Latitude Financial, LLC Email Format
Financial ServicesFlorida, United States11-50 Employees
We specialize in empowering accountants to provide comprehensive financial services that go beyond tax preparation. With our expertise and tailored solutions, we help accountants expand their offerings to support clients in areas like tax planning, retirement strategies, investment advice, and estate planning. By partnering with us, accountants can strengthen their client relationships and provide valuable, year-round financial guidance. Together, we work to ensure that clients achieve long-term financial success, making us the trusted partner for accountants and their clients alike.