Garry Jean Baptiste is an Enrolled Agent (EA) licensed by the United State Federal Government (Department of Treasury) to represent taxpayers before the Internal Revenue Services (IRS). He has extensive experience in business taxation, individual income tax, auditing representation, tax planning, insurance services and financial planning.
His experience includes a broad range of industries emphasizing in real-estate, mortgage, Auto finance. He holds a real estate and insurance license with the State of California. Mr. Jean Baptiste graduated in June of 2006 from San Francisco state University with a Bachelors of Science Degree majoring in finance.
His experience includes a broad range of industries emphasizing in real-estate, mortgage, Auto finance. He holds a real estate and insurance license with the State of California. Mr. Jean Baptiste graduated in June of 2006 from San Francisco state University with a Bachelors of Science Degree majoring in finance.
Services
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
Quick, easily and accurate payroll entry - submit your hours and earnings whenever you want. No more need for totaling hours, making phone calls or faxing. Pay employees any way you want - print checks from your computer, handwrite checks and print detailed paystubs, or use Free direct deposit. Take a look at how easy it is to get customized information about your payroll records in less than 3 minutes.
A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction. It can ensure that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.
If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. You've got some critical questions to answer like. The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs.
Reviews (9)
Ariel Naomi
May 25, 2021
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Stephanie Brown
Feb 24, 2021
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Yvette Rodriguez
Feb 01, 2021
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Joanna Diato
Jul 01, 2020
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Lawanna Kizzee
May 29, 2020
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Elaine Castaneda
Sep 02, 2019
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Garry is an Enrolled Agent tax practitioner, which means that he is empowered by the U.S. Department of the treasury to represent taxpayers before all examination, collection, and appeals of the Internal Revenue Service. In addition to his technical level of expertise in taxation he was very personable; however, his rate for a simple one document only tax filling was $400, which would have been reasonable had I had more of a complex filling. In other words the price is justifiable for the small buisness owner or the self employed who have logs of receipts to report and claim. Had the whopping
Gladwell Gathara
Dec 26, 2018
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Karmen M.
Oct 13, 2018
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I’ve been doing my taxes at Efficient Tax Solutions for many years now and always it’s a good experience. Gary is knowledgeable and keeps himself current with the all the new tax information and laws. If you want your taxes done right and great customer service this is the place to come. They are here for you not only tax season but all year around and their business hours accommodate any work schedule. Thank you Gary for always helping me and my family with taxes.
Lanitra Williams
May 15, 2017
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I came here after being with H&R Block for years. I felt they took me for granted and the rates continued to increase. I decided to give Garry a try. I was not disappointed! His team was professional and EFFICIENT! They live up to their promise. I got my taxes prepared quickly and for an affordable rate. My refund both years came quicker than it did with H&R Block. Another thing to consider is Garry is a savvy financial planner. He was an invaluable resource when I was starting my business. Give them a try you won't regret it!
