Overview

I currently provide full service financial planning, investment advisory, and tax planning and preparation services’s.

I have both the CFP and CPA designations; I also hold a Series 7 and Series 66; and am licensed to sell insurance. In addition to my practice, I am hired as a contract employee to assist with busy season tax return preparation for a larger sole proprietor CPA.

I have a small practice. I am looking for an acquisition to provide both revenue and enable me to leverage this client base for the various services I offer.

Market
CPA
Last Activity
within 3 months

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