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Home > Financial Services > Accountants > CPA & Financial Services
CPA & Financial Services
CPA & Financial Services are people who are dedicated financial professionals of the United States of America and who have spent a good deal of their academic career studying and passing the stringent Uniform Certified Public Accountant Examination. These professionals have, strived to meet and have met additional state education and experience requirements for their license to operate as a CPA.
In 1983, a couple of bean counters got together and decided that bigger wasn't better. Large firms don't always provide the best service. Often the client's problems become training courses for new accountants. Even though new accountants have lower billing rates, a lot of hours at a low rate often is more expensive that a few hours of an experienced accountant.
The firm has been built on the simple concept of good service at a fair price. As canned as that may sound, it has made their clients happy and loyal for over seventeen years. Originally, the firm was a tax practice specializing in trusts, estates and individuals tax needs. Now, many small to medium businesses rely on us to provide them with personalized tax, accounting, valuation and business consulting services including business planning, corporate financial planning, capital raising, loan structuring, securities consulting, and family financial planning.
They offer comprehensive financial analysis and investments. They can develop a savings plan that takes into account your financial circumstances, tax status and risk tolerance level, and help you reach college, retirement and estate planning goals. And Accounting services, Business consulting, Business Federal and State Tax Preparation, Business Tax Planning, Individual Tax Planning, Small business consulting, Standard Tax Filing.
Another service that often gets overlooked, that when done effectively is invaluable, is business networking. They believe that as their clients grow, they grow and they gladly bring together complementary business contacts for the betterment of all parties involved.
Financial Services Companies
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