Meeting Preference: Phone
Languages: English
Tax Preparer- Began in 1978, Prepare tax returns for Individuals, Businesses and Corporations Financial Advisor- Began in 2010, Retirement Planning for Individuals and Small Businesses Insurance Agent- Began in 2007, Agent/Owner- Home, Auto, Business, Life, Health, Workers Comp
Areas of Expertise
- Accounting & Finance
- Business Plan
- Management & Operations
Industry Experience
- Accounting & Tax Services
- Professional Services
- Real Estate
Accounting & Finance, Bookkeeping, Budgeting, Business Plan, Business Structure, Cash Flow, ...
Accounting & Finance, Advertising, Bookkeeping, Budgeting, Business Plan, Business Structure, ...
Accounting & Finance, Business Plan, Business Structure, Financial Literacy, Management & ...
