Proven track record with outstanding client experience. Elevating customer service, integrated tax preparation & planning, small business specialist.
Expertise
Multi-State Taxes
Self-Employment Income
Retirement Income
Employee Stock Purchase Plan
Foreign Income
Cryptocurrency
Business Tax Returns
Farm Income
Partnership (Business Tax Expertise)
S Corporation (Business Tax Expertise)
Rental Property Income
Schedule K-1
ISO Exercise
C Corporation (Business Tax Expertise)
Experience
Verified Pro with 25 years of experience
Meet online
Cypress, 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
Nice to meet you 👋
Inspired passion leads to success with a little faith & innovation we are all in these together. Active listener, lifelong learner, proactive, adaptive strategies for sustainable growth.
Enhance strategies for businesses & individuals financial-well being & happiness. Accredited financial counselor, business & personal finance, estate & retirement planning. RIA expertise includes RE, investments & protection portfolios.
More than twenty licenses, certifications, credentials, degrees, & designations. I am an IRS enrolled agent since 2014.
I am grounded in the biblical values of humility, honesty, integrity, respect, kindness, compassion, love towards each other. I believe in giving back to the community. Volunteer at the long beach senior center, previously assistant organizer meetup beach volleyball, moderator & educator, many mission work, & also with the IRS VITA program.
During the pandemic conducted business virtual/remote for the US Small Business administration. I would recommend why not save more of your precious, limited, & valuable time for more important things. At your convenience start & get your income tax done remotely; no traffic , travel time, waiting in the lobby.
More important, instead of separately coordinating with 4 or 5 professionals. I recommend the amazing concept of a One-Stop-Shop with yours truly. Let us start now with your most important financial needs & concerns. TEXT PREFER DURING BUSINESS HOURS (714)395-0192!!! Fluent in Tagalog.
This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See
What my clients say
Frankel Financial Services
Frankel Delossantos
5762 Lincoln Ave Unit 1131
Cypress, CA 90630
Contact
(714) 455-2341
Hours
Monday
7:30AM - 7:30PM
Tuesday
7:30AM - 7:30PM
Wednesday
7:30AM - 7:30PM
Thursday
7:30AM - 7:30PM
Friday
7:30AM - 7:30PM
Saturday
7:30AM - 7:30PM
Sunday
7:30AM - 7:30PM
Languages
English
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