Tax Consulting and Planning

Tax Consulting & Planning, Financial Planning & Audit Representation

"Once you become my client on a continuing basis, I will give you all the timely attention needed in order to meet deadlines and file necessary forms for the taxing authorities. "


Ms. Oanh Hanley, CPA

I offer tax consulting on a “once only needed” basis for preparers and self-preparers, or on a continuing basis - for my long-term clients. I can conduct tax research on any subject as needed, and will cover statutory as well as judicial pronouncements.

 

Once you become my client on a continuing basis, I will give you all the timely attention needed in order to meet deadlines and file necessary forms for the taxing authorities. 

 

Should you require tax considerations regarding your investments, I will be available and can forge a working relationship with your investment broker. Many of my clients leave the mundane tasks -such as the requests for quarterly updates, to me. For many others I work closely with the investment advisors for year-end planning.

 

My financial and tax planning starts with a thorough understanding of your personal priorities today and plans for the future.


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