Latham: 518.785.0134 | Queensbury: 518.792.6595

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

Coronavirus Resources and Information Page Created

Posted on: 3/31/20 by Kevin P. O'Leary, CPA

Marvin and Company has collected various resources for you related to the COVID-19 outbreak. Check it out below:

https://www.marvincpa.com/news-and-events/coronavirus-covid-19-information-and-resources/

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Upcoming Events

Start-Up Advice Straight From The Experts.

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Marvin University

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

Community Involvement

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

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Careers

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