About
Primarily income tax planning & preparation for high net-worth individuals.
In addition to income tax planning & preparation, I offer general financial planning services, including retirement planning, investment planning, risk management, and working with your attorneys to complete an estate plan.
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Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Sun CLOSED
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Detailed Information
- Location TypeNA
- Opening Date1990
- Annual Revenue Estimate$100,001 to $500,000
- SIC Code show
- Employees2 to 4
- Contactsshow
- owner Keith Herzog
- Principal Keith E
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