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Recent Posts
The Hidden Costs of Not Having an Estate Plan

Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary ...

The post The Hidden Costs of Not Having an Estate Plan first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit

For many entrepreneurs, building a business is a decades-long journey of wealth creation, culminating in a lucrative exit. ...

The post From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Carol Collins

Support Team

Franchise Support | Bookkeeping Support

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT CAROL

Carol joined the PFG team in 2021 as a supporting clerk. At PFG, she compiles monthly reconciliations for multiple clients and submits franchise reports under supervision of senior team members. Carol also processes monthly sales tax and computes rent vouchers, among other various tasks reporting directly to partners and associates. Prior to 2021 she has enjoyed multiple career endeavors including owner of a small business, oilfield expeditor, substitute teacher, and corporate travel agent. When not working Carol enjoys pool time, word and puzzle games, and baking.

A BRIEF HISTORY

Prior to 2021 she has enjoyed multiple career endeavors including owner of a small business, oilfield expeditor, and corporate travel agent.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Carol is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
The Hidden Costs of Not Having an Estate Plan

Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary ...

The post The Hidden Costs of Not Having an Estate Plan first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit

For many entrepreneurs, building a business is a decades-long journey of wealth creation, culminating in a lucrative exit. ...

The post From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more