Wenrui LaiIntuit TurboTax Verified Pro
Ada Advisory

Wenrui Lai

Accepting new clients

  • Verified Pro with 6 years of experience
  • CA
    Mill Valley, CA
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MBA, EA Tax planning, Stock compensation (RSU, ESPP), Business owner, Self-employee, Rental, K1 income; Foreign income, muti-states and trusts/estates.

Expertise

Rental Property Income
S Corporation (Business Tax Expertise)
Retirement Income
Self-Employment Income
Business Tax Returns
ISO Exercise
Employee Stock Purchase Plan
Schedule K-1
Multi-State Taxes
Foreign Income
Cryptocurrency

Experience

  • Verified Pro with 6 years of experience
  • Experienced with CA tax code
  • Meet online
  • CA
    Mill Valley, CA

How we’ll work together

Intro call

Schedule an intro call and we’ll meet to go over your tax situation.

Upload your documents

I’ll help you understand what documents you need to upload.

Review and file

After you review, I’ll file your taxes for you. And you’re done!

About me

Wenrui Lai

Nice to meet you 👋

Money is not a destination but rather a tool that enables you to live your best life. My mission is to empower people to effectively manage the financial aspects of their businesses, allowing them to focus on chasing their dreams. I hold a Master of Business Administration degree from UC Davis, with a specialization in Finance. I enjoyed a fulfilling ten-year career as a dedicated IT professional. 2 Year in Bank and 4-year business owner through pandemic. Ada Advisory

This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See here for Intuit's Pro verification program.

What my clients say

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Ada Advisory

Wenrui Lai

35 Miller Ave, 1012, Mill Valley, CA 94941

Hours

Monday
9:30am - 3:00pm
Tuesday
10:00am - 3:00pm
Wednesday
9:00am - 1:00pm
Thursday
9:00am - 3:00pm
Friday
10:00am - 2:30pm
Saturday
Closed
Sunday
Closed

Languages

English

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