Personalized Tax Preparation & Filing
97%
Strategic Tax Planning & Advisory
94%
Complex Tax Resolution Support
92%
- Dedicated Senior Tax Accountant: Winnie is focused on providing clear, effective tax solutions for individuals and businesses, always aiming to simplify complex tax situations.
- Proactive Tax Strategist: She’s all about helping clients plan ahead to minimize their tax burden and make smart financial decisions, drawing on a deep understanding of tax codes.
- Client-Focused Problem Solver: Winnie is known for her ability to break down challenging tax questions and offer practical, compliant advice, making sure clients feel supported every step of the way.
Biography
Winnie Tran is a Senior Tax Accountant who plays a key role in guiding clients through the complexities of both individual and business tax returns. She is highly skilled at maximizing deductions and ensuring clients don't overpay due to inadequate record-keeping.
Winnie excels at handling intricate tax situations, including those involving RSU and ESPP capital gains, the tax implications of selling or renting property in California, and navigating the nuances of crypto and trading accounts. She provides expert guidance to help clients achieve the most favorable tax outcomes in these specialized areas.
Furthermore, Winnie advises businesses on formation and dissolution filings, helping them establish the correct business structure for optimal tax results. She also offers critical support for urgent and delinquent tax matters, such as a delinquent Q2 sales tax payment, acting as a reliable resource for companies seeking a comprehensive solution.
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