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ClaimSmall Firm Personality - BIG Firm Knowhow
Our purpose is to provide the highest quality tax and investment advice to individuals and their closely held businesses, with a commitment to outstanding client service.
Our Qualifications
Our shareholders have over 160 years in public accounting, mostly served at large multinational firms. Altogether, twelve CPAs, one CFP, two Personal Financial Specialists ("PFS"), and one Chartered Financial Analyst.
A diversified financial team qualified to assist any client, from partnerships to individuals to private foundations, with their tax, financial planning, asset management and investment and compliance needs.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Tampa, FL
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Year founded
Founded 2002
1 Locations
- Tampa , FL
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