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About Us

About Our Firm

Aspen Financial & Tax Services is a tax, accounting and financial planning firm licensed in Washington and Arizona States. Our expertise and experience, we assure that every client receives thorough and accurate guidance with a personal touch. Our dedication to high standards and work ethic is the reason our clients return year after year.

Our Mission

Our mission is to provide our clients with high quality tax, accounting and financial planning services with a personalized touch.

Principal

Sabrina Hwang Nelson, CPA/PFS, CFP®

Ms. Hwang-Nelson is a Certified Public Accountant with more than 20 years of tax, financial and accounting experience, first in corporate America, and then in private practice.

Professional Services

INDIVIDUAL AND CORPORATE TAX AND TAX PLANNING

Ms. Hwang-Nelson has worked with individuals and small business clients. Her activities in the corporate arena include providing a wide spectrum of tax planning strategies, tax return preparation, review, research, and IRS audit defense for clients.

BUSINESS ACCOUNTING & CONSULTING

Her review and compilation and consulting work has included Professional Service Corporations, Retail, Wholesale, Construction and Professionals.

In consulting with small business clients, Ms. Hwang-Nelson has been active in the initial planning of the business structures, cash flow and budget analysis, cost analysis, and operations review.

FINANCIAL PLANNING & SERVICES

Ms. Hwang-Nelson’s financial planning approach is a very organized approach to their personal financial data while developing the strategic plan that constructively balances the competing needs of income, asset preservations, and limitation of liabilities while meeting both short and long-term goals and objectives.

Professional Background

CERTIFIED PUBLIC ACCOUNTANT (CPA) / PERSONAL FINANCIAL SPECIALIST (PFS)

Ms. Hwang-Nelson is licensed as a CPA since 2004. Ms. Hwang has maintained her skills by continuing to take professional education in Accounting, Taxation, and Financial Planning.

PFS, Personal Financial Specialist awarded by the American Institute of Certified Public Accountants.

CERTIFIED FINANCIAL PLANNER (CFP ®)

Ms. Hwang-Nelson has received the Certified Financial Planner Designation in 2011 from the CFP Board.

Educational Background

Master of Science in Financial Planning
Bachelor of Science in Accounting

Professional Organizations

American Institute of Certified Public Accountants
Personal Financial Planning Section of AICPA
Washington Society of Certified Public Accountants
Arizona Society of Certified Public Accountants
Financial Planning Association