Market
CPA
Member Level
Basic
Last Activity
this week
Profile Age
818 days old
General
Location
Easton, MD, US
Profile Type
Merge | Join A Practice
Gross Revenue
$500,000.00
Credentials
CPA, CPA/PFS, CPCU
Services
Tax, Write Up
Percent Individual
N/A
Percent Corporate
N/A
% Retainer/Recurring Rev
N/A
% Rev From Tax Return
N/A
Operating Expenses
EBITDA
# of Accounts
250
Avg Client Age
50
Overview

Financial Planning, tax planning, retirement consultations. Managed money accounts.

Specializations and Concentrations

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Technology Solutions

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CRM System

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