Ann J. Rigsby, CPA/CFP - DeLand, Florida

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Introducing Ann J. Rigsby, CPA/CFP: Your Trusted Financial Advisor

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For individuals and businesses seeking comprehensive and reliable financial guidance, Ann J. Rigsby, CPA/CFP offers a dedicated and personalized approach to financial planning and accounting services. Located in DeLand, Florida, Ms. Rigsby operates DRTCPA, a firm committed to delivering exceptional service and expertise within the community. She is a highly respected Certified Public Accountant (CPA) and Certified Financial Planner (CFP), combining deep accounting knowledge with a strong understanding of investment strategies and financial goals.

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Location and Contact Information

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DRTCPA is strategically situated at 1006 N Woodland Blvd # A, DeLand, FL 32720, United States. Clients can easily reach Ms. Rigsby and her team by phone at 3867349441. The firm’s website, drtcpa.com, provides valuable resources, including detailed service offerings, client testimonials, and contact information. Visitors will find easy access to information regarding the firm’s commitment to client satisfaction and professional standards.

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Specialties and Services

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Ms. Rigsby’s core competencies lie in providing a wide array of financial accounting and financial planning services. These include, but are not limited to:

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• Tax Preparation and Planning: Expert assistance with individual and business tax returns, ensuring compliance and maximizing tax efficiency.

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• Financial Statement Preparation: Accurate and timely preparation of financial statements, including balance sheets, income statements, and cash flow statements.

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• Budgeting and Forecasting: Development of realistic budgets and financial forecasts to help clients achieve their short-term and long-term goals.

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• Retirement Planning: Strategic planning for retirement income, incorporating investment management, Social Security optimization, and pension planning.

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• Estate Planning: Guidance on estate planning strategies to ensure assets are distributed according to client wishes and minimize estate taxes.

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• Business Consulting: Support for small business owners on a range of financial matters, including start-up assistance, cash flow management, and profitability analysis.

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Her dual designation as both a CPA and CFP distinguishes her practice, allowing her to provide a holistic view of clients’ financial situations – seamlessly integrating accounting expertise with investment planning.

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Accessibility and Client Experience

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DRTCPA is dedicated to providing a comfortable and accessible experience for all clients. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Appointments are recommended to ensure sufficient time for personalized attention and detailed discussions. Clients consistently report a positive and professional experience, highlighting Ms. Rigsby’s dedication to client service.

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Client Feedback and Reputation

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Currently, DRTCPA boasts 1 reviews on Google My Business, each reflecting a remarkable average opinion of 5/5. This outstanding feedback underscores the firm’s dedication to quality service and client satisfaction. These reviews consistently praise Ms. Rigsby’s knowledge, responsiveness, and commitment to helping clients achieve their financial objectives. The positive testimonials speak volumes about the trust and confidence clients place in her expertise.

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Why Choose Ann J. Rigsby, CPA/CFP

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Several factors contribute to the popularity and effectiveness of DRTCPA:

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• Expertise: Ms. Rigsby’s credentials as a CPA and CFP demonstrate a deep understanding of accounting principles and financial planning strategies.

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• Personalized Service: Clients appreciate the individualized attention and tailored solutions provided by DRTCPA.

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• Integrity: The firm operates with the highest ethical standards, prioritizing client confidentiality and transparency.

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• Community Focus: DRTCPA is committed to serving the financial needs of individuals and businesses within the DeLand area.

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In conclusion, Ann J. Rigsby, CPA/CFP and DRTCPA offer a valuable resource for anyone seeking professional and trustworthy financial guidance. With a strong commitment to client satisfaction and a proven track record of success, Ms. Rigsby is well-positioned to help clients navigate the complexities of personal and business finance.

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"summary": "DRTCPA, led by Ann J. Rigsby, CPA/CFP, offers comprehensive accounting and financial planning services with a focus on personalized attention and client satisfaction, earning a 5/5 average review rating.",
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