TOP 30 Global tax services in Connecticut
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Century Wealth Partners - UBS Financial Services Inc.
● OpenCentury Wealth Partners - UBS Financial Services Inc. is a prestigious financial institution located at 265 Church Street in New Haven, Connecticut. As part of the global UBS network, this institution offers a wide range of financial services to help clients manage and grow their wealth. With a team of experienced financial advisors, Century Wealth Partners aims to provide personalized solutions tailored to each client's unique financial goals and needs. Whether you are looking for investment advice, retirement planning, or wealth management services, Century Wealth Partners - UBS Financial Services Inc. is dedicated to helping you achieve financial success.
1 Century Tower 4th and 6th Floors, 265 Church St, New Haven, CT 06510, United States -
RLS Global Consulting Inc.
● OpenRLS Global Consulting Inc. is a trusted institution located at 80 Jerry Daniels Road in Marlborough, Connecticut, United States. Specializing in accounting and finance, we have been providing top-notch financial and tax management services for over 40 years to both corporate clients and individuals. Our expertise lies in ensuring compliance with FAR, DFAR, and CAS, and we excel in overseeing business systems such as contract administration, pricing models, billing proposals, disclosure statements, and audit support. At RLS Global Consulting Inc., we are experienced in setting up accounting and bookkeeping systems such as SAP (FICO, PS), Peach Tree, and Quick Books. We offer support in preparing for IRS and DCAA audits, state tax returns, prior year returns, business creation, and financial planning. Our dedicated team is committed to delivering high-quality system management services to help our clients achieve their financial goals. With a strong focus on tax management, we strive to provide comprehensive solutions tailored to meet the needs of our clients.
80 Jerry Daniels Rd, Marlborough, CT 06447, United States -
Global Hill Wealth Advisors LLC
● OpenGlobal Hill Wealth Advisors LLC is a leading finance institution located in Stamford, Connecticut. Our team of experienced professionals provides expert wealth management and financial advisory services to clients around the world. With a focus on personalized strategies and innovative solutions, we help our clients achieve their financial goals and secure their future. Visit us at 263 Tresser Boulevard to learn more about how we can help you grow and protect your wealth.
One Stamford Plaza, 263 Tresser Blvd 9th Fl, Stamford, CT 06901, United States -
Suarez Wealth Management - Alliance Global Partners
● OpenSuarez Wealth Management - Alliance Global Partners is a leading finance institution located at 88 Post Road West in Westport, Connecticut, United States. With a strong focus on wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual or business. Trust Suarez Wealth Management - Alliance Global Partners to provide expert financial guidance and support every step of the way.
88 Post Rd W 2nd Floor, Westport, CT 06880, United States -
Austro Financial Services
● OpenAustro Financial Services is a leading finance institution located at 1 Church Street in New Haven, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Austro Financial Services can help you reach your financial objectives.
1 Church St # 101, New Haven, CT 06510, United States -
Lighthouse Tax & Consulting
● OpenLighthouse Tax & Consulting is a finance institution located at 19 Hannah Lane in Monroe, Connecticut, United States. Specializing in cross border taxation and expatriate program management, LTC offers high quality, personalized tax and consulting services to individuals and corporations both domestically and internationally. Founded by experienced officer and chief consultant Eileen Santos, LTC is known for its expertise and hands-on approach in delivering outstanding client service.
19 Hannah Ln, Monroe, CT 06468, United States -
UNUM GLOBAL Tax and Immigration, LLC
● OpenUNUM GLOBAL Tax and Immigration, LLC is a professional institution located in Waterbury, Connecticut, United States. Specializing in accounting and finance services, we offer a wide range of solutions to meet your tax preparation, immigration, and document translation needs. Our experienced team provides services such as ITIN application and renewals, tax preparation for individuals and small businesses, DMV-approved translations, immigration services including green card renewals and visa applications, business consulting, web development, marketing, bookkeeping, and more. Led by two experts with over 25 years of combined experience, our mission is to build strong relationships with our clients and continuously expand our knowledge to deliver optimal services. We aim to empower our clients by using our expertise to solve their tax and immigration issues effectively. With a focus on providing honest advice and services at a fair price, we strive to listen to our clients' needs and offer personalized solutions to help their businesses succeed.
481 Wolcott St, Waterbury, CT 06705, United States -
Global Tax Services LLC
● OpenGlobal Tax Services LLC is a leading accounting and finance institution located at 135 Burnside Avenue in East Hartford, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses worldwide. With our expertise and commitment to excellence, we strive to help our clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial efficiency. Whether you need assistance with tax preparation, planning, or consulting, Global Tax Services LLC is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your tax needs.
