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Services

Peter Weisberg, CPA, CFP provides a wide range of services to individuals and businesses in a variety of industries. At Peter Weisberg, CPA, CFP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax & Business Services

Individual Tax Preperation & Planning
Business Tax Preparation & Planning
IRS Representation
Bookkeeping & Write-Up Services(Financial Statements, Bank Recs & Payroll)

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Financial Planning

Retirement Planning
Investment Planning
Insurance Planning(Life, Health, Long Term Care & Disability)
Estate Planning
Mortgages

All Securities through Money Concepts Capital Corp. Member FINRA/SIPC

Peter Weisberg, CPA, CFP not affiliated with Money Concepts Capital Corp.
www.Moneyconcepts.com

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Information Request for Services Listed Above