Provision, Plc
ProVision is a unique public accounting firm specializing in tax and wealth strategies for high-net-worth individuals, entrepreneurs and investors who are interested in building their wealth and quickly reaching their goals. Yes, we process tax returns. but that's not our primary focus. We use education and personalized strategies to facilitate our clients the financial freedom We provide integrated services on three fronts: Creating wealth Reducing taxes through PERMANENT tax reduction Building & growing businesses What makes ProVision different? The focus of most Local CPA firms is simply to deliver a professional tax filing service. They have nothing to offer for positive wealth creation - therefore the services clients receive is merely reactive. Only the “Big 4″ accounting firms offer a menu of services comparable to ProVision’s. But they are focused on large corporate accounts, while individual clients tend be cared for by the most junior staff. ProVision is the missing link, delivering a creative, team approach to wealth creation for the high-net-worth individual. Check out our openings online: http://provisionwealth.com/support/careers/openings/
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Verified contacts
44
available on Kipplo
LinkedIn employees
52
11 to 50 range
Open roles
—
no listings
Distinct roles
26
indexed titles
Tech stack
2
tools in use
Monthly traffic
830
organic / mo
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Decision-makers and verified team members
44 contacts with verified email or phone · masked until revealed.
- CW
Charlene Wong
Human Resources Manager · Human Resources
EmailPhone - GB
George Brinkerhoff
Tax Manager · Finance & Accounting
EmailPhone - RP
Rebecca Phillips
Senior Tax Manager · Finance & Accounting
EmailPhone - AJ
Anne Jay
Client Onboarding Coordinator · Customer/Client Service
EmailPhone - BA
Baldemar Arizmendi
Senior Tax Associate · Finance & Accounting
EmailPhone - BT
Brittany Tobiasson
Senior Tax Associate · Finance & Accounting
EmailPhone - NA
Nayeli Arizmendi
Tax Associate · Finance & Accounting
EmailPhone - QB
Quinn Brophy
Senior Tax Associate · Finance & Accounting
EmailPhone - SS
Steven Soelter
Senior Tax Associate · Finance & Accounting
EmailPhone
Showing 9 of 44 verified contacts
Top roles at Provision, Plc
26 distinct titles indexed · top 10 shown.
- 9senior tax associate
- 5tax associate
- 4partner
- 2, &
- 1&,
- 1&,,'
- 1accounting assistant
- 1administrative accounting assistant
- 1cfo
- 1client onboarding coordinator
- +16more titles
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