Your Financial Wizard - Harvey I. Bezozi, CPA, P.A.
Overview of Services Offered: 1) Concierge CPA / Outside CFO Services 2) Special Counsel to Boards of Directors, CEO's, and Executive Committees 3) Federal and State Tax Resolution Expert 4) Advisor to Businesses, Business Owners, Individuals, Families, Trusts, Estates, and Private Foundations 5) Financial Strategist and Problem Solver / Workout Specialist 6) Forensic Tax Analyst and Expert Witness in Tax and Financial Planning Matters 7) Mergers, Acquisitions, Turnarounds, and Reorganizations 8) Family Office Serving the Ultra-Wealthy 9) International and Cross-Border Taxation 10) Mentor to Entrepreneurial Start-Up Companies 11) Access to New Venture Funding 12) Manages all Banking and Financing Relationships 13) Business Manager for Famous Entertainers and Athletes
Boca Raton, Florida, United States
Accounting
Family Office
—
No verticals classified
Accounting, CFO For Hire, Tax Wizard, CFO Guru
—
—
1
1990
Triage: advisor_broker — CPA and outside CFO advisory services firm
Prospects
No prospects linked to this account.
Outreach History
Outreach sequencing tables are not yet in Supabase.