Individual Tax Prep and E-file at Camelot Wealth Managemnt LLC (49% Off)
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In a Nutshell
From the merchant: 1040 EZ Tax preparation and e-file service.
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires.Appointment required, same day appointments accepted. Limit 1 per person, may buy 1 additional as a gift. All goods or services must be used by the same person.Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
A Chat with Camelot Wealth Managemnt LLC
What services does your business offer and what makes your business stand out from the competition? We are a Registered Investment Advisor & Tax Preparation firm regulated by the SEC, IRS and State of Florida. We act as Fiduciary Investment Advisors and are bound to a fiduciary standard of care. The fiduciary standard requires us to put our client’s interests above our own.
What was the inspiration to start or run this business? Desire to help clients who were being overcharged and under served in the Financial Services industry. Most of our clients never understood the fees they were paying or options that they had.
What do you love most about your job? We enjoy helping our clients build a future.