Motty CPA & Wealth Management
Modestly, this is my goal as your personal certified public accountant. Whether life does not give you a second to breathe or you just need a guiding hand, my goal is to provide you with the necessary assistance for you to achieve all your financial objectives.
Rob practices in the areas of tax preparation, tax planning and wealth management. He also works in the areas of estate and fiduciary tax, investments, retirement planning, estate planning, education planning, and small business. Check me out on BrokerCheck.
- Personal and Corporate Tax Returns
- Trust and Estate Tax Preparation
- Tax Planning
- Small Business Services including
Payroll and Bookkeeping
- IRS Representation
- Quickbooks Support
Viera, FL 32940
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC
Investment Advisory Services offer through 1st Global Advisors Inc.
We currently have individuals licensed to offer securities in the state of Florida.
This is not an offer to sell securities in any other state or jurisdiction.