We are a Wealth Advisory firm integrating investment management, financial/retirement planning, tax planning and preparation, estate planning and risk management all under one fee structure (percentage of AUM). The staff works closely as a team to deliver personal service to a wonderful and very loyal client base.
Looking for a CPA who is or wants to be an adviser that I can mentor to eventually become a partner and successor. I plan to work for 10-20 years but decrease my time and effort as the successor takes over more of my duties. We include under our fee structure tax planning and preparation, so a CPA or EA with strong individual tax knowledge/experience is ideal.