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. In 2010, he continued his education at Empire School of business for specialized degree in Accounting.
He has over nine years of experience working for large and small financial firms including HSBC (Investment & Mortgage Division), Guardian Life Insurance of America, Bankers Life, 1st National Bay Financial Group, Inc, where he developed the skills required to service the needs of clients.
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. In 2010, he continued his education at Empire School of business for specialized degree in Accounting.
He has over nine years of experience working for large and small financial firms including HSBC (Investment & Mortgage Division), Guardian Life Insurance of America, Bankers Life, 1st National Bay Financial Group, Inc, where he developed the skills required to service the needs of clients.
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.
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.
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?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
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?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
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.
Advice about setting salaries, government regulations such as the Fair Labor Standards Act, and doing payroll.
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.
Advice about setting salaries, government regulations such as the Fair Labor Standards Act, and doing payroll.
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.
The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.
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.
The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.
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.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
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.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
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