116 Lowes Foods Dr, Suite 175, Lewisville, North Carolina, 270238258
(336) 485-5033
Business & Professional Services > Tax Preparation
I am a Certified Financial Planner and have working with individuals and families for 15 years. I am friendly and fun to be around.
Curated Capital and Planning LLC
Monday:
9:00am
to 5:00pm
Tuesday:
9:00am
to 5:00pm
Wednesday:
9:00am
to 5:00pm
Thursday:
9:00am
to 5:00pm
Friday:
9:00am
to 5:00pm
Saturday:
9:00am
to 12:00pm
Languages: English
Specialties: Multi-State Taxes, Schedule K-1, S Corporation (Business Tax Expertise), Retirement Income, Farm Income, Employee Stock Purchase Plan, Foreign Income, Rental Property Income, ISO Exercise, Self-Employment Income, Business Tax Returns
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