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In addition to preparing taxes, I have served a majority of my career as an auditor and business consultant. This gives me a perspective that enables me to provide many solutions and ideas about how to help my clients reach their financial goals.
In addition to providing tax preparation, I also provide auto, home, life and health insurance through my insurance brokerage, Sunrise Monetary Solutions, LLC.
With the services I provide in my businesses, I am able to help people secure their current and future financial position. Along with providing tax preparation services, I also provide insurance (Auto, Home, Life & Health) and business consulting through another company. The great thing about this is that I am able to look after my client on several fronts to provide a holistic approach to their financial needs.
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