Episode Highlights:
Introduction and Overview 00:00
The Love for Taxation and Helping Clients 05:45
Maximizing Tax Write-Offs and Understanding the Tax Code 11:11
Working with Clients in a Growth Trajectory 16:08
Technical Difficulties and Conclusion 26:21
About Monica Hodgson-Daniels:
Monica Hodgson-Daniels has worked in the tax and accounting industry since 1998; she worked in Aerospace from 1988-1998, moved on from there, went into corporate accounting, and worked at Manheim Auto Auctions from 1998-2007 as a supervisor in the Accounts Payable department.
During that time Monica worked and become credentialed and has been a Professional Tax Preparer since 2003, holding her Enrolled Agent designation since 2015.
2007, Monica left corporate and opened her own Accounting & Tax Practice, in downtown Riverside, California, and is currently at the same location today, her office manages a clientele of about 420 with 100 of those clients are small businesses with Revenue from 800k up to 10 million, in the restaurant, home health, hospice, entertainment, and janitorial industries.
Monica also offers financial planning for small businesses and individuals. She carries her series 6 & 63, for investments, her clients currently have invested little under 1 million in assets with her, broker dealer Transamerica Financial Advisors. She also holds her life insurance license in the states of California and Nevada. Please review our website, www.garnettandgold.com, for our services offered.
Free Gift:
Financial Needs Analysis – Email at monica@garnettandgold.com
Connect with Trevor Houston:
Facebook (personal): Monica Hodgson
Facebook (business): Garnett & Gold Financial Corporation
LinkedIn: Monica Hodgson-Daniels
Instagram: @hodgsonmonica
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