Laura Moreno is passionate about educating clients on their tax profiles as well as finding planning opportunities to increase their tax savings. She previously worked at PricewaterhouseCoopers in the Personal Financial Services practice and for a single family office that provided services to a multigenerational high net worth family. Laura graduated from Bucknell University with a BSBA in Accounting. She is a licensed Certified Public Accountant in the State of New York and a member of the American Institute of Certified Public Accountants.
Laura Moreno, CPA
Team Moreno’s Services and Specialties
A one-time, one hour session with an accountant to talk through and see projections of key equity tax planning decisions, such as exercising options and/or selling shares before or after a liquidity event.
Annual document preparation and filing any tax forms for individual or family taxpayers.
Year-round tax planning to optimally structure your finances and investments from a tax perspective. Typically inclusive of tax preparation.
Services for clients that invest long term, actively trade, and/or Mine as a Business (MaaB).
$650 minimum for annual tax preparation
Any year-end projections or ad hoc tax planning charged hourly ($150-$250 per hour)
$250 for a one hour equity consultation