Alison Painter & Associates has been a full service CPA and Financial Planning firm in the Tampa Bay area since the early 1980s. Alison Painter, the firm’s founder and Chief Executive Officer, is a licensed Certified Public Accountant in Florida, an AICPA designated Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNERÔcertificant and has passed the FINRA Series 7 and 24 exams.
We provide complete financial planning services including estate, retirement, IRA & 401(k) planning, investments, tax strategies, tax preparation, advance tax problem resolution, accounting services & more.
Our goal is to provide complete financial planning for our clients. We are committed to clearly defining responsibilities and compensation arrangements. We will gather and analyze your information and communicate our recommendations clearly. We will assist you in the implementation and monitoring of your plan, including informing you of new recommendations we identify in our monitoring process.
We strive to understand your values and goals, and aim to provide you with knowledge that will make you feel more comfortable with the investments you choose. We will provide you with excellent service after implementing your decisions and will be available to answer all questions you have, no matter how simple or complicated. REFERRALS: When you refer others to us, you are expressing faith and confidence in the services we provide. We thank you for your referrals, as they are sincerely appreciated.
Alison PainterCERTIFIED PUBLIC ACCOUNTANTPERSONAL FINANCIAL SPECIALISTCERTIFIED FINANCIAL PLANNER™
There is no charge for your initial appointment.
Alison Painter & AssociatesA CPA and Financial Planning Firm 4056 Tampa Rd.Oldsmar, FL 34677Phone: 813-814-1144Fax: 813-814-1101AlisonPainter@CPAfinancialplanner.comLicensed to offer securities in FL, AL & CA
Securities offered through1st Global Capital Corp.Member FINRA, SIPCInvestment advisory servicesoffered through1st Global Advisors, Inc.