Brian TraversoIntuit TurboTax Verified Pro
BOLT Wealth Management

Brian Traverso

Accepting new clients

  • Verified Pro with 14 years of experience
  • CA
    Clovis, CA
Book a free call

I specialize in providing tax planning and strategies to ensure you're not overpaying taxes. I will identify areas of opportunities to save on taxes.

Expertise

ISO Exercise
Schedule K-1
Self-Employment Income
Business Tax Returns
Retirement Income
Employee Stock Purchase Plan

Experience

  • Verified Pro with 14 years of experience
  • Experienced with CA tax code
  • Meet online or in person
  • CA
    Clovis, 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

Brian Traverso

Nice to meet you 👋

I strive to make your tax situation a smooth process by making it understandable and explain how taxes can affect your return. BOLT Wealth Management

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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BOLT Wealth Management

Brian Traverso

1865 Herndon Ave Ste K, Ste K-122, Clovis, CA 93611

Hours

Monday
9:00am - 5:00pm
Tuesday
9:00am - 5:00pm
Wednesday
9:00am - 5:00pm
Thursday
9:00am - 5:00pm
Friday
9:00am - 5:00pm
Saturday
Closed
Sunday
Closed

Languages

English

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