Eric Kodish, CPA,CFP®, CDFA™, MBA
Eric Kodish, CPA, CFP®, CDFA™, MBA
Eric Kodish has been in the finance and accounting industry for more than 15 years. Originally a software engineer, Eric completed his undergraduate degree from Rutgers College in only 3 and 1/2 years. Originally Eric worked as a software engineer for Telcordia Technologies, where he programmed telecommunication cost calculation tools. He obtained a graduate certificate from Stevens Institute of Technology. He also completed his MBA from Drexel University, as well as his CPA licensure. He is a Certified Financial Planner and a Certified Divorce Financial Analyst. Eric was associated with Ameriprise FInancial and is now a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC.
Eric is a member of the AICPA (American Institute of Certified Public Accountants), NJSCPA (New Jersey Society of Certified Public Accountants). He is an experienced entrepreneur as well as a real estate investor. In addition, Eric holds his securities and insurance licenses.
Joel L Glauser PA, EA
Joel is a graduate of Philadelphia University and has been a Public Accountant since 1976. He is an Enrolled Agent before the Internal Revenue Service. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before. Joel brings over 40 years of experience.
Donna Siravo is an talented accounting professional with extensive experience in all phases of Accounting and Tax preparation. She has more than twenty years experience in the field of taxes and accounting. Received her Bachelor of Science Degree in Accounting from Georgian Court University. Her experience is in a wide variety of industries, focusing in the small businesses at the Jersey Shore. She has experience and training in Quickbooks and extensive know how of taxation. Experience also includes individuals, partnerships, corporations and estates/trusts.
Robin McGraw is a payroll specialist and office manager. She has over 15 years experiencel. Robin is an invaluable staff member who handles the day to day operations of the company.
To aid with monthly, quarterly, and annual business, a bookkeepers works closely with the staff.
Eric Kodish is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. 360 Financial Services LLC, 360 CPA Services LLC, and United Planners are not affiliated.