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Financial Planning Services CPAs

Strategic financial planning to achieve personal and business goals including investment strategies, retirement planning, risk management, and comprehensive wealth-building guidance.

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Showing 11 to 20 of 33 Financial Planning Services CPAs
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Sabrina S. Condon
Certified Public Accountant
Verified Licensed
Location Brewster, New York 10509
Located in Brewster, New York, Sabrina S. Condon provides comprehensive accounting services to various industries, including architects, arts and creative services, and automotive. With over years of experience, Ms. Condon specializes in bookkeeping services, consulting services, and tax planning & advisory services, among others. She offers retirement account tax reporting, individual & business tax return preparation, and IRS notice & correspondence services, among other specialized services.
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Courtney M. Kurisko
Certified Public Accountant
Verified Licensed
Location Nyack, New York 10960
Based in Nyack, New York, Courtney M. Kurisko is a seasoned CPA with over a decade of experience in taxation and accounting. Her practice focuses on providing tax planning and consulting services to individuals and businesses, including tax return preparation, corporate tax services, and financial planning. With expertise in IRS appeals and representation services, Kurisko helps clients navigate complex tax issues and resolve notices and correspondence.
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Steven N. Kessler
Certified Public Accountant
Verified Licensed
Location Cedar Grove, New Jersey 07009
Located in Cedar Grove, New Jersey, Steven N. Kessler provides a range of accounting and financial services to individuals and businesses across diverse industries. With over a decade of experience in the field, Mr. Kessler specializes in various services including bookkeeping, financial planning, corporate tax services, and tax planning. His expertise spans numerous areas such as business planning, accounting, tax preparation, and financial advisory services, helping clients navigate complex financial situations and stay compliant with regulatory requirements. Mr. Kessler is equipped to handle a wide array of tax-related matters, from individual tax returns to partnership and limited liability corporation tax services, and is well-versed in managing and resolving tax disputes with the IRS.
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Johnathan C. Boyd
Certified Public Accountant
Verified Licensed
Location Noblesville, Indiana 46060
Noblesville-based CPA Johnathan C. Boyd offers a distinct blend of accounting expertise and business advisory services. With over 15 years of experience in a variety of industries, including banking, construction, and non-profit organizations, he provides tailored guidance on financial planning, tax compliance, and IRS representation. His services encompass bookkeeping and financial statement compilation, as well as expertise in corporate tax, partnership and LLC tax, sales tax compliance, and individual tax returns.
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Yasser H. Atiyyeh
Certified Public Accountant
Verified Licensed
Location Philadelphia, Pennsylvania 19103
Based in Philadelphia, Pennsylvania, Yasser H. Atiyyeh is a certified public accountant with over 15 years of experience in tax planning and consulting, general accounting, and advisory services. His expertise spans a range of areas, including bankruptcy tax services, bookkeeping, business planning, and corporate tax services, as well as delinquent tax filing resolution and estate and gift tax services. He provides tax planning and consulting services to small and medium-sized businesses, including S-corps, partnerships, and LLCs, and is well-versed in resolving IRS notices and correspondence.
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Louisa W. Wong
Certified Public Accountant
Verified Licensed
Location Temple City, California 91780
Louisa W. Wong is a Certified Public Accountant (CPA) based in Temple City, California, with over a decade of experience serving a diverse range of clients. She specializes in providing expert bookkeeping services, including financial planning and consulting, to family-owned enterprises and various business structures, such as S-Corps, partnerships, and LLCs. Additionally, Louisa offers comprehensive tax planning and consulting services, including tax audit assistance, IRS notice and correspondence services, and foreign income and assets reporting, ensuring her clients are in compliance with all tax regulations.
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Hubert Young
Certified Public Accountant
Verified Licensed
Location Alexandria, Virginia 22309
Based in Alexandria, Virginia, Hubert Young is a certified public accountant with over a decade of experience providing financial guidance to a diverse range of clients, including automotive and technology companies, as well as non-profit organizations and family-owned enterprises. His services encompass a wide scope of accounting needs, from individual tax returns and retirement account tax reporting to sales tax compliance and financial planning. With expertise in areas such as bookkeeping, corporate tax services, and IRS representation, Hubert Young offers customized solutions to meet the unique needs of his clients, including outsourced accounting services and QuickBooks support.
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Rajwant K. Grewal
Certified Public Accountant
Verified Licensed
Location Livonia, Michigan 48150
Rajwant K. Grewal is a certified public accountant located in Livonia, Michigan, with over 15 years of experience. The CPA provides bookkeeping services, business planning and advisory services, and tax planning and advisory services to clients in various industries, including construction, healthcare, and family-owned enterprises. Services offered include payroll processing and compliance, individual and business tax return preparation, and tax audit assistance and defense, among others.
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Bernard K. Mensah
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01605
Bernard K. Mensah is a certified public accountant with over a decade of experience in providing tax services to businesses and individuals in Worcester, Massachusetts. He specializes in estate and gift tax services, financial planning, and international tax services, in addition to offering tax planning and consulting services to individuals and businesses. Mensah's expertise encompasses a broad range of tax areas, including IRS appeals and representation, payroll and sales tax services, and retirement planning, making him a valuable resource for businesses and individuals seeking comprehensive tax guidance. His industry experience includes serving financial institutions, insurance companies, and family-owned enterprises, as well as small and medium-sized businesses in the brokers-dealers and financial sectors.
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Thomas W. Revelle
Certified Public Accountant
Verified Licensed
Location Makawao, Hawaii 96768
Thomas W. Revelle, a certified public accountant in Makawao, Hawaii, has over 20 years of experience serving clients across various industries. He specializes in providing bookkeeping services, business planning, and tax compliance, including payroll processing and individual & business tax return preparation. Mr. Revelle's expertise extends to corporate tax services, financial planning, investment advisory services, and QuickBooks services, helping entrepreneurs, family-owned enterprises, lawyers, doctors, and non-profit organizations navigate financial complexities.
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