Founded 1991 • Angie's List since July 2010
A Rated | 1 Review
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
A few reviews for this pro…
DESCRIPTION OF WORK
Doug helped me with my taxes and will do my taxes this year. He also helped with my estate taxes.
* Tax Return Preparation for Individuals and Businesses, including Sole Proprietorships, Corporations, LLC's and Partnerships * Prepare and File Late Returns Quickly and Efficiently * Estate and Gift Tax Returns * Tax Planning * All IRS and other Tax Problems * IRS Notices and Audits * Remove IRS Levies, Liens and Garnishments * Incorporation of Your Business * LLC Formation * Financial Statement Preparation * Bookkeeping * Payroll * Sales Tax Returns *
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