TOP 10 Business tax planning in Greenwich, Connecticut
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Alfano & Company, LLC | Tax, Accounting & Advisory
Alfano & Company, LLC is a leading accounting, finance, and advisory firm located in Greenwich, Connecticut. With a focus on providing expert tax services, accounting solutions, and strategic financial advice, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Located at 3 Boulder Avenue, our firm is committed to delivering personalized and high-quality services to meet the unique needs of each client. Trust Alfano & Company, LLC for all your tax, accounting, and advisory needs.
Greenwich Wealth Management
Greenwich Wealth Management is a prestigious finance institution located at 45 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in wealth management services, our experienced team of financial experts are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Greenwich Wealth Management is committed to providing top-tier financial solutions for individuals, families, and businesses alike. Trust us to guide you towards financial success and prosperity.
Tier 4 Planning - Ameriprise Financial Services, LLC
Tier 4 Planning - Ameriprise Financial Services, LLC is a renowned finance institution located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in comprehensive financial planning services, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Tier 4 Planning - Ameriprise Financial Services, LLC is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Whether you are looking to invest, save for retirement, or plan for the future, this institution is committed to helping you secure a stable financial future.
Andersen Tax LLC
Andersen Tax LLC is a finance institution located at 1700 East Putnam Avenue in Greenwich, Connecticut, United States. With a strong focus on providing top-notch financial services, Andersen Tax LLC is dedicated to helping individuals and businesses navigate complex financial matters with expertise and precision. Whether you are looking for tax planning, advisory services, or financial consulting, Andersen Tax LLC is committed to delivering exceptional results and personalized solutions to meet your financial needs. Trust Andersen Tax LLC to provide you with the financial guidance and support you need to achieve your goals.
Kramer Tax Services
Kramer Tax Services is a reputable accounting and finance institution located at 12 Greenwich Lane in Avon, Connecticut, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses. From tax preparation to financial planning, Kramer Tax Services is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
AP Accounting and Tax Preparation, PC with Alexis Paul, CPA
AP Accounting and Tax Preparation, PC with Alexis Paul, CPA is a trusted institution located on King Street in Greenwich, Connecticut, United States. Specializing in accounting and finance, our firm believes in empowering our clients through knowledge. We educate our clients on the latest tax laws to help reduce their tax burden. With a focus on business needs, we offer tax return preparation services for LLCs, S-Corps, and C-Corps. Our thorough financial reviews help identify opportunities for greater efficiency and effectiveness in your business operations. We cover various aspects such as sales tax, bookkeeping practices, legal structure, and potential tax credits or deductions.
RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located at 21 Benedict Place in Greenwich, Connecticut. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, RMJR Tax and Accounting is here to help. Trust us to handle your financial needs with expertise and care.
Badolato's Tax & Financial Services
Badolato's Tax & Financial Services is a reputable accounting and finance institution located at 31 Saint Roch Avenue in Greenwich, Connecticut. With a team of dedicated professionals, we offer a wide range of services including tax preparation, financial planning, and accounting solutions. Our goal is to help individuals and businesses navigate the complex world of taxes and finances, ensuring they achieve their financial goals and maximize their returns. Trust Badolato's Tax & Financial Services for all your financial needs.
GGP Tax Appeals
GGP Tax Appeals is a leading real estate agency located at 103 Mason Street in Greenwich, Connecticut. Specializing in appraisal, tax Certiorari (appeal), and property management services, GGP Real Estate Advisors offers comprehensive solutions for both residential and commercial properties in Fairfield and Westchester Counties. With a focus on reducing property assessments and saving clients money on real estate taxes, GGP has successfully saved over $10 million in tax payments for their clients. Co-founded by Jeff Jackson, a seasoned expert in residential appraisal and consulting, GGP is dedicated to increasing the value of properties while handling all maintenance and management tasks. Whether you own a family home or a commercial property, let GGP Tax Appeals help you save money and maximize the potential of your real estate investments.
Freeman Tax Law
At Freeman Tax Law, located in Greenwich, Connecticut, we specialize in providing expert legal advice and representation in matters related to accounting, finance, and tax law. Our team of experienced lawyers is dedicated to helping individuals and businesses navigate complex tax issues and ensure compliance with all relevant laws and regulations. Whether you are facing a tax audit, need assistance with tax planning, or require representation in tax court, Freeman Tax Law is here to help. Contact us today at our office on 500 West Putnam Avenue to schedule a consultation.
