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Integrated Tax & Wealth Group
★ Enrolled Agent (US Treasury)★ National Assoc. of Enrolled Agents (NAEA)★ Certified Value Builder (CTB)★ Certified Exit Planning Advisor (CEPA)★ Exit Planning Institute (EPI)★ CFP Board (Certified Financial Planner Board)★ Tax Representation Network (TRN)★ American Society of Tax Problem Solvers★ Candidate for CFP® Certification 🌎 Remote · Nationwide
Visit website ↗ integratedtaxandwealthgroup.com
About
A firm offering outsourced accounting, strategic tax planning, and holistic wealth planning to help improve cash flow, reduce taxes, and grow business value.
At a glance
Serves Remote · Nationwide
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