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Florida RIA unveils new tax and accounting services.

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TLDR:

  • Graham Capital Wealth Management in Florida has launched a new tax and accounting practice called Regis Tax and Accounting.
  • The firm is led by David Gearhart, a professional with over three decades of experience in the field.

Graham Capital’s new sister firm, Regis Tax and Accounting, aims to provide tax and accounting services to individual and corporate clients. Led by David Gearhart, who has a diverse skill set as a tax attorney and CPA, the firm will offer services such as tax preparation, estate planning, bookkeeping, payroll, and corporate tax preparation. Gearhart’s experience at prestigious organizations like Summit Wealth Management and Morgan Stanley, as well as his legal expertise, will benefit clients in navigating complex tax-related situations to preserve their wealth.

Key Elements:

Graham Capital Wealth Management in Florida has expanded its services to include a new tax and accounting practice called Regis Tax and Accounting. The firm, led by seasoned professional David Gearhart, will offer a range of services to individual and corporate clients, including tax preparation, estate planning, bookkeeping, payroll, and corporate tax preparation.

David Gearhart has over three decades of experience in the field and has worked at prestigious organizations such as Summit Wealth Management and Morgan Stanley. His legal expertise will be valuable in helping clients navigate complex tax-related situations to preserve their wealth. Gearhart’s addition to Graham Capital’s team is seen as a strategic move to address the growing demand for expert tax professionals.


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