Earn Well. Live Well. Build Wealth.

Financial questions don't always arrive at convenient times or fit neatly into one category.

You may be preparing to make a significant financial decision. You may have a question about something you're considering. Or you may simply want another perspective before moving forward.

You don't have to figure it out all on your own.

My role is to help you understand the issues involved, consider the alternatives, and see how a decision fits into the rest of your financial life.

Tell me what's going on, and we'll start there.

 

Before I became an Enrolled Agent, I was a pharmacist. I also hold a real estate broker license and own a property management firm, and I worked professionally as a Series 65 Investment Adviser and RIA owner — so when we talk about your rental portfolio, retirement accounts, or a specific financial decision, I'm speaking from hands-on experience across all three, not just filing returns for people who've lived it.

I don't manage investment portfolios or sell financial products. My role is to help you understand your options, connect the dots, and make informed decisions.

 

Three ways to work with me:

Tax Preparation

With an emphasis on helping you understand your return and the things that deserve your attention. As an Enrolled Agent, I bring a tax specialist's perspective.

Tax & Financial Planning Session

Focused analysis for a significant financial decision, transaction, or question that requires more than a routine tax answer. Common sessions include:

• Pharmacist Tax & Retirement Account Strategy Session
• Per Diem / Contract Pharmacist Tax Setup Session
• Real Estate Entity Structure Review
• Rental Portfolio Tax Strategy Session — depreciation, expense strategy, and scaling decisions, from someone who also owns and operates a property management firm
• Passive Real Estate Investor Tax Session

Ongoing Financial Consulting

An ongoing relationship for pharmacists and real estate investors who want a trusted sounding board for the tax and financial questions that come up throughout the year — including the bigger picture: debt, home purchases, education planning, and more.

 

Laurence Namdar, PharmD, EA, WMS℠

I've spent my career sitting at the intersection of healthcare, real estate, and tax strategy — and I built this practice because I kept seeing the same gap: pharmacists and real estate investors need someone who actually understands their specific financial life, not a generalist working from a script.

 

• Doctor of Pharmacy, Former Pharmacist — I understand pharmacist compensation, career paths, and financial pressure points firsthand, because I've lived them.
  
  
• Enrolled Agent (EA) — the IRS's own tax-specialist license, requiring rigorous testing and providing unlimited rights to represent clients before the IRS. Unlike a general accounting credential, EA status is entirely focused on tax expertise.
  
  
• Licensed Real Estate Broker & Property Management Firm Owner — I don't just advise on rental portfolios; I run one.
  
  
• Wealth Management Specialist℠ (WMS℠) — an advanced designation from the College for Financial Planning focused on comprehensive financial strategy across tax, retirement, and investment planning.
  
  
• Investment Adviser (Series 65), Portfolio Manager, & RIA Ownership Experience — this background shapes how I think about retirement accounts and investment tax strategy, even though I no longer manage portfolios directly.

          

Sometimes you need someone who understands the tax side as well as the broader financial picture, and can help you think through the decision.

That's what I do.

 

I work directly with my clients. There isn't a call center or a large team between you and the person doing the work.

I work with clients throughout the United States, so our relationship doesn't depend on being in the same city or state.

If you'd like to discuss your situation directly, I offer a complimentary 20-minute introductory call to talk through what you're facing and whether I can help.

 

Schedule a 20-Minute Introductory Call

Prefer to write first? Use the form below to tell me what's going on — including which of my sessions or services sounds closest to what you need. I'll review your inquiry personally and follow up directly to confirm scope and next steps.

Please don't include Social Security numbers, account numbers, tax documents, or other sensitive financial information in this form.

My goal is to be your financial and tax professional who you can turn to when the pieces of your financial life start intersecting.