James Bressingham CPA, CFP, PFS
About
20 years of hands on, successful, International, Federal, State & Local experience:
Tax Planning/Compliance - Corp., Partnership (LLC), Individual (US/FOREIGN)
US Partnership, S Corp Tax Returns and C Corp/Individuals on EXTENSION - 2019 year
PLAN AHEAD before 2020 is over....
James Bressingham CPA
516-650-8980 or [email protected]
Highlights
Hired 3 times
2 employees
30 years in business
Serves Rockville Centre, NY
Offers online services
Payment methods
Cash, Check, Paypal, Zelle
Specialties
Comfort with finances
Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$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
Photos and videos
Reviews
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KG
KEITH G.
Everything....
June 17, 2021
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
Learn about the Clients Goals, add value at competative rates.
What education and/or training do you have that relates to your work?
CPA
CFP
BBA- Accounting
Master - Taxation
Services offered
Accounting
Individual Tax Preparation
Financial Services And Planning
Business Tax Preparation
Business Consulting