Flavin, Nooney & Person

Flavin, Nooney & Person is a CPA and wealth advisory firm at 2200 Babcock Street in Melbourne that grew from a full-service public accounting practice founded in 1989. The partners realised that clients valued their tax and accounting skills but trusted them for more, so the firm built a team of financial strategists alongside its accountants. Tax services centre on individual income tax planning and preparation, with the stated aim of legally minimising tax liabilities, and the firm notes that this helps investment clients because advisers understand the tax impact of portfolio decisions. Business clients get strategic accounting, with regular meetings to turn the tax code into an advantage. The planning side covers personal financial planning, estate and trust planning, and wealth management, and the firm offers a downloadable financial planning guide. Audit and attest services give owners, lenders and other stakeholders confidence in financial statements. New clients go through an onboarding step to discuss goals and risks before a plan is set. The team includes Tom Flavin, Barbara Nooney, Matthew Treskovich, Chuck Ellefson and Tyler Heckman. It suits families with complex returns, retirees planning withdrawals and estates, and small business owners who want their CPA and adviser under one roof. The first meeting to see whether the firm is the right fit carries no cost and no obligation. Request a consultation through the site, log in to the client portal, or call. Call +1-321-725-4700 Website · Google Maps · Claim this business