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TOP 30 Best tax tips in Fort Lauderdale, FL
13 results found
Search for local businesses, places and services near you
Tax Time
Tax Time is a reputable accounting and finance institution located in Fort Lauderdale, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services, financial planning, and investment advice to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with filing your annual tax return or creating a comprehensive financial strategy, Tax Time is here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Marc Goldman - State Farm Insurance Agent
Marc Goldman - State Farm Insurance Agent is a trusted insurance agency located at 8162 West McNab Road in North Lauderdale, Florida. Situated at The Shoppes at Western Woods next to Publix Super Market, Marc D. Goldman State Farm Insurance Agency serves the communities of North Lauderdale, Tamarac, Margate, Coral Springs, Coconut Creek, Parkland, Boca Raton, Delray Beach, Fort Lauderdale, Pompano Beach, Lauderhill, Sunrise, Lauderdale Lakes, and Weston. Specializing in Auto, Life, Homeowners, Renters, Small businesses, Condominium, and notary services, Marc and his team provide personalized insurance products tailored to meet the unique needs of each customer. With a wealth of experience and a commitment to exceptional service, Marc Goldman has been recognized for his dedication and expertise in the insurance industry. His agency is known for providing value and budget-friendly coverage options, ensuring that customers receive the protection they need at a fair price. The bilingual team at Marc D. Goldman State Farm Insurance Agency is fluent in English and Spanish, guaranteeing effective communication and understanding for all clients.
Robert Palmiotto - State Farm Insurance Agent
Robert Palmiotto - State Farm Insurance Agent is a trusted insurance agency located at 1126 Southeast 3rd Avenue in Fort Lauderdale, Florida. As a Second Generation State Farm Agent, we specialize in providing a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance for residents in the Ft Lauderdale area. Conveniently located just five blocks South of the Courthouse and five blocks North of Broward General Hospital, we are dedicated to helping clients with their insurance needs. Whether you are new to the area or looking to switch insurance providers, we are here to assist you. Contact us for a free quote on Car Insurance or Home Insurance in Ft Lauderdale, FL. Additionally, we provide valuable tips on various topics such as ridesharing safety, the dangers of drunk driving, and signs that indicate you may need to rewire your house. Our goal is to keep our clients informed and protected. Please note that for your security, we advise against sharing sensitive personal information on our website. If you require assistance with accessibility, please call our office at (954) 524-3619. Investors should carefully review information regarding investment objectives, risks, charges, and expenses before making any decisions. Securities are distributed by State Farm VP Management Corp. and supervision is provided at our address in Boca Raton, FL. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company, with deposit products offered by U.S. Bank National Association.
Armando Avila - State Farm Insurance Agent
Armando Avila - State Farm Insurance Agent is an insurance agency located at 3036 Griffin Road in Fort Lauderdale, Florida. Just half a block east from Publix on the south side of Griffin Rd, this agency offers a range of insurance products and services to help protect you and your assets. Whether you need auto insurance to prevent teenage speeding accidents, tips for driving on rural roads, or assistance with breaking the spend-save cycle, Armando Avila and his team are here to help. They can also provide guidance on life insurance, annuities, and pet insurance options. For more information or assistance, please call (954) 987-0919. Securities are distributed by State Farm VP Management Corp, and deposit products are offered by U.S. Bank National Association. Remember to consult a tax or legal advisor for personalized advice.
Chuck Forum - State Farm Insurance Agent
Chuck Forum - State Farm Insurance Agent is an insurance agency located at 400 Southeast 12th Street in Fort Lauderdale, Florida. Chuck Forum has been serving as a State Farm Agent in Ft. Lauderdale since 1981, with two licensed and experienced staff members. Chuck Forum is a lifetime resident of SE Ft. Lauderdale and a past Commodore of the Lauderdale Yacht Club. He holds a BS in Accounting from the University of Tennessee. Chuck Forum and his dedicated team are passionate about helping insureds and have over 42 years of experience in the industry. They offer valuable advice on various topics such as identifying the source of water in a wet basement, safe driving tips for rural roads, and simple tax deductions that shouldn't be overlooked.
The Financial Marketplace Inc.
The Financial Marketplace Inc. is a finance institution located at 2881 East Oakland Park Boulevard in Fort Lauderdale, Florida, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make informed decisions about their money. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us today to see how we can assist you with your financial needs.
