FPT SERVICES IS PLEASED TO ANNOUNCE THE ADDITION OF A NEW STAFF ACCOUNTANT,
MICHON HUNT. Michon comes to us from Connecticut where he previously worked for a CPA firm preparing corporate and personal tax returns. Michon is a graduate of Central Connecticut State University with a degree in accounting. While at CCSU, he was a member of the college football team while also finding time to serve his community as a volunteer. We're excited to welcome Michon to our staff as we continue to grow.
MANY WAYS WE CAN SERVE OUR CLIENTS
We are here to serve you for all your accounting, tax, and investment needs. We are able to do this via fax, U.S. mail, email, and our secure portal. We are happy to announce Client Collaboration. It is an online submission of your tax information. You can see how it works by clicking on this link Client Collaboration Demo.
If you would like to participate, please give us a call.
If you are an investment client, now is the time to sign up for our secure portal via AdviceWorks. If you need to contribute to your investment account, you can send funds directly from your bank, use mobile check deposit, mail a check directly to the fund company, or bring it by our office.
We put our clients' needs first
FPT Services is a unique experienced professional Financial Services Group located in Rockledge and Palm Bay, serving the Space Coast (Brevard County, Florida), with Licensed Certified Public Accountant and an Enrolled Agent ready to help you with your tax, accounting and wealth management investment needs.
FPT Services was founded upon principles of integrity and accuracy that places the highest value on our clients financial goals and objectives. We’re in the business of building long-term, genuine and rewarding relationships based on trust and quality client service.
We’re in the business of helping you, your family and business develop financial strategies to pursue your goals. Your financial health is important, and at FPT Services, we’re dedicated to working with you to meet your financial needs as they change.
FPT Services skilled professionals provide personal immediate ‘hands on’ assistance, and has comprehensive services including; Tax, Accounting, and Wealth Management Services, Financial, Investment, and Tax Advice, Personalized Portfolio Advisory Services, Investment Management, Saving for a Home, Pre-Retirement and Retirement Planning, Income and Investments Management, Insurance Policies – Fixed and Variable Annuities, Long Term Care Insurance, Disability and Life Insurance, Insurance Needs Analysis, Business Consulting, Business Succession Planning, Business Development and Strategic Planning, Estate Plans and Family Trusts, Education Planning (Saving for a College Education) with Investment Accounts, Tax Preparation, Tax Representation before Federal, State, and Local entities.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Take the guesswork out of your IEP or SEP with this helpful article.
What kind of auto insurance should you have? Do you know?
How to help determine life insurance needs to provide for your family after you pass away.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
When markets shift, experienced investors stick to their strategy.
What if instead of buying that vacation home, you invested the money?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Even low inflation rates can pose a threat to investment returns.
In life it often happens that the answers to our most pressing questions are right in our own backyards.