Profile
Howard and Company Tax and Wealth Advisory
ListedCPA, Tax, and Wealth Advisory Firm in Lakewood Ranch
About
About
Howard and Company Tax and Wealth Advisory is a CPA and advisory firm serving clients in Lakewood Ranch, FL and the Bradenton area. The firm works with individuals, families, executives, business owners, and small businesses on accounting, tax, and financial planning needs.
Its services include tax planning and preparation, personal financial planning, retirement planning, estate planning, elder care, wealth management, and business succession planning.
Howard and Company Tax and Wealth Advisory is a CPA and advisory firm serving clients in Lakewood Ranch, FL and the Bradenton area. The firm works with individuals, families, executives, business owners, and small businesses on accounting, tax, and financial planning needs.
Its services include tax planning and preparation, personal financial planning, retirement planning, estate planning, elder care, wealth management, and business succession planning. For business clients, the firm also lists small business accounting, bookkeeping, payroll, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, and business advisory services.
The source materials describe a team of CPAs and CFPs that uses one-on-one assistance and customized advisory planning based on each client’s tax returns, financial statements, and goals.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| New business formation | Standard | ||
| Bookkeeping services | Standard | ||
| Payroll services | Standard | ||
| Business tax preparation | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Service areas
Service areas
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