Taxes + Financial Planning + Advisory
Hey everyone— I’m a licensed Tax CPA, and soon-to-be CFP (Certified Financial Planner). I just launched my own tax firm, and I’m looking for the right fit: either joining an established CFP/CPA practice or building out my own while partnering with great people along the way. About Me • 13 years of tax + advisory experience (Senior Tax Manager). • Tax prep/review/training • accounting prep and review • CPA, CFP test is scheduled for 11/12/2025. After this I will be taking the series 63, Series 7, SIE, Life Health, Property & casualty licensing by Jan 31, 2026. (NYS waives the need for a Series 65 if I hold a CFP). My maybe license is an RSSA as it is another revenue stream. • Manage HNW + trust/estate clients (1,100+ client load). • Strengths: tax prep/review, tax planning, bookkeeping, client meetings. • Weak spots: foreign returns & not-for-profits (but improving). • All 16 of my most recent client reviews? 5 stars. 🌟 Fun Facts • Based near NYC—can work remote or in person. • Neurodivergent (closest vibes: Dr. Kevin Casey from Scrubs, Monk, Sheldon Cooper). • Former Cutco rep ($50K sales), so I’m not shy about talking to people. • Love networking, teaching, and making tax/finance less scary. • Recently generated $6M in insurance leads + $4M in AUM (passed on to junior advisors since I can’t monetize until I finish licensing).
Software experience CCH suite of products Lacerte Ultra Tax Qount Adobe Microsoft office suite What I’m Looking For • Up to 32 hours/week max (can split between multiple companies). • Busy season hours negotiable. • Pure 1099 deal—no benefits needed, just income + guaranteed hours. • Hourly rate is flexible/negotiable depending on fit. (Market research shows $100–$300/hr, but I care most about the right opportunity and steady hours.) Who I’d Be a Great Fit For • Tax or bookkeeping firms that want a tax partner without hiring/training a full-time staffer. • CFP firms that want in-house tax expertise—imagine saying “let’s bring in our CPA” instead of sending clients elsewhere. • CPA firms looking to add or expand an advisory arm.
Years of Tax Experience
11-15 years
No specializations listed
Contact information is private
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