About
I am a career financial professional with deep expertise in accounting, taxation, investment, and insurance analysis, as well as raising capital for several investment management firms. I have a long track record of working with, and in, single and multi-family offices.
I am an Enrolled Agent with the IRS as well as a CPA (on inactive status). Additionally, I have a Masters in taxation.
Working with, and my relationships with clients
Photos and videos
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CS
Cary S.
Excellent insights into investment vehicles. Great products. No hard sells. Highly recommend!!
September 06, 2019
Frequently asked questions
Do you have a standard pricing system for your services? If so, please share the details here.
My fee's are charged by retainer, hourly, or by the project.
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting
Financial Services And Planning