Sean Balliet, Cpa, Cfp® Email and Phone Number
Sean Balliet, Cpa, Cfp® work email
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Sean Balliet, Cpa, Cfp® personal email
Sean Balliet, Cpa, Cfp® phone numbers
"Accounting is so much more than just plugging in numbers - it’s a service business. Being attentive to clients and building relationships is fundamental.”Sean Balliet finds advanced tax savings opportunities for individuals and small business owners.With almost twenty years of public accounting experience, Sean enjoys working jointly with many small business owners, proprietors and individuals to help grow and maintain their businesses. As a young child, Sean aspired to be an accountant. While an accounting major in college, Sean worked as a waiter, which helped to further ingrain the importance of customer service. •Working with government authorities to reduce and properly assess tax bills for clients facing large tax penalties. Acting as an intermediary, one of Sean’s greatest accomplishments was helping reduce a client’s penalties by 90%. •Advising a client involved in multi-state transactions with tax planning, compliance and preparation so as to avoid any excess tax, penalties, or additional fees. •Advising CFOs, controllers, bookkeepers and management on the tax ramifications of certain business decisions in efforts to optimize tax savings.Sean does not differentiate when it comes to a favorite client. “I am lucky to have strong working relationships with all of my clients.” Sean has made many valuable contributions to the firm: from implementing new software to help the firm provide better service to clients to presenting for the Delaware Chamber of Commerce Young Executives Group and moderating the annual tax update seminar for the Delaware Society of CPAs.An avid runner, Sean participates in many local charity races and has completed five marathons, including the New York City and Philadelphia Marathons. He and his family frequent the Jersey Shore in the summer. Sean lives in Mullica Hill, NJ with his wife and two children.Cora Capital Advisors LLC (“Cora Capital”) is a registered investment advisor. Cora Capital provides investment advisory and related services for clients nationally. [Cora Capital] will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://coracap.com/.
Sean Balliet, Cpa, Cfp® Skills
Sean Balliet, Cpa, Cfp® Education Details
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Rutgers University - CamdenAccounting -
Washington Township
Frequently Asked Questions about Sean Balliet, Cpa, Cfp®
What company does Sean Balliet, Cpa, Cfp® work for?
Sean Balliet, Cpa, Cfp® works for Baratz & Associates, P.a.
What is Sean Balliet, Cpa, Cfp®'s role at the current company?
Sean Balliet, Cpa, Cfp®'s current role is Partner with Baratz & Associates, P.A..
What is Sean Balliet, Cpa, Cfp®'s email address?
Sean Balliet, Cpa, Cfp®'s email address is se****@****ast.net
What is Sean Balliet, Cpa, Cfp®'s direct phone number?
Sean Balliet, Cpa, Cfp®'s direct phone number is +130222*****
What schools did Sean Balliet, Cpa, Cfp® attend?
Sean Balliet, Cpa, Cfp® attended Rutgers University - Camden, Washington Township.
What are some of Sean Balliet, Cpa, Cfp®'s interests?
Sean Balliet, Cpa, Cfp® has interest in Accounting, Reading Business Journals, Running, Golf, Almost Anything Outside And Active.
What skills is Sean Balliet, Cpa, Cfp® known for?
Sean Balliet, Cpa, Cfp® has skills like Income Tax, Corporate Tax, Partnership Taxation, Non Profits, Tax, Quickbooks, Small Business, S Corporations, Cpa, Accounting, Tax Preparation, Tax Accounting.
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