Tax Planning Annual Meeting
Accounting Services
- QBO Integration
- Bookkeeping Quarterly Accuracy Audit
- Bank Reconciliation
- Tax Deductions Identifying & Planning
- Key Performance Indicator Analysis
Financial Planning Services
- Comprehensive Financial Plan
- Your Debt Free Life Roadmap Plan
- Corporate Minute Record Keeping & Compliance
- Assistance with Lenders, Attorneys, and other professional services
- Budget Projections
- CFO Quarterly Reporting
- 45 min Zoom Quarterly Meeting
IRS Resolution
- Income Tax Due - Payroll tax/ Business clients - Trust fund recovery - Back tax returns filing
