Wylie, Texas, United States
As a tax consultant at Jrich Financial, I provided tax preparation and advisory services to individuals and businesses, helping them comply with tax laws and optimize their tax savings. I also leveraged my skills in merchandising, social media, and customer service to market the firm's services and attract new clients. Prior to joining Jrich Financial, I worked as a leasing specialist at The Monroe Group, Inc., where I managed the leasing process for residential properties, conducted market research, and negotiated contracts. I am currently pursuing an associate's degree in accounting at Southwest Tennessee Community College, with the goal of becoming a certified public accountant and expanding my knowledge and skills in the field. I am passionate about helping people and organizations achieve their financial goals and objectives, and I value integrity, professionalism, and collaboration.
*Provide financial consulting services in banking, real estate, and investment strategies. *Conduct market research and financial analysis to assist clients in making informed business decisions. *Develop and implement financial plans tailored to client needs, including budgeting, credit analysis, and risk assessment. *Advise on real estate investment opportunities, property valuation, and financing options. *Assist clients with business planning, loan structuring, and capital acquisition strategies. *Prepare and file individual and business tax returns, ensuring compliance with federal and state regulations. *Offer tax planning strategies to maximize deductions and optimize financial outcomes. *Stay updated on industry trends, regulatory changes, and market conditions to offer informed guidance.
Assistant Property Manager/ Leasing agent
Assistant and leasing agent