Angie Bhasin

About

Angie Bhasin is a Certified Tax Strategist and a Certified Public Accountant. She is the recipient of the prestigious Certified Tax Planner of the Year Award-2020, bestowed by the American Institute of Certified Tax Planners. Angie is the founder of premier, industry-leading 100% virtual advisory firm that provides proactive tax planning solutions and customized tax strategies for busy executives and high net-worth individuals all over the country. She offers a high level of personalized service making it easier for her clients to understand their current situation and what is required in order to gain more control over their finances, lower their tax liabilities, increase cash inflow and build/grow wealth. She provides exceptional value to her clients by designing customized inventive and legal tax strategies for her clients pursuant, equipping them to live fruitful lives and leave lasting legacies for their families and beyond. Angie is over-committed to the success of her clients. While tax preparation provides a record of past data, tax planning uses a proactive approach to create opportunities to rescue thousands of dollars in wasted tax. Small businesses and individuals must be PROACTIVE about managing their taxes. Major corporations have access to such strategies through their tax/legal departments. Angie is very passionate about bringing this service within the reach of small business owners so they can put more of their hard-earned money back in their own pockets. Her experiences encompass helping her clients in the following industries: Self-Employed Healthcare Practitioners, Dentists and Dental practices, Real Estate Professionals and Investors, Restaurants, Information Technology, Manufacturing, Construction and other Service Industries. Angie is extremely passionate about educating taxpayers about the significance of pro-active tax planning and tactics to increase profits, improve cash flow, and grow generational wealth. She is a professional speaker, frequently presenting at Conferences and Mastermind Meetings sharing tax savings strategies with the audiences in order to educate them to STOP DONATING to the IRS. Her excellent credentials, professionalism, and affable personality allow her to provide expert advice on tax issues to thousands of taxpayers. She lives in California with her family, an amazing husband and two beautiful daughters. She is a foodie and love to go for long walks, listening to her favorite podcasts on taxes, quite a tax nerd!