March 30, 2021

Citywire RIA featured Tax Director Patricia Small in an article about financial planners who are also CPAs.

Citywire RIA

By Amelia Garland & David Masterson

Citywire RIA featured Tax Director Patricia Small in an article about financial planners who are also CPAs. Financial Management

Excerpt:

The combination of accounting and financial planning allows me to be very holistic on behalf of my clients. There have been many times where financial planning decisions were the result of understanding the client’s tax situation.

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