ACE ADVISORY MANAGEMENT LLC
ACE ADVISORY MANAGEMENT LLC

ACE ADVISORY MANAGEMENT LLC

Offers remote services
Discounts available
Offers remote services
Discounts available
$295
starting cost


Online now

Introduction: AT ACE OUR MOTTO: Plan Ahead Helping individuals, families, businesses Plan one head at a time. It is NOT what you Make but it is what YOU Keep. We are here to guide YOU in whatever task you need our assistance. My name is Atabu Otobo, the founder, Managing Director and Chief Tax Strategist at ACE ADVISORY MANAGEMENT LLC, a tax advisory and financial planning firm with offices in New York City, and Houston. At ACE, I wear many hats depending on my clients need my role encompasses various positions such as a tax strategist, a financial advisor, Investment adviser, an insurance agent as well a retirement or a college planning specialist. I stay up to date with the latest changes in tax laws and regulations, insurance regulation and financial regulation & changes SO YOU DONT HAVE TO. At ACE, we have the resources, tools, knowledge and expertise to assist YOU navigate through the world of taxes, insurance, financial and retirement planning. Regardless of what your goals or needs are we can assist YOU. Regardless of your business size/goals we can assist YOU. Regardless of your location, we can assist YOU. Regardless of your filing status, Immigration status etc, we can assist YOU. Regardless of whatever circumstances/ situations you are in, we can assist YOU. ACE has been on the Thumbtack platform for more than 8 years and we have excelled at every job that we were hired to do. This is evidenced by the no of hire, reviews and the no of times we received TOP PRO AWARD. We have won the TOP PRO award status every year since 2015 and also I have been invited to meet Thumbtack CEO in NYC and that speaks volume. HERE ARE MY CREDENTIALS I Hold the Enrolled Agent (EA) DESIGNATION. TAX DESIGNATION: ENROLLED AGENT This is an IRS certified and regulated designation allows me to assist clients and also handle various tax matters from Tax preparation, Tax Planning and Tax Resolution at the individual and business level. TAX PREPARATION -1040 -SCH C for SMLLC -SCH D for Investor -SCH E for rental real estate -Corporate (S & S Corps) -Partnership -Nonprofit (501c3) -FBAR/ITIN/EIN filing GIFT, ESTATE, TRUST TAXES INSURANCE LICENSE I hold the Life, Accident & Health Insurance as well as the Property and Casualty. This license allows me to assist individuals, families and business owners to plan for their financial future and also protect their family's income and lifestyle —their home, their children’s college education etc while analyzing their coverage needs and goals. Also, it enables me to explain the various policies- Term, Whole-life (permanent), Universal Life, Key-person, Executive bonus, Deferred Comp, Split Dollar, Buy-Sell etc In addition, it allows me to show the client how insurance can be used for financial planning tool in areas such as retirement planning, taxes and estate planning. SECURITIES LICENSES I hold the following FINRA Securities licenses: Series 6, Series 7, Series 63 and 65. I can act as a registered representative and Investment adviser representative. Through these licenses, I can provide investment advice and also make recommendations on stocks, mutual funds, ETFs, and other securities. I am able to assist clients with retirement planning, including guidance on rollovers and distributions from 401(k) and other qualified plans. In addition, I can render advice on tax-efficient investment strategies. Assisting clients with estate planning and the administration of trusts and estates. Furthermore, I have the CFS and RFC designation and I am an IRS Certifying Acceptance Agent. ESTATE DOC PREPARATION Tomorrow is not guaranteed to no one, and accidents do happen. So why not prepare and put your affairs in order before the inevitable happens instead of taking chances. It is better to plan ahead and be prepared rather than taking chances. Procrastination cost lives, money and unnecessary headache and heartache MY firm can assist in preparation of....... Revocable Living Trust, Living Wil (Advanced Medical Directive) l, Durable Power of Attorney for Finance, Durable Power of Attorney for Health OUR SERVICES INLUDES TAX PLANNING TAX PREPARATION TAX RESOLUTION INSURANCE SERVICE RETIREMENT PLANNING PORTFOLIO MANAGEMENT INVESTMENT ADVIORY COLLEGE PLANNING RETIREMENT PLANNING ENTITY OPTIMIZATION ESTATE DOCS PREPARATION INCORPORATION …. We look forward to talking with you soon and possibly FOR YOU. CALL/ email Today to Book an appointment. We can assist you whether you are local, regional, nationwide or oversea.
Overview

Hired 360 times

Serves Houston, TX

Background checked

License verified

1 employee

16 years in business

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Stripe, Venmo, and Zelle.

Unfortunately, you can't redeem Thumbtack discounts or pay this pro with referral credits.

Social media

Facebook

Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Top Pro Icon

2016

Top Pro Icon

2017

Top Pro Icon

2019

Top Pro Icon

2020

Top Pro Icon

2021

Featured Projects

24 photos

Reviews

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

Excellent 4.9

127 reviews

5
92%
4
6%
3
1%
2
0%
1
1%

Read reviews that mention:


pro avatar
Tameika S.
Nov 3, 2021
·

Hired on Thumbtack

Hired on Thumbtack

I received great tax advice. Very knowledgeable about complex tax issues. Took the time to understand my situation and gave personalized easy to understand advice. I highly recommend ACE Advisory. Thank you kindly.
Individual Tax Preparation
pro avatar
Ken P.
Nov 3, 2021
·

Hired on Thumbtack

Hired on Thumbtack

He took the time to listen to my situation and responded so that I can understand my situation. It was an initial consultation, but he was very patient with me and ensure all of my questions were answered. No pressure to move to the next stage of the conversation. Much appreciate the time and advice.
Individual Tax Preparation
pro avatar
Maricel M.
May 11, 2020
·

Hired on Thumbtack

Hired on Thumbtack

We highly recommend Ace Advisory. Mr. Atabu is extremely knowledgeable and very responsive. He is very pleasant to work with. He explained in details what he did to complete our complex taxes. We are planning to utilize him for other services as well.
Individual Tax Preparation
pro avatar
Esco O.
Nov 16, 2019
·

Hired on Thumbtack

Hired on Thumbtack

Great consultation! Knowledgeable in multiple areas. Looking forward to working together on various personal, real estate and corporate tax concerns.
Accounting
pro avatar
Sherrika F.
Apr 15, 2019
·

Hired on Thumbtack

Hired on Thumbtack

Mr. Otobo is a pleasure to work with. He is very knowledgeable about a wide range of tax planning strategies. He was able to provide advice for my current situation as well as future planning. He is direct but very respectful in all interactions. He also exhibits a great deal of patience for my endless questions. Taxes can be a very painful experience, but he made it painless. I’m very happy with his service and would highly recommend him and use his services again.
Personal Financial Planning
Credentials
License

License Type: Enrolled Agent (IRS) (NY)

License verified on 3/14/2016

Background Check

Atabu Otobo

Not what you’re looking for?

No problem: we have pros for every job.