Commpex Tax Strategies - Amir Pour, MBA, EA, CTC
Commpex Tax Strategies - Amir Pour, MBA, EA, CTC

Commpex Tax Strategies - Amir Pour, MBA, EA, CTC

Offers remote services
Discounts available
Offers remote services
Discounts available
$350
starting cost


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Introduction: I'm a fiduciary IRS tax enrolled agent, Certified Tax Coach (CTC), and FINRA (Financial Industry Regulatory Authority) registered wealth advisor with Commpex Tax Strategies. Any information we receive from you will remain highly confidential and Safe. At Commpex, our clients are our first priority. Our focus is quality and accuracy. We save thousands of dollars for them annually. And along with sound financial planning, we help them maximize their wealth. We make sure our clients are 100% satisfied. We provide top quality tax preparation, tax planning and financial planning services. We have been providing services for over 10 years to a large variety of clients ranging from simple individual tax returns to business returns. Our planning proposition is based the below essential values around your goals and concerns: 1- Financial Organization, 2- Protection Evaluation or Risk Management, 3- Budgeting, Savings and Debt Elimination, 4- Present and Future Tax Planning, 5- Efficient Wealth Management. Although we are based in San Diego, CA, we provide services for clients across the United States. Commpex Tax Strategies has a wide range of experiences in all types of businesses. We are your bridge to financial success. Planning for the future is vital to tax savings. We offer advice for growing families, entrepreneurs, investors, rental property owners, and retirees looking for success. Amir N. Pour MBA, EA, CTC Certified Tax Planning Advisor, Commpex Tax Strategies Wealth Management Advisor, OneAmerica Securities, Inc
Overview

Hired 7 times

Serves San Diego, CA

Background checked

License verified

1 employee

4 years in business

Payment methods

Cash, Check, Credit card, PayPal, Venmo, Zelle

Social media

Facebook, Twitter

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

5 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

13 reviews

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Read reviews that mention:


Mo Y.

I contacted Commpex and was able to get help quickly and promptly. i highly recommend commpex. My business tax preparation was completed smoothly. I was very happy with their service.
May 10, 2021
Sam B.

They have been doing a great job preparing my personal and business taxes for the past 2 years. They saved me a lot money. I also did financial planning. Now I’ve everything set.
May 4, 2021
Lisa M.

Amir prepared and filed my business and personal taxes. He is very knowledgeable and was able to help with tax savings in a few areas. I will continue working with him moving forward.
Commpex Tax Strategies - Amir Pour, MBA, EA, CTC's reply
Thanks a lot Lisa for your review.
May 3, 2021
Lilian L.

Individual Tax Preparation

It was simple perfect: very professional, secure, fast, with adequate price, ... I am so glad I found Commpex and Thumbtack. I will be client for ever.
Commpex Tax Strategies - Amir Pour, MBA, EA, CTC's reply
Thanks a lot Lilian.
May 15, 2021
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Verified
Sarah W.

Individual Tax Preparation

Amir is great to work with: efficient, kind and ready to help when needed. We had a slightly complicated filing and Amir employed helpful strategies that gave us the return on investment we were looking for. I highly recommend him and his services.
Commpex Tax Strategies - Amir Pour, MBA, EA, CTC's reply
Thank you Sarah for your review.
May 15, 2021
·
Verified
Credentials
License

License Type: Enrolled Agent (IRS) (CA)

License verified on 7/8/2021

License

License Type: Investment Adviser Representative (CA)

License verified on 7/8/2021

Background Check

Amir Naghshineh-Pour

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    We offer very fair prices. The prices vary based on the service you enquire.

  • What is your typical process for working with a new customer?

    1- We first understand the needs of the client, whether the client wants tax preparation and filing, or tax planning, or both. 2- We have a questionnaire to be filled out by the client to realize what forms and schedules are needed to be filed. 3- We ask for client's information, tax documents, and the last two tax returns. 4- We complete the required tax forms and schedules. 5- We do a final review with the client. 6- We efile the tax return.

  • What education and/or training do you have that relates to your work?

    I am a professional with an MBA degree, IRS enrolled agent designation, and FINRA (The Financial Industry Regulatory Authority) registered investment advisor.

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