Tax Preparation

On this episode of Retireable, Mike and John interview Beverly Bobcean and discuss a few different tax scenarios.  Bev has a long history of tax preparation for not just individual families, but for small to medium business owners as well.  They discuss different types of planning and filing options for those individuals.  Then, the guys continue their Holistic Happenings stories from families they work with.

 

Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

 

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