Dougherty Greenwich Legal LLC
Dougherty Greenwich Legal LLC is a trusted and professional law firm located at 28 Sound View Drive in Greenwich, Connecticut. With over 30 years of experience, James Dougherty specializes in areas such as Real Estate, Trusts and Estates, Probate Administration, Elder Law, Tax, and Non-Profit Organizations. The firm offers personalized services tailored to individual client needs, with reasonable fees and prompt, courteous service. James Dougherty, who was admitted to practice law in Connecticut in 1983, reorganized his firm as Dougherty Greenwich Legal, LLC in 2013. With a long history of serving the Greenwich community, the firm has a solid reputation for excellence and professionalism. Whether you are an individual, small business, or larger organization, Dougherty Greenwich Legal LLC can meet your legal needs with expertise and efficiency.
Merrill Lynch Financial Advisor Brian R Thompson
Merrill Lynch Financial Advisor Brian R Thompson, located at 2 Pickwick Plaza, Greenwich, Connecticut, United States, is dedicated to providing a comprehensive approach to managing wealth. Brian Thompson takes the time to understand each client's financial situation, family dynamics, and personal priorities in order to create a customized wealth management strategy that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, Brian helps clients address various aspects of their financial lives. Committed to delivering excellent service and helping clients pursue their goals, Brian is actively involved in volunteering within the community. The Merrill Personal Wealth Analysis™ is utilized to build personalized plans centered on individual goals. Supported by the global resources of Merrill, Brian's team is focused on building strong client relationships based on trust and personalized service. By understanding each client's aspirations and priorities, Brian helps design and implement personalized plans aimed at managing investment risk and achieving financial goals. Through ongoing conversations and adjustments, Brian ensures that clients' financial approaches are aligned with their changing life circumstances and market conditions. With a focus on understanding each client's personality and goals, Brian offers tailored financial approaches that reflect individual priorities and provide the necessary guidance to address market fluctuations and life changes. As a Chartered Retirement Planning Counselor™, Brian is registered to do business in multiple states and offers personalized investment strategies designed to help clients pursue their goals. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice. With a commitment to putting clients first, Brian Thompson and his team at Merrill Lynch are dedicated to helping clients live their best financial lives through personalized investment strategies and comprehensive financial solutions.
Ravengate Partners, LLC
Ravengate Partners, LLC is a finance institution located at 31 Hillcrest Park Road in Greenwich, Connecticut, United States. With a focus on providing comprehensive financial services, Ravengate Partners, LLC offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Ravengate Partners, LLC is dedicated to helping you navigate the complexities of the financial market with confidence and peace of mind.
Charles Schwab
Charles Schwab is a well-known finance institution located at 19 East Elm Street in Greenwich, Connecticut, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. With a reputation for excellence and a commitment to customer satisfaction, Charles Schwab is a trusted partner for those seeking expert financial advice and support.
Merrill Lynch Financial Advisor Frank C Rogers III
Merrill Lynch Financial Advisor Frank C Rogers III is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. As a trusted financial advisor, Frank C Rogers III provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong reputation for integrity and professionalism, clients can rely on Merrill Lynch Financial Advisor Frank C Rogers III for sound financial advice and strategies tailored to their individual needs.
Pearson Consulting Group Inc
Pearson Consulting Group Inc is a leading finance and insurance agency located at 15 East Putnam Avenue in Greenwich, Connecticut. With a team of experienced professionals, they provide expert financial consulting services to individuals and businesses alike. Specializing in insurance solutions, investment strategies, and risk management, Pearson Consulting Group Inc is dedicated to helping clients achieve their financial goals and secure their future. Trustworthy, reliable, and customer-focused, this institution is a trusted partner for all your financial needs.
Wealth Protection Management
Wealth Protection Management is a renowned institution located in Greenwich, Connecticut, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses safeguard their assets and investments. With a focus on strategic planning and risk management, we provide tailored solutions to ensure our clients' wealth is protected for generations to come. Trust Wealth Protection Management to secure your financial future.
Bill Lee - Raymond James
Bill Lee - Raymond James is a finance institution located at 115 East Putnam Avenue in Greenwich, Connecticut. As a part of the Raymond James network, this institution offers a wide range of financial services to individuals, families, and businesses. With a focus on personalized financial planning and investment strategies, Bill Lee - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial futures. The experienced team of professionals at this institution provides expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bill Lee - Raymond James is committed to providing top-notch financial solutions tailored to your specific needs.
Merrill Lynch Financial Advisor Theodore S Roman
Merrill Lynch Financial Advisor Theodore S Roman, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a seasoned professional with over 30 years of experience in the financial services industry. Specializing in working with high net worth individuals and privately-owned businesses, Ted provides access to a wide range of investment products from Merrill and banking solutions from Bank of America. With a background in economics and an MBA from Harvard Business School, Ted holds several FINRA registrations and is a member of prestigious accounting organizations. He is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Ted can tailor a financial approach to suit your needs. By understanding your unique goals and priorities, he aims to provide guidance and support to help you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and communication, Ted is committed to helping you achieve financial success. Contact Merrill Lynch Financial Advisor Theodore S Roman to start planning for your financial future.
