Kristen S. Han, CPA, CFP

Kristen S. Han, CPA, CFP

Business Information

Category: Financial planner

Address: 350 E 76th St New York, NY 10021 United States

District: Upper East Side Manhattan

Phone: +1 631-729-0988

Working Hours: Closes at 9:30

(5.0 - 19 reviews)

Location

About

Kristen S. Han, CPA, CFP: Your Trusted Financial Partner in Manhattan

In the bustling heart of Manhattan, Kristen S. Han, CPA, CFP stands out as a premier financial services provider dedicated to helping individuals and businesses navigate the complexities of finance with confidence and clarity. With a strong commitment to personalized service and a wealth of expertise in accounting and financial planning, Kristen S. Han offers a comprehensive suite of services tailored to meet the unique needs of her clients.

Comprehensive Accounting Services

At the core of Kristen's practice is her extensive knowledge in accounting. She provides a range of services including tax preparation, bookkeeping, and financial statement analysis. Whether you are an individual seeking assistance with your personal taxes or a business owner needing help with payroll and compliance issues, Kristen’s meticulous attention to detail ensures that all financial records are accurate and up-to-date. Her proactive approach helps clients minimize their tax liabilities while maximizing their financial potential.

Expert Financial Planning

Beyond traditional accounting services, Kristen is also a Certified Financial Planner (CFP), which allows her to offer holistic financial planning solutions. She understands that effective financial management goes beyond just numbers; it involves strategic planning for future goals such as retirement, education funding, and investment growth. By working closely with her clients to develop customized financial plans, Kristen empowers them to make informed decisions that align with their long-term objectives.

Personalized Client Experience

One of the hallmarks of Kristen S. Han’s practice is her dedication to providing personalized service. She believes that every client deserves individualized attention and tailored strategies that reflect their specific circumstances and aspirations. During initial consultations, she takes the time to understand each client's unique situation—whether they are navigating complex tax scenarios or planning for significant life events—and crafts solutions that are both practical and effective.

Commitment to Education

Kristen is passionate about educating her clients on financial matters. She regularly conducts workshops and seminars aimed at demystifying complex topics such as investment strategies, retirement planning, and tax law changes. By empowering her clients with knowledge, she helps them feel more confident in their financial decisions.

Community Engagement

In addition to her professional endeavors, Kristen is actively involved in the local community. She believes in giving back through various initiatives aimed at supporting local businesses and fostering economic growth within Manhattan. This commitment not only enhances her reputation but also strengthens relationships within the community she serves.

Conclusion

With a blend of technical expertise and a genuine passion for helping others achieve their financial goals, Kristen S. Han, CPA, CFP has established herself as a trusted partner for individuals and businesses alike in Manhattan. Her comprehensive approach to accounting and financial planning ensures that clients receive not only exceptional service but also the guidance necessary to thrive financially in today’s dynamic environment.

Information about Kristen S. Han's services can be found on her official business page [Manhattan NYC].

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