Tracy W.
CFP and Tax Strategist for Individuals and Small Businesses
I'm a Certified Financial Planner and Enrolled Agent. I value work life balance and quit my corporate 9-5 job to find the best mix for my family. Whether you just need help with your business books, OR a second opinion on anything tax related, I've got you covered. I'm passionate about saving YOU money on taxes. I help companies with bookkeeping and making sense of Profit and Loss Reports. I help Individuals create year over year plans to optimize their money with taxes in mind. Need help actually implementing a tax strategy from start to finish? I've got you! I can help implement payroll, entity type review and change, business tax strategy, Roth SE 401k, Cost Seg, HSA/Dependent Care FSA, and many more strategies.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $6.2k
Billed in all: $21,941$22k
$882 in the last 6 months
Across 30 contracts
Earnings, last 30 days
Skill rankings: Top 12% in Data Entry
Ranked by MRR among everyone on Upwork with the skill.
- #7Certified Financial Planner27 freelancers · 🇺🇸 #3Top 26%🇺🇸#3 of 11
- #34Financial Plan170 freelancers · 🇺🇸 #9Top 20%🇺🇸#9 of 37
- #39Tax Strategy181 freelancers · 🇺🇸 #30Top 22%🇺🇸#30 of 110
- #54Financial Consulting343 freelancers · 🇺🇸 #16Top 16%🇺🇸#16 of 90
- #71Tax Planning & Advisory383 freelancers · 🇺🇸 #42Top 19%🇺🇸#42 of 183
- #189Financial Planning1,216 freelancers · 🇺🇸 #58Top 16%🇺🇸#58 of 292
- #211Light Bookkeeping1,382 freelancers · 🇺🇸 #46Top 15%🇺🇸#46 of 279
- #217Tax Preparation1,478 freelancers · 🇺🇸 #76Top 15%🇺🇸#76 of 514