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Bhishma Patel CPA,

2423 Plantation Center Drive, Matthews, NC 28105View on Map


Bhishma Patel CPA, Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. For more details kindly contact me. Thanks

Basic Details

  • Financial Planning
  • Bookkeeping, Auditing Services, Compilation Services
    Bookkeeping, Auditing Services, Compilation Services, Estate Planning, Tax Consultants Services, Accountant Services, Notary Services, Financial statement Analysis, International Tax Consulting, Banking Services, Finance & Accounting Training, Financial Forecasts, Multinational Accounting and Taxation, Audit Review & Compilation Services, Foreign Accounts Disclosure, Incorporation Service, Income Tax Filing
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  • 10 - 15 Years
  • 2423 Plantation Center Drive
  • We Are Open 24 X 7