Cynthia StaufferIntuit TurboTax Verified Pro
Wisemoney Solutions

Cynthia Stauffer

Accepting new clients

  • Verified Pro with 20 years of experience
  • CA
    Claremont, CA
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Cynthia Stauffer is a Certified Financial Planner and Enrolled Agent. Best of two worlds of financial planning and taxation.


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


  • Verified Pro with 20 years of experience
  • Experienced with CA tax code
  • Meet online
  • CA
    Claremont, 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

Cynthia Stauffer

Nice to meet you 👋

Cynthia Stauffer, EA, CFP Cynthia Stauffer, is a CERTIFIED FINANCIAL PLANNER™ professional and EA (Enrolled Agent) at Wisemoney Solutions. At Wisemoney Solutions, we recognize each individual’s unique tax situations and taxation is a daunting task. We bring integrity, accuracy, knowledge, and over 20 years of experience to service our clients. We pay attention to details and thoroughly evaluate your tax situations to prepare your tax returns to maximize your income, deductions and credits based on the current tax laws allowed. Our area of expertises: Investment Income, Rental Property, Stock Options. K-1/ Estate/Trust Income, Retirement Income, AGI >$150K. We not only prepare your tax returns, we provide clients with tax advice and tax savings strategies, so our clients feel more confident and knowledgeable with their own taxation situations. Disclaimer: *Please complete Welcome Organizer & upload relevant tax documents. Return will not be started until the engagement letter is signed. The engagement letter shows you are committed to working with me and we respect each other’s time. **Refund transfer is not available. Fees must be paid in full at completion of service.** Wisemoney Solutions

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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Wisemoney Solutions

Cynthia Stauffer

Claremont, CA 91711


8:00am - 5:00pm
8:00am - 5:00pm
8:00am - 5:00pm
8:00am - 5:00pm
8:00am - 5:00pm
8:00am - 5:00pm



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