Tax pro near me: Marisa Roque

  • Available Virtually
  • 9 years experience
  • Senior Tax Analyst
  • Small Business Certified

With 9 years of experience as an H&R Block tax pro, Marisa enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Marisa stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Marisa specializes in military, tax planning, small business advanced certified and more.

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Tax offices Marisa works in

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Marisa can help with:

  • Military

    Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.

  • Tax Planning

    Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.

  • Small Business Advanced Certified

    Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.

  • Retirement

    Retirement income, pensions, and annuities can change the way you file your taxes.

  • Rental Income

    Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.

  • Estates and Trusts

    The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.

  • Investments

    Investment income can include buying low/selling high, stocks and bonds, and capital losses.