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Service Coverage
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- Individual,
Partnership, Corporate, LLP, LLC, Estate & Trust Tax Returns Preparation
- Accounting/Bookkeeping, Payroll Tax, 1096's, 1099's, W-2's,
W-3's, Form 5500, and Check Printing, etc. Services
- Investment, Education, Tax, Retirement, Estate & Gift Planning
- Personal Cash Flow Statement and Net Worth Statement
- QuickBook Training and Installation
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People |
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Kaitzev Wei (MS, EA, CFP, etc.)
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Nancy Yang (MBA, CPA) |
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Professional and Civic Affiliations
- Enrolled Agent (EA), Licensed Tax Preparer
- Certified Financial Planner (CFP)
- Certified College Planning Specialist (CCPS)
- Certified Specialist in Retirement Planning (CSRP)
- Certified Specialist in Estate Planning (CSEP)
- Charted Mutual Funds Counselor (CMFC)
- Accredited Asset Management Specialist (AAMS)
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Professional and Civic Affiliations
- Certified
Public Accountant (CPA)
- QuickBook Professional Advisor
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Contact |
Financial & Taxation Services, Inc.
1930 Washington Street. Newton, MA 02466
Phone:
617-821-6471 or 617-630-1602
Fax: 617-796-0853 (Fax)
Email:
kwny168@aol.com
Open Seven Days A Week, 8 AM to 8 PM
(Please call for an earlier appointment) |
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