Your Financial Wizard - Harvey I. Bezozi, CPA, P.A. Employee Directory

AccountingFlorida, United States0-1 Employees

Your Financial Wizard - Harvey I. Bezozi, CPA, P.A. operates in the accounting sector from Boca Raton, Florida, offering a range of advisory and financial services tailored to businesses, individuals, families, trusts, estates, and private foundations. The firm positions itself as a resource for ongoing financial leadership and complex tax matters, including governance support for boards and executives, tax resolution, cross-border taxation, mergers and acquisitions, turnarounds, and family office services for high-net-worth clients, as well as mentoring and access to funding for entrepreneurial ventures. With a focus on comprehensive financial management, the company provides services such as outside chief financial officer functions, forensic tax analysis and expert witness support, and management of banking and financing relationships, aiming to address strategic planning, compliance, and liquidity challenges. The operation appears small in scale, based in the Boca Raton area, and centered on delivering customized financial strategy, tax expertise, and transactional advisory to a broad client base.

Sign up for free to view info

Company overview Email format