Company Information

Get to know KRISTY R. CORTEZ CPA, P.C.

KRISTY R. CORTEZ CPA, P.C. is a professional accounting corporation located in Lihue, Hawaii. Established in 2008, the firm provides a range of financial services tailored to the needs of both individual and business clients. Their core services include tax preparation and planning, small business accounting, payroll services, part-time CFO services, and QuickBooks consulting. Additionally, they offer personal financial and estate planning for individuals. The firm's mission is to help clients navigate complex accounting and tax issues, maximize their cash flow, and minimize tax liabilities through personalized and professional guidance.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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KRISTY R. CORTEZ CPA, P.C.

United States

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.