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    Forward Learning Group

    5.0 (1 review)
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    Photo of lisa c.
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    1 year ago

    Outstanding service, outstanding quality of work. FLG is the only production team I will ever use. Highly recommend!!!

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    Cameron M.

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    Solved Tax and Accounting

    Solved Tax and Accounting

    5.0
    (6 reviews)

    Woodland is lucky to have such an extraordinarily knowledgeable tax person here in town. Jessie…read moreassisted us with a complicated tax situation involving stock options that we sold in 2015. Long story short is that these options were earned over several years where stock was sold to cover the initial taxable earnings, leaving us responsible only for taxes on the gain. I am a Turbo Tax user / "do-it yourselfer," and I had an awful time making heads or tails of our E-Trade 1099 which utterly failed in showing the adjusted cost basis of the earnings. I also failed by filing a tax statement that I thought at the time was correct. When the hens came home to roost, I needed help in a big way by someone with solid experience in stock related tax issues, as the IRS wanted payment for taxes on 100% of the gain. Jessie helped us locate all the proper earnings statements and worked diligently at finding the adjusted cost basis of every single stock transaction in question. When all was said and done we still owed the IRS, but most important it was the correct and fair amount of the earnings, which thankfully in our case was much less. I will still continue to use Turbo Tax, but we now have someone to call when I am out of my league with a tax issue. 5 stars, highly recommended.

    A few years ago I was scouring the internet for last-minute tax help and came across Solved Tax…read more Despite the impending tax deadline and his busy schedule, Jessie Mullin picked up the phone and scheduled an appointment with me. He took the time to figure out a tax solution for my situation and, more importantly, to soothe my frazzled nerves. Since that time Jessie has helped me stay ahead of my taxes and he's been available and helpful for other questions that pop up. I'd trust him for any personal, self-employment, or other business tax or accounting advice. Not to mention he's just a super nice guy and a pleasure to work with. If you're seeking great tax or accounting help with a smile, look no further.

    Forward Learning Group - businessconsulting - Updated August 2026

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