FPT Services CPAs - Accounting Firm
FPT Services CPAs
MANY WAYS WE CAN SERVE OUR CLIENTS We are here to serve you for all your accounting, tax, and investment needs We are able to do this via fax, U S mail, email, and our secure portal We are happy to announce Client Collaboration It is an online submission of your tax information You can see how it works by clicking on this link Client Collaboration Demo If you would like to participate, please give us a call
If you are an investment client, now is the time to sign up for our secure portal via AdviceWorks If you need to contribute to your investment account, you can send funds directly from your bank, use mobile check deposit, mail a check directly to the fund company, or bring it by our office
FPT Services is a unique experienced professional Financial Services Group located in Rockledge, FL and serving the Space Coast (Brevard County, Florida), with Licensed Certified Public Accountant and an Enrolled Agent ready to help you with your tax, accounting and wealth management investment needs
FPT Services was founded upon principles of integrity and accuracy that places the highest value on our clients financial goals and objectives We’re in the business of building long-term, genuine and rewarding relationships based on trust and quality client service
We’re in the business of helping you, your family and business develop financial strategies to pursue your goals Your financial health is important, and at FPT Services, we’re dedicated to working with you to meet your financial needs as they change
FPT Services skilled professionals provide personal immediate ‘hands on’ assistance, and has comprehensive services including; Tax, Accounting, and Wealth Management Services, Financial, Investment, and Tax Advice, Personalized Portfolio Advisory Services, Investment Management, Saving for a Home, Pre-Retirement and Retirement Planning, Income and Investments Management, Insurance Policies – Fixed and Variable Annuities, Long Term Care Insurance, Disability and Life Insurance, Insurance Needs Analysis, Business Consulting, Business Succession Planning, Business Development and Strategic Planning, Estate Plans and Family Trusts, Education Planning (Saving for a College Education) with Investment Accounts, Tax Preparation, Tax Representation before Federal, State, and Local entities
TAX, ACCOUNTING, WEALTH MANAGEMENT
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage
It may help your business be better prepared in the event of the death of a principal or key employee
The decision whether to buy or rent a home may have long-term implications
Every business owner needs a plan to exit their business in a way that helps prepare them and the business
When it comes to managing your personal finances, there’s plenty of complex advice out there But often, simpler is better
You’re at the amusement park, waiting to board the roller coaster You can see the whole track as you stand in line Peaks that seem to pierce the clouds
Couples may be able to head off many of the problems in a marriage that money can cause
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown
A look at how variable rates of return impact investors over time
This calculator can help you estimate how much you may need to save for retirement
This calculator may help you estimate how long funds may last given regular withdrawals
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities
Estimate your monthly and annual income from various IRA types
