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| Who I am |
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UnCommon Wealth Financial Planning is myself, Claire Felong CPA. I provide Fee-Only financial planning & accounting for individuals and small professional and service-based businesses. I am solely responsible for financial plans and computation of tax returns filed. I may, as needed, add support staff directly accountable to myself.
- Experience...
- 20 years with Internal Revenue Service as an Team Coordinator, Revenue Agent & Tax Auditor. working with individuals, partnerships and corporations, large and small, in variety of businesses.
- Past volunteer treasurer of several non-profit organizations including a model child care center, a womenÂ?s transitional housing program and school parent & council organizations
- Federal and California formation or incorporation filings for non-profits
- Life Experience in ...
- Elder Issues & Financial Planning.
- Educational Financial Planning.
- Retirement Planning.
- Investments, Stock Investing and Mutual Funds
- Tax preparation and planning, accounting transaction and yearly closing of books, for small businesses.
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Education...
- Financial Planning coursework through Boston University; Accounting coursework at UCLA Extension.
- BS, Mathematics Education, State University of New York at Fredonia.
- Ongoing Continuing Professional Education in Taxation & Financial Planning.
- In good standing with the California State Board of Accountancy.
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I truly enjoy playing with numbers and spreadsheets and managing money, people and things. Each client is unique to me and I tailor to their needs and values.
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Your needs may or may not be best me by me. Regardless, the Certified Financial Planning Board Code of Ethics recommends that you look at the following qualities in a Financial Planner
- Objectivity. Fairness. Determines & provides the level of advise & planning you choose:
- Reviews and consultation for do-it-yourselfers
- Taxes and ongoing advisement & monitoring
- Full Management of accounts & investments
- Competence, Professionalism, Diligence: Knows your financial goals and tailors plans to them
- Professionalism, Competence: Has broad education and experience. Keeps abreast of his/her profession through ongoing education and professional & community involvement.
- Fairness. Diligence: Provides you with good-faith estimates of service costs. No one is Â?too poorÂ? to obtain good advice. Those with the fewest resources are those most in need of planning advice. If the planner cannot help you personally, they should advise you to whom else you might turn.
- I believe Â?it takes a villageÂ? to raise & keep strong communities in which we live. I am involved in scouting and local environmental issues.
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