135 Burnside Ave, East Hartford, CT 06108, United States -
GLOBAL SOLUTIONS GROUP LLC
● OpenGlobal Solutions Group LLC is a leading accounting and finance institution located in East Hartford, Connecticut. Our team of experts provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and customer satisfaction, we strive to provide our clients with innovative solutions to their financial needs. Visit us at 711 Burnside Avenue to learn more about how we can help you achieve your financial goals.
711 Burnside Ave, East Hartford, CT 06108, United States -
Andrew Mitchel LLC - International Tax Attorney
● OpenAndrew Mitchel LLC is a renowned international tax attorney located at 65 Main Street in Essex, Connecticut, United States. Specializing in complex international tax matters, Andrew Mitchel LLC provides expert legal guidance and representation to individuals and businesses navigating the complexities of global taxation. With a commitment to excellence and a track record of success, Andrew Mitchel LLC is a trusted partner for clients seeking top-tier legal counsel in the field of international taxation.
65 Main St, Centerbrook, CT 06409, United States -
TaxNet Global
● OpenTaxNet Global is a leading accounting and finance institution located at 112 Hoyt Street in Stamford, Connecticut, United States. Our team of expert professionals provides comprehensive tax services, financial planning, and consulting to individuals and businesses. With a commitment to excellence and personalized attention, TaxNet Global is dedicated to helping our clients navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, retirement planning, or investment strategies, our experienced team is here to help you achieve your financial goals. Visit us today to learn more about how TaxNet Global can support your financial success.
112 Hoyt St, Stamford, CT 06905, United States -
The Cultural Exchange Project
● OpenThe Cultural Exchange Project, located at 837 Whalley Avenue in New Haven, Connecticut, is a unique travel agency that focuses on the why behind travelers' experiences. Through various programs such as homestay tutoring, au pairing, teaching abroad, and volunteering, participants have the opportunity to immerse themselves in new cultures and communities while making a positive impact. Whether you're interested in teaching English, caring for children, volunteering at a summer camp, or traveling with a group of like-minded individuals, The Cultural Exchange Project offers a range of opportunities for personal growth and cultural exchange. With a focus on creating meaningful connections and leaving a lasting impact, this institution provides support and guidance every step of the way. Additionally, as a 501(c)(3) public charity, donations to The Cultural Exchange Project and certain program fees may be tax-exempt. Join us on a journey of discovery, learning, and giving back to communities around the world.
837 Whalley Ave, New Haven, CT 06515, United States -
Merrill Lynch Financial Advisor John D Doscher
● OpenMerrill Lynch Financial Advisor John D Doscher, located in Ridgefield, Connecticut, United States, offers personalized wealth management services to help clients navigate life's changes and achieve their financial goals. With a focus on risk management, income generation, and tax efficiency, John Doscher crafts tailored strategies to address clients' specific needs, whether it's planning for retirement, funding education, purchasing a home, or passing on wealth to future generations. John Doscher believes in proactive planning and educating clients on financial matters, encouraging open communication with both spouses and involving the next generation in wealth management discussions. With a background in sociology and anthropology, he takes a holistic approach to understanding clients' fears, objectives, and concerns, aligning tax and estate planning strategies with their overall financial goals.
63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 63 Copps Hill Road in Ridgefield, Connecticut, offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With a focus on wealth planning and retirement income, the experienced advisors at Merrill Lynch can assist with a range of financial services, including estate planning and investment guidance. Committed to client satisfaction, the branch emphasizes building long-term relationships based on understanding each client's unique goals and financial situation. Through access to industry analysts and specialists, advisors work collaboratively with clients to create tailored financial strategies designed to meet their objectives.
63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Closers Corp
● OpenClosers Corp is a finance institution located at 29E East Pembroke Road, Danbury, Connecticut, United States. Our team of experts can help you understand the numbers in your business, qualify for funding, and develop financial strategies to grow your business and protect it from unforeseen circumstances. We specialize in life insurance policies for business owners and key employees, utilizing tax benefits to help you keep more of your revenue for business growth. At Closers Corp, we treat every client's business as our own, guiding you towards success. Our dedicated team helped a struggling seafood restaurant survive during the Covid-19 outbreak by assisting them with a PPP loan. We are committed to helping businesses close in on their vision, mission, and goals.
