Financial Planning Services

Financial planning and advisory services generally include developing a strategy customized for you to build and preserve your wealth, and to address your retirement income objectives.

CPA GLOBAL PORTFOLIO CONSULTING C.A., LLC

Here at Global Portfolio Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Minneapolis, MN CPA firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possible for your business.

Updated from firm on 8/21/21


Sheryl L. Cramer, CPA PLLC

IRS Transcript Monitoring Service

Monthly monitoring service to keep ahead of any surprise letters from the IRS.

Offers in Compromise

Offer to settle the debt for less than what is owed.

IRS Audits

Received an audit letter from the IRS? Don't face it alone.

IRS Notices

Need help with an IRS notice? 

Installment Agreements

A repayment plan to pay what you owe. Discuss with us which one is right for you.

IRS Correspondence

All these letters overwhelming? Let  us  help you respond.

Penalty Abatement

Huge penalties? See if we can help.

IRS Liens

There are a few options available to you if there is a tax lien on your property. Get with us for help.

Levies and Garnishments

Don't wait until the IRS seizes property or garnishes your bank account. Contact us.

Innocent Spouse

Filing joint tax returns but one spouse should not be liable? Contact us.

Bankruptcy

If you have other debts that are behind, maybe bankruptcy is your best option. Fortunately, we have an experienced bankruptcy attorney on site that can help.

Tax Compliance (Missing Returns)

The first step in resolving your tax issue is to make sure that you have filed all due tax returns. We can help. 

Updated from firm 7/4/21


BK & Associate, PLLC

Whether you need tax returns prepared, planning or financial coaching, we are passionate about helping you succeed and save money.
Updated from firm on 7/4/21


Criswell CPA

Criswell CPA was formed in 2019 and offered a host of services including tax preparation, bookkeeping, payroll, consulting and more. By 2020 these services were merged with DC CPAs, PLLC for the purpose of providing a greater experience for our clients. Criswell CPA now offers auditing and attest services exclusively. Our mission is to perform our professional duties to the best of our ability in an ethical, professional, and objective manner.

Updated from firm on 7/4/21


Patton Consulting PLLC

Hardy is a Certified Public Account with nearly 30 years of experience in the corporate world, and Tammy spent many years in the classroom as a high school science teacher as well as several years as a stay-at-home mom.  We have both completed the Ramsey Solutions Master Financial Coach Training Program and now want to put that training to use in helping others. Whatever your financial situation, we can help you develop a plan to get where you want to go.  It all starts with a plan.

Updated from firm 7/4/21


Cornerstone Accounting PLLC

Cornerstone offers a variety of services to individuals and businesses looking to out source their work. These services include daily & monthly invoicing, financial statements and bank reconciliation. We can also take care of payroll functions including direct deposit, printing payroll checks and end-of-year W-2’s and 1099. We believe every business can benefit from the services we provide.

Updated from firm 7/4/21


Tosha Inman, CPA

Tosha Inman is a certified public accountant who feels communication, dependability, and trust are key to a great business relationship. Tosha graduated from The University of Oklahoma with her bachelors in accounting and later earned her MBA at The University of Central Oklahoma.

Updated from firm on 7/5/21


K+H Accounting

K+H Accounting Partners is an accounting consulting firm that partners with business owners to help their business grow and succeed. K+H draws on extensive executive-level accounting experience to provide your company with solutions to optimize value and reach its full financial potential.

Updated from firm 7/5/21


Merryman Accounting Services, CPA, PLLC

Our mission is to retain and expand our customer base through superior, personalized service.

To fulfill this mission, we are committed to doing the following:

· Providing competitively priced products and high-quality service

· Being up to date on new technologies that may benefit us

· Rewarding employee achievement

· Serving and supporting the community

· Building partnerships

· Exceeding customer expectations

Updated from firm on 7/5/21


Stillpoint Accounting

Operating in today’s business world can be hectic. StillPoint provides clarity, guidance, and exceptional customer service so our clients can confidently make the decisions that drive their businesses forward.

StillPoint Accounting exists to change the lives and businesses of those we serve through the delivery of quality services using innovative approaches.  We prioritize the lives and values of our team so our organization is happy and healthy.

