Providing Tax Preparation and Financial Planning Services in South Florida for Over 35 Years
Peter Weisberg, CPA, CFP
provides tax planning and preparation, financial planning, and accounting services
for individuals and businesses in the South Florida area. We are located in Delray and provide our services to customers in Delray Beach, Boynton Beach, Boca Raton, and the surrounding communities. We are licensed and insured and offer free consultations.
We have over 35 years of experience as a Certified Public Accountant (CPA) and over 20 years as a Certified Financial Planner) CFP. With our combined certifications and experience and knowledge, we are equipped to handle all your financial planning and tax preparation. Many of our customers are repeat customers who return to us year after year to handle their taxes or financial portfolio. Other clients include retirees or near-retirees who come to us for their estate planning and retirement planning needs. Whether you are an individual or a business, we can handle all your financial planning.
Our Comprehensive Financial Planning, Tax Preparation, and Accounting Services Include:
- Certified Public Accountant
- Certified Financial Planner
- Financial Planning
- Accounting Services
- Individual Tax Preparation & Planning
- Business Tax Preparation & Planning
- IRS Representation
- Bookkeeping Services (Financial Statements, Bank Records & Payroll)
- Investment Planning
- Insurance Planning (Life, Health, Long Term Care & Disability)
- Estate Planning
- Retirement Planning
- Free Consultation
See What Our Clients Are Saying About Us
For more information, or to schedule a free consultation, call us at
561-495-4946.
Contact Information
Email: pweisberg@moneyconcepts.com
Phone: 561-495-4946
Fax: 561-499-3775
Address: 15300 S Jog Road, Ste. 109
Delray Beach, FL 33446
Hours of Operation:
- Mon - Fri
- -
- Sat - Sun
- Closed
