Financial Expert Helping Businesses Maximize Profitability
Sofia Thomas
Tax Specialist
Overview
As a tax specialist with 24 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Individual
Based In
Mumbai
, India
Language Proficiency
Portuguese, Chinese
Years of Experience
25
Education
Chartered Financial Analyst (CFA) certification
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
State Licensed; License #455836
Experience
24+ years providing financial guidance to nonprofits, with expertise in tax planning.
Certifications
Professional Association Member
Awards
Top Service Provider (Community Choice)
Insurance
Professional indemnity insurance in place
Accepted Payment Methods
Credit Card, Bank Transfer
Insurances Accepted
Self-pay only
Financing Options
Installment options available upon request
Address
All Services & Prices
Financial Strategy Consultation
Price: INR
1300
Business Plan Development
Price: INR
2079
Ongoing Financial Advisory
Media
6 photos
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Contact Info
sofia.thomas983@example.com
+91 68761 59566