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I will provide professional tax consultation as a CPA
Expert CPA helping businesses stay compliant, profitable and organized
I'm Brandon Underwood, CPA, MAcc, founder of Lucerna Financial Solutions. With over a decade of experience, I specialize in tax preparation, bookkeeping, financial reporting, and outsourced CFO servic...
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Brandon wurde vom Fiverr Pro-Team aufgrund besonderer Expertise ausgewählt.
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Über diesen Service
Vetted Pro
Welcome to your new tax planning safe haven!
The world of taxes can be complex and confusing if you don't have the right navigation tools. EVERY financial decision you make affects your taxes. Fortunately, as a highly skilled professional and friendly CPA, I know how to make finances work for you.
Lets talk about it over the phone or a Zoom call!
Whether you require a quick 30-minute session, an in-depth 1-hour discussion, or a comprehensive tax plan to MAXIMIZE your tax savings, I have you covered.
Industries I've Served:
· Real Estate
· Retail
· Healthcare
· Restaurants
· And Many More!
** Book your consultation at least 24 hours in advance to secure your spot! If expedited service is paid for, a consultation scheduled less than 24 hours in advance will be honored. **
Life can get unpredictable, so consultations can be easily rescheduled at a different time.
** Missed or canceled consultations will be billed for the full time. **
Benefit from the expertise of a seasoned professional who has successfully guided numerous clients through their tax-related challenges.
Schedule your consultation with me today so we can make tax season a breeze!
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Ziel der Steuerplanung:
Minimierung
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Verschiebung
Art der Entität:
Einzelperson
•
LLC
Zielland:
USA – Ohio
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FAQ
How can I book a consultation?
Consultations can be scheduled via our Calendly page. Please note that consultations must be booked at least 24 hours in advance.
Can I book a same-day consultation?
We do not offer same-day consultations. All consultations must be scheduled at least 24 hours in advance to allow for proper preparation and confirmation.
How will I receive confirmation for my consultation?
Once you have scheduled your consultation, you will receive an email confirmation from Calendly detailing the date, time, and a Zoom link. Sessions can also be rescheduled using the confirmation email.
Can I reschedule my consultation?
Yes, consultations can be rescheduled before the call. Please reschedule using the confirmation email from Calendly or message me directly before the call.
What happens if I miss my consultation?
Unfortunately, no-call no-shows will not be refunded. Please ensure to reschedule in advance if you are unable to attend the consultation.
What topics can be covered during the consultation?
We cover a range of topics including Personal Taxes, Tax Planning, IRS Letter, Accounting, Bookkeeping, Real Estate, and Business.
Do you have experience with non-U.S. tax or accounting concerns or nonprofit organizations?
We have limited experience working with nonprofit organizations and addressing non-U.S. (international) tax or accounting concerns.
Can I disclose any specific questions or concerns when scheduling the consultation?
Yes, you can disclose all your questions or concerns on the scheduling page when booking your consultation.
How are the consultations conducted?
Consultations are conducted via Zoom or phone call, based on your preference.
Will I receive any documentation or notes after the consultation?
Yes, after each consultation session, you will receive detailed notes summarizing the discussion, advice, and any agreed-upon action points. These notes are intended to provide you with a clear and concise reference to the consultation content.
Bewertungen
86 Bewertungen für diesen Service
| (83) | ||
| (2) | ||
| (0) | ||
| (1) | ||
| (0) |
Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
Sortieren nach:
Am relevantesten
S 
shalokare
Wiederkehrender Kunde
Vereinigte Staaten
Brandon provided exceptional, fast, and accurate guidance on my 2025 estimated tax payment and S-Corp extension. He reviewed all documents/guesstimates, minimized liability, and communicated proactively with deep understanding. Exceeded expectations
200 $-400 $
Preis
2 Tagen
Dauer
B 
Antwort des Freelancers
Hilfreich?S 
syedsaleem76
Vereinigte Staaten
Brandon was awesome n looking forward to work with him for my taxes !!!
100 $-200 $
Preis
4 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?D 
darsha_a
Wiederkehrender Kunde
Vereinigte Staaten
Brandon gave me great feedback during the consultation session. Thank you
100 $-200 $
Preis
8 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?K kazizuhayr
Vereinigte Staaten
Brandon was very insightful and knowledgeable about the many questions I had.
100 $-200 $
Preis
5 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?D darsha_a
Wiederkehrender Kunde
Vereinigte Staaten
Thank you for the consultation session.
100 $-200 $
Preis
4 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?
Bewertungen
86 Bewertungen für diesen Service
| (83) | ||
| (2) | ||
| (0) | ||
| (1) | ||
| (0) |
Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
Sortieren nach:
Am relevantesten
S shalokare
Wiederkehrender Kunde
Vereinigte Staaten
Brandon provided exceptional, fast, and accurate guidance on my 2025 estimated tax payment and S-Corp extension. He reviewed all documents/guesstimates, minimized liability, and communicated proactively with deep understanding. Exceeded expectations
200 $-400 $
Preis
2 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?S syedsaleem76
Vereinigte Staaten
Brandon was awesome n looking forward to work with him for my taxes !!!
100 $-200 $
Preis
4 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?D darsha_a
Wiederkehrender Kunde
Vereinigte Staaten
Brandon gave me great feedback during the consultation session. Thank you
100 $-200 $
Preis
8 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?K kazizuhayr
Vereinigte Staaten
Brandon was very insightful and knowledgeable about the many questions I had.
100 $-200 $
Preis
5 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?D darsha_a
Wiederkehrender Kunde
Vereinigte Staaten
Thank you for the consultation session.
100 $-200 $
Preis
4 Tagen
Dauer
B Antwort des Freelancers
Hilfreich?
