Bio
Florence is a licensed CPA that helps successful individuals, families and closely held businesses with income tax and estate planning, implementing strategies that minimize risk and maximize opportunities. Additionally, she provides tax services for private foundations, as well as wealth transfer, stock option, retirement planning and collaborative divorce consulting for high-net-worth individuals. Florence’s goal is to assist clients in making well-informed decisions that align with their objectives. She prioritizes active listening to understand her clients' needs and collaborates with other professional advisors to develop diverse tax and estate strategies.
*Florence holds her interest in the firm through FTV Operations, PLLC
Experience