Updated from firm website on 6/28/2021


Mesa Advisory, PLLC

At Mesa, our small business platform provides the necessary data for a detailed, 360-degree view of your business operations. Whether you are forming your first business or investing the proceeds from your last, we think you deserve a financial partner who appreciates and understands the journey with firsthand perspective.

Updated from firm on 7/6/21


Dahm, Knapp & Associates, PC

Whether you’re looking for business or personal assistance, you can rely on us. We are a locally-owned accounting firm servicing Cedar Rapids and the surrounding area. Our emphasis on customer service sets us apart from other accounting firms. We believe our personal relationships with our clients are our strongest assets. Contact us today to see what we can do for you.

Updated from firm on 8/17/21


Jay Elstad CPA LLC

Jay Elstad CPA LLC is a full-service accounting firm serving clients throughout the Minneapolis Metro area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Updated from firm on 8/17/21


Olufemi B. Ijadimbola CPA Ltd.

Olufemi B. Ijadimbola CPA Ltd, based in Brooklyn Center, Minnesota, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately.

Updated from firm on 8/17/21


Cathleen Gee CPA PLLC

Cathy has been a Certified Public Accountant for over 20 years. She is certified in Pennsylvania and in New Hampshire.  She graduated from Drexel University in Philadelphia, PA with a Bachelor of Science in Accounting in 1997 and from Villanova University in Villanova, PA with a Master of Taxation in 2005.

Updated from firm 8/17/21


Lifeboat Accounting

Are you a small business, creative person, or a not-for profit organization that needs an extra hand with financial information? Do you feel like you're sinking under piles of paperwork and need a lifeboat? Do you prefer to have someone else sort through receipts so you have more time for life, business, and creative pursuits? We are here to rescue you!

Updated from firm on 8/17/21


Gogerty & Associates PLC

Gogerty & Associates PLC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Updated from firm on 8/17/21


Retirement Plan Audit Services, LLC

Retirement Plan Audit Services, LLC is a specialty CPA Firm with the singular focus of retirement plan audits (e.g. 401(k) plans, 403(b) plans). Instead of selling a broad range of services, the goal is to master this single specialized service.

Updated from firm on 8/17/21


Helms, DeWitt & Associates, PLLC

Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Updated from firm on 8/17/21


Roback & Bialy CPAs, PLLC

We offer tenured expertise in the services below to help you achieve your goals or overcome specific financial challenges. For more detail, visit our separate services pages.

Updated from firm on 8/17/21


ALEXANDRA MCCANN CPA PLLC

Certified Public Accountant based in Boyne City, MI serving small businesses and individuals.

Updated from firm 8/17/21


PRACTICAL PREPARATION ACCOUNTING AND TAX SERVICE PC

We know that the accounting needs for each business or family are unique. Use our form to tell us more about your needs, and concerns, and we will give you a free quote on regular or one-time accounting services.

Updated from firm on 8/17/21


DRIVEN BUSINESS SOLUTIONS PC

Driven Business Solutions is a nimble, digitally based, holistic consulting and accounting company. Driven was founded to help businesses and entrepreneurs bridge the gaps between finance, operations, and growth by using technology, providing access to a high-performing team of trusted strategic partners, and bringing executive-level financial thinking into your business. Building systems that bridge those gaps is how we will help drive your business into a better future.

Updated from firm on 8/17/21


JORDAN D ROCCA, CPA LLC

Based in Minneapolis, Minnesota and serving clients remotely throughout the country, I specialize in providing tax and accounting services to small businesses and individuals. My objective is to help you achieve your financial goals through efficient tax planning and cash flow management. Whether you are starting a new business venture or are a private investor looking to optimize your tax position, I will take the time to fully understand your situation and work with you to create the best plan possible.

Updated from firm on 8/17/21


Johnson, Lewis & Mount LLC

Johnson, Lewis & Mount LLC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Updated from firm 8/17/21


TC Strategies PLLC

TC Strategies PLLC is a local CPA firm in Tulsa, Oklahoma that specializes in helping business owners with their accounting and tax needs so they can focus on growing their business. We can help the business owner with their monthly accounting, payroll and sales tax filings, plus annual tax compliance such as personal property business rendition, state and federal tax returns.

Updated from firm on 7/4/21


Dando Financial, LLC

We provide a variety of solutions to improve many areas of your financial life, including your personal finances, tax scenario, business operations and your future.

