ADA ADVISORY
Wenrui Lai
Accepting new clients
Verified Pro with 7 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
Rental Property Income
S Corporation (Business Tax Expertise)
Retirement Income
Self-Employment Income
Business Tax Returns
ISO Exercise
Employee Stock Purchase Plan
Schedule K-1
Multi-State Taxes
Foreign Income
Cryptocurrency
Experience
Verified Pro with 7 years of experience
Meet online
Mill Valley, 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 👋
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.
This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. Seehere for Intuit's Pro verification program
What my clients say
Ada Advisory
Wenrui Lai
35 Miller Ave, 1012
Mill Valley, CA 94941
Contact
(415) 886-0422
Hours
Monday
9:30AM - 3:00PM
Tuesday
10:00AM - 3:00PM
Wednesday
9:00AM - 1:00PM
Thursday
9:00AM - 3:00PM
Friday
10:00AM - 2:30PM
Saturday
9:00AM - 5:00PM
Sunday
9:00AM - 5:00PM
Languages
English