About James V. Conrad
I am a CPA who only provides comprehensive financial planning services and products. From a simple Roth IRA to the most complex estate or business succession plan, my experience in public accounting helps me help clients keep more of what they earn. Taxes can be a huge drain on growing and transferring wealth. Everything we do in the investment management and estate planning areas includes a keen eye on taxes. I am certain that my tax experience provides a unique advantage to my clients.
Accountant Details
Education and Degrees
BS Accounting 1987 - IUP Securities Licenses: 6, 62, 63, and 65 Life, health, and annuity licensed Licensed to serve clients in numerous states throughout the country
Languages Spoken
James Conrad provides accounting services to clients in the following language(s):
- English
Specialties and Skills:
Contact the accountant directly to find out about learn more about their skills and specialties, since not all may be listed. All CPAs, including James Conrad, have at the minimum an undergraduate degree in accounting verified by the state board of accountancy, and have passed a rigorous national exam. All certified public accountants must also adhere to mandated continuing education requirements, set by the state in which they are licensed.
- Basic Accounting Services
Industry Specialties
- No Industry Specialties
Professional Memberships
AICPA, PICPA, FPA, NAIFA, MDRT
Contact Information
Address:
James Conrad103 North Meadows Drive, Suite 231
Wexford, PA 15090
Phone Number:
Click to Show
Fax Number:
724-940-4336
Website:
Other Nearby CPAs
