Tax efficiency optimization in Connecticut
35 results found
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Atlantis Tax Services LLC
● ClosedAtlantis Tax Services LLC is a reputable accounting and finance institution located at 1116 Madison Avenue in Bridgeport, Connecticut, United States. With a team of experienced professionals, Atlantis Tax Services LLC provides a wide range of tax services, financial planning, and accounting solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Atlantis Tax Services LLC is dedicated to helping clients navigate the complexities of the financial world with ease and confidence.
1116 Madison Ave, Bridgeport, CT 06606, United States -
Litchfield Tax Service
● ClosedLitchfield Tax Service is a trusted finance institution located at 56 Danbury Road in New Milford, Connecticut, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or resolution, we are here to help you navigate the complex world of taxes with ease and efficiency. Trust Litchfield Tax Service to handle all of your financial needs with professionalism and expertise.
56 Danbury Rd STE 8, New Milford, CT 06776, United States -
Cour Tax Consultants, LLC
● ClosedCour Tax Consultants, LLC is a reputable accounting and finance institution located at 6 Independence Drive in Marlborough, Connecticut, United States. With a team of experienced professionals, they provide expert tax consulting services to individuals and businesses alike. Whether you need help with tax planning, preparation, or resolution, Cour Tax Consultants, LLC is dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trustworthy and reliable, they are committed to providing top-notch service to their clients.
6 Independence Dr, Marlborough, CT 06447, United States -
A Wright Tax and Accounting Services
● ClosedA Wright Tax and Accounting Services is a reputable accounting and finance institution located at 140 Captain Thomas Boulevard in West Haven, Connecticut, United States. With a team of experienced professionals, we provide comprehensive tax preparation, accounting, and financial advisory services to individuals and businesses. Our personalized approach ensures that each client receives tailored solutions to meet their specific needs. Trust A Wright Tax and Accounting Services to handle all your financial needs with expertise and integrity.
140 Captain Thomas Blvd STE 210, West Haven, CT 06516, United States -
Isel Accounting and Tax Services
● ClosedIsel Accounting and Tax Services is a reputable institution located at 1 Prestige Drive in Meriden, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the financial world with ease and confidence. Trust Isel Accounting and Tax Services to handle all of your accounting and tax needs with precision and care.
1 Prestige Dr # 212, Meriden, CT 06450, United States -
Scott Tax Group
● OpenScott Tax Group is a reputable tax firm located at 15 Meigs Avenue in Madison, Connecticut, United States. With a team of experienced tax professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and ensure they are in compliance with all regulations. Whether you need assistance with tax preparation, planning, or representation, Scott Tax Group is here to help. Contact us today to schedule a consultation and see how we can assist you with your tax needs.
15 Meigs Ave, Madison, CT 06443, United States -
Cranbury Tax Associates
● OpenCranbury Tax Associates is a reputable accounting and finance institution located at 26 Chestnut Hill Road in Norwalk, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Their personalized approach and commitment to excellence make them a trusted partner for all your financial needs. Contact Cranbury Tax Associates today for expert guidance and support in managing your finances effectively.
26 Chestnut Hill Rd, Norwalk, CT 06851, United States -
LSK Consulting Services
● ClosedLSK Consulting Services is a trusted accounting and finance institution located at 100 Reserve Road in Danbury, Connecticut. Our team of IRS Enrolled Agents and tax advisors are dedicated to helping clients achieve tax efficiency, financial growth, and peace of mind. From personalized tax strategies to accurate financial reporting, we offer a range of services to meet your financial needs. Whether you are located in Danbury, CT or Brewster, NY, our expert team is here to help you navigate the complexities of tax planning and optimize your financial operations. Don't miss out on the opportunity to gain a competitive edge in managing your finances - download our guide now and unlock the secrets to financial success. Contact LSK Consulting Services today and take control of your financial future!
100 Reserve Rd Suite C4-185, Danbury, CT 06810, United States -
DiVestea Wealth Partners of Raymond James
● ClosedDiVestea Wealth Partners of Raymond James is a finance institution located at 4 Prospect Street in Ridgefield, Connecticut, United States. With a focus on wealth management and financial planning, they provide personalized services to help clients achieve their financial goals. Their team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, DiVestea Wealth Partners is dedicated to helping you secure your financial future.
4 Prospect St, Ridgefield, CT 06877, United States -
Horizon Financial Advisors
● ClosedHorizon Financial Advisors is a premier finance institution located at 300 Silas Deane Highway in Wethersfield, Connecticut, United States. Our team of experienced advisors offers personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we are here to provide expert guidance and support every step of the way. Trust Horizon Financial Advisors to help you navigate the complex world of finance with confidence and peace of mind.
