John Chitaley

John Chitaley Email and Phone Number

CPA, CFP®, RICP® - I help Real Estate Investors to leverage Tax strategies and navigate around their pitfalls, so that they can remain on top of their game and make smart decisions with their money. @
John Chitaley's Location
Tacoma, Washington, United States, United States
John Chitaley's Contact Details

John Chitaley personal email

John Chitaley phone numbers

About John Chitaley

Most successful Professionals & Business Owners struggle with preparing their tax returns and are concerned that they will owe Big on Taxes. We have created the "Save Taxes & Retire Early" plan giving you peace of mind about your finances.I offer comprehensive investment planning through my affiliation with Avantax Investment Services℠. I can help develop a plan that takes into account your financial circumstances, tax status and risk tolerance level, and considers your college, retirement and estate planning goals.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠Please visit www.avantaxwealthmanagement.com/social_policy for more information.

John Chitaley's Current Company Details
Commencement Bay CPA PLLC

Commencement Bay Cpa Pllc

CPA, CFP®, RICP® - I help Real Estate Investors to leverage Tax strategies and navigate around their pitfalls, so that they can remain on top of their game and make smart decisions with their money.
John Chitaley Work Experience Details
  • Commencement Bay Cpa Pllc
    President
    Commencement Bay Cpa Pllc Jan 2021 - Present
    Greater Seattle Area
  • Commencement Bay Capital Llc
    President
    Commencement Bay Capital Llc Jan 2021 - Present
    Greater Seattle Area
  • Avantax Investment Services ℠
    Financial Advisor
    Avantax Investment Services ℠ 2011 - Present
    Greater Seattle Area
    John Chitaley is a CPA and CFP® professional. He has been helping people create and preserve wealth through his comprehensive financial planning services since 2011. Avantax Investment Services ℠ was formerly known as "HD Vest Investment Services".
  • Chitaley Associates
    Principal
    Chitaley Associates Mar 2010 - Dec 2020
    Greater Seattle Area
    Paying a Fortune in Taxes ? Concerned about Retirement ? Ready to make a Plan ? Get empowered and be confident. Save on Taxes and keep more of your own money.. Let's make a plan, to give you peace of mind about your finances.Step 1: Consultation - Analyze Tax situation, Review prior Tax Returns, Understand your GoalsStep 2: Get your Taxes Done - Complex Individual Tax Returns, ​Business Tax Returns, Foreign TaxesStep 3: Make a Plan - Tax & Retirement Planning, Success Strategies report, Register for WorkshopWe specialize in the preparation of : ** Complex individual tax returns involving: - Multi-state returns, Capital Gains, Stock trades. - LLC / Partnerships & S-Corp distributions (form K1). - Cancellation of debt income. - Depreciation of Assets, Rental Properties. - Non Qualified Stock Options - Installment Sales, Section 1031 - Like Kind Exchanges. ** Business tax returns - Sole Proprietors - S Corporations & C Corporations - LLCs & Partnerships (1065) ** Trust & Estate filing (form 706 and 1041) and gift tax (inter generational gift/estate) returns.
  • Olympic Tax Resolution Llc
    President
    Olympic Tax Resolution Llc Jun 2016 - Dec 2019
    Greater Seattle Area
    Business Owners & Individuals who are struggling with IRS Tax problems are worried that their life is on hold & their problems will never end. We have created the "Roadmap to Freedom" plan giving you peace of mind. There is Life beyond your Tax Problems. Let us take you there. Tax Problems? IRS threatening? Penalties Mounting? I am dedicated to helping taxpayers with IRS problems regain their freedom and their life after resolving their tax problems.
  • Defense Contract Audit Agency
    Auditor
    Defense Contract Audit Agency Jul 2010 - Oct 2011
    Audited various defense contractors at the pre-award, execution and post completion stage of DoD contracts to comply with the Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS), Generally Accepted Government Auditing standards (GAGAS) and US - GAAP.
  • Franklin Templeton Investments
    Sr It Manager
    Franklin Templeton Investments Jan 2005 - Jan 2009
  • Charles Schwab & Co
    Director - Tech Project Mgmt
    Charles Schwab & Co Jan 1998 - Nov 2004

John Chitaley Skills

Accounting Tax Financial Reporting Finance Financial Services Managerial Finance Financial Analysis Financial Accounting Business Advisory Investment Management Financial Planning Estate Planning Retirement Income Planning Stocks Small Business Retirement Plans Portfolio Management Bonds Long Term Care Insurance Business Valuation

John Chitaley Education Details

Frequently Asked Questions about John Chitaley

What company does John Chitaley work for?

John Chitaley works for Commencement Bay Cpa Pllc

What is John Chitaley's role at the current company?

John Chitaley's current role is CPA, CFP®, RICP® - I help Real Estate Investors to leverage Tax strategies and navigate around their pitfalls, so that they can remain on top of their game and make smart decisions with their money..

What is John Chitaley's email address?

John Chitaley's email address is jo****@****cpa.com

What is John Chitaley's direct phone number?

John Chitaley's direct phone number is +191653*****

What schools did John Chitaley attend?

John Chitaley attended Mcgill University, Devry University - Keller Graduate School Of Management, Savitribai Phule Pune University.

What skills is John Chitaley known for?

John Chitaley has skills like Accounting, Tax, Financial Reporting, Finance, Financial Services, Managerial Finance, Financial Analysis, Financial Accounting, Business Advisory, Investment Management, Financial Planning, Estate Planning.

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