Tax Planner & Preparer, MBA & EA
The Full Story
About
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Welcome!
Education
Gurvinder graduated from the University of California, Davis, with a Bachelor of Science in Managerial Economics and a Bachelor of Arts in Psychology. She also completed her Master of Arts in Business Administration (MBA).
Certificates
Gurvinder holds California Real Estate licenses, an NMLS mortgage originator license, an IRS enrolled agent designation, and various Finra licenses.
Specialization
Gurvinder has worked in the financial services industry since 1998, including major banks, wirehouses, and wealth management firms, assisting high-net-worth clients with financial planning needs.
Gurvinder also assists clients with tax preparation and planning needs.
Family
When not working, Gurvinder enjoys her time with her daughter, family, and friends.
Mission
Our mission is to provide client-focused, tax-smart strategies that generate tax savings for our clients.
We demonstrate our commitment to our clients by providing tailored solutions to their specific and complex tax situations.
Vision
We focus on results and deliver tax strategies that align with our clients' financial goals and are forward-looking.
