Cynthia Stauffer is a Certified
Financial Planner and Enrolled Agent. Best of two worlds of financial planning and taxation.
Expertise
Foreign Income
Business Tax Returns
Rental Property Income
Partnership (Business Tax Expertise)
S Corporation (Business Tax Expertise)
Retirement Income
Cryptocurrency
Self-Employment Income
ISO Exercise
Multi-State Taxes
Schedule K-1
Employee Stock Purchase Plan
Experience
Verified Pro with 25 years of experience
Meet online
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
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, Income >$120K.
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.**
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
Wisemoney Solutions
Cynthia Stauffer
3927 Shelter Grove Dr
Claremont, CA 91711
Contact
(908) 262-1130
Hours
Monday
10:00AM - 7:00PM
Tuesday
10:00AM - 7:00PM
Wednesday
10:00AM - 7:00PM
Thursday
10:00AM - 7:00PM
Friday
10:00AM - 7:00PM
Saturday
8:00AM - 5:00PM
Sunday
Closed
Languages
English
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