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It all started with a book
It all started with a book
Back in October 2019, I was stuck in a New York hotel room for work, debating if dropping $100 on a last-minute Hamilton ticket was a good move. Despite making decent money in tech, my bank balance was zilch, thanks to student loans and credit card debt. I hit a moment of truth, thinking, "I'm 27, why am I still broke, and when will I get my act together?" That moment changed me.
Back in October 2019, I was stuck in a New York hotel room for work, debating if dropping $100 on a last-minute Hamilton ticket was a good move. Despite making decent money in tech, my bank balance was zilch, thanks to student loans and credit card debt. I hit a moment of truth, thinking, "I'm 27, why am I still broke, and when will I get my act together?" That moment changed me.
So, I dove into money mindfulness, starting with Vicky Robin's Your Money or Your Life. I learned how crucial time is and how cutting back on things like eating out and unnecessary shopping could seriously fix my money situation. I cleared my student loans and managed to save $100,000 in just three years. I completely shifted my mindset on money, and now I'm all about spreading the gospel of financial literacy. It's not just about dollars and cents; it's about gaining confidence and freedom that everyone deserves.
So, I dove into money mindfulness, starting with Vicky Robin's Your Money or Your Life. I learned how crucial time is and how cutting back on things like eating out and unnecessary shopping could seriously fix my money situation. I cleared my student loans and managed to save $100,000 in just three years. I completely shifted my mindset on money, and now I'm all about spreading the gospel of financial literacy. It's not just about dollars and cents; it's about gaining confidence and freedom that everyone deserves.
Credentials:
Registered Tax Return Preparer, Preparer Tax Identification Number: P03123356
California Tax Education Council, California Registered Tax Preparer: 342673
B.A. Political Science, UCLA
Certificate of Proficiency, Computer Science, University of Texas, Austin
Credentials:
Registered Tax Return Preparer, Preparer Tax Identification Number: P03123356
California Tax Education Council, California Registered Tax Preparer: 342673
B.A. Political Science, UCLA
Certificate of Proficiency, Computer Science, University of Texas, Austin
So how does this work?
You're busy, I get it! And nobody wants to spend a ton of time doing their taxes. Every tax client is different, some prefer a phone call, an in-person meeting, or simply emailing back and forth. You're in the driver's seat and I'm here to make this process as painless as possible. I have an "explain to me like I'm five" approach because taxes are unnecessarily complicated. There's no such thing as a stupid question and I'm here to help!
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