David Thomas,Cpa,EsQ., Pc

Overview

David Thomas, CPA, Esq., PC operates as a corporation that combines accounting and legal services with financial planning and portfolio management. The firm focuses on providing tailored financial solutions for individuals and small businesses, leveraging its expertise in both accounting and law. This dual approach allows the firm to address a wide range of client needs, from tax planning to investment management. The firm does not actively engage in ESG investing, which may appeal to clients seeking traditional investment strategies.

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Location & Offices