For over 20 years, Rene S. Randel, MBA, CPA, CFP has helped clients pursue their financial goals. Our firm offers a full array of tax, financial, investment* and estate planning services. Mr. Randel is uniquely positioned to recommend which investments would be best for your specific tax situation because he is both a Certified Public Accountant and a Certified Financial Planner.
Mr. Randel's approach adds a broader perspective and provides increased benefits to his clients whether they are individuals or small businesses. As a licensed CPA with over 25 years of tax preparation experience, Rene Randel is highly qualified to handle most any tax situation you may have. Mr Randel assists individuals and businesses to minimize the amount of tax owed by recommending strategies that take advantage of the current and changing tax laws.
Mr. Randel is also a Certified Financial Planner, which uniquely qualifies him to function as both your tax and financial planning advisor. This eliminates the need to have two advisors coordinating with each other.
Mr. Randel's approach adds a broader perspective and provides increased benefits to his clients whether they are individuals or small businesses. As a licensed CPA with over 25 years of tax preparation experience, Rene Randel is highly qualified to handle most any tax situation you may have. Mr Randel assists individuals and businesses to minimize the amount of tax owed by recommending strategies that take advantage of the current and changing tax laws.
Mr. Randel is also a Certified Financial Planner, which uniquely qualifies him to function as both your tax and financial planning advisor. This eliminates the need to have two advisors coordinating with each other.
Services
Our firm was established to provide ongoing accounting, tax, and financial services to corporations, small businesses and individuals.
Recognizing that each client has unique financial goals, Rene tailors his services to meet each clients' specific needs and objectives.
Mr. Randel has helped many people just like you with similar issues and concerns.
He specializes in creating an approach that is designed to address your individual situation.
Recognizing that each client has unique financial goals, Rene tailors his services to meet each clients' specific needs and objectives.
Mr. Randel has helped many people just like you with similar issues and concerns.
He specializes in creating an approach that is designed to address your individual situation.
Rene S. Randel, MBA, CPA, CFP is the principal and founder.
Mr. Randel's mission is to bring together his professional experience as a tax planner as well as a financial advisor to meet and exceed client expectations.
Pam was previously an accountant in the film industry.
She is a Certified QuickBooks Pro and will manage your bookkeeping needs using QuickBooks Desktop or QuickBooks Online.
She is a strong believer in customer service and looks.
Mr. Randel's mission is to bring together his professional experience as a tax planner as well as a financial advisor to meet and exceed client expectations.
Pam was previously an accountant in the film industry.
She is a Certified QuickBooks Pro and will manage your bookkeeping needs using QuickBooks Desktop or QuickBooks Online.
She is a strong believer in customer service and looks.
Our mission is to get to know and understand your needs, wants, and long-term goals.
We want to help you develop, implement, and succeed with a strategy that's designed to address your individual or business situation.
We understand the challenges today facing individuals, families, and small businesses.
We want to help you develop, implement, and succeed with a strategy that's designed to address your individual or business situation.
We understand the challenges today facing individuals, families, and small businesses.
Tax Return Preparation for individuals and all business entity types, including Corporations, LLCs, Partnerships, Fiduciary, and Gift Tax Returns.
Certified QuickBooks ProAdvisor to manage bookkeeping needs for small businesses and non-profit organizations.
Life Insurance Review - a complementary analysis to determine if your policies are performing as expected.
Certified QuickBooks ProAdvisor to manage bookkeeping needs for small businesses and non-profit organizations.
Life Insurance Review - a complementary analysis to determine if your policies are performing as expected.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
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