Quell Financial Group

Sequoia Wealth Advisors is a financial advisory firm based in Aptos, CA, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial planning and investment strategies, Sequoia Wealth Advisors aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

NMLS# 582910 | I am your local Aptos and Santa Cruz mortgage consultant specializing in all of your home loan purchase and refinancing needs. I am dedicated to making your home mortgage experience simple, quick, and easy. Contact us for more information; we look forward to hearing from you!

I prepare income tax returns for people who are honest and want to learn how to use the tax rules. I have clients who have over $1M on their W-2s, rentals, self-employed, C-Corp, S-Corp, Partnerships, LLCs, and Trusts. I am happy with clients who are low income or new to the tax system, especially if they are interested in learning how it all can work to their advantage. I provide advice and guidance, and my best clients follow my advice. I am willing to work on "projects" that require prior year tax return preparation, and then resolving the issues with IRS and monitoring clients to make sure they are staying on track with the "deal" they made with IRS and FTB. I have been preparing taxes for 11 years working for other CPA firms, and went independent 2 tax seasons ago. I am EA and a California CPA.