Kristin Castello
Certified Financial Plannertm @Nelson Financial Planning
Winter Park, FL, US
EMAILS
k••••••@nelsonfinancialplanning.com
MOBILE NUMBERS
+14•••••••67
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WORK HISTORY
Feb 2019 — Present
Certified Financial Plannertm @Nelson Financial Planning
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Meet with clients to build a relationship and create a personalized plan that brings together retirement, investments, Social Security benefits, legacy planning, and taxes • Provide ongoing perspective and guidance, especially during uncertain economic and financial times • Review specific tax issues, prepare tax projections, and recommend tax-saving strategies • Prepare 400 individual tax returns and 25 business tax returns each year
SKILLS
Accounts PayableQuickbooksTax ProjectionsCash FlowMicrosoft ExcelCustomer ServiceInvestmentsFinancial StatementsFinancial ReportingMathematical AnalysisMicrosoft OfficeBookkeepingMicrosoft WordTime ManagementTax PreparationAccounts ReceivableAccount ReconciliationAccountingTaxProsystem Fx TaxPhone EtiquettePowerpoint
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