2024 Tax Season: What You Need to Know (Including Investments, Financial Planning, and Bitcoin) | MarsMoney Yufeng Long 龙宇凤
Welcome to MarsMoney!
MarsMoney LLC is a firm helping high-net-worth individual clients with financial planning and income tax preparation. Since 2017, we have been providing professional services in northern California and beyond. We will work with you to create a customized plan for yourself and your family. Get in touch to learn more about my vision and consulting approach.
2024报税更新: 税率, 标准抵扣额, 儿童福利, 教育福利, 出租房屋, 入籍哪里下载税表
2024 Tax Filing Update: Tax rates, Standard deduction, Child benefits, Education benefits, Rental property reporting.
About Me
Yufeng Long 龙宇凤, CFP (Certified Financial Planner) 美国资产规划师, EA (Enrolled Agent) 美国税务师, Yufeng专职为高净值人士做资产规划以及申报税表。
Yufeng Long (龙宇凤) is a Certified Financial Planner (CFP) and Enrolled Agent (EA) specializing in asset planning and tax preparation for high-net-worth individuals. With over 10 years of experience in the financial industry, Yufeng has a deep understanding of the unique financial needs of clients. She is skilled in developing and implementing customized asset planning strategies that help her clients achieve their financial goals.
Yufeng is also an experienced tax preparer who can help her clients minimize their tax liability. If you are a high-net-worth individual looking for professional financial planning and tax preparation services, please contact Yufeng Long today.
About 《美国财富频道》
《美国财富频道》is an educational video program about investment and financial management launched by MarsMoney LLC. 《美国财富频道》是MarsMoney LLC
推出的一档关于投资理财的教育类视频。
视频链接：https://www.youtube.com/@marsmoney 或者点击
报税 Income Tax Preparation in San Jose, San Francisco, Bitcoin 数字资产 Digital Assets Richmond CA Financial goals, Budgeting, Debt management 比特币 | MarsMoney
Contact Me
Email: [email protected] 请注明您居住在哪个州，因为各个州的法律非常不一样。
Hours: Monday – Friday 9AM – 5PM 首次咨询约20分钟免费，之后按小时收费。
Office Location: CA, USA 美国加州
MarsMoney
We help you grow your wealth through a variety of investment strategies, including:
· Mutual funds: We help you invest in a variety of assets through mutual funds.
· Exchange-traded funds (ETFs): We help you invest in a basket of assets through ETFs.
· Bond ladder: a portfolio of bonds that mature on different dates. We help you build a bond ladder that provides current income while minimizing exposure to interest rate fluctuations.
· Cryptocurrency: We help you invest in cryptocurrencies, such as Bitcoin and Ethereum.
San Jose CA 货币是怎么来的, 战争如何摧毁货币, 比特币是硬度最高的货币 | MarsMoney | Bitcoin 数字资产 Digital Assets 报税 Income Tax Preparation in El Sobrante, San Francisco, Richmond CA
We help you create a financial plan that meets your individual needs and goals. Our financial planning services include:
· Retirement planning: We help you save for retirement and reach your retirement goals.
· Education planning: We help you save for your children’s education and pay for college tuition.
· Tax planning: We help you minimize your tax liability and ensure compliance with all applicable tax laws.
· Estate planning: We help you protect your assets and ensure that your wishes are carried out after your passing.
San Jose CA 投资 Investing, Stock market ETF investing Mutual funds | MarsMoney | 资产规划 美国资产规划师 Financial Planner in El Sobrante, San Francisco, Richmond CA
We help you file your income tax return accurately and on time. Our income tax preparation services include:
· Individual tax returns: We help you prepare and file your individual income tax return.
Welcome to MarsMoney!
MarsMoney LLC is a firm helping high-net-worth individual clients with financial planning and income tax preparation. Since 2017, we have been providing professional services in northern California and beyond. We will work with you to create a customized plan for yourself and your family. Get in touch to learn more about my vision and consulting approach.
投资Investing资产规划Financial Planning比特币Bitcoin数字资产Digital Assets报税Income Tax Preparation
美元定存一年利息5.6%！#投资
美元定存一年拿5.6%的利息！货币基金现在的收益率挺高，但美联储加息到尾声了，明年降息的时候货币基金的收益率也会随着降低，如何锁住高于5%的利率？银行给的美元定存利率很高，看着眼馋又不想再多开银行账户？看主播演示通过券商账户做美元定存，简洁省事不再多开户就多挣钱！@marsmoney#投资
SERVICES WE PROVIDE
Our major service area: San Jose, San Francisco, Oakland, Fremont, Hayward, Sunnyvale, Santa Clara, Berkeley, Richmond, Concord, Walnut Creek CA, and all bay area, norther California
El Sobrante CA比特币 Bitcoin and other cryptocurrencies | MarsMoney | 数字资产Digital asset planning 报税 Income Tax Preparation in San Jose, San Francisco, Richmond CA
ABOUT
Committed to Excellence
Asset Planning for the Digital Age
In today’s rapidly changing world, it’s more important than ever to have a sound asset plan. This includes not only traditional assets such as stocks, bonds, and real estate, but also digital assets such as Bitcoin and other cryptocurrencies.
As a top financial consultant in San Francisco, I can help you develop a comprehensive asset plan that meets your individual needs and goals. I will work with you to identify your assets, assess your risk tolerance, and develop strategies to protect and grow your wealth.
I can also help you with the tax implications of digital assets. Digital assets are a relatively new asset class, and the tax laws are still evolving. I can help you ensure that you are in compliance with all applicable tax laws and minimizing your tax liability.
If you are interested in learning more about how I can help you with your asset planning, please book an introductory meeting today.
Here are some of the specific services I offer:
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Asset allocation: I will work with you to develop an asset allocation strategy that aligns with your risk tolerance and financial goals.
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Investment selection: I will help you select investments that are appropriate for your asset allocation and risk tolerance.
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Digital asset planning: I can help you develop a plan for investing in and managing digital assets.
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Tax preparation: I can help you prepare your income taxes and ensure that you are in compliance with all applicable tax laws.
Contact me today to learn more about how I can help you achieve your financial goals!