Pathwise Cpa Group
Pathwise CPA Group is a unique, professional team of CPA’s and financial advisors that specialize in strategic tax matters. Our goal is to reduce financial inefficiencies through tax planning, consulting, and investing. As CPA's we are best situated to evaluate financial strategies that preserve and grow wealth. Because of this, our CPA’s provide other services in addition to tax and accounting. These services include, but are not limited to, retirement planning, life insurance, and investment management. We specialize in tax and review our client's overall financial blueprint annually. We consult to maximize financial security through asset protection and retirement planning and after-tax net worth through an effective tax strategy.
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 3 verified contacts at Pathwise Cpa Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- MB
Matthew Byrd
Senior Tax Manager, Senior Tax Advisor · Finance & Accounting
EmailPhone - CH
Cathryn Hamilton
Tax Consultant · Finance & Accounting
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Pathwise Cpa Group
2 distinct titles indexed · top 2 shown.
- 2senior tax manager, senior tax advisor
- 1tax consultant
Sign up to unlock all 3 contacts at Pathwise Cpa Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Pathwise Cpa Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.