CPA, CFP® Focused on Tax Prep, Planning, Business Valuation
Based in Miramar Beach, FL
CPA, CFP® Focused on Tax Prep, Planning, Business Valuation
Based in Miramar Beach, FL
About Me
- Certified Public Accountant
- Accredited in Business Valuation (ABV)
- Certified Financial Planner (CFP®)
- Experienced with Individual, Business, Trust, Estate & Gift Income Tax, Financial Planning, Business Valuation
- Owner of Stein Financial LLC, Fee-Only Fiduciary Registered Investment Advisory (RIA) Firm
Our Services
Tax Preparation
Tax Planning & Compliance
Tax Planning & Compliance
- Focus on Complex Individual (1040), S-Corporation (1120S), Partnership (1065) Returns.
- Also experienced with Trusts (1041), Gift (709), Estate (706), Non-Profit (990)
Tax Planning & Compliance
Tax Planning & Compliance
Tax Planning & Compliance
- Proactive planning to minimize long-term multiyear taxes.
- Offer estimated payment calculations, scenario analysis.
- Advice tailored to personal situations in order to reach limit taxes, reach financial goals.
Business Valuation
Tax Planning & Compliance
Business Valuation
- Experienced with valuation engagements for a variety of business industries and sizes, and purposes
- Bennett Stein, firm Founder and Owner, holds Accredited in Business Valuation (ABV) credential.