I will provide professional tax consultation as a CPA

Vetted Pro

4.7
4.7

United States

I speak English

357 orders completed

Expert CPA helping businesses stay compliant, profitable and organized

I'm Brandon Underwood, CPA, MAcc, founder of Lucerna Financial Solutions. With over a decade of experience, I specialize in tax preparation, bookkeeping, financial reporting, and outsourced CFO servic...
Vetted by Fiverr Pro

Brandon was selected by the Fiverr Pro team for their expertise.

Vetted for

  • Accounting

  • Tax Consulting

About this Gig

Vetted Pro

Welcome to your new tax planning safe haven!


The world of taxes can be complex and confusing if you don't have the right navigation tools. EVERY financial decision you make affects your taxes. Fortunately, as a highly skilled professional and friendly CPA, I know how to make finances work for you.


Lets talk about it over the phone or a Zoom call!


Whether you require a quick 30-minute session, an in-depth 1-hour discussion, or a comprehensive tax plan to MAXIMIZE your tax savings, I have you covered.

 

Industries I've Served:

·     Real Estate

·     Retail

·     Healthcare

·     Restaurants

·     And Many More!


** Book your consultation at least 24 hours in advance to secure your spot! If expedited service is paid for, a consultation scheduled less than 24 hours in advance will be honored. **


Life can get unpredictable, so consultations can be easily rescheduled at a different time.


** Missed or canceled consultations will be billed for the full time. **


Benefit from the expertise of a seasoned professional who has successfully guided numerous clients through their tax-related challenges.


Schedule your consultation with me today so we can make tax season a breeze!

Tax planning objective:

Minimization

Deferral

Entity type:

Individual

LLC

Target country:

US - Ohio

Industry:

Business services & consulting

Gigs are not screened

Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.

Other Tax Consulting Services I Offer

Reviews

86 reviews for this Gig
4.7

(83)
(2)
(0)
(1)
(0)
Rating Breakdown
  • Seller communication level
    4.8
  • Quality of delivery
    4.7
  • Value of delivery
    4.7
Sort By
Most relevant
  • S
    image-docs

    shalokare

    Repeat Client

    US

    United States

    5

    Brandon provided exceptional, fast, and accurate guidance on my 2025 estimated tax payment and S-Corp extension. He reviewed all documents/guesstimates, minimized liability, and communicated proactively with deep understanding. Exceeded expectations

    $200-$400

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • S
    image-docs

    syedsaleem76

    US

    United States

    5

    Brandon was awesome n looking forward to work with him for my taxes !!!

    $100-$200

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • D
    image-docs

    darsha_a

    Repeat Client

    US

    United States

    5

    Brandon gave me great feedback during the consultation session. Thank you

    $100-$200

    Price

    8 days

    Duration

    Helpful?
    Yes
    No
  • K

    kazizuhayr

    US

    United States

    5

    Brandon was very insightful and knowledgeable about the many questions I had.

    $100-$200

    Price

    5 days

    Duration

    Helpful?
    Yes
    No
  • D
    image-docs

    darsha_a

    Repeat Client

    US

    United States

    5

    Thank you for the consultation session.

    $100-$200

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
Reviews

86 reviews for this Gig
4.7

(83)
(2)
(0)
(1)
(0)
Rating Breakdown
  • Seller communication level
    4.8
  • Quality of delivery
    4.7
  • Value of delivery
    4.7
Sort By
Most relevant
  • S
    image-docs

    shalokare

    Repeat Client

    US

    United States

    5

    Brandon provided exceptional, fast, and accurate guidance on my 2025 estimated tax payment and S-Corp extension. He reviewed all documents/guesstimates, minimized liability, and communicated proactively with deep understanding. Exceeded expectations

    $200-$400

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • S
    image-docs

    syedsaleem76

    US

    United States

    5

    Brandon was awesome n looking forward to work with him for my taxes !!!

    $100-$200

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • D
    image-docs

    darsha_a

    Repeat Client

    US

    United States

    5

    Brandon gave me great feedback during the consultation session. Thank you

    $100-$200

    Price

    8 days

    Duration

    Helpful?
    Yes
    No
  • K

    kazizuhayr

    US

    United States

    5

    Brandon was very insightful and knowledgeable about the many questions I had.

    $100-$200

    Price

    5 days

    Duration

    Helpful?
    Yes
    No
  • D
    image-docs

    darsha_a

    Repeat Client

    US

    United States

    5

    Thank you for the consultation session.

    $100-$200

    Price

    4 days

    Duration

    Helpful?
    Yes
    No