Hi, I’m Evelyn Serrano.
My life’s journey has been shaped by a passion for financial empowerment and a commitment to helping others achieve their financial goals. From a young age, I’ve been drawn to the world of business, and my educational and professional experiences have allowed me to make a meaningful impact in the financial industry.
I was born and raised in the vibrant state of New Jersey. Growing up, I always had curiosity about the world of business and finance. This curiosity would go on to shape my future endeavors in a significant way.
After completing my high school education, I pursued my dream of attaining a Bachelor’s degree in Business Administration. This academic journey not only deepened my understanding of the business world but also provided me with the solid foundation to build my career upon. I was eager to apply my knowledge to help individuals achieve their financial aspirations.
For the past decade, I have dedicated my career to working in a financial institution. In this role, I have had the privilege of assisting countless customers in navigating their financial paths. My primary focus has been on providing guidance to those looking to build their credit and offering tailored financial products to fulfill their unique needs. This hands-on experience has allowed me to witness firsthand the positive impact that sound financial advice can have on people’s lives.
Despite the availability of sophisticated tax software, I recognized that many individuals and small businesses often miss out on potential tax benefits or make costly mistakes when preparing their own tax returns. This realization led me to a new calling - the world of tax preparation. I decided to leverage my expertise and insights to assist those who could benefit from personalized, professional tax preparation services.
Currently, I am on the path to earning my MBA, further enhancing my knowledge and skills in the financial realm. My aim is to continuously improve and expand my abilities, ensuring that I can provide the best possible service to my clients in the tax preparation business.
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