Experiential Partners provides solutions for insurance and risk management challenges. Consulting services provided by 20-year veteran of the insurance industry. Services include on-site business operations and risk management review, insurance coverage review, coordination of insurance bidding, and continuing education for insurance professionals. Focus is on the individual and the small to medium sized businesses who do not receive these services from their insurance carrier. .. Collaboration with independent agents is also offered. Experienced and knowledgeable with Ohio, Florida, Indiana, New York, and North Carolina.
TAX PREPARATION SERVICES offered by appointment only. Simple to complex returns prepared. Federal, State and Local returns. Includes Schedule C and Schedule E, if needed.
CPCU -- Chartered Property Casualty Underwriter, ARM -- Associate in Risk Management, ARP -- Associate in Research and Planning, 12 years tax preparation experience, Member of the CPCU Society