Laurette is an experienced Tax and Financial Advisor helping Medical Professionals and their families achieve their financial goals. Healthcare is a demanding profession for those who choose to help others in need. After witnessing her own daughter experience the highs and lows of Medical School and her Medical training, she decided to focus her knowledge on assisting families along their own path in Healthcare. Laurette has been passionately serving those who strive to take care of the general public by ensuring they have holistic financial wellness as they move through each stage of life. Laurette can help you through life's challenges with her almost three decades of knowledge servicing the Medical Community. Financial Questions We Help You to Solve: ✔️ Do you (or will you) have enough to retire? 🏖 ✔️ What's the best way to pay down/off my student loans? 👨🎓 ✔️ How much do you need to save for your child's education? 📚 ✔️ Now that you are retiring, how do you make your money last for the rest of your life? 👵👴 ✔️ How can I provide for my loved ones if something happens to me? 👨👩👧👦 ✔️ Can I afford a new house/vacation house/our first house? 🏡 ✔️ I can't seem to budget, can you help me? ⚖️ Tax Services We Provide: 💡 Income tax preparation for individuals and small businesses 💡 Income tax consulting and planning 💡 IRS and State tax representation 💡 Preparation of unfiled previous years returns 💡 Amended tax returns 💡 Respond to correspondence inquiries from the IRS and State agencies Accounting Services: 👉 Set up of QuickBooks desktop or QuickBooks Online 👉 Monthly, quarterly and/or yearly review of your QuickBooks data Laurette M. Dearden, CPA, CFP®, RICP® is a Financial Advisor offering securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.