Marvin Bales

Marvin Bales

CPA, CFPMarvin Bales

Marvin provides tax, accounting and audit services to the firm’s individual, commercial and nonprofit clients.  He began in the CPA industry with Ernst & Young and became a CPA in 1988.  He also became a CFP® (Certified Financial Planner professional) in 1995.  Prior to joining Fricke & Associates, Marvin was a CPA firm owner/partner for 17 years.  He also owns a financial planning firm and a registered investment advisor, Legacy Investment Management, LLC.

Specializations include:

  • Individuals
  • Small Business Enterprises
  • S-Corporations
  • C-Corporations
  • Partnerships
  • Medical Practices
  • Real Estate
  • Retail/Wholesale
  • IRS Representation
  • Personal Financial Planning
  • Income Tax Planning
  • Investment Planning
  • Life Insurance
  • Annuities

Education and Affiliations:

  • B.S. in Financial Management, Clemson University, Clemson, SC
  • CPA – States of Georgia and South Carolina
  • CFP® – Certified Financial Planner professional
  • CTC – Certified Tax Coach
  • Member of American Institute of Certified Public Accountants
  • Member of Georgia Society of CPA’s
  • Member of South Carolina Association of CPA’s
  • Financial Planning Association