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Purewater Financial | Advisory Services, Bookkeeping, Payroll Services

Purewater Financial

FOUNDING YEAR
2020
NUMBER OF EMPLOYEES
2 - 5 employees
CREDENTIALS
CPA
LOCATION
New York
SUPPORT
Dedicated Staff
SOFTWARE
Purewater Financial
We offer financial services in the realm of tax, accounting, business development, and business formation, along with advisory and consultancy services.
Profile picture of
Rahul Mehta
February 12, 2024
Experience working with Purewater Financial
without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List

Clients who would be a good fit

Small business owners, investors, people looking to work within a system and develop a relationship with their financial services provider

Clients who wouldNOTbe a good fit

People with bad communication skills, people who are not proactive, people who lack ambition and want things handed to them

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Specialties

Preferred Industry

Client Type

Services Offered

Meeting Options

Video meetings
Email
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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