Tuong Le Email & Phone Number

Houston, TX

• Client Acquisition and Relationship ManagementIdentify and cultivate relationships with potential insureds through networking, referrals, and outreachProvide expert advice on various insurance products, such as auto.
• Needs Assessment and Policy RecommendationConduct comprehensive assessments to determine clients’ insurance needs to fulfill their financial goalsRecommend personally tailored insurance policies based on individual and.
• Policy Sales and RenewalsExplain policy coverage, terms, and benefits to clients to help them make informed decisionsProcess policy renewals, ensuring continuity of coverage and adherence to policy terms
• Market Research and AnalysisMonitor industry trends, changes in insurance regulations, and competitor offeringsAnalyze market conditions to identify new sales opportunities and adjust strategies
• Collect & deposit money to help clients maintain billing accounts

Houston, Texas, United States

• Tax Preparation and FilingPrepare and file federal, state, and local tax returns for individuals and businesses, ensuring compliance with tax laws and regulationsCalculate and report income, deductions, credits, and.
• Tax Planning and AdvisoryProvide tax planning services to minimize clients’ tax liabilities and optimize financial performanceAdvise clients on the tax implications of investments and other financial transactions
• Software UtilizationPerform tasks using the accounting and tax software such as QuickBooks, Turbo Tax and Ultra Tax to manage tax applications and client recordsLeverage advanced tax preparation software to streamline.