
3 October 2024 | 23 replies
We/I am a professional, and our fiduciary responsibility is to our clients.

1 October 2024 | 12 replies
I have assistants collect all the data for me and my clients, then I just have to review it.

4 October 2024 | 15 replies
It is very common in the investment advisor space. for example, if I find an investment advisor and want to know how his client's portfolio has performed last 3 years they do not make that information up, its verified.

1 October 2024 | 2 replies
*This post does not create a CPA-Client relationship.

4 October 2024 | 27 replies
I have many clients who love the properties and numbers they get.

1 October 2024 | 9 replies
They don't even bother taking phone calls any more from their clients.

1 October 2024 | 0 replies
Purchase price: $422,000 My client bought a house in April.

1 October 2024 | 0 replies
Purchase price: $418,000 My clients bought a condo in May.

1 October 2024 | 0 replies
Purchase price: $318,000 My client sold his fix and flip property.