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The Sum Prep offers tax preparation and bookkeeping services with a service-first, personalized touch. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Our team of CERTIFIED FINANCIAL PLANNER® professionals and Certified Public Accountants provide hands-on support and guidance that considers the entire scope of your financial goals. And with years of client service experience, we put your needs first while making the tax preparation process as simple and stress-free as possible.
**THIS IS NOT A CPA FIRM**
Company Details
- Employees
- 3
- Founded
- -
- Address
- 4526 Research Forest Dr,
- Industry
- Financial Services
- Website
- http://www.thesumprep.com
- Keywords
- Tax Preparation, Tax Planning, Bookkeeping.
- HQ
- The Woodlands, Texas
- Competitors
- Federal Safety Compliance Group, CAPAC Engineers and Constructors, Accountips, Rain-Net Group LLC, National Partnership for Economic Development Eco-Systems LLC (NPEDE), Golden13 Marketing Limited, Alvarez Insurance and Financial Services, Randy H Wright Consulting, LLC, Equity Beyond Financial Services, LLC, The Sum.
The Sum Prep Questions
The Sum Prep's website is http://www.thesumprep.com
The Sum Prep's LinkedIn profile is https://www.linkedin.com/company/the-sum-prep
The Sum Prep has
3 employees.
View email and phone details for 3
employees at The Sum Prep.
The Sum Prep's industry is
Financial Services
The Sum Prep's top competitors are
Federal Safety Compliance Group,
Capac Engineers And Constructors,
Accountips,
Rain-Net Group Llc,
National Partnership For Economic Development Eco-Systems Llc (Npede),
Golden13 Marketing Limited,
Alvarez Insurance And Financial Services,
Randy H Wright Consulting, Llc,
Equity Beyond Financial Services, Llc,
The Sum.
The Sum Prep's categories are Financial Services
The Sum Prep's founding year is 2022
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Top The Sum Prep Employees
-
Michael Rahn, CFP®
Founder And Financial Planner At The…
Spring, Texas, United States, United States3fidelity.com, thesumplanning.com, fmr.com2 (617) 5XXXXXXX
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