Financial Services in Bowling Green, KY
Financial Services • Accountants & Bookkeeping
Diverse finance, investment, accounting, and tax knowledge. Experience with individuals and small businesses tax preparation, investor owned utilities and non-profit hospitals. Prepare income taxes for individuals, small businesses,State Farm/Insurance Agents, and Fed Ex/Franchise Owners. Also provide extensive Tax Resolution services.
CPA licensed in the states of Kentucky and Texas. Previously licensed CPA in California.
Securities licensed (Series 6 and 63) .
AICPA Personal Financial Planning (PFP) member.
Currently studying for the Personal Financial Specialist (PFS) certification.
Insurance Certifications with the Department of Insurance in KY
270-799-2399
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Worldwide > United States > Bowling Green, KY > Financial Services