CONTACT GRACE TODAY! 866-481-5550 SIGN UP FOR RETIREMENT RESOURCES
CONTACT GRACE TODAY! 866-481-5550
Retire with Grace News

Our Financial Professionals

Grace Advisory Group
Ralph_Marcus

Ralph Marcus, CPA

Seasonal Tax Specialist

leaf

Ralph joined Grace Tax Advisory Group as a seasonal Tax Specialist to assist us in our growing tax operations.

He is a Certified Public Accountant and earned his MBA degree from Pace University – Lubin School of Business in New York City.

For over 20 years, he focused on corporate functions, including treasury management, corporate accounting, internal audit and, of course, taxes. In 1999, a corporate takeover and reorganization provided him with the opportunity to venture out on his own into the realm of tax preparation, and he has been doing so successfully ever since.

Ralph is extremely well versed in personal and corporate tax returns and takes the view that some measure of tax planning is needed each year by all wealth management clients.

Ralph is an avid reader of history and greatly admires this quote from Judge Learned Hand, “…taxes are enforced exactions, not voluntary contributions…nobody owes any public duty to pay more than the law demands”.

Born and raised in the NYC metropolitan area, Ralph has stayed physically active all his life. Until recently, he was an accomplished runner and completed six marathons. When he is not reading or running, he enjoys spending time with his wife, his two grown children, two step-kids and five grandchildren.

Access our

We're committed to helping you make informed decisions about your financial future. Request instant access to this helpful retirement planning kit.

connect

Phone

Gall Grace Advisory Group

Toll Free: 866-481-5550

Fax: (239) 481-5545

Email: info@gracetax.com

Headquarters

Serving clients throughout Florida

13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

Cities We Serve

Serving clients throughout Florida

Fort Myers
Naples
Marco Island
Estero
Bonita Springs
Sanibel-Captiva

Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice

Receive our Retirement Planning Resources!

Receive our Retirement Planning Resources!

Join our mailing list to receive the latest retirement planning resources:

IRA Tips

Tax Planning

Estate Planning

You have Successfully Subscribed!