Take the right path, Let us do the math.

General Info

We provide professional tax, accounting, investment, finance, risk management and small business development services to individuals, partnerships, and corporate clients and investor owned utility and health care clients. Experienced with Intuit QuickBooks and Lacerte Tax Preparation Software

Hours

Regular Hours

Mon - Sun:	9:00 am - 5:00 pm

Categories

Tax Return Preparation, Accountants-Certified Public, Accounting Services, Financial Services

Services/Products

Financial Services, Accounting Services, Accountants-Certified Public, Tax Return PreparationTax ResolutionFinancial Services, Accounting Services, Tax Return Preparation

Payment Options

Brands

QuickBooks, Lacerte Tax Online

Location

Located in The Club of Olde Stone.

Amenities

Diverse finance, investment, accounting, and tax knowledge. Experience with individuals and small businesses tax preparation, investor owned utilities and non-profit hospitals. Prepare income taxes for individuals, small businesses,State Farm/Insurance Agents, and Fed Ex/Franchise Owners. Also provide extensive Tax Resolution services. CPA licensed in the states of Kentucky and Texas. Previously licensed CPA in California. Securities licensed (Series 6 and 63) . AICPA Personal Financial Planning (PFP) member. Currently studying for the Personal Financial Specialist (PFS) certification. Insurance Certifications with the Department of Insurance in KY

Languages

English, Spanish

Accreditation

Certified Public Accountant licensed in KY and TX

Financial Securities FINRA Series 6 and 63

Department of Insurance KY - Life, Health, Casualty, Annuities, Long Term Care

Associations

•BNI Dollars and Sense, Bowling Green KY •National Association of Tax Professionals •American Institute of Certified Public Accountants

AKA

Robert E Williams, Jr. CPA

Other Information

Certifications: Certified Public Accountants