Tax structuring in Scottsdale, Arizona
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Copperwood Financial, Inc.
Copperwood Financial, Inc. is a finance institution located at 5635 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in providing customized financial planning solutions for entrepreneurs, medical professionals, and federal employees, Copperwood Financial, Inc. offers a Tax Freedom Roadmap to help clients define and realize their business, financial, and estate planning goals. With a focus on after-tax returns and disciplined investment processes, the institution aims to create investment strategies to achieve clients' goals. Additionally, Copperwood Financial, Inc. provides advice on entity structuring, employee benefits, risk management, and tax planning for business owners. Specializing in optimizing Social Security benefits and helping clients choose the correct Medicare options, the institution also offers services such as evaluating tax liability, creating estate plans, and advising on Roth IRA conversions. As an independent financial planning and investment management firm, Copperwood Financial, Inc. operates on a fee-based model, ensuring transparency and a fiduciary duty to act in clients' best interests. Specializing in working with entrepreneurs, business executives, medical professionals, and federal employees, Copperwood Financial, Inc. aims to provide advice on minimizing taxes, retirement planning, and asset transitioning.
Mark A. Bonnett
Mark A. Bonnett is a finance institution located at 7114 East Stetson Drive, Scottsdale, Arizona, United States. Specializing in wealth planning, investments, and providing financial peace of mind, we offer a unique ecosystem approach that puts our clients first. Our fiduciary-level engagement ensures transparency and a coordinated, internally-managed plan that is tailored to each individual's objectives. With a focus on strategic asset allocation, evidence-based investment philosophy, and access to exclusive investment opportunities, we treat our clients like family. Our fiduciary approach removes conflicts of interest and puts the client at the center of the investment portfolio.
Alpha Squared Capital
Alpha Squared Capital is a leading financial institution located in Scottsdale, Arizona. Our team of experienced professionals provides innovative and tailored financial solutions to help our clients achieve their investment goals. Whether you are looking to grow your wealth, manage risk, or plan for the future, Alpha Squared Capital is here to help. Our commitment to excellence and client satisfaction sets us apart in the finance industry. Visit us at 8777 East Vía de Ventura to learn more about how we can assist you in reaching your financial objectives.
Miller Wolman CPAs PLLC.
Miller Wolman CPAs PLLC is a dynamic accounting and finance institution located at 5010 East Shea Boulevard in Scottsdale, Arizona. This new Tag Team of CPAs, Jonathan and Craig, bring over 60 years of combined experience in business and tax services to meet both your personal and business needs. Specializing in providing key tax and financial strategies to businesses and entrepreneurs, they offer consulting services that integrate strategic business planning, corporate structure, tax planning, and compliance. Jonathan and Craig have extensive experience working with CEOs, professional athletes, and entertainers, offering personalized services to individuals and small to medium-sized businesses. Their expertise extends to creating detailed financial game plans, with Jonathan's book "Wait! Don't Sign That Contract: A Financial Gameplan for the Transition into and out of Athletics for the Collegiate and Professional Athlete" available on Amazon.
WWP, LLC
WWP, LLC is a finance institution located at 6750 East Camelback Road in Scottsdale, Arizona, United States. With over 50 years of state and local tax experience, WWP provides clients with top-notch tax services including property tax, state and local tax, sales and use tax, site selection services, and business incentives. The professionals at WWP have backgrounds in senior positions within the former "Big 4" accounting firms and private industry, as well as high-level state and local tax administration. They have strong relationships with tax administrators, economic development agencies, and private industry to efficiently resolve tax issues. WWP offers services such as state income tax opportunities, audit representation, comparison of tax incentives, research and negotiation of business incentives, refund claim opportunities, entity structuring for tax reduction, and compliance with tax requirements. For exceptional customer service and innovative tax solutions, contact WWP at (602) 288-2160 or info@wwptax.com.
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