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Kady Marshall
ATS Advisors, a CPA firm
Corporate, personal, and non-profit tax, plus payroll, accounting, notary, and estate and trust returns.
Send Kady a referral when
- A business owner only talks to their accountant in April
- Somebody needs a summer consult or a mid-year checkup on their books
- An estate or trust return needs to be filed
Other members you may need
Executive Director, Investments
Bryan Carroll
Oppenheimer & Co., Inc.
Send them when somebody has an old 401(k) or SEP sitting at a job they left
Full Profile Health & Life Insurance
David Banet Sr.
Oakcrest Insurance
Send them when somebody is turning 65 in the next year and does not know where to start
Full Profile Residential & Commercial Insurance
David Purvis
Farm Bureau Insurance
Send them when somebody has no idea what is actually in their policy
Full Profile