John Little Cfp® Ea, Afc®

Financial Tax Counselor at Workplace Options

John Little CFP®, EA, AFC® has been working in the financial and tax industry for over 20 years. John started their career in 2002 at Pathway Financial Services, where they served as a Financial Coach and Tax Practitioner. In this role, they provided guidance and assistance to clients with their financial planning and tax preparation needs.

In 2008, John joined MHN Government Services as a Financial Consultant. During their four-year tenure, they offered financial advice and consulting services to clients. John excelled in this position, showcasing their expertise in financial management and planning.

After their work with MHN Government Services, John worked for Armed Forces Services Corporation/Magellan Federal as a Financial Educator. From January 2016 to June 2017, they educated individuals on various financial topics to help them make informed decisions about their financial future.

In 2014, John joined Intuit as a Credentialed Tax Expert. John utilized their vast knowledge of tax regulations and laws to provide accurate and reliable tax advice to clients. John continues to commit himself to staying up to date with the latest tax laws and regulations to provide the best service to their clients.

Additionally, John worked as a Financial and Tax Counselor at Workplace Options from May 2014 to present. In this role, they provide counseling and guidance to employees on financial matters and tax-related issues.

Recently, John joined Zeiders Enterprises, Inc. in June 2017 as a Personal Financial Counselor. John offers personalized financial counseling services to assist individuals and families in achieving their financial goals. John'sdedication to helping others achieve financial wellness is evident in their work.

Overall, John Little CFP®, EA, AFC® has built a successful career in the financial and tax industry, gaining expertise in financial coaching, tax preparation, and counseling. John'sextensive experience and certifications make him a highly trusted and knowledgeable professional in their field.

John Little obtained their Bachelor of Science (BS) degree in Geology/Earth Science, General from the University of Oklahoma, where they studied from 1976 to 1982. In 2002 and 2003, they received a certification in Professional Financial Planner from the Strome College of Business. Additionally, John has acquired several additional certifications, including Accredited Financial Counselor® from AFCPE® (Association for Financial Counseling and Planning Education®), Certified Financial Planner® from CFP Board, Enrolled Agent from the U.S. Department of the Treasury, and Teaching English as a Foreign Language (TEFL) from the International Accreditation & Recognition Council (IARC). The specific dates of when these additional certifications were obtained are not provided.

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  • Financial Tax Counselor

    May, 2014 - present

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