29E E Pembroke Rd Unit 2, Danbury, CT 06811, United States -
Merrill Lynch Financial Advisor Anthony N DeGrandi
● OpenMerrill Lynch Financial Advisor Anthony N DeGrandi, located at 9 Melrose Drive in Farmington, Connecticut, offers personalized wealth management services tailored to your goals and priorities. With a team of experienced professionals, they provide personalized financial strategies and advice to help you achieve your financial goals. By taking the time to understand your unique needs and preferences, they can create a customized plan that reflects your personality and helps you navigate market fluctuations and life changes. As a Chartered Retirement Planning Counselor, Anthony DeGrandi is registered to do business in multiple states and offers comprehensive financial solutions through Merrill Lynch Wealth Management. Whether you're planning for retirement, saving for a home, or funding your child's education, their team is dedicated to helping you achieve your goals and stay on track. With access to the global resources of Merrill, they can provide investment insights, tips, and strategies to help you live your best financial life. Trust Merrill Lynch Financial Advisor Anthony N DeGrandi to guide you through the complexities of your financial life and help you build a secure financial future.
9 Melrose Dr, Farmington, CT 06032, United States -
Merrill Lynch Financial Advisor Erik C Scaranuzzo
● ClosedMerrill Lynch Financial Advisor Erik C Scaranuzzo, located at 157 Church Street in New Haven, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed about market trends and global economy insights to help you stay on track with your financial goals. By understanding your financial picture, Erik can create a personalized wealth management strategy tailored to your needs. With access to the investment insights of Merrill and the banking convenience of Bank of America, you can make informed decisions as you pursue your financial goals. Beyond traditional advisory roles, Erik brings fresh perspectives to your financial life, helping you make the right decisions for your future. Trust in Merrill Lynch for expert advice on investments, financial planning, and other services. With a deep understanding of the market and a commitment to your financial success, Erik is here to help you navigate the complexities of wealth management.
157 Church St, New Haven, CT 06510, United States -
RSM US LLP
● OpenRSM US LLP, located at 20 Batterson Park Road in Farmington, Connecticut, offers assurance, tax, and consulting services for middle market leaders. Their dedicated team of experts and robust research program provide valuable perspectives to support confident decision-making in line with global industry trends. With a focus on understanding each client's unique business issues, RSM offers a broad range of services and global technical resources to drive businesses forward. Embracing digital tools and solutions, RSM enhances the client experience and enables progress. Their team of advisors listens, understands, and navigates uncertainty to help clients make informed decisions, empowering them to seize opportunities and make a meaningful impact. As a member of RSM International, a global network of independent firms, RSM US LLP collaborates with international partners to provide services to global clients while maintaining separate legal entities. Celebrating diversity and empowering their talented team members to take ownership of their work and personal lives, RSM is committed to being a trusted partner for clients seeking success in the ever-evolving business landscape. Stay updated on RSM's latest news and insights from thought leaders in the media by visiting their website at rsmus.com/about.
20 Batterson Park Rd #380, Farmington, CT 06032, United States -
Deloitte
● OpenDeloitte, located at 185 Asylum Street in Hartford, Connecticut, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, they help businesses gain a competitive edge in their industries. Their programs provide training and mentorship to help individuals excel in their careers. Deloitte is proud to employ over 3,000 veterans, recognizing the valuable experience they bring to the workplace. Joining Deloitte's Talent Network connects individuals to career resources and potential job opportunities. With over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. Their inclusive culture fosters collaboration, high performance, and opportunities for top talent to thrive.
City Place I, 185 Asylum St 31st floor, Hartford, CT 06103, United States -
Merrill Lynch Financial Advisor Michael Prior
● ClosedMerrill Lynch Financial Advisor Michael Prior, located at 157 Church Street in New Haven, Connecticut, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management will focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify and prioritize your goals, the team will help you make investment-related decisions that align with your personal aspirations. Utilizing the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach tailored to your needs. With a focus on helping you pursue your goals, the team will work with you to develop a plan to manage, grow, and preserve your wealth. By conducting regular reviews and updates to your financial approach, Merrill seeks to keep you on track towards achieving what matters most to you. As a Merrill Lynch Wealth Management Advisor, the team will help you navigate the complexities of your financial life, offering personalized investment strategies and comprehensive financial solutions. With a commitment to putting you first and providing dedicated one-on-one relationships, Merrill Lynch Financial Advisor Michael Prior is here to guide you towards your financial goals.
157 Church St 26th Floor, New Haven, CT 06510, United States -
CliftonLarsonAllen
● OpenCliftonLarsonAllen is a financial institution located at 344 North Main Street in Marlborough, Connecticut, United States. Specializing in accounting and finance, CliftonLarsonAllen Wealth Advisors, LLC offers investment advisory services as an SEC-registered investment advisor. As a network member of CLA Global, an international organization of independent accounting and advisory firms, CliftonLarsonAllen LLP operates independently and is not an agent of any other member firm. CLA Global Limited does not provide services to clients and is not liable for the actions of individual member firms. The names "CLA Global" and "CliftonLarsonAllen" are used under license.
