no credit card required  No credit card. No commitment.
 5000 plus G2 reviews  5000+ G2 reviews
Company logo

Pathwise CPA Group

Pathwise CPA Group


Pathwise CPA Group's financial review

Employees

2


Pathwise CPA Group information

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 ...
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.

Pathwise CPA Group industries

Tax
Tax planning
Retirement planning
Financial planning

Pathwise CPA Group's financial review

Employees

2

Technologies

Email Providers
Hosting
CSS and JavaScript Libraries
CSS and JavaScript Libraries

Employees

Tax Consultant
Managing Partner at Pathwise CPA Group
Senior Tax Advisor, Senior Accountant

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

Why our clients choose Apollo

“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Image of Erik Straub

Erik Straub

Head of Product, Kickfurther

“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Image of Michael Transon

Michael Transon

CEO, Victorious

Apollo gives you all the company insights you need

Free to get started, easy to add your whole sales team, commit to monthly or annual plans. We make it easy to get started.