Financial tax planning in Sarasota, FL
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Sharp Income Tax Services
● ClosedSharp Income Tax Services is a reputable accounting and finance institution located at 512 North Orange Avenue in Sarasota, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or consulting, our experts are here to assist you every step of the way. Trust Sharp Income Tax Services for all your financial needs.
512 N Orange Ave, Sarasota, FL 34236, United States -
Likar Tax Solutions LLC
● ClosedLikar Tax Solutions LLC is a leading institution located in Sarasota, Florida, specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to providing top-notch solutions for all your tax and financial needs. Whether you are an individual or a business, we are here to help you navigate the complex world of taxes and financial planning. Visit us at 1111 North Gulfstream Avenue to learn more about how we can assist you in achieving your financial goals.
1111 N Gulfstream Ave #9a, Sarasota, FL 34236, United States -
professional services for accounting & taxes, llc - sarasota
● ClosedProfessional Services for Accounting & Taxes, LLC in Sarasota is a top-notch institution specializing in accounting and finance services. Located at 4964 Fruitville Road in Sarasota, Florida, this firm offers expert guidance and support for individuals and businesses seeking assistance with their financial needs. With a team of experienced professionals, clients can expect personalized solutions tailored to their unique circumstances. Whether you need help with tax preparation, bookkeeping, or financial planning, Professional Services for Accounting & Taxes, LLC is here to help you achieve your financial goals.
4964 Fruitville Rd, Sarasota, FL 34232, United States -
Sarasota Tax Planning
● ClosedSarasota Tax Planning, located at 1491 Venice East Boulevard in Venice, Florida, is a reputable accounting and finance institution. They offer a range of services including accounting, payroll, and bookkeeping support to replace your back office operations. With a focus on developing strategies for both business and individual clients, Sarasota Tax Planning is dedicated to assisting with complex financial issues. Their team of professionals are committed to working hard and long hours to meet the needs of their clients, even beyond tax season. Let Sarasota Tax Planning take on your most pressing financial challenges and help you achieve your goals.
1491 Venice E Blvd, Venice, FL 34292, United States -
CPA Tax
● ClosedCPA Tax is a reputable accounting and finance institution located at 5104 North Lockwood Ridge Road in Sarasota, Florida, United States. Our team of certified public accountants specialize in providing expert tax services and financial advice to individuals and businesses. With years of experience and a commitment to excellence, we are dedicated to helping our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax preparation, planning, or audit representation, CPA Tax is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.
5104 N Lockwood Ridge Rd, Sarasota, FL 34234, United States -
Executive Accounting Solutions of Sarasota
● OpenExecutive Accounting Solutions of Sarasota is a leading accounting and finance institution located at 2075 Fruitville Road in Sarasota, Florida. With a team of experienced professionals, they offer a wide range of services to help businesses and individuals manage their financial affairs effectively. From bookkeeping and tax preparation to financial planning and consulting, they provide tailored solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Executive Accounting Solutions of Sarasota is a trusted partner for all your accounting and finance needs.
2075 Fruitville Rd # 100, Sarasota, FL 34237, United States -
Sarasota CPA Accounting Firm - Michael Jakusovas
● ClosedSarasota CPA Accounting Firm - Michael Jakusovas is a reputable institution located at 2831 Ringling Boulevard in Sarasota, Florida, United States. With over 30 years of experience, Jakusovas & Company offers proactive accounting and tax services including bookkeeping, tax preparation, tax planning, financial statement audits, and small business consulting. As a full service Certified Public Accounting firm, they provide expert financial advice and support to individuals and businesses in the Sarasota area. Trust Jakusovas & Company for all your accounting and finance needs.
Jakusovas Michael F CPA, 2831 Ringling Blvd Suite D-114, Sarasota, FL 34237, United States -
Sarasota Tax Planning
● ClosedSarasota Tax Planning, located at 1990 Main Street in Sarasota, Florida, offers expert accounting and finance services. Specializing in accounting, payroll, and bookkeeping support, we can handle all of your back-office needs. Our team is dedicated to developing tailored strategies for both business and individual clients, ensuring that complex financial issues are effectively managed. We are committed to working diligently and providing support beyond tax season, so you can trust us to tackle your most pressing financial challenges. Trust Sarasota Tax Planning to provide reliable and professional financial solutions.
1990 Main St, Sarasota, FL 34236, United States -
e-Tax Service
● Opene-Tax Service is a reputable finance institution located at 3080 North Washington Boulevard in Sarasota, Florida, United States. We specialize in providing efficient and reliable tax services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of taxation and maximize their financial returns. Whether you need assistance with tax preparation, planning, or IRS representation, e-Tax Service is here to assist you every step of the way. Trust us to handle your tax needs with precision and expertise.
3080 N Washington Blvd #36, Sarasota, FL 34234, United States -
HD Money, Inc
● ClosedHD Money, Inc is a finance institution located at 3322 Bee Ridge Road in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to our clients, including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with managing your personal finances or growing your business, HD Money, Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.
