I passed the CPA exam with the 3rd highest score in the state of Illinois for that session, and scoring in the top 1% nationwide, as evidenced by my receiving the Elijah Watt Sells Award for my efforts. I have taken that level of study and ability into the tax world to help you resolve your difficulties.

As one of the top rated advisors in the other tax categories where I offer advice, I have decided to also make my services available to those who need help reporting your investment activities on your tax return. I welcome your questions regarding the reporting of investments on your federal income tax return, including, but not limited to:

• stock options
• stock sales
• capital losses
• nonbusiness bad debts
• Roth IRA losses
• Like kind exchanges
• Capital gain tax rates (which one applies to your situation?)

  I look forward to talking with you.