About

I’m looking for an experienced Certified Public Accountant (CPA) who can help me optimize my tax situation across multiple income streams and investments. My situation includes a high W-2 salary, one active LLC, two SaaS side businesses (one generating small revenue), crypto trading, stock trading, gambling losses, and retirement account contributions (including backdoor Roth via Webull). I need a CPA who not only files taxes, but also strategizes — helping me reduce taxable income legally, structure my entities correctly, and leverage losses, deductions, and investments efficiently. This will be an ongoing relationship if the fit is right.