3322 Bee Ridge Rd, Sarasota, FL 34239, United States -
Investor Friendly CPA
● OpenInvestor Friendly CPA is a leading accounting and finance institution located at 4634 Country Manor Drive in Sarasota, Florida, United States. Our team of experienced Certified Public Accountants (CPAs) specialize in providing expert financial advice and services tailored to meet the needs of investors. Whether you are a seasoned investor or just starting out, our dedicated professionals are here to help you navigate the complexities of financial management and ensure your investments are in good hands. Trust Investor Friendly CPA for all your accounting and finance needs.
4634 Country Manor Dr, Sarasota, FL 34233, United States -
Gulf Coast Wealth Advisors: Jeff LaBelle
● ClosedGulf Coast Wealth Advisors: Jeff LaBelle is a finance institution located at 2033 Main Street in Sarasota, Florida, United States. Specializing in wealth management and financial planning, our team led by Jeff LaBelle offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Gulf Coast Wealth Advisors is dedicated to helping individuals and families secure their financial future. Contact us today to learn more about our services and how we can assist you in managing your wealth.
2033 Main St SUITE 103, Sarasota, FL 34237, United States -
Lone Star Wealth Management
● ClosedLone Star Wealth Management is a leading finance and insurance agency located at 3277 Fruitville Road in Sarasota, Florida, United States. With a team of experienced professionals, we provide comprehensive wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust Lone Star Wealth Management to guide you towards a secure financial future.
3277 Fruitville Rd Bldg F1, Sarasota, FL 34237, United States -
Marin Services
● ClosedMarin Services is a reputable accounting and finance institution located at 7626 North Tamiami Trail in Sarasota, Florida, United States. With a team of experienced professionals, Marin Services offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Marin Services is dedicated to providing personalized and efficient financial solutions to help you achieve your financial goals. Visit us today and let us help you with all your accounting and finance needs.
7626 N Tamiami Trail, Sarasota, FL 34243, United States -
Williams Parker Attorneys at Law
● ClosedWilliams Parker Attorneys at Law is a prestigious law firm located in Sarasota, Florida, United States. Established in 1925, our dedicated team of lawyers has built a reputation for excellence in various practice areas including trusts and estates, real estate, business and tax law, labor and employment law, probate and civil litigation, health law, and intellectual property law. Our attorneys are highly qualified, with 64% holding advanced degrees or board certifications in their fields. We are proud to serve the communities of Sarasota and Manatee counties, as well as clients internationally through our membership in Ally Law. Our diverse client base includes businesses, individuals, healthcare institutions, lenders, government entities, and nonprofits. We are committed to upholding the highest standards of legal practice and have been recognized in prestigious publications and rankings.
50 Central Ave Eighth Floor, Sarasota, FL 34236, United States -
Wills, Trusts, Probate & Elder Law Firm, PLLC
● ClosedWills, Trusts, Probate & Elder Law Firm, PLLC is a reputable legal institution located at 6751 Professional Parkway West in Sarasota, Florida, United States. Specializing in estate planning, probate, and elder law, their team of experienced lawyers are dedicated to providing expert guidance and support to clients in need of legal advice and representation. Whether you are looking to create a will, establish a trust, navigate the probate process, or address elder law issues, this firm is committed to helping you protect your assets and secure your family's future. Trust in Wills, Trusts, Probate & Elder Law Firm, PLLC for all your estate planning needs.
6751 Professional Pkwy W #104, Sarasota, FL 34240, United States -
Law Office of Mary E. King, P.L.
● ClosedThe Law Office of Mary E. King, P.L. is a trusted institution located at 3389 Magic Oak Lane in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, our team is dedicated to providing expert guidance and representation for our clients. With a focus on professionalism and client satisfaction, we strive to meet the unique needs of each individual we serve. Whether you are in need of tax assistance, financial planning, or legal representation, the Law Office of Mary E. King, P.L. is here to help. Contact us today to schedule a consultation and learn more about how we can assist you.
3389 Magic Oak Ln, Sarasota, FL 34232, United States -
Lee & Evans P.A. Law Offices
● ClosedLee & Evans P.A. Law Offices is a trusted institution located at 2601 Cattlemen Road in Sarasota, Florida. Specializing in estate planning, real estate, wills, trusts, probate, and trust administration, our team is dedicated to ensuring that your assets are passed on to the next generation in a tax-efficient manner. We pride ourselves on providing friendly and professional service to each of our clients. We believe that creating an estate plan or completing a real estate closing is just the beginning of a long-term relationship with our clients, not just a one-time legal transaction. By offering exceptional service and staying in touch with our clients over the years, we aim to protect your family now and for many years to come. Trust Lee & Evans P.A. Law Offices for all of your legal needs.
2601 Cattlemen Rd Suite 503, Sarasota, FL 34232, United States -
Attorney Sherry A Wood
● OpenAttorney Sherry A. Wood, located at 6411 Yellow Wood Place in Sarasota, Florida, is a seasoned lawyer with over 30 years of experience in protecting clients' assets and implementing strategies to avoid probate and taxes. Licensed in both Florida and Massachusetts, Attorney Wood is dedicated to helping clients avoid costly legal proceedings by providing comprehensive estate planning services tailored to each client's unique financial situation. By utilizing revocable trusts and other estate planning tools, Attorney Wood aims to educate clients on the importance of proper documentation and asset protection. With a focus on avoiding probate and unnecessary expenses, Attorney Sherry A. Wood is committed to guiding clients towards a secure and efficient estate plan.
