fbpx

Megan D. Muccio, CPA

We are pleased and proud to offer tax preparation and advanced tax planning services through Megan D. Muccio, CPA. Tax planning is an integral part of planning for a successful retirement.

Some of the many services we offer through Megan D. Muccio, CPA are:

  • Mid Year Reviews
  • Roth Conversion Analysis
  • Individual Tax Preparation
  • Business Tax Preparation
  • Bookkeeping
  • Amendments to tax returns
Learn More

Our Services

Retirement
Insurance
Financial Planning
Corporate
Investments
Taxes

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.