Our focus is to to provide professional services for small to mid-size community banks to assist them with their financial, regulatory and tax management needs to stay ahead. Last couple of years, we have added the tax planning for high income and high networth individuals and business owners, including but not limiting to community bankers.
Our savvy social security planning and retirement road map have becoming the favorites among our clients due to the continue growth of the baby boomers these days. Richard So recently became certified as FPC (Fundamental Payroll Certification) in 2017 by the American Payroll Association, demonstrating the knowledge of basic payroll concepts and systems to establish credibility in payroll.
Our savvy social security planning and retirement road map have becoming the favorites among our clients due to the continue growth of the baby boomers these days. Richard So recently became certified as FPC (Fundamental Payroll Certification) in 2017 by the American Payroll Association, demonstrating the knowledge of basic payroll concepts and systems to establish credibility in payroll.
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