So Lee

KROST CPAs & Consultants

Established in 1939 in Pasadena, California, KROST, is a full-service Certified Public Accounting and Consulting firm serving clients across various industries. Our focus is recognizing opportunities and creating value for our clients by equipping them with the tools to make better business and financial decisions for the future. As trusted advisors, our clients depend on us to provide timely information, innovative solutions, and result-driven teamwork to ensure success. KROST provides creative tax and accounting services as well as M&A, Capital Markets Consulting, Wealth Management, Data Analytics, and Tax Specialty Services, and more. About KROST Wealth KROST Wealth is a division of KROST, a full-service Certified Public Accounting and Consulting firm headquartered in Pasadena, California. KROST Wealth offers an integrated, tax-centric approach to wealth management to help businesses and individuals achieve their financial goals through Investment Planning, Tax Planning, Estate Planning, Insurance, Income Protection and Asset Preservation, Education Planning, Retirement Planning, Risk Management, Business Planning, and Debt Management. Contact us for more information at 626-449-4225. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC (www.finra.org and www.sipc.org). Investment advisory services offered through Avantax Advisory ServicesSM. Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM CA #0M36260. We currently have individuals licensed to offer securities in the states of CA, FL, GA, IN, NJ, NY, OH, OR and VA. This is not an offer to sell securities in any other state or jurisdiction. Method 10® is property of Avantax Wealth ManagementSM. All rights reserved. Please visit www.avantaxwealthmanagement.com/social_policy/ for more information.