Cynthia StaufferIntuit TurboTax Verified Pro
WISEMONEY SOLUTIONS

Cynthia Stauffer

Accepting new clients
Verified Pro with 25 years of experience
CA
Claremont, CA
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
live expert icon
Meet online
CA
Claremont, CA
How we’ll work together
expert icon
Intro call
Schedule an intro call and we’ll meet to go over your tax situation.
webpage icon
Upload your documents
I’ll help you understand what documents you need to upload.
income summary icon
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, 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.**
facebook icon
website icon
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
Map showing location of the tax pro
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
Intuit TurboTax Verified Pro
Powered by TurboTax
Your security is built into everything we do. Each tax pro undergoes a background check and is backed by TurboTax, America’s #1 tax prep provider. Get peace of mind that your taxes are right,
Lifetime Guarantee
Lifetime Guarantee
Get audit support, accuracy, and your max refund—100% guaranteed for the 7-year life of your tax return.
Maximum Refund Guarantee
Maximum Refund Guarantee
Our experts will get you your max refund—guaranteed
Full Service Guarantee
Full Service Guarantee
Your tax expert will only sign and file your return when it's 100% correct.
TurboTax offers or discounts don’t apply to TurboTax Verified Pro services. Your independent tax pro will work with you to set the final price before preparing your return, based on your tax situation.
*Not all feature combinations are available for all locations. In-person meetings with a local tax pro are available in some locations, but not available in all states or locations. "Local" tax pro is defined as being located within the same state as the client for virtual meetings. "Local" tax pro, for the purpose of in-person meetings, is defined as being located within 50 miles of the consumer's zip code.