Leo Fernandez
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CPA Discussion
CPA's looking to expand their services with our health and wellness program for their business clients. Help uncover additional tax efficiencies for y...
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30 minutes
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Benefits Discussion On Site
Let's explore your overall benefits landscape and come up with a solution to fill the gaps. Meeting will take place at your business.
1 hour
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Benefits Discussion Remote
Let's explore your overall benefits landscape and come up with a solution to fill the gaps. Meeting will take place on video call.
1 hour
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