[moneygreen]

Anyone have good CPA they can recommend that handles personal and business?

[Olderguy]

I have access to a remote account services team.
Doesn't matter where you are located or how big you are.
Monthy retainer/fee.

Reach out if you have questions:

I would like to introduce you to a potential long-term accounting firm who offers a wide range of services to meet your needs. To facilitate this introduction and ensure a productive initial meeting, we kindly request that you take time to complete some documents:

PLEASE MAKE SURE TO BRING THE FOLLOWING::

BOOKKEEPING/JOURNAL ENTRY SOFTWARE
PAYROLL SOFTWARE
BUSINESS CHECKING ACCOUNT(S) – VIEW ONLY
BUSINESS CREDIT CARD(S) – VIEW ONLY
PERSONAL CREDIT CARD(s) – VIEW ONLY

Accounting Services offered:
review of company finances
accounting and bookkeeping

Payroll compliance
Sales tax and used tax compliance
1099 compliance
Tax preparation and filing
Audit support services
vCFO services
R & D tax credit
ERTC
Estate/trust planning
Cost segregation
Purchase investigation
Org structure

[FundKing1!]

Wesley Melchiorre of SMG ABA LLC. Awesome guy, great firm. Tell him Steve Rosenblum recommended you call.

[moneygreen]

thank you both!

[Ehenek]

What are you looking for exactly?

[Olderguy]

What are you looking for exactly?

Are you assuming people know what they need prior to speaking with a financial advisor?

You and I know how that ends.

[Ehenek]

Shush and enjoy your BDAY!

[Olderguy]

Shush and enjoy your BDAY!

Ok son...

[moneygreen]

looking new cpa to file personal and business taxes that includes syndication and commissions