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Cameron Clark

Clark Financial Services, LLC
Tax Preparation

Contact Information:

Albuquerque, NM 87123
United States

Years in Business:

 

4

Clients I'm Seeking:

 

Middle class taxpayers are a good fit for me. $30-250K income, single, married, children, own a house, own a business, have investments, own rental property, any of the above and more make for an ideal client.

About My Business:

 

I have 7 years experience in tax preparation having honed my skills under the direction of a well known and respected CPA. Additionally I have 8 years experience in the financial services industry focusing on areas such as retirement and investment planning while incorporating my working knowledge of the tax code to help clients optimize their financial picture. I graduated in 2011 with honors from Central New Mexico community college having earned a CPA Preparation Certificate. I have a Bachelor's degree in Economics from the University of New Mexico. I also have mutiple regulatory licenses including FINRA Series 7 for General Securities, FINRA Series 66 for Uniform Combined State Law Exam, FINRA Series 31 for Managed Futures and a New Mexico Insurace license across life, health, long-term care, disability and variable contracts lines of business. Finally I am a Certified QuickBooks ProAdvisor (2010, 2011 and 2012), Certified QuickBooks Point-of-Sale v10 and Certified Quickbooks Enterprise Solutions v9.

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