Strategic Wealth Strategies, LLC
New
Offers online services
New
Offers online services
About
I am a professional accountant with over 25 years of experience in tax, accounting, and financial planning. I am a CPA and a licensed insurance agent that specialize in the Infinite Banking Concept.
Highlights
1 employee
4 years in business
Serves North College Hill , OH
Offers online services
Specialties
Special tax situations
Rental property
Employment status
Customer is self-employed, Customer is not self-employed
Filing status
Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child
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Frequently asked questions
What is your typical process for working with a new customer?
Text Message
Phone Call
Video Chat
In-person Meeting
Services offered
Business Consulting
Individual Tax Preparation
Accounting
Financial Services And Planning