CPA & CFP: Karen Flannery, the accounting firm?s founder and managing member,
CPA & CFP: Karen Flannery, the accounting firm?s founder and managing member, is also a certified financial planner? (CFP?), which allows us to look at your financial life more holistically. While our offices are in Long Branch, NJ, Flannery & Associates can prepare federal and state tax returns for clients in all 50 states. We offer virtual services nationwide, using secure video conferencing and file-sharing technology that meets industry compliance requirements. Even if you decide to move, we?ll always be there for you.
Keywords: year end tax planning, estate planning services, cpa cfp, small business tax planning, individual tax planning services