CPA Advisory Group, Inc. - Financial Services

Financial Services Checklist

CPA Advisory Group offers you a wide variety of financial services and strategic partners for convenient one-stop shopping.

TAX

Individual
Business
Payroll
Estates and Trusts

ACCOUNTING

Financial Statements
Recordkeeping
Software Packages

CONSULTING

Business Development
Personal Financial Planning
Business Valuation
Business Brokerage
Human Resources
Start Ups

INVESTMENTS

Fee Based Management
Insurance
Annuities and Other Products

TECHNOLOGY

Paperless/Virtual Office
E-Business
Computer Hardware and Software
Web Design and Support

PENSIONS

Retirement Planning
105 Plans
125 Plans

College Planning

Financial Aid Strategies
Tax Strategies
529 Plans
FAFSA

OTHER

Audit
Legal
Natural Gas
Banking
Loan Origination

CPA Advisory Group, Inc.
229 Huber Village Blvd
Suite 220
Westerville, Ohio 43081
Tel (614) 942-1990
Fax (614) 942-1991

Copyright © 2008, CPA Advisory Group, Inc.

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