Your Financial Wizard - Harvey I. Bezozi, CPA, P.A.

Contacts: Skipped - triage

Description

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

Location

Boca Raton, Florida, United States

Industry

Accounting

Investor Type

Family Office

Target Sectors

Verticals

No verticals classified

Specialities

Accounting, CFO For Hire, Tax Wizard, CFO Guru

Financials

Revenue

EBITDA

Employees

1

Founded

1990

Classify Status

Triage: advisor_broker — CPA and outside CFO advisory services firm

Prospects

0 people

No prospects linked to this account.

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 13519Airtable: vayne-100576-191Created: 10/06/2026