Estate Planning, Wills & Trusts
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. Your success is our priority and through our consultative process listening is most important of all. Rick has been a property owner since 1995 and has maintained a home in Punta Gorda, Florida since 2011 with his wife, Karen.
18401 Murdock Circle
Suite B
Punta Gorda, FL 33948
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference.
21234 Olean Blvd Suite 2A
Port Charlotte, FL 33952
Koch & Company CPAs, P.A. is a group of professionals that are committed to providing the best financial, consulting, accounting and tax services. We have over 25 years of experience.
Tax Preparation | Tax Planning
IRS Representation | IRS Resolution
Corporate & LLC Set-up & Planning
Monthly Accounting & Payroll
Trust & Estate Tax Preparation
Tax Preparation | Tax Planning
IRS Representation | IRS Resolution
Corporate & LLC Set-up & Planning
Monthly Accounting & Payroll
Trust & Estate Tax Preparation
252 W. Olympia Ave.
Punta Gorda, FL 33950
223 Taylor St. Suite 1214
Punta Gorda, FL 33950
- (941) 621-4015
215 W. Olympia Ave
Punta Gorda, FL 33950
- (941) 575-0007
