Pennsylvania Business Networking

Time & Location

We meet every Tuesday from 7am until 8:31am at the Whitford Country Club
Click here for the map.

Ed Swift from Robert J. Kratz Accounting is our CPA. He talked about new clients that are just signing up to work with his company. The main piece of the puzzle that he uses to gather information is your prior year's tax return. Ed and his staff have procedures and documents that help the firm's CPAs, tax preparers and administrative assistants be as efficient and thorough as possible. Sometimes returns will be missing a document or two, I that’s the case Ed has a checklist which ends up being a homework assignment for the client to get the rest of the documents to make it complete. Contact Ed at 610-296-2500 or Contact Ed

Random Member!

Michele Antonini - Life, Health & Disability Insurance

Michele Antonini - Life, Health & Disability Insurance
Elite Collegiate Planning, LLC
LeTip Member Since December 2016
1570 Conestoga Rd Chester Springs, PA 19425
1-888-959-2872
http://www.elitecollegiateplanning.com
Send Michele an Email

The team at The McCarter-Kozak Agency are committed to helping you insure your most important possession - YOU! Offering a variety of life, health and disability insurance options, we are here to ensure you and your family are properly protected for life's unexpected events.

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