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CJ Tucker, MBA
Tax & Budget Advisor
Chanel “CJ” Tucker is a 15 year veteran in the financial services industry with focused expertise on evaluation of business income, debt analysis, tax preparation, credit evaluation and real estate investment. CJ grew up in Queens N.Y. and after graduating from Temple University in Philadelphia, she began her career in financial analysis working for the biggest banks in the country, Wells Fargo, Chase and Capital One to name a few. After completing her MBA in Finance and Accounting at St. John’s University in 2011, CJ realized that she fell in love with helping small businesses and individuals learn how to take control of their financial power to achieve their dreams of homeownership, retirement, entrepreneurship and real estate investment. Her work ethic epitomizes integrity, accuracy and creative service to all the clientele she represents.
Commitment to Integrity
We strive to provide honest, reliable, accurate and informative services that stand head and shoulders above the rest. We combine the industry's best tax & budget practices with our passion for detail to exceed your expectations.
Customer Satisfaction Guaranteed
We work around your busy schedule and consult with you on all aspects of your budgeting goals. Planning for retirement, trying to save for a home or reducing your business tax bill to the IRS all take expertise, and we're here to help.
Services
Budget Counseling
Budget Counseling
Budget Counseling
The key to achieving your goals needs to begin with a solid game plan. Together, we will go over your financials to identify the obstacles and opportunities in your path.
Tax Planning
Budget Counseling
Budget Counseling
It's never too early to begin tax planning. Our periodic review of your income, purchases and expenditures can help to reduce both your taxable income and your overall tax liability. Seeking this advise will help keep more money in your wallet after tax season.
Tax Preparation
Budget Counseling
Tax Preparation
You deserve a detailed conversation before filing your taxes so we can uncover every credit and deduction you deserve.