For over 20 years, Rene S. Randel, MBA, CPA, CFP has helped clients pursue their financial goals. Our firm offers a full array of tax, financial, investment* and estate planning services. Mr. Randel is uniquely positioned to recommend which investments would be best for your specific tax situation because he is both a Certified Public Accountant and a Certified Financial Planner.Mr. Randel's approach adds a broader perspective and provides increased benefits to his clients whether they are individuals or small businesses.
Services
Our firm was established to provide ongoing accounting, tax, and financial services to corporations, small businesses and individuals. Recognizing that each client has unique financial goals, Rene tailors his services to meet each clients' specific needs and objectives. Mr. Randel has helped many people just like you with similar issues and concerns. He specializes in creating an approach that is designed to address your individual situation.
Rene S. Randel, MBA, CPA, CFP is the principal and founder. Mr. Randel's mission is to bring together his professional experience as a tax planner as well as a financial advisor to meet and exceed client expectations. Pam was previously an accountant in the film industry. She is a Certified QuickBooks Pro and will manage your bookkeeping needs using QuickBooks Desktop or QuickBooks Online. She is a strong believer in customer service and looks.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and succeed with a strategy that's designed to address your individual or business situation. We understand the challenges today facing individuals, families, and small businesses.
Tax Return Preparation for individuals and all business entity types, including Corporations, LLCs, Partnerships, Fiduciary, and Gift Tax Returns. Certified QuickBooks ProAdvisor to manage bookkeeping needs for small businesses and non-profit organizations. Life Insurance Review - a complementary analysis to determine if your policies are performing as expected.
Reviews
Be the first to review Rene S Randel MBA, CPA, CFP.
Write a Review
