James A Rpr Dale

Diverse finance, investment, accounting, and tax knowledge. Experience with individuals and small businesses tax preparation, investor owned utilities and non-profit hospitals. Prepare income taxes for individuals, small businesses,State Farm/Insurance Agents, and Fed Ex/Franchise Owners. Also provide extensive Tax Resolution services.CPA licensed in the states of Kentucky and Texas. Previously licensed CPA in California.Securities licensed (Series 6 and 63) .AICPA Personal Financial Planning (PFP) member.Currently studying for the Personal Financial Specialist (PFS) certification.Insurance Certifications with the Department of Insurance in KY

Founded in 1996, Advance Financial is a family-owned and operated financial center based in Nashville, Tennessee operating locations from east to west, covering Tennessee. Advance Financial employs more than 400 local representatives. The company provides lines of credit both online and at all our retail locations. In 2022, Advance Financial was named to the Top Workplaces by the Tennessean. That same year, they were also voted The Best Employers for New Grads and America's Best Midsize Employers by Forbes.