6411 Yellow Wood Pl, Sarasota, FL 34241, United States -
Stickley Law Office
● ClosedStickley Law Office, located at 737 South Indiana Avenue in Englewood, Florida, offers comprehensive legal advice and counsel with a focus on Estate Planning, Probate and Trust Administration, and Elder-Law Planning. Serving clients in Sarasota, Manatee, Charlotte, and Desoto County, Stickley Law Office is known for its creative approaches and exceptional results. With a commitment to keeping clients involved and at the center of attention, the experienced attorneys at Stickley Law Office provide reliable advice and support in navigating complex legal processes such as probate and trust administration. Estate planning is emphasized as a crucial step in preparing for the future, allowing individuals to distribute assets according to their wishes while minimizing taxes and expenses. Elder law planning addresses the unique needs of elderly individuals, covering issues such as estate planning, long-term care planning, and Medicaid planning. By working with a qualified attorney, clients can ensure that their legal and financial affairs are in order, providing peace of mind for themselves and their loved ones. Stickley Law Office does not intend to solicit legal business from clients in states or jurisdictions where its attorneys are not licensed or authorized to practice law.
737 S Indiana Ave, Englewood, FL 34223, United States -
Law Office Of Shelly Gallagher, PA
● OpenThe Law Office of Shelly Gallagher, PA, located at 3411 Magic Oak Lane in Sarasota, Florida, is dedicated to providing peace of mind through thoughtful planning. As an estate planning attorney in Sarasota, FL, Shelly A. Gallagher, PA helps seniors and families navigate difficult questions related to financial, medical, and legal challenges that come with aging. The firm creates personalized plans to help individuals control and protect their assets in the event of incapacitation or the need for assisted living or nursing home care. While many people may view estate planning as simply a way to distribute assets after death and minimize taxes, Shelly A. Gallagher, PA understands that a well-designed plan can accomplish much more. Without an estate plan, assets may be tied up in a time-consuming and expensive probate process. The firm also assists with guardianship proceedings in Florida, ensuring that individuals who are incapable of making their own decisions regarding finances and medical care have a trusted representative appointed to act on their behalf.
3411 Magic Oak Ln, Sarasota, FL 34232, United States -
Sage Wealth Consulting, LLC
● ClosedSage Wealth Consulting, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a finance institution that offers professional wealth management services. As a Certified Financial Planner (CFP®) and Member of the National Association of Personal Financial Advisors (NAPFA), Angela Wetzig provides independent advice, strategic planning, and upholds a fiduciary standard for her clients. With a focus on helping clients navigate life's transitions, Sage Wealth Consulting offers financial planning and investment management services to help clients organize, grow, and protect their assets. Angela Wetzig is a Fee-Only financial advisor, meaning she is not paid commissions and is legally obligated to provide unbiased and trustworthy financial advice. Sage Wealth Consulting has chosen Charles Schwab & Co., Inc. as the custodian of client accounts, serving clients locally in Sarasota and across the country.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Priority Wealth Advisors of Raymond James
● OpenPriority Wealth Advisors of Raymond James is a finance institution located at 1950 Ringling Boulevard in Sarasota, Florida, United States. As a trusted wealth management firm, they provide personalized financial planning and investment strategies to help their clients achieve their financial goals. With a team of experienced advisors, they offer a wide range of services including retirement planning, estate planning, tax planning, and investment management. Whether you are planning for the future or looking to grow your wealth, Priority Wealth Advisors of Raymond James is dedicated to helping you secure a prosperous financial future.
1950 Ringling Blvd Suite 401, Sarasota, FL 34236, United States -
SWAN Retirement Strategies
● ClosedSWAN Retirement Strategies, located at 2553 Fruitville Road in Sarasota, Florida, is a finance institution dedicated to helping individuals achieve their retirement goals and needs. Specializing in assisting law enforcement, firefighters, schoolteachers, and government employees, SWAN Retirement Strategies offers customized financial tools and strategies to ensure a stress-free retirement with confidence. Whether you are in the DROP Program or seeking an investment plan, SWAN Retirement Strategies can help you find the right plan for your future. As a wealth management client, you will have access to strategies that can elevate your retirement experience. With a data-driven and results-focused approach, SWAN Retirement Strategies optimizes your retirement plan from a distribution and tax-efficiency perspective. As an independent institution, SWAN Retirement Strategies shops around to find the best products to fit your specific needs. Take the next step in your financial journey with a complimentary consultation at SWAN Retirement Strategies. You can also visit their additional office in Sebring, FL or contact them at (863) 781-9407 or Murrell@SWANStrategies.com. Please note that investment advisory services are offered through Second Half Partners, LLC, an SEC-registered investment advisor, and insurance and annuities are offered through Murrell Winter, FL NPN# 19081214.
2553 Fruitville Rd, Sarasota, FL 34237, United States -
Ranch Capital Advