Zyczkiewicz Latour & Company
Insurance Agency
Why pick this one
Zyczkiewicz Latour & Company provides CPA accounting, CFO outsourcing, tax planning, and insurance advisory services for entrepreneurs.
Best for
- entrepreneurs needing accounting and tax planning
- business owners needing outsourced CFO support
- businesses needing coordinated accounting, tax, and wealth management
- clients seeking retirement, succession, or estate planning
- businesses and families seeking insurance advisory services in Chapel Hill
Look elsewhere if
- customers seeking a dedicated property and casualty insurance agency
- customers seeking emergency or after-hours services
- customers seeking publicly listed pricing
Specialties
- real-time accounting
- tax planning
- business and personal tax returns
- CFO outsourcing
- retirement contribution planning
- succession planning
- estate planning
- college savings planning
- portfolio diversification
- insurance advisory
Certifications
- Rick Zyczkiewicz, CPA, MBA
- Anne Latour, CPA
- Insurance License #7969361
- Avantax Investment Services
- Avantax Advisory Services
- FINRA
- SIPC
What makes them different
- Focuses on entrepreneurs and professionals
- Rick Zyczkiewicz reports 25 years of experience in CPA roles
- CFO outsourcing includes daily accounting and tax work
- Combines accounting, tax planning, wealth management, and insurance advisory services
- Offers a free consultation for businesses and prospective entrepreneurs
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 210 N Columbia St, Chapel Hill, NC 27514-3501
- Phone
- +19194484417
- Website
- http://www.chapelhillcpas.com
- rick@chapelhillcpas.com
Services
- accounting
- tax services
- CFO outsourcing
- wealth management
- investment advisory
- insurance advisory
- financial planning