Wenrui Lai
Accepting new clients
- Verified Pro with 5 years of experience
Mill Valley, CA
MBA, EA Tax planning, Stock compensation (RSU, ESPP), Business owner, Self-employee, Rental, K1 income; Foreign income, muti-states and trusts/estates.
Expertise
Experience
- Verified Pro with 5 years of experience
- Experienced with CA tax code
- Meet online
- Mill Valley, CA
How we’ll work together
Intro call
Upload your documents
Review and file
About me
Nice to meet you 👋
Money is not a destination but rather a tool that enables you to live your best life. My mission is to empower people to effectively manage the financial aspects of their businesses, allowing them to focus on chasing their dreams. I hold a Master of Business Administration degree from UC Davis, with a specialization in Finance. I enjoyed a fulfilling ten-year career as a dedicated IT professional. 2 Year in Bank and 4-year business owner through pandemic. Ada Advisory
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What my clients say
Wenrui Lai
Contact
Hours
Languages
English
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