Tax Questions, Answered Plainly
Insights for Families, Fiduciaries, and Law Firms
When Should Attorneys Refer a Client to a CPA?
Attorneys do not need to become accountants to recognize when a client needs financial guidance. The right referral can give a client clarity before a filing, distribution, settlement, or hearing...
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CPA Referral Partner for New York Attorneys
Kevin P. Ellis, CPA works with trust and estate attorneys and family law attorneys across New York and Long Island as a referral partner for specialized accounting and financial analysis. Whether...
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