Update from firm website on 07/04/2021.


Haley Gardner CPA PLLC

At Haley Gardner CPA PLLC, we know you want to be confident in your finances. We’ve spent the last decade providing accounting and tax preparation services for individuals and small businesses. You need someone who knows tax laws, meets deadlines, and actually listens to your financial goals. You'll find all of those things with our team.

Updated from firm website 6/28/2021


Lloyd & Hodge

We are a team of experienced accountants who believe that the best client service includes effective listening, cutting edge technology, and collaboration that can quickly and cost-effectively meet our clients’ goals.

Updated from firm website on 3/31/2021


Dipti Parekh CPA, LLC

I work with you on a personal level to determine the best solutions for your unique needs, then leverage my seasoned expertise to achieve the best possible results. I am your trusted partner in success. I offer a full range of professional services at a fair price to give you the individual attention that you deserve. Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.

Updated from firm website on 3/31/2021


Hopkins CPA Firm P.C.

We are a full-service Accounting firm licensed in TX. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 3/22/2021


Beverly Brown Ward, CPA

If you are looking for a blend of personal service and expertise, you have come to the right place! I offer a broad range of services for business owners, executives and independent professionals. My rates are affordable. I am experienced and I'm friendly. Please call us for a free initial consultation.

Updated from firm website on 2/9/2021


Jeremy White CPA and Family Wealth Advisor

It’s our pleasure and joy to work with and for our clients. We are your family’s advisory team to advise, serve, implement, counsel, and encourage with you in mind.

See how our firm is different and beyond the blah you may have experienced from others in the past.

Updated from firm website on 12/23/20


Jo McCracken, CPA, LLC

Welcome to my website!

The world has changed dramatically this year, and I have changed with it.  I have become a fully online business.  Through the secure Portal on my website, clients can load all of their documents for tax or bookkeeping purposes.  Additionally, I work exclusively with QuickBooks Online by Intuit, which is a cloud-based system, for your bookkeeping needs.  If you want to chat, we can do that over a Zoom video call, and we can even share documents during the call for both of us to see.

There’s no need anymore to run to an office and deliver documents face-to-face.  No taking off work in order to sign documents.   You never have to leave the comfort and safety of your own home!

Updated from firm website on 12/23/20


John P Anderson CPA LLC

John P. Anderson CPA, LLC is licensed in KY and specializes in accounting and tax services for small to medium size businesses, independent contractors, attorneys, and individual investors in the real estate and equity markets.

Ethics, professionalism and a dedication to quality of service forms the foundation of everything we do. We are dedicated to helping you turn your vision into value.

Updated from firm website on 12/22/20


Stonybrook Accounting & Consulting, LLC

Stonybrook Accounting & Consulting, LLC focuses on small business. The nature of a small business requires an owner to fully participate in all aspects of the business at all times. For this reason, we strive to support the small business owner in a multi-faceted approach (including the use of technology, systems efficiency, organizational operations, and informative reporting) for the purpose of bringing more time to the owner in a day. Accounting is not only a fundamental piece of the business, but it also drives processes - how are payments collected from customers? how are bills paid? how are employees paid? These elements (and more) effect how an owner sets up the foundations of the business, no matter if the business is a single home-based business, a brick and mortar retail store/restaurant or client-service based.  A partnership with Stonybrook will provide a small business owner with unwavering support and expertise to grow as well as give the owner the confidence that the business is operating efficiently.

Updated from firm website 12/9/20


Fates, Bodily and Parker, PLLC

Fates, Bodily and Parker is committed to your success. We make it our business to know your business well enough to improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more. We earn our fees by adding value to your company and to your asset base. We have learned a great deal since we began in this business, and we are ready to apply this knowledge to enhance your company’s growth and success. Together we can conquer all of the intricacies of doing business in today’s fast-paced economy. We are looking forward to working with you.

Updated from firm website 11/30/20


Grenier Lender Tax and Accounting

Founded in 2018 by Josh Grenier and Matt Lender, Grenier Lender has already acquired four other accounting firms to grow our industry-leading team of experienced bookkeepers, lawyers, accountants, and tax specialists who provide you with unrivaled service.

