GRENE Enterprises Tax & Financial Planning

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Introduction: I have been in the financial services for nearly two decades. I am an Enrolled Agent with a Master in Taxation from Bentley University . Prior to starting my own practice, I worked Bank Manager, Small Business Banker, Mortgage Broker and Financial Advisor with Edward Jones. I have comprehensive financial services background. My practice focuses on Tax Preparation and Tax Controversy . I love my work and I have integrity. I go above and beyond to WOW and take good care of my clients. I am a problem solver. I enjoy finding solutions to tax and financial issues, giving my clients the peace of mind they desire is my number one priority. I love to learn. As an Enrolled Agent, I am required to take 72 hours of continuing education every 3 years to review my license. This has given me an opportunity to never stop learning. I also love to meet new people and I have never met a stranger. I have been working with families and small business owners for many years, I treat my clients well and vice versa.

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2 employees

20 years in business

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Gabrielle Rene

FAQs

What education and/or training do you have that relates to your work?
I am an Enrolled Agent; Enrolled Agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. I have a Bachelor of Science in Management with a concentration in Finance (BS), a Master in Business Administration (MBA) and a Master in Taxation (MST). I am also Certified Financial Planner (CFP) candidate.
How did you get started doing this type of work?
I got interested in taxation as a Financial Advisor with Edward Jones and decided to pursue it as well. I realized that every financial transaction has tax consequences. Understanding those tax codes is paramount. I have an advance because I can offer comprehensive financial advice to my clients.