Abdallah Taha Email & Phone Number
Who is Abdallah Taha? Overview
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Abdallah Taha is listed as Tax Accountant at PETERSEN CPAS & ADVISORS, PLLC, a company with 8 employees, based in Yakima, Washington, United States. AeroLeads shows a matched LinkedIn profile for Abdallah Taha.
Abdallah Taha previously worked as Personal finance at Xtreme 1 Financial & Coaching and Personal finance at X1 Elite. Abdallah Taha holds Bachelor Of Science - Bs, Economics from Central Washington University.
Email format at PETERSEN CPAS & ADVISORS, PLLC
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About Abdallah Taha
Undergraduate student at CWU pursuing a double major in Economics and Finance. Looking for a role in finance or accounting.
Abdallah Taha's current company
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Abdallah Taha work experience
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Personal Finance
Personal Finance
Current. Helping clients eliminate risk fees and taxes. Customized retirement strategies to meet clients' financial needs and goals. Helped clients create tax-free retirement plans using insurance instruments.Submitted applications and worked with different companies to help the client get approved. Conducted virtual consultations.
Insurance Broker
Current. Provided financial planning services with life insurance and retirement planning services.Looked at client's financial situations to give out recommendations to insurance and savings plan.Underwrote policies and worked with many different carriers to help get client approved.Built great relationships with clients
Financial Planning Intern
. Input analyzes source documents to create a comprehensive financial plan. Estate Planning- Review estate plan documents identify key information into flow charts. Tax Planning-Review tax returns to gather data for planning.
Abdallah Taha education
Bachelor Of Science - Bs, Economics
Finance, Finance
Frequently asked questions about Abdallah Taha
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What company does Abdallah Taha work for?
Abdallah Taha works for PETERSEN CPAS & ADVISORS, PLLC.
What is Abdallah Taha's role at PETERSEN CPAS & ADVISORS, PLLC?
Abdallah Taha is listed as Tax Accountant at PETERSEN CPAS & ADVISORS, PLLC.
Where is Abdallah Taha based?
Abdallah Taha is based in Yakima, Washington, United States while working with PETERSEN CPAS & ADVISORS, PLLC.
What companies has Abdallah Taha worked for?
Abdallah Taha has worked for Petersen Cpas & Advisors, Pllc, Xtreme 1 Financial & Coaching, X1 Elite, Family First Life, and Leonard Rickey Investment Advisors, Pllc.
How can I contact Abdallah Taha?
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What schools did Abdallah Taha attend?
Abdallah Taha holds Bachelor Of Science - Bs, Economics from Central Washington University.
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