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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Jennifer Baker

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Tax Planning and Advisory Services
Retirement and Succession Planning
Client-Centered Financial Planning
Wealth Management and Risk Mitigation

Jennifer Baker is the founder of Baker Wealth Strategies. She began her career in wealth management at PricewaterhouseCoopers, where she served private wealth management clients, family-held corporations, and high net worth individuals. Jennifer brings over a decade of experience as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), with additional expertise as a licensed Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA). Jennifer lives in Cypress, TX, with her husband, Justin, and two sons, Lawson and Bennett.