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Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.
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Manage financial records by computing, classifying, and recording numerical data.
Ensure tax compliance by reviewing returns and resolving discrepancies.
Prepare tax returns to minimize clients' tax liabilities.
Guide clients to financial success with tailored investment and tax strategies.
Ensure financial institutions comply with laws and maintain sound practices.
Analyze financial data to guide investment choices and improve business outcomes.
altPath® is a product of non-profit Areté Rising®, an initiative from the Leonetti/O'Connell Family Foundation.
EIN: 20-3889415