Provider

Marilyn Snodell

schedule a free consultation

I am looking forward to owrking with you on your tax and financial needs

credentials

contact

+1(941) 780-1605
marizone@aol.com

2100 Constitution Boulevard

Sarasota FL 34231

bio

Provider

I have over 30 years experience in the tax field. My credentials include working with a large accounting firm prior to starting my own business. I enjoy the personal contact in a smaller business and the close relationships which are formed with clients. I have also worked as an tenured Accounting Professor at Roosevelt Univesity, a securities broker with Raymond James and Associates and have owned two small businesses. I am able to relate to individuals and small business owners on an extremely personal level.

q & a

What characteristics do your favorite clients share?

1. Good organization of financial records. 2. Willingness to accept sound advice. 3. Willingness to refer frienda and relatives.

education

Roosevelt University, Chicago, Illinois

Master of Accounting

1978

University of Illinois

Master of Political Science

1981

experience

Self-employed

Owner
Sarasota, FL

01/1980 - present

exams

CPA

1976

Series 7 Securities License

1982

Publications

Journal of Poltical Science

read article...

1980

business info

Florida Financial Consultants

Long Term Satisfied Clients - References upon request!

Established 1983

My rates are reasonable, I can bring my laptop to you to obtain your tax information in the comfort of your home.

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense

Accounting Services

Preparation of financial statements

Financial Services

Tax & estate planning

fee structure

Hourly fees

Typical Client Assets

Up to $100K
$100K to 500K


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