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San Francisco, Richmond CA Retirement planning 投资 Digital asset planning 报税 比特币 Bitcoin and other cryptocurrencies | MarsMoney | Income Tax Preparation in San Jose

Financial Planning(资产规划)

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.

Income Tax Preparation(报税)

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

MarsMoney Investing(投资) San Jose San Francisco CAFinancial Planning(资产规划) San Jose San Francisco CAIncome Tax Preparation(报税) San Jose San Francisco CABitcoin(比特币) San Jose, San Francisco CA

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

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 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 and ensure compliance with all applicable tax laws. She is committed to providing her clients with the highest quality financial services and helping them reach their financial goals.

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/channel/UCAZZhkcNpYwvK2ZqSbpH7Mg/videos

​或者点击

  • Youtube
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: 5342 Heavenly Ridge Ln, El Sobrante, CA   美国加州

Our services

MarsMoney 

Investing(投资)

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.

Bitcoin(比特币) and Digital Assets(数字资产)

We help clients fully grasp the concept of Prove of Work, and how it shakes the whole financial world. Our Bitcoin and digital services include:

· Demonstration: We teach customers step-by-step how to use cold wallets to safely store digital assets like Bitcoin and Ethereum.

· Investment advice: We help you select digital assets that meet your investment goals and risk tolerance.

· Portfolio management: We help you manage your digital asset portfolio.

· Tax planning: We help you minimize your tax liability on your digital asset investments.

· Review individual tax returns: Clients file their own tax returns, and we review them for a minimum fee. This service is provided during the off-season. Clients can amend their tax returns if we find any discrepancies.

We are committed to providing our clients with the highest quality financial services. We are a team of experienced and qualified financial professionals who are dedicated to helping our clients achieve their financial goals.

Contact us today to learn more about our services.