Ocean Wealth
Ocean Wealth is a finance institution located at 4524 North Federal Highway, Fort Lauderdale, Florida, United States. As a business professional, you have your own career and personal goals, and the financial decisions you make can have a long-lasting impact. That's why you need a financial advisor by your side to help you navigate through the complex world of finance. Our team is committed to taking care of you today, tomorrow, and into the next generation. We offer a range of services to evaluate your needs, assess the current economic landscape, and provide financial guidance that can address your protection, retirement, and investment needs. Together, we will build a comprehensive financial strategy designed to help you achieve your goals and dreams.
Merrill Lynch Financial Advisor James Carlson
Merrill Lynch Financial Advisor James Carlson is a finance institution located at 401 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. The institution is dedicated to understanding the priorities of each client and providing personalized financial guidance with a focus on excellent client service. With access to the investment insights of Merrill and banking solutions from Bank of America, James Carlson helps design, implement, and track customized wealth management strategies to turn clients' goals into reality. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By getting to know clients personally, the institution aims to create financial approaches that reflect their unique needs, priorities, and financial situations. With a focus on helping clients achieve their goals, James Carlson provides advice and guidance on various financial matters, from retirement planning to funding children's education. The institution also offers access to the latest investment insights, tips, and strategies to help clients live their best financial lives. James Carlson is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Please note that investing involves risk, and clients should consult their legal and/or tax advisors before making any financial decisions.
Accounting & Business Consultants
Accounting & Business Consultants is a professional institution located at 2962 Southwest 26th Terrace, Fort Lauderdale, Florida, United States. We offer a range of services to help take the stress out of running your business, including bookkeeping and tax assistance. Our online apps make it easy to conduct business with us, and our focus is on using the right technology to have a big impact on your small business. We also provide guidance on managing business debt effectively and surviving supply chain disruptions. Additionally, we offer tips on maintaining a human-centric approach while incorporating AI technology. Let us help you focus on the wellness of your business, body, and mind, and curate a menu for a joyful holiday feast that accommodates all dietary preferences and restrictions.
Suzannah Richards, Financial Advisor - Ocean Wealth
Suzannah Richards, Financial Advisor at Ocean Wealth, located at 4524 North Federal Highway, Fort Lauderdale, Florida, is dedicated to helping business professionals achieve their career and personal goals through sound financial planning. With a focus on protection, retirement, and investment needs, Suzannah offers comprehensive financial guidance to create a strategy tailored to each individual's aspirations. By understanding the emotional connection to money and providing resources such as calculators, videos, and budgeting tips, clients can take control of their financial situation with confidence. Whether facing surprises, marriage, or divorce, Suzannah brings a thoughtful approach to financial planning to ensure clients are prepared for any life event. Licensed to sell insurance and securities products, Suzannah is committed to serving individuals in multiple states and offering advisory services through Eagle Strategies LLC. Ocean Wealth is not owned or operated by NYLIFE Securities LLC or its affiliates, and does not provide tax, legal, or accounting advice. Consultation with a professional in these areas is recommended before making any decisions. Start your financial journey with Suzannah Richards today by submitting your information for a personalized consultation.
Edward Jones - Financial Advisor: Darcy J Beeman, CFP®
Edward Jones - Financial Advisor: Darcy J Beeman, CFP® is a reputable financial institution located at 717 Southeast 2nd Street in Fort Lauderdale, Florida. As a Certified Financial Planner, Darcy J Beeman offers expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Fort Lauderdale area. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Darcy J Beeman and the team at Edward Jones are here to help you navigate the complexities of the financial world.
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
Jack R Rearden is a financial advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Jack holds various prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation® among others. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Jack provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or insurance products, Jack is committed to helping you achieve your financial goals and secure your financial future.
DC Accounting Services, P.A.
DC Accounting Services, P.A. is a leading accounting and finance institution located at 219 Crystal Grove Boulevard in Lutz, Florida, United States. Led by David Cruz, an Enrolled Agent with over 20 years of experience in business, accounting, taxation, budgeting, financial statement analysis, and consultation for both personal and business clients. Mr. Cruz holds a Master of Business Administration, a Master in Accounting, and a Master in Taxation from Nova Southeastern University of Fort Lauderdale. He is a member of prestigious organizations such as the National Association of Tax Professionals, the National Society of Accountants, and the National Society of Tax Professionals. As a retired Army Master Sergeant, Mr. Cruz brings a disciplined and detail-oriented approach to his practice. DC Accounting Services, P.A. offers a range of services including tax preparation, financial planning, and consultation for individuals and businesses. With the upcoming tax season, the institution provides valuable tips and guidance for filing 2023 tax returns. Clients can rely on DC Accounting Services, P.A. for expert advice and assistance in navigating complex financial matters.
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