Updated from firm website on 11/16/20


Ghaaziy A. Machicote, CPA

We are a full-service Accounting firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 11/12/20


Jill Flinton CPA

Jill Flinton has been helping individuals and small businesses restructure their finances (through bankruptcy) for over 10 years. She is now taking those skills out of the system to help you directly.

Updated from firm website on 11/12/20


Schwarcz, CPA, PLLC

We at Schwarcz, CPA, PLLC provide unparalleled, personalized accounting services to a broad range of clients in various industries across the New York City Tri-State area. As experienced accountants, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. Whatever you need, we have the clout and the experience to take care of your finances.

Updated from firm website on 11/12/20


S. Calabro CPA, P.C.

We are a full-service accounting firm licensed in NY. We offer a broad range of tax and accounting services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 11/11/20


Scott M. Anderson CPA, PC

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Updated from firm website on 11/11/20


ZUNA

We are a group of finance and benefits professionals who are not satisfied with the status quo. We’re committed to doing things differently - and better.

Updated from firm website on 11/10/20


Douglas & Pino CPA’s, Inc.

Douglas & Pino CPA's, Inc. is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.

Updated from firm website on 10/30/20


ASM & Company, PC

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and friendly. Please call us for a free initial consultation.

Updated from firm website on 10/19/20


Matthew P. Schlanger CPA

Matthew Schlanger is a certified public accountant located in Highlands Ranch, Colorado committed to serving his clients tax, accounting, and personal financial planning needs. Matthew understands there is not just a one size fits all approach and enjoys the process of getting to know his clients and developing the right strategy for the needs of his clients and their families.

Updated from firm website on 10/19/20


LaCaze Moss & Company CPA’s, LLC

We are a full-service Accounting firm licensed in LA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 10/6/20


Bertrand CPA, LLC

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Updated from firm website on 10/6/20


Prestige Accounting Solutions

Our Vision is to become the preferred Certified Public Accounting firm for professional service providers. Prestige Accounting Solutions, LLC is composed of trusted advisors who work daily to deliver the most valuable service. While most accounting firms act retroactively, we differ ourselves and work proactively by consistently monitoring a customized tax savings strategy for each of our clients.

Updated from firm website on 9/23/20


Jeannot & Associates

We are a full-service Certified Public Accounting firm licensed in Georgia, dedicated to taking you and your small business from good to great. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and ready to grow with you.

Updated from firm website on 9/23/20


Ferraro Tax & Accounting CPA

We are a full-service CPA firm licensed in the State of Georgia. We offer a broad range of services for individuals, business owners, executives, and independent professionals. We are affordable, experienced, and friendly. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.

Updated from firm website on 9/23/20


DiCostanzo & Company, P.A.

We are a full-service Accounting firm licensed in FL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 9/18/20


Glenn Puzino Jr, CPA, EA

Along with general services, I provide a range of specialty services focused on a variety of clients — ranging from non-profit organizations to businesses and institutions in every sector — as well as individuals such as school teachers, police officers, construction workers, doctors, lawyers, and any other profession that requires insightful tax preparation services. I cover any type of tax return: partnerships, corporations, estates and trusts as well as simple or complicated personal tax returns.

Updated from firm website on 9/8/20


Layton & Associates, LLC

We are a full-service Accounting firm licensed in Utah. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 9/3/20


Dempsey & Company CPAs, PC

Committed to Helping You Achieve the Highest Return on Your Investment

Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

Updated from firm website on 8/25/20


Baldwin Advisory

Specializing in intergenerational income tax, estate and financial planning services for corporate executives and high net worth individuals.

Updated from firm website on 8/25/20


Bryan M. Belew CPA, PLLC

Welcome to Bryan M. Belew CPA, PLLC. We are a full-service accounting firm with offices in Donelson and Brentwood Tennessee. We serve privately-owned businesses and individuals and specialize in business development, taxes, financial and estate planning, and accounting. We have an unwavering dedication to superior client service and the highest quality professional service and guidance.

