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VerifiedAccounting· Founded 2002

Modern Advisors

Modern Advisors is a woman-owned CPA & advisory service firm. Our advisory team provides investment and wealth planning, tax planning and preparation, outsourced accounting & payroll services. We embrace technology to support clients both locally and throughout the United States. We are a Next Generation™ accounting firm.

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HeadquartersLakewood Ranch, United StatesEmployees8(1 to 10)Founded year2002Websitemodernadvisors.cpaLinkedIn profileLinkedIn

Verified contacts

4

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

3

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

4 contacts with verified email or phone · masked until revealed.

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Top roles at Modern Advisors

3 distinct titles indexed · top 3 shown.

  • 1ea, firm owner
  • 1enrolled agent co-firm owner
  • 1president

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