THE MODERN SAVVY CPA

Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial planning consultation