Keystone CPAs has announced the addition of Robert Marsh to its team.
With a focus on innovation, holistic planning, and unwavering integrity, Marsh brings a wealth of expertise to further elevate Keystone CPAs commitment to excellence.
Marsh is a seasoned professional who specializes in delivering tailored solutions to high-net-worth individuals and small businesses. His approach is characterized by a holistic and advanced approach to tax planning, with an emphasis on innovative, in-house strategies designed to optimize financial outcomes while minimizing risk.
Marsh excels in providing tax return preparation and compliance services. The services offered by Marsh cover a broad spectrum of financial planning areas, including business succession planning, gift and estate planning, expert IRS representation, and business startup guidance. Marsh holds a Master of Taxation degree in accounting and tax from Nova Southeastern and a Bachelor of Business Administration from Niagara University.