Philip E. Gable, CPA, P.C. is focused on providing you with sound financial and wealth services. I am here to serve the simple or complex investment needs of high net worth individuals and families, small business owners, and other finance conscious professionals. It is my mission to provide clients with complete financial services that are second to none.

*Investment services are offered by Philip Gable through his affiliation with HD Vest.

I am committed to providing comprehensive financial services with a personal touch. I specialize in Estate Planning, Tax Preparation and Planning, and Business Startup Counsel. I develop and build client relationships based on trust, competent professional advice, continual communication and prompt personal service. I will not offer any advice without a full understanding of our client’s goals and objectives.

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

 

TAX PREPARATION AND PLANNING

  • Federal Tax Return Preparation
  • State Tax Return Preparation
  • Representation Before the IRS
  • Relocation Tax Issues

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LEGAL SERVICES

 
  • Estate and Asset Protection Planning
  • Wills and Trusts
  • Probate and Estate Administration

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WEALTH SERVICES

 
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning

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INVESTMENTS

 
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts

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