David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. He has over 14 years of experience in financial services, including 3 years in the hedge fund industry Bloomington MN 55431 David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. HIGHLY recommend David Hahn CPA!!! David Peters, CPA, is the strategic relationship manager and financial advisor for Carroll Financial Inc., in Charlotte, N.C. Read More. David Peters, CPA, CFP, CLU, CPCU, MST, MBA. David R Peters, CPA, CFP, CLU, CPCU ← Back to Events. a practicing CPA. Episode for Friday, Aug 28, 2020 (37 minutes): David is PETERS OAM, David. David Peters was born and raised in the tax preparation profession, assisting his mother, Bonnie Peters, who helped build Quality Tax Services into a thriving tax preparation business in Bakersfield for over 35 years. VA CPA License #34537 | VA Firm #134355 (804) 332-1373. [email protected]. Through programs such as JA Finance Park, Junior Achievement is … David talks with Toni Berbrick, CPA, about cybersecurity. David Peters, CPA, CFP, CPCU, MST, MBA American Institute of Certified Public Accountants. We can provide all types of accounting, payroll and tax preparation services. since September of 1985. We encourage you to engage with the complimentary information on this site and hope that it inspires you to take better control of your finances. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. Passing on a Legacy: The Difficulties of Implementing Proper Succession Planning *This blog post is part of a series featured in NCACPA’s quarterly publication, Interim Report. David Peters, CPA, is the strategic relationship manager and financial advisor for Carroll Financial Inc., in Charlotte, N.C. David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, ... including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. It can be difficult to take the first step towards a more fulfilling financial life. Find 2 listings related to H Peters David Cpa in Middletown on YP.com. Join Facebook to connect with David Peters and others you may know. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting PC, a financial advisor for Peters Financial, LLC, and an outside representative for Carroll Financial Associates. Maybe you’re nervous at the thought of opening your books to someone else. If you’d like to learn more about what we can do to help you achieve more with your money, just ask. Accounting advisory services Audit and assurance Consulting Deals Forensic services Risk assurance. November 2020. David Peters, licensed as a CPA in Virginia, North Carolina, and South Carolina, is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. David H Peters Cpa specializes in Accounting, Auditing, And Bookkeeping. David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA. David R Peters, CPA, CFP, CLU, CPCU [email protected]. Episode for Friday, Aug 28, 2020 (37 minutes): David is David Peters, licensed as a CPA in Virginia, North Carolina, and South Carolina, is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. ... NC CPA License #40350 | SC CPA License #9761. If you are looking for a blend of personal service and expertise, you have come to the right place! David R. Peters David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. This site is published for residents of the United States only. At David Peters Financial Group and through our partner companies, we strive to offer a variety of services that run the full spectrum of your financial needs. Maybe you’re convinced that accounting and investments are only for people with corner offices and seven-figure salaries. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. View David Peters, CPA’S profile on LinkedIn, the world's largest professional community. We specialize in helping small businesses, entrepreneurs, and young families make informed choices today, budget for tomorrow, and save for the future. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. View David Peters, CPA’S profile on LinkedIn, the world's largest professional community. David Peters, CPA, CFP, CPCU, MST, MBA American Institute of Certified Public Accountants. 1657 W. Broad St. #5, Richmond, VA 23220* NC CPA License #40350 | SC CPA License #9761. David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. He is a dedicated accountant who focuses his practice on a personal connection to clients and his strong desire to help small and medium-sized businesses succeed and prosper. VA CPA License #34537 | VA Firm #134355 David Peters, CPA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond as well as a financial advisor for Peters Financial, LLC. If you’re having trouble or something isn’t working quite right, please tell us about it. David Peters is on Facebook. Maybe you’ve never spoken to a financial professional before. David has an extensive background in operations as well as finance and has been coaching corporate executives for ten years. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. 1657 W. Broad St. #5, Richmond, VA 23220*, NC CPA License #40350  | SC CPA License #9761, VA CPA License #34537  |  VA Firm #134355. David Peters, the company’s founder, has over 14 years of experience in financial services and has taught courses in financial planning, taxation, risk management, data analytics, and business law for the AICPA, Kaplan Professional, Surgent, the Charlotte CPCU Society, the Virginia Society of CPA’s, and the SC Association of CPA’s. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. Firm Licensed in Virginia. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. They are properly registered professional community American Institute of Certified Public Accountants may available... 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