Ivana Liberatore CPA CFP® & Associates
Founded 1982 • With Angi since May 2012
Service Categories
Accountants/Tax Consultants
Financial Planning
Licensing
Hours
Company Contact
228 E McMurray Rd Ste A
Canonsburg, PA 15317
Description
Verified Reviews
Ratings Distribution
Rating Details
06/18/2018
DESCRIPTION OF WORK
Clarification of taxation rules for inherited mineral rights sale.
CATEGORY accountant
COST $200
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 04/20/2018
03/22/2018
DESCRIPTION OF WORK
Income tax return (federal, state, local)
CATEGORY accountant,financial advisor
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 03/22/2018
10/24/2016
DESCRIPTION OF WORK
Ivana has been my business CPA for over 20 years and has always been very knowledgeable and professional and helpful in our start-up and complicated multi-state tax preparation over the years. She has also done an excellent job with my personal tax preparation when it became clear to me that it was too complicated for me to continue doing myself. As Ivana transitioned into financial/wealth/estate planning, I had no hesitation to use her services. She is constantly doing her research and I trust her recommendations. She gives the personal attention that makes you feel special and I have to give her all the credit for being able to comfortably retire at age 62! Ivana's staff reflects the same friendly and professional attitude and I recommend this firm whenever the opportunity arises. In my opinion the pricing and fees seem to be very reasonable.
CATEGORY accountant,financial advisor
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 10/21/2016
10/24/2016
DESCRIPTION OF WORK
Ivana Liberatore CPA CFP? & Associates called to ask if I had any questions or concerns regarding my accounts with current market conditions during this time of the presidential elections. We also discussed what I needed to do in making estimated tax deposits for unexpected earned income.
CATEGORY accountant,financial advisor
HIRE AGAIN? Yes
10/24/2016
DESCRIPTION OF WORK
Ivana Liberatore CPA CFP & Associates called me to discuss current market conditions in light of the current election season. They asked if I had any questions or concerns and also suggested proposed action for certain accounts. They are always very conscientious and proactive with my account and I always feel like I am in good hands.
CATEGORY accountant,financial advisor
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 10/21/2016
10/24/2016
DESCRIPTION OF WORK
Ivana does our Financial Planning and Tax Returns. She charges a modest/fair % so I cannot provide a dollar amount for her services
CATEGORY accountant,financial advisor
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 10/24/2016
11/03/2014
DESCRIPTION OF WORK
Professional estate planning consultation.
CATEGORY accountant
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 10/30/2014
05/16/2014
DESCRIPTION OF WORK
I required assistance in reviewing my current financial situation as well as advice regarding future financial decisions. After meeting with Ivana, I decided to not only rely on her for help in these areas, but also to engage her services as a professional Financial Planner and Investment Adviser as well as a CPA for annual tax preparation. I have been with Ivana now for 2 years.
CATEGORY accountant,financial advisor
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 05/06/2014
04/12/2014
DESCRIPTION OF WORK
Prepared year end tax return and reviewed prior year.
CATEGORY accountant
COST $350
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 03/20/2014
05/01/2012
DESCRIPTION OF WORK
For the past six years, Ivana Liberatore has expertly prepared my tax returns, helped me with business accounting issues, and managed my IRA, but this year her assistance has been particularly invaluable.
CATEGORY accountant,financial advisor
COST $850
SERVICES PERFORMED? Yes
HIRE AGAIN? Yes
WORK COMPLETED ON 05/01/2012
Services Offered
Tax and Financial Planning
Services Not Offered
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