Jon Manning, CPA, CFP, CVA
New
Offers online services
New
Offers online services
About
I have over 25 years of experience. I owned a CPA practice with two offices in Florida. I eventually sold the practice amd buildings to two of my long time CPA's. My wife and I had a sailboat built for us in Barcelona Spain. We sailed it back to Florida and then continued to sail to Nova Scotia, Bahamas, Puerto Rico, Turks and Caicos, Virgin Islands, St. Barts, St. Martin and various other places for a couple of years. I would come back to Florida for tax seasons to make the transition easier on the sale of the practice. After that, I continued to practice from the clients I picked up through referrals. After sailing, my wife and I moved to Brevard, North Carolina which is where we are at now.
I get paid to be against the government.
Highlights
1 employee
10 years in business
Serves Brevard , NC
Offers online services
Specialties
Comfort with finances
Customers who are somewhat comfortable with finances
Career stage
Mid-level, Senior-level / management, Approaching retirement, Already retired
Annual income
$60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
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Services offered
Business Tax Preparation
Individual Tax Preparation
Financial Services And Planning