Alleson Tate, Cfp® Email & Phone Number

For the TL;DR folks:I help business owners and tech executives' pay less taxes to build wealth faster. 𝐈'𝐦 𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐢𝐧 𝐆𝐞𝐨𝐫𝐠𝐢𝐚. 𝐈𝐟 𝐲𝐨𝐮'𝐫𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐧𝐢𝐭𝐞𝐝 𝐒𝐭𝐚𝐭𝐞𝐬, 𝐰𝐞 𝐜𝐚𝐧 𝐰𝐨𝐫𝐤 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫, 𝐯𝐢𝐫𝐭𝐮𝐚𝐥𝐥𝐲.There are two ways to work with me depending on your needs: 1. Tax Planning Engagement 2. Financial Planning Engagement𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠“Yay, taxes” said no one ever…but it goes even deeper than that for you, doesn’t it?For you it may sound more like “I can lose everything tomorrow if this all catches up with me” or even “why am I putting so much work in if I have to give so much of it away”.Just the fact that you’re here reading this let’s me know that you’re ready to be done with the tax stress for good.Customized Tax Services Just For You:In the past two years I've offered this service, 𝗜'𝘃𝗲 𝘀𝗮𝘃𝗲𝗱 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗼𝘃𝗲𝗿 $𝟭 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝘁𝗮𝘅𝗲𝘀. Here's how I do it: Personalized Tax Planning ↳ I'm here to perform the heavy lifting, completing 90% of the work necessary to maximize your tax situation. 𝐓𝐡𝐞 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐟𝐨𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬 𝐢𝐬 𝟐𝟓-𝟑𝟓% 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐭𝐚𝐱 𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲.Tax Preparation and Filing↳ I will ensure that your returns are as high as possible and your liabilities are as low as they can go, all while complying with the most recent tax rules and regulations.𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠The truth is, financial planning isn’t sexy, and it never will be. Especially to someone like you whose most extensive financial plan to date could be summed up as: “I can just earn more”And I get it! It’s worked for you, to a point…but some things have started to change since those days, haven’t they?→ You’re not a baby business anymore→ Your Lifestyle Has Grown Right Along With You→ People are gettin oldLife has changed pretty quickly, but you’ve started to open your mind to how your relationship with money can change as well.Financial planning gets to feel aligned, peaceful, secure, empowered, liberated, and can open you up to your most creative endeavors. Here’s how I change the way you view your money forever:→ I Provide Comprehensive Approaches to a Happy Future→ Your Relationship with Money Can Be Healed by Your Financial Healing Partner… me→ I Give Guidance Catered by Who You are, What You Do, and How You Do It

Listed skills include Financial Modeling, Finance, Portfolio Management, Series 7, and 9 others.