Updated from firm website on 8/17/20


Proactive Financial Solutions 360, LLC

In your current financial picture you may already have a CPA, an attorney, an investment manager, and an insurance specialist that do not collectively achieve symmetry when making recommendations. Without an appropriate level of analysis, in which all aspects of your financial life are considered, costly mistakes likely will arise and pertinent tasks will be left undone. With the comprehensive approach to financial planning at PFS360, we act as “Your Personal CFO”. We take a big picture approach to managing and coordinating all facets of your financial picture. This allows us to streamline the intricacies of your financial life and develop strategies tailored to your unique needs.

Updated from firm website on 8/12/20


ClarkSilva Accountants & Advisors

ClarkSilva provides tax planning and compliance, assurance and advisory services for the 21st century business. With clients across multiple sectors, including real estate, construction, manufacturing, health care, and professional services, ClarkSilva has the expertise and technology you need to keep your company in great financial health.

Updated from firm website on 8/12/20


Elevation CPA

Small Business Tax & Accounting Specialists

Updated from firm website on 8/7/20


Moore CPAs

More than 40 years of experience and ready to serve you.

Updated from firm website on 7/31/20


Adam C. Ziffer, CPA, PA

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Updated from firm website on 7/31/20


Shechter & Everett, LLP

Shechter & Everett, LLP is a boutique consulting firm that provides exceptional professional services tailored to our clients’ needs. The firm includes a team of experienced professionals, including CPAs, CFEs, and valuation experts with sound judgment who are analytical, detail oriented and ethical. Our offices are strategically located in the beautiful city of Coral Gables, Florida.

Updated from firm website on 7/27/20


Senter CPA, PC

At Senter CPA we look forward to impressing you not only with our knowledge and expertise of tax and accounting, but also with our service. Any accountant can file your taxes or help keep your books in order. What they can’t do is offer you the valuable insight into how to improve the bottom line for your business based on decades of dedication to following a variety of constantly changing rules, regulations, and loopholes. At Senter CPA, that’s what we do. We aim to exceed expectations on paper and off by serving you around the clock.

Updated from firm website on 7/14/20


Steven Bonventre CPA, PLLC

Steven Bonventre CPA, PLLC is a full service CPA firm located in Northville, Michigan, specializing in small business and individual taxation, consulting, and advisory services. Our primary goals are to reduce your tax liability, increase your profitability, simplify your life, and provide you a knowledgeable resource to help run your business and personal finances, for a very reasonable fee.

Updated from firm website on 7/14/20


Abloc Accountancy, Inc.

Our approach is both hands on and proactive with the long-term view in mind. We believe that services should be rendered with the utmost integrity and transparency. We focus on wealth preservation through the management and supervision of day-to-day financial affairs and through the implementation of short-term and long-term financial plans. As trusted advisors we are an integral and dynamic part of your team as we work directly with your other advisors, including your agent, personal manager, investment counselors and attorneys.

Updated from firm website on 7/8/20


Opdahl & Rachmanony, LLP

Opdahl & Rachmanony LLP provides quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Updated from firm website on 7/8/20


Greenfield & Associates, LLP

The Greenfield & Associates, LLP is a young and energetic team of CPAs. We seek to provide a full suite of tax and accounting services for small businesses in Orange County and Los Angeles County, allowing business owners to not only save money over in-house accounting and ensure their compliance with tax laws, but to make valuable management decisions from their numbers.

Updated from firm website on 7/6/20


Centerpoint Financial Management

The primary objective at Centerpoint Financial Management is to inspire our clients to dream. Our first step is to discover where you are and identify the goals you wish to achieve. With this knowledge, we will develop a unique plan that empowers you to take control of your financial life. Once you have the confidence that you can achieve your financial goals, we invite you to aspire to your best life.

Updated from firm website on 7/6/20


Jennifer G. Thomas, CPA

Jennifer G. Thomas, CPA an Accountancy Corporation is here to support you through all phases of your life.  From starting out in your career to opening your own business, to buying your first home or investment property, I am here to help you achieve your goals.  In addition, I care about your financial and personal success. I specialize in meeting the financial needs of individuals and small businesses, by offering a variety of accounting and tax services.

Updated from firm website on 6/23/20


FinTax CPAs

Angie is not your traditional CPA; Angie is an exceptional Certified Tax Planner, a specialty among CPAs. She consistently helps her clients slash their tax liability with the use of advanced tax reduction strategies, strategies that big corps and billionaires employ but are not easily accessible to the smaller tax payers. She is over-committed to the success of her clients.