344 N Main St, Marlborough, CT 06447, United States -
Merrill Lynch Financial Advisor Brian R Thompson
● ClosedMerrill 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.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Michael R. Sullivan
● OpenMerrill Lynch Financial Advisor Michael R. Sullivan, located at 301 Tresser Boulevard in Stamford, Connecticut, offers personalized financial services to affluent clients facing complex wealth accumulation, retirement income distribution, and generational planning challenges. Sullivan and Associates work collaboratively with clients, their tax and legal advisors, and Merrill Lynch Private Wealth Management Specialists to create customized wealth management plans. By utilizing the Merrill Personal Wealth Analysis™ tool, Sullivan helps clients prioritize their goals and develop tailored financial strategies. With a focus on building strong client relationships based on trust and personalized service, Sullivan's team is dedicated to helping clients pursue their financial objectives and adapt to life changes. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Michael Sullivan is committed to providing investment insights, tips, and strategies to help clients achieve their financial goals. With access to the global resources of Merrill and Bank of America, Sullivan offers comprehensive financial solutions to address clients' evolving needs and market fluctuations.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
RSM US LLP
● OpenRSM US LLP is a leading accounting and finance institution located at 200 Elm Street in Stamford, Connecticut, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping clients implement strategic changes that align with their business goals and industry trends. With a team of experienced advisors, RSM offers a wide range of services and global technical resources to support clients in driving their businesses forward. At RSM, we value diversity and empowerment, encouraging our team members to take ownership of their work and personal lives. We invest in digital tools to enhance the client experience and provide innovative solutions for business growth. Our advisors are committed to understanding client needs and navigating uncertainty to help them make confident decisions.
200 Elm St #200, Stamford, CT 06902, United States -
Merrill Lynch Financial Advisor Edward Laux
● Closedn 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.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
BDO
● OpenBDO, located at 1055 Washington Boulevard in Stamford, Connecticut, is a leading accounting and finance institution. At BDO, businesses can learn about emerging trends, regulatory updates, and the latest headlines in legal tech to enable new growth and competitive advantage. The institution offers valuable data to energize business strategy, lead organizations towards stability and growth, and navigate risks and opportunities in 2024. With a comprehensive AI Strategy Playbook for internal audit, BDO helps businesses embrace the future and align their purpose-driven strategy with their employees' passions. Located in the heart of Stamford, home to several Fortune 500 companies, BDO's downtown office provides local expertise and insight to businesses in the Tri-state area. Partner-led teams of professionals offer assurance, tax, and business advisory services tailored to industries such as manufacturing, distribution, retail, technology, and private equity. BDO's global resources help businesses chart strategies for success and future-proof their operations.
1055 Washington Blvd 5th floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor Peter E. Davies
● ClosedMerrill Lynch Financial Advisor Peter E. Davies, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their team of advisors provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By working closely with clients to understand their objectives and preferences, they use modern portfolio theory and behavioral finance to create personalized wealth management strategies. The goal is to provide honest and intelligent financial guidance with a high level of customer service. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Peter E. Davies is committed to helping clients make informed decisions to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop customized approaches to address each client's unique financial needs. Their focus is on building long-term relationships and providing ongoing support to help clients navigate life's changes and reach their financial milestones.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor William T Whelan
● ClosedMerrill 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.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Paul K Brewer
● ClosedMerrill Lynch Financial Advisor Paul K Brewer is a reputable financial institution located at 185 Asylum Street, Hartford, Connecticut, United States. Recognized by Forbes as one of the "Top Next-Generation Wealth Advisors Best-in-State" in 2023, the institution is supported by the global resources of Merrill and a team of talented individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to changes over time. Through conversations and an Investment Personality Assessment, the institution aims to understand your goals and priorities, providing personalized financial approaches to help you achieve what matters most to you. By staying informed about your life changes and financial goals, Merrill Lynch helps you manage, grow, and preserve your wealth for the future. With a focus on understanding you and your aspirations, Merrill Lynch Wealth Management Advisors work with you to design and implement a personalized plan to pursue financial goals while managing investment risk. The institution offers the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. By regularly reviewing and adjusting your financial approach, Merrill Lynch helps you stay on track to achieve your goals. With a commitment to putting you first, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals.
185 Asylum St 14th Floor, Hartford, CT 06103, United States
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