300 Silas Deane Hwy, Wethersfield, CT 06109, United States -
Fezza Wealth Management LLC
● ClosedFezza Wealth Management LLC is a finance institution located at 2351 Boston Post Road in Guilford, Connecticut, United States. Our team of experienced financial professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investment portfolio, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Contact us today to learn more about how Fezza Wealth Management LLC can help you secure your financial future.
2351 Boston Post Rd Building 3, Unit 303, Guilford, CT 06437, United States -
S.E. Bohan Financial Group, LLC.
● ClosedS.E. Bohan Financial Group, LLC. is a reputable finance institution located at 34 York Street in Guilford, Connecticut, United States. With a strong focus on providing top-notch financial services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to offer personalized solutions tailored to your specific needs. Trust S.E. Bohan Financial Group, LLC. to guide you towards a secure financial future.
34 York St SUITE #1, Guilford, CT 06437, United States -
Altium Wealth
● OpenAltium Wealth is a finance institution located at 1291 Boston Post Road in Madison, Connecticut, United States. With additional offices at 2500 Westchester Avenue in Purchase, New York, Altium Wealth offers a range of financial services to help clients achieve their wealth management goals. As a SEC registered investment adviser, Altium Wealth provides personalized financial planning and investment strategies tailored to each client's unique needs. Contact Altium Wealth today to learn more about how they can help you secure your financial future.
1291 Boston Post Rd Suite 201, Madison, CT 06443, United States -
Maffe Financial Group
● ClosedMaffe Financial Group is a reputable finance institution located at 119c Griswold Street in Glastonbury, Connecticut, United States. With a strong focus on providing personalized financial solutions, Maffe Financial Group offers a wide range of services including wealth management, investment planning, retirement planning, and estate planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Maffe Financial Group today to take the first step towards financial success.
119c Griswold St, Glastonbury, CT 06033, United States -
JFR Associates
● ClosedJFR Associates is a reputable accounting and finance institution located at 56 Main Street in Windsor Locks, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Their dedication to excellence and personalized service has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, JFR Associates is committed to helping you achieve your financial goals.
56 Main St, Windsor Locks, CT 06096, United States -
The Ferris Financial Group
● OpenThe Ferris Financial Group is a leading finance institution located at 40 High Street in Bristol, Connecticut, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial aspirations.
40 High St STE 1, Bristol, CT 06010, United States -
Merrill Lynch Financial Advisor John-Michael Peters
● ClosedMerrill Lynch Financial Advisor John-Michael Peters is a finance institution located at 253 Post Road West in Westport, Connecticut, United States. The institution specializes in working closely with growth-minded clients to construct "indestructible wealth" and teach them how to manage and preserve it over time. The core focus of The Peters Group is estate planning strategies, with a keen eye on tax consequences throughout the year. With a high level of tax awareness and experience in estate planning, the team at The Peters Group is dedicated to identifying, optimizing, and maintaining tax efficiencies for clients on an ongoing basis. The team works collaboratively with clients' CPAs and tax attorneys to align financial, tax minimization, and legal strategies for maximum benefits that can span generations. The team at The Peters Group believes in thorough evaluation of a client's existing wealth structure, tax situation, and long-term financial needs to provide superior wealth management. By simplifying complex estate planning decisions and working closely with clients' attorneys and CPAs, the team aims to create a streamlined, positive experience for clients, focusing on tax-efficient preservation and transfer of wealth. With a planning-based approach and a commitment to educating clients on values-based decisions, The Peters Group helps clients make informed choices that optimize their wealth and achieve fulfilling goals.
253 Post Rd W, Westport, CT 06880, United States -
Andrew D. Herr, CFA - UBS Financial Services Inc.
● OpenAndrew D. Herr, CFA - UBS Financial Services Inc. is a renowned finance institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation in the industry, the institution offers a wide range of financial services to meet the diverse needs of its clients. Led by Andrew D. Herr, a Certified Financial Analyst, the team at UBS Financial Services Inc. is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, UBS Financial Services Inc. is committed to delivering top-notch service and support.
100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, United States -
Archer Solutions LLC
● ClosedArcher Solutions LLC is a leading finance institution located at 224 Farmington Avenue in Hartford, Connecticut. With a strong presence in the United States, Archer Solutions LLC offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment management to financial planning, their team of professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on customer satisfaction, Archer Solutions LLC is a trusted partner for all your financial needs.
224 Farmington Ave Suite C, Hartford, CT 06105, United States -
Ptcfo Inc.
● OpenPTCFO Inc. is a reputable financial institution located at 48 Walkley Road in West Hartford, Connecticut, United States. Specializing in providing professional financial services to businesses and individuals, PTCFO Inc. offers expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals, PTCFO Inc. is committed to delivering personalized and reliable financial services to meet the unique needs of each client. Whether you are looking for assistance with accounting, tax preparation, or financial planning, PTCFO Inc. is dedicated to providing top-notch service and support. Visit us at 48 Walkley Road to learn more about how PTCFO Inc. can help you take control of your finances and secure a prosperous future.
