Pathwise CPA Group

Pathwise CPA Group is a unique, professional team of CPA’s and financial advisors that specialize in tax preparation and tax strategy. Our goal is to reduce financial inefficiencies through tax planning, consulting, and investing. As CPA's we are best situated to evaluate financial strategies that preserve and grow wealth. Because of this, our CPA’s provide other services in addition to tax and accounting. These services include, but are not limited to, retirement planning, life insurance, and investment management. We specialize in tax and review our client's overall financial blueprint annually. We consult to maximize financial security through asset protection and retirement planning and after-tax net worth through an effective tax strategy.