Wenrui Lai - Intuit TurboTax Verified Pro

35 Miller Ave
Mill Valley, CA 94941
M 9:30am-3pm, Tu 10am-3pm, W 9am-1pm, Th 9am-3pm, F 10am-2pm, Sa-Su Closed

Monday: 
9:30 am – 3:00 pm
Tuesday: 
10:00 am – 3:00 pm
Wednesday: 
9:00 am – 1:00 pm
Thursday: 
9:00 am – 3:00 pm
Friday: 
10:00 am – 2:00 pm
Saturday:  Closed
Sunday:  Closed

Specialized in: -Tax planning -Capital gain/loss harvesting -Stock compensation, RSU, ESPP -Rental income -Foreign income -Taxation of trusts and estates -Small business owner 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

Specialties

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