48 Walkley Rd, West Hartford, CT 06119, United States -
Pinnacle Taxx Advisors LLC
● ClosedPinnacle Taxx Advisors LLC is a leading accounting and finance institution located at 1445 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of experienced professionals provides expert tax and financial advisory services to individuals and businesses. With a focus on delivering personalized solutions and maximizing financial efficiency, we strive to help our clients reach their financial goals and achieve long-term success. Trust Pinnacle Taxx Advisors LLC for all your accounting and finance needs.
1445 E Putnam Ave, Old Greenwich, CT 06870, United States -
THE WOOD GROUP - Morgan Stanley
● OpenTHE WOOD GROUP - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, The Wood Group offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Wood Group - Morgan Stanley is committed to delivering exceptional service and results.
4 Landmark Square 2nd Floor, Stamford, CT 06901, United States -
The Innovative CPA Group, LLC
● ClosedThe Innovative CPA Group, LLC, located at 6 Berkshire Boulevard in Bethel, Connecticut, is a cutting-edge accounting and finance institution that goes above and beyond to help clients succeed. Whether it's tax season or not, they are always ahead of the game and ready to connect you to success. Their commitment to using the latest technology ensures optimal efficiency and powerful tools to enhance both their clients' processes and their own. With a focus on collaboration, transparency, and common goals, their team of accountants works closely with clients to achieve their objectives. Plus, they offer a library of FREE Excel Tools to help keep finances organized. Clients rave about their professionalism, responsiveness, and knowledge, making them a top choice for tax preparation and financial services. Let The Innovative CPA Group make your financial success count.
6 Berkshire Blvd STE 301, Bethel, CT 06801, United States -
Accounting Services Inc
● ClosedAccounting Services Inc, located at 171 Market Square in Newington, Connecticut, offers a wide range of tax, payroll, and bookkeeping services for individuals, businesses, estates, trusts, and non-profit organizations. With over 34 years of experience, our team is dedicated to helping clients become more profitable by providing optimal financial solutions. Our goal is to assist in the long-term preservation and growth of our clients' net worth by managing their financial affairs effectively. Taxes are unavoidable, but with our expertise in tax-efficient strategies, we can help you keep more of your savings for yourself. Accounting Services Inc has been Connecticut's premier tax and financial service organization since 1984, with experienced professionals who have worked in various sectors, including estate, trust, and non-profit areas.
171 Market Square #105, Newington, CT 06111, United States -
Dixon & Company Affiliated Inc
● ClosedDixon & Company Affiliated Inc is a reputable accounting and finance institution located at 340 Broad Street in Windsor, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Dixon & Company Affiliated Inc is the trusted partner you can rely on.
340 Broad St UNIT 302, Windsor, CT 06095, United States -
Bizz R Us
● ClosedBizz R Us is a leading accounting and finance institution located at 55 West Main Street in Meriden, Connecticut, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, Bizz R Us is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
55 W Main St, Meriden, CT 06451, United States -
Mulcahy William L CPA
● ClosedMulcahy William L CPA is a trusted accounting and finance institution located at 567 Vauxhall Street Extension, Waterford, Connecticut, United States. With years of experience and expertise in the field, Mulcahy William L CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can rely on their team of professionals to provide accurate and reliable financial advice tailored to their specific needs. Whether you are looking to file your taxes or need help with financial planning, Mulcahy William L CPA is dedicated to helping you achieve your financial goals.
567 Vauxhall Street Ext. STE 330, Waterford, CT 06385, United States -
Bottom Line LLC
● OpenBottom Line LLC is an accounting and finance institution located at 112 Main Street in Putnam, Connecticut, United States. Our team of experienced professionals provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Bottom Line LLC is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
112 Main Street #4, Putnam, CT 06260, United States -
Nova Solution LLC
● ClosedNova Solution LLC is a leading accounting and finance institution located at 18 Wall Street in Norwalk, Connecticut, United States. Our team of dedicated professionals is committed to providing top-notch financial services and solutions to our clients. With a focus on accuracy, efficiency, and transparency, we strive to help businesses and individuals achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, Nova Solution LLC is here to support you every step of the way. Trust us to handle your financial needs with expertise and care.
18 Wall Street, Norwalk, CT 06850, United States -
The NEST Agency
● ClosedThe NEST Agency, located at 163 Main Street in Westport, Connecticut, is a comprehensive accounting, finance, and insurance agency. Our dedicated financial team offers a wide range of solutions to meet the needs and lifestyles of individuals and businesses. At The NEST Agency, our clients' bottom line is our top priority. We maintain open communication with those we serve and are committed to addressing their immediate needs and desires. Our team works tirelessly to provide the necessary services and support that each client requires.
163 Main St, Westport, CT 06880, United States
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