Havital Miltz - MBA, EA, CTC

Havital Miltz - MBA, EA, CTC

Tax Accountant

About

Fully Virtual Tax Reduction Strategist Tax Advice Entity Set up in all 50 states Tax Preparation Visit my website to view services and schedule a virtual meeting https://havital.miltz-yourtaxadvisor.net

Country

United States

City

Charleston

Industry

Financial Services

Skill

Skilled Multi-tasker, Research Skills, Leadership, Problem Solving, Tax Strategies, Attention to Detail, Tax Preparation, Tax Planning, Multi-State Tax Returns, Employee Stock, Rentals, Wealth Accumulation Strategies, Wealth Preservation Planning, New Business Development, Strategic Financial Planning, Wealth Management, Income Replacement Strategies, Retirement Planning Strategies, Disability Insurance Planning, Employee Benefits Strategies

Experience

Havital Miltz - Your Tax Advisor

Tax Accountant

Havital Miltz - Your Tax Advisor

2023-1 - Present · 3 yrs 9 mos

Johns Island, South Carolina, United States

I started my own Tax Business in 2023, how exciting for me and my growing client base

BWFA

Tax Advisor

BWFA

2023-12 - 2024-7 · 8 mos

United States

Intuit

Tax Expert

Intuit

LinkedIn
2023-1 - 2023-4 · 4 mos

Remote

Intuit

Tax Expert

Intuit

LinkedIn
2021-12 - 2022-8 · 9 mos

United States

Intuit

Income Tax Expert

Intuit

LinkedIn
2021-1 - 2021-7 · 7 mos

Remote

Preparing personal tax returns as well as giving tax advise to people who do their own taxes. This is a seasonal position - my contract was extended a few times during this season, originally was supposed to work until tax day, but was asked to stay longer. I plan on returning for the next tax season

Jackson Hewitt Tax Service Inc.

Tax Preparer

Jackson Hewitt Tax Service Inc.

LinkedIn
2019-12 - 2020-4 · 5 mos

United States

World Travel

Exploration Manager

World Travel

LinkedIn
2018-5 - 2019-1 · 9 mos

Time off for some R&R; traveled to Mongolia for the summer, also visited Colorado, a little bit of Switzerland and my beloved home country Israel , as well as a few other shorter term trips around New England

Prudential Financial

Life Wholesaler

Prudential Financial

LinkedIn
2016-3 - 2018-4 · 2 yrs 2 mos

Hartford, Connecticut Area

AXA Advisors

Financial Advisor

AXA Advisors

2014-1 - 2016-3 · 2 yrs 3 mos
New England Securities

Investment Advisor Representative/Registered Representative

New England Securities

2012-6 - 2014-1 · 1 yr 8 mos

West Hartford, CT

Education

University of Haifa

University of Haifa

LinkedIn

Sociology & Anthropology; psychology or sociology

1991 - 1994 · 3 yrs

Pre-requisite for this course is

Havital Miltz - MBA, EA, CTC's Contact Information

Email

******@***.com

Phone

(**) *** ****

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