“Accountants, financial planners and investment advisers that have made the investment in time, education, and training to become genuine experts in college planning deserve special recognition,”
The National Institute of Certified College Planners (www.niccp.com)
resources and support to CCPS candidates and designees, including training and testing in the areas of paying for college, saving for college, and advanced college funding strategies.
Mr. Schneider can be contacted directly at 561-868-1868 or 772-337-1040 or email him at firstname.lastname@example.org.
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About SFS Tax, Accounting and College Planning Specialists
We offer our clients a range of services including individual and business tax preparation (electronic filing and multi-state tax returns), preparation of estates, trusts, partnership and not- for- profits returns and taxpayer representation. Business coaching, including electronically filed payroll and sales tax, bookkeeping and more.
We assist our College Planning families with academic strategies, student resources, college admission issues,and SAT/ACT Prep. Grants & Scholarships, funding college and retirement simultaneously, Hope and Lifetime Learning tax credits, parent and child tax planning strategies, coordinating investment contributions and withdrawals and cash flow and debt consolidation analysis.Estate planning considerations for parents and grandparents.
There are literally thousands of academic and financial strategies that can help make college more affordable and we work to find the right one.