Basic info
Industry
financial services
Sectors
Financial Services
Accounting
Tax
Investment Management
Risk Management
Asset Protection
Financial Statement Compilation
Wealth Management
Retirement Plan Services
Estate Planning
Business Consulting
Payroll Tax Reporting
Consulting
Financial Planning
Federal & State Tax Preparation
Advice
Tax Planning & Projections
Date founded
1988
Funding rounds raised
B
Beaird Harris raised undisclosed on December 6, 2021
Investors: Emigrant Partners