As a CPA, I’m often the first call when clients face a challenge or opportunity—whether it’s starting a business, protecting assets, expanding a company, or navigating a complex financial decision. While I focus on providing expert tax, accounting, and advisory services, I know that real-world success often requires a broader team.
That’s why I maintain a close network of trusted professionals in complementary fields. These are experts I’ve worked with, vetted, and confidently refer my clients to—because I believe you deserve access to the right resources, not just the right numbers.
Financial advisors focused on long-term planning, retirement, capital growth, saving plan, business succession
Estate planning (wills, trusts, asset protection), business formation and contracts, personal injury, bankruptcy and debt relief
Business liability and commercial, property and casualty coverage, umbrella policies, term and permanent life insurance, including living benefits
Small business and real estate lending relationships, tailored financial solutions
Strategic planning, leadership development, personal achievement, job or career change, sales improvement
Remodeling, roofing, outdoor improvements, flooring, painting, disaster recovery, tree services
Jeffery Faile CPA does not receive referral fees, commissions, or any form of compensation from these professionals. Referrals are provided solely as a courtesy to help you build a strong, dependable team because your success reflects on the work we do together.
You are under no obligation to work with any professional recommended. You're welcome to engage with whomever you choose, but if you're looking for a trusted starting point, we're happy to connect you with people known to deliver real value.
Whether navigating a major transaction, facing a complex business challenge, preparing for the future, need legal advice or simply looking for support in protecting your most valuable asset - your home - trusted connections are available to help you build the right team.
Start with a conversation. From there, I’ll help you access the expertise you need. Inside and outside my CPA practice.
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