Chas P Smith CPA Pfs

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1509 S Florida Ave
Lakeland, FL 33803
+1 (863) 688-1725

Chas P Smith CPA Pfs, located in Lakeland, FL, is the creator of the CPAlliance, a Turnkey Asset Management Program designed specifically by CPAs for CPAs. This elite network of CPA Financial Planners, who are also registered investment advisors, is committed to helping clients achieve and protect their financial independence while supporting one another in the process.

The CPAlliance program offers comprehensive asset management services, including performance reporting, trade reconciliation, and billing, allowing CPAs to concentrate on their clients' goals. Understanding that CPAs have limited time, they have tailored their offerings to address the increasing demand for CPA Financial Planners, making the transition seamless for those looking to enhance their tax practices.

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United States›Florida›Lakeland›Chas P Smith CPA Pfs