Capital Gains Advisory LLC
Capital Gains Advisory LLC

Capital Gains Advisory LLC

Top Pro

$150/hour
estimated price


Responds in about 2 hours

Introduction
If you are looking for a long term personal advisor relationship then you should consider working with me. As a dual-credentialed tax expert and investment advisory, I'm uniquely qualified to help individuals drive better tax outcomes and find opportunities to generate long term, compounding wealth effects.
Overview

Current Top Pro

Hired 7 times

Serves Duluth, GA

Background checked

License verified

1 employee

1 year in business

Business hours

SunClosedMon8:00 am - 7:00 pm

Payment methods

This pro accepts payments via Credit card, PayPal, Square cash app, Stripe, and Venmo.

Social media

Instagram

Featured Projects

4 photos

Reviews

Customers rated this pro highly for responsiveness, professionalism, and value.

Great 4.7

7 reviews

5
86%
4
0%
3
14%
2
0%
1
0%

Read reviews that mention:


pro avatar
Ryuan l.
Oct 17, 2024
·

Hired on Thumbtack

Hired on Thumbtack

I don't like giving bad reviews. I was told by this company that they couldn't prepare or file my taxes because they were worried about me being audited. I have a small business nothing complicated. I used a different company and I had no problem. I'm confused. What exactly does your company specialize in?
Capital Gains Advisory LLC's reply
Ryuan We turned down the opportunity to work with you quickly and professionally, leaving you with enough time to find an alternative solution. Out of respect for your privacy we won't speak more as to the rest of your review. Suffice it to say we stand by our decision and wish you the best.
Business Tax Preparation
pro avatar
Bernard S.
Jan 3, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Quickly answered all my questions. Very professional and would recommend
Capital Gains Advisory LLC's reply
Thank you Bernard
Individual Tax Preparation
pro avatar
Dominic G.
Dec 27, 2023
Great service, fair price and always explain the strategies and how to make sure everything is right to avoid any penalties, I highly recommend it
pro avatar
Thumbtack Customer
Aug 4, 2023
·

From Google

From Google

Using Capital Gains Advisory was the best decision we have made. Talk about getting all the details needed in order to ensure our we had a problem free filing. Thank you for your prompt service and personal interest. I will continue to use and recommend your services!
Capital Gains Advisory LLC's reply
Thanks for the kind words!
pro avatar
VYACHESLAV C.
May 18, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Awesome Fully Dedicated to help customer
Capital Gains Advisory LLC's reply
Thanks!
Business Tax Preparation
Credentials
License

License Type: Enrolled Agent (IRS) (GA)

License verified on 12/27/2023

License

License Type: Investment Adviser Representative (GA)

License verified on 12/27/2023

Background Check

Steven Harrison

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