Photo of Wenrui Lai
35 Miller Ave, Mill Valley, California, 94941
(415) 886-0422
Business & Professional Services > Tax Preparation
Specialized in:
-Tax planning
-Capital gain/loss harvesting
-Stock compensation, RSU, ESPP
-Rental income
-Foreign income
-Taxation of trusts and estates
-Small business owner, Schedule C
Money is not a destination but rather a tool that enables you to live your best life. My mission is to empower people to effectively manage the financial aspects of their businesses, allowing them to focus on chasing their dreams.
I hold a Master of Business Administration degree from UC Davis, with a specialization in Finance.
I enjoyed a fulfilling ten-year career as a dedicated IT professional. 2 Year in Bank and 4-year business owner through pandemic.
Ada Advisory
Monday:
9:30am
to 3:00pm
Tuesday:
10:00am
to 3:00pm
Wednesday:
9:00am
to 1:00pm
Thursday:
9:00am
to 3:00pm
Friday:
10:00am
to 2:00pm
Languages: English
Specialties: Rental Property Income, S Corporation (Business Tax Expertise), Retirement Income, Self-Employment Income, Business Tax Returns, ISO Exercise, Employee Stock Purchase Plan, Schedule K-1, Multi-State Taxes, Foreign Income, Cryptocurrency
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