Certified Financial Planner, Tax, CPA
CPA Advisor, servicing Southern California since 1980. Certified Financial Planner, with experience in tax planning, tax preparation, financial planning and wealth management. Investment Advisor Investment Advice
Providing the following client services:
Consulting Services:
Consulting Services
Buying & Selling a Business
Estate Planning
Financial Planning
Retirement Planning
Management Advisory Services
Investment Review
Tax Services:
Tax Planning & Preparation
IRS Representation
Payroll Services
Sales Tax Services
Estate & Trust Tax Preparation
Accounting Services:
Accounting Services
Financial Statements
Other Services:
Fee Based Asset Management
No-Load Mutual Funds
Tax Deferred Annuities
Asset Allocation
Choosing Employer Retirement Plan Options
Contact Information:
Firm Information
Stan DiLiberto, CPA, CFP®
A Professional Corporation
12535 Seal Beach Boulevard
Suite 220
Seal Beach, California 90740
Phone:
(562) 493-4495 /(714) 969-1040
Fax:
Email:
stan@cpaadvisor.com
Firm Contacts:
STAN A. DILIBERTO, CPA, CFP®, GEPC, CMFC LPL Registered Representative
(562) 493-4495 or (714) 969-1040
stan@cpaadvisor.com
DEBORAH L. HOPE, CPA, CFP® LPL Registered Administrative Associate
debbie@cpaadvisor.com
WENDY REEVES Bookeeper
wendy@cpaadvisor.com
TAMMY RICHARDS Office Manager
tammy@cpaadvisor.com
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