We provide professional tax, accounting, investment, finance, risk management and small business development services to individuals, partnerships, and corporate clients and investor owned utility and health care clients. Experienced with Intuit QuickBooks and Lacerte Tax Preparation Software
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Take the right path, Let us do the math.

Hours
Regular Hours
Mon - Sun:
Services/Products
  • Financial Services, Accounting Services, Accountants-Certified Public, Tax Return Preparation
  • Tax Resolution
  • Financial Services, Accounting Services, Tax Return Preparation
Brands
QuickBooks, Lacerte Tax Online
Payment method
cash, check
Location
Located in The Club of Olde Stone.
Amenities
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
Languages
English, Spanish
Accreditation

Certified Public Accountant licensed in KY and TX

Financial Securities FINRA Series 6 and 63

Department of Insurance KY - Life, Health, Casualty, Annuities, Long Term Care

Associations
•BNI Dollars and Sense, Bowling Green KY •National Association of Tax Professionals •American Institute of Certified Public Accountants
AKA

Robert E Williams, Jr. CPA

Categories
Tax Return Preparation, Accountants-Certified Public, Accounting Services, Financial Services
Other Information

Certifications: Certified Public Accountants