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Flaherty & Company, LLC is a professional certified public accounting firm that specializes in providing tax, accounting, and business consulting services. Their team is dedicated to providing superior client service by remaining current on new tax laws and current legislation, enabling them to identify the correct strategy for their clients to follow to minimize their tax liabilities. With expertise in dealing with High Net Worth Individuals, Family Groups, Estates, Trusts & Gifts, Partnerships, S Corporations, C Corporations, LLC's, LLP's, and non-profit organizations, Flaherty & Company, LLC is equipped to handle a wide range of clients' needs.
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POWWOW, LLC is a fee-only fiduciary financial planning firm that provides hourly financial planning, investment management, and elder care planning services to individuals and families. Our approach is centered around you, your unique financial journey, and your aspirations. We offer in-person and virtual meetings and utilize interactive tools to illustrate your current financial situation and goals. Our goal is to help you make confident decisions about your finances.
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