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39 Years of Tax Preparation, Bookkeeping, and Accounting Experience with unique background that few professionals have: CPA, Attorney (JD), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Quickbooks Pro Advisor. Individual Income Taxes, Business, Corporate, Partnership and Trust Tax Returns, Small business accounting. Quick Books Pro-Advisor. CPA and Tax Return Preparer since 1981! Bob Lee, CFP, CPA, JD, CLU, ChFC. Personable, knowledgeable, and ready to help! Can quote fixed price when know what kind of return and back-up, etc. See our 5 Star Reviews at emmettfinancialservices.com.
39 Years of Tax Preparation, Bookkeeping, and Accounting Experience with unique background that few professionals have: CPA, Attorney (JD), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Quickbooks Pro Advisor. Individual Income Taxes, Business, Corporate, Partnership and Trust Tax Returns, Small business accounting. Quick Books Pro-Advisor. CPA and Tax Return Preparer since 1981! Bob Lee, CFP, CPA, JD, CLU, ChFC. Personable, knowledgeable, and ready to help! Can quote fixed price when know what kind of return and back-up, etc. See our 5 Star Reviews at emmettfinancialservices.com.
So that you can make an INFORMED business or investment decision. Our job is to account and inform and guide you in YOUR decision making.
f we do a good job, we see you next year, and fortunately we have had clients for over 39 years. It is a "Trust" bond that is hard to break.
Love having complete freedom in what I do with no "mandatory" client goals or dollar amounts to achieve. The client is the driving force, not the "bottom line"!
Have you encountered another professional with the following credentials:
39 Years of Tax Preparation, Bookkeeping, and Accounting Experience with unique background that few professionals have: CPA, Attorney (JD), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Quickbooks Pro Advisor.
Prefer remote and online after initial one on one personal meeting if desired. We have clients all over the country that we service remotely- and service well!
