General Info

Inspired passion leads to success with a little faith, innovation, & intentional. We are all in these together. Pursue continuous learning, education, and training. Active listener, lifelong learner, proactive, adaptive strategies for sustainable growth. Enhance strategies for businesses & individuals financial-well being & happiness. Accredited financial counselor, business & personal finance, living trust, & retirement planning. RIA expertise includes RE, investments & protection portfolios. More than twenty licenses, certifications, credentials, degrees, & designations. I am an IRS enrolled agent since 2014, I have a simple process intended for the best interest of client. I believe in giving back to the community. Volunteer at the long beach senior center, previously associate beach volleyball organizer, moderator & educator, many mission work, & also with the IRS income tax assistance program. During the pandemic conducted business full virtual/remote. So save your precious, limited, & valuable time for more important things. At your convenient get your income tax done; no traffic , travel time, waiting in the lobby. More important, instead of separately doing business with 4 or 5 different professionals. I recommend the amazing concept of a One-Stop-Shop with your most important financial needs & concerns. Text preferred during business hours. Frankel Financial Services