Sallie Mullins Thompson, CPA

About Sallie Mullins Thompson, CPA

Sallie Mullins Thompson, CPA, Financial Planner, and Tax Strategist, provides financial services to closely held businesses, families, and individuals in the following areas: - Tax Compliance - Divorce finance/tax analysis - Accounting - Business consulting - Cash flow and net worth reporting - College and retirement funding - Legacy, family, and asset risk protection The firm specializes in solutions that are (1) tailored exclusively for the requirements of each specific client; (2) priced within applicable budgetary constraints; and (3) delivered on time. Ms. Thompson states: “My vision is to be a proactive partner and comprehensive resource to my clients, helping them solve problems, realize goals, and pursue success. In everything I do, my focus is to enhance the financial lives of my clients. I accomplish this objective by (1) analyzing the relevant aspects; (2) determining available options; (3) evaluating tax impact; (4) recommending one's that best fit; (5) facilitating implementation; and (6) monitoring results. And, I provide top-notch accounting, tax, and financial services!” Securities offered through Avantax Investment Services, Inc. Member FINRA, SIPC, finra.org, sipc.org. Investment advisory services offered through Avantax Advisory Services, Inc. Insurance services offered through an Avantax affiliated insurance agency. Please visit avantaxwealthmanagement.com/social_policy for more information.

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