Services
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Services
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Bob Parrish CPA, P.C. is a long-time established consulting firm offering sophisticated income, estate, and gifting tax plans, management consulting, financial advisory, and insurance advisory services for successful individuals, businesses, trusts, estates, charitable trusts, private foundations, home owner and condominium associations. We offer planning for retaining wealth consolidation, children with special needs, and other exhaustive and holistic ideas for the affluent. Our goal is to design plans to
help prevent wealth depletion
exacerbated by estate plans dividing the wealth instead of consolidating the
wealth, unsuitable asset allocations, invasion of principal, and exorbitant
taxes.
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