Katie Saint Ores CFP Chfc EA
(3 Reviews)
Katie has a professional background which includes being a Licensed TAX Consultant, Enrolled Agent (tax professional empowered by the Dept. of the Treasury) , Certified Financial Planner, Chartered Financial Consultant, and a Registered Investment Advisor.
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Highlights
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In Business Since 2020
Sentiment Analysis
She was quick to answer any questions I had via chat through the tool she uses and it made communicating seamless and easy.
She was able to untangle what seemed an impossible tax mess and helped me gain the peace of mind I was seeking.
She has been doing my taxes for the last few years and I never have to worry about them being late or there being any mistakes.
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