CURATED CAPITAL AND PLANNING LLC
Anne Marie Webster
Accepting new clients
Verified Pro with 15 years of experience
Lewisville, NC
I am an oddball that loves doing taxes!
Expertise
Multi-State Taxes
Schedule K-1
Retirement Income
Rental Property Income
ISO Exercise
Self-Employment Income
Experience
Verified Pro with 15 years of experience
Meet online
Lewisville, NC
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
Nice to meet you 👋
I am a Certified Financial Planner and have working with individuals and families for 15 years. I am friendly and fun to be around.
This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. Seehere for Intuit's Pro verification program
What my clients say
Curated Capital and Planning LLC
Anne Marie Webster
116 Lowes Foods Dr
Suite 175
Lewisville, NC 270238258
Contact
(336) 485-5033
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
9:00AM - 12:00PM
Sunday
9:00AM - 5:00PM
Languages
English
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