Updated from firm website on 6/22/20


KDC Accounting & Consulting LLP

KDC is a boutique accounting and consulting firm with the ability to scale to your unique needs. We use state of the art technology to serve businesses and individuals. From science to yoga, cannabis to architecture, we have the tools and experience to support your business needs every step of the way.

Updated from firm website on 6/22/20


Brenda K. Lowe, CPA, LLC

Brenda K. Lowe CPA LLC is a boutique tax and planning service firm for individuals, families and business owners. The focus is on providing services catered to our client’s needs. Our services include tax preparation, financial planning and family office services.

Updated from firm website on 6/16/20


Abrams, PC

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Updated from firm website on 6/16/20


Mohamed Adan, CPA, PLLC

We solve client problems and create client opportunities by offering professional accounting services for individuals, businesses, trusts and not for profit corporations.

Updated from firm website on 6/16/20


RSMCPA Corp

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Updated from firm website on 6/12/20


Marcy Parish CPA, PLLC

Marcy Parish CPA, PLLC is licensed in Texas and provides accounting, tax and family office services. The Firm offers a broad range of services for business owners, executives, and independent professionals. The Firm is professional, experienced, and affordable.

Updated from firm website on 6/12/20


EDK Advisory, PLLC

EDK Advisory, PLLC was founded by Evan Koch, a CPA and Personal Financial Specialist, in order to provide a comprehensive financial planning service to dental and medical professionals and other business owners. We get to know you through our comprehensive financial planning process and serve as your central advisor to help with your important decisions based upon your particular goals.

Updated from firm website on 6/10/20


Chapman CPA & Consulting PC

At Dallas, TX based Chapman CPA Consulting, being a tax CPA isn’t just about crunching numbers. It is about going beyond what you expect from your accounting professional. It is about being responsive and knowledgeable. Being proactive in tax and business planning to prepare you to meet the challenges ahead. Our goal is to provide an unparalleled level of client service.

Updated from firm website on 6/10/20


Beverly Byers, CPA

Beverly Byers, CPA provides clients with accounting and personalized tax preparation services throughout Dallas/Fort Worth and the surrounding areas. With over 20 years of certified training, I have the necessary skills, qualifications and expertise to get the job done. Whether you’re looking for a tax planner or a financial advisor, I can guide you every step of the way and help you make the right decisions.

Updated from firm website on 6/10/20


Mercer Street

Mercer Street is an independent, fee-only, fiduciary financial planning and investment advisory firm based in Houston, Texas. The firm was born from the personal experiences of its founder, Ryan Firth. Mercer Street assists individuals and families in managing their financial concerns, because we understand that life can get complicated pretty quickly. We're here to help you address the financial complexities in your life; we call it "planning for life."

Updated from firm website on 6/9/20


Brian D. Marino, CPA, PLLC

A local, Phoenix-area CPA, Brian Marino’s primary objective is founded on one simple principle: helping his clients achieve financial success while providing the most effective tax options to both business owners and individuals.

Updated from firm website on 6/9/20


Vanna Kelley Catterson, CPA, PC

If you are looking for a blend of personal service and expertise, you have come to the right place! We are an accounting firm specializing in individual and small business tax & accounting and dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial business needs.

Updated from firm website on 6/9/20


Kelley & Perez CPAs & Business Consultants

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Updated from firm website on 6/8/20


Nguyen CPA Firm, LLC

Nguyen CPA is a boutique Houston-based CPA and financial planning firm. We’re in the business of serving Small Businesses Owners (especially in Home Care Business) and Successful Ambitious Individuals with Tax and Financial Strategies. We provide guidance to help them improve efficiency, grow their businesses and also build wealth for desired retirement and asset transfer to generations.

Updated from firm website on 6/5/20


Weissgarber, CPA, PC

Located in Austin, Texas, Weissgarber CPA, P.C. is a boutique tax firm that works closely with individuals and business owners to achieve their business goals and minimize their tax liability. The firm specializes in issues surrounding the self-employed, small business owner, from the start of the business to closing down and disbursement. The team brings extensive experience and professionalism to every project and customizes its support to fit your individual needs and concerns.

Updated from firm website on 6/8/20


John S. Craite, CPA, PC

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Updated from firm website on 6/8/20




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