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Financial Roadmap

As part of your estate planning, Marvin and Company, P.C. has developed a Financial Roadmap tool, designed to help our clients collect and summarize the information that will be helpful to their survivors. Please feel free to download a copy of the Financial Roadmap for your personal use. If you have any questions, please contact your Marvin and Company, P.C. representative.

https://www.marvincpa.com/images/uploads/general/Financial_Roadmap_FINAL.xls

Our Services

Four Pass CPA Exam

Posted on: 3/12/19 by

Marvin and Company, P.C., an award-winning Capital Region accounting, auditing, taxation and management consulting firm, is pleased to congratulate Sean M. Daley, CPA, Charles C. Smith, CPA, Mark J. Quackenbush and Timothy M. Parkes for passing all four parts of the CPA examination.

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The Marvin University professors are here to help your organization. see our list of upcoming educational events and download past sessions.

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We not only provide professional services to the not-for-profit industry, we provide our own time and resources.
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