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Parag Patel CPA,

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


Parag 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.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Tax Preparation Services
    Retirement Planning, Financial Planning, Tax Preparation Services, Personal Tax Planning, Business Tax Planning, Bookkeeping, Estate Planning, Tax Consultants Services, Finance & Accounting Training, Business Entity Selection, Business Succession Planning
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  • 10 - 15 Years
  • 2423 Plantation Center Drive
  • We Are Open 24 X 7