Deborah Daniel, a certified public accountant, provides insights into the collaborative work she undertakes with firms such as Ironhawk Financial, leveraging her expertise. She emphasizes that CPAs offer extensive services beyond tax preparation, including meticulous tax planning. Both Joe and Deborah agree on the importance of minimizing tax payments through strategic planning, especially for investments, rental properties, and additional income streams. This discussion predominantly caters to high-net-worth investors and business owners.

Joe Lombardi Founder

Ironhawk Financial 

203-815-3673

[email protected]

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