Stuart Wechsler
Stuart Wechsler is a renowned finance institution located at 56 Mason Street in Greenwich, Connecticut, United States. With a reputation for excellence in the financial industry, Stuart Wechsler offers a wide range of services to meet the needs of its clients. From investment management to financial planning, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to personalized service and a track record of success, Stuart Wechsler is a trusted partner for all your financial needs.
Merrill Lynch Financial Advisor Edward Laux
n create a personalized financial plan tailored to your unique needs and aspirations. With over 35 years of experience in the financial industry, Edward Laux of Merrill Lynch Financial Advisor is dedicated to providing a concierge level of service to meet the sophisticated wealth management needs of his clients. Located at 2 Pickwick Plaza in Greenwich, Connecticut, Edward leverages his Wall Street background to offer a wide array of products and services to help clients achieve their long-term financial goals. As a Founding Member of the First Tee of Connecticut and a coach of travel basketball, Edward is deeply involved in his community and is committed to building strong client relationships based on trust and personalized service. He works closely with the Dyer Group, one of Merrill's top advisory teams, to provide expert guidance in investment management, trust and estate planning services, insurance, alternative investments, credit, and more.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. They also prioritize community involvement through volunteerism and charitable outreach.
Marcum LLP
Marcum LLP is a renowned accounting and finance institution located at 35 Mason Street in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services, Marcum LLP offers expert advice and guidance to individuals and businesses alike. Their team of professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of accounting and finance. Whether you need assistance with tax planning, auditing, or financial consulting, Marcum LLP is the go-to institution for all your financial needs.
Andersen & Co LLC
Andersen & Co LLC is a reputable accounting and finance institution located at 55 Old Field Point Road in Greenwich, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Andersen & Co LLC is committed to providing top-notch service and expertise to help their clients achieve their financial goals. Whether you need help with bookkeeping, investment advice, or estate planning, Andersen & Co LLC is the trusted partner you can rely on for all your accounting and finance needs.
Mantz Wealth Management Group
Mantz Wealth Management Group is a reputable finance institution located at 125 Greenwich Avenue in Greenwich, Connecticut, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Mantz Wealth Management Group offers a range of comprehensive financial solutions tailored to meet your specific needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.
Bank of Ireland Asset Management Ltd
Bank of Ireland Asset Management Ltd is a finance institution located at 75 Holly Hill Lane in Greenwich, Connecticut, United States. With a strong reputation for managing assets and providing financial services, this institution offers a wide range of investment solutions to meet the diverse needs of its clients. With a team of experienced professionals and a commitment to excellence, Bank of Ireland Asset Management Ltd is dedicated to helping individuals and businesses achieve their financial goals.
The Dowling Group
The Dowling Group is a renowned institution located in Greenwich, Connecticut, United States, at 1171 East Putnam Avenue. Specializing in accounting and finance, our team of award-winning CPAs and Financial Advisors are dedicated to taking care of all aspects of your financial life so you can focus on what truly matters. As a Top Wealth Manager recognized by Westchester Magazine, we believe in creating investment portfolios that not only adhere to sound tax and risk reduction strategies but also align with your personal values and beliefs. In partnership with Ethic, a tech-driven asset manager, we offer tools to help you understand how your portfolio can impact issues such as climate change, women's rights, racial justice, corporate ethics, and more. Our family-owned business, now in its second generation, has deep roots in Greenwich for nearly 40 years, and we are committed to providing excellent financial services and advice to our community. As an independently owned and operated institution that follows the fiduciary standard, you can trust us to provide unbiased financial guidance.
Kidd & Co LLC
Kidd & Co LLC is a finance institution located at 1455 East Putnam Avenue in Greenwich, Connecticut, United States. With a strong focus on providing top-notch financial services to its clients, Kidd & Co LLC is committed to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management services, or assistance with financial planning, our team of experienced professionals is here to help. Trust Kidd & Co LLC to provide you with the expertise and personalized attention you need to secure your financial future.
riverside financial group
Riverside Financial Group is a leading finance institution located at 15 Wilmot Lane in Greenwich, Connecticut, United States. With a reputation for excellence in financial services, Riverside Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, Riverside Financial Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor William T Whelan
Merrill Lynch Financial Advisor William T Whelan is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients in all 50 states, the District of Columbia, and various US territories are guided towards achieving their desired lifestyles. Investing comes with risks, and there is always a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against market declines. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with legal and/or tax advisors before making financial decisions.
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