James A Rpr Dale

Diverse finance, investment, accounting, and tax knowledge. Experience with individuals and small businesses tax preparation, investor owned utilities and non-profit hospitals. Prepare income taxes for individuals, small businesses,State Farm/Insurance Agents, and Fed Ex/Franchise Owners. Also provide extensive Tax Resolution services.CPA licensed in the states of Kentucky and Texas. Previously licensed CPA in California.Securities licensed (Series 6 and 63) .AICPA Personal Financial Planning (PFP) member.Currently studying for the Personal Financial Specialist (PFS) certification.Insurance Certifications with the Department of Insurance in KY

Wilson Bank & Trust Gallatin is a reputable health insurance provider located in Gallatin TN. Known for its personalized service and commitment to customer care the bank offers a range of health insurance options tailored to meet the needs of individuals and families. With a focus on community engagement and support Wilson Bank & Trust is dedicated to helping customers navigate their healthcare coverage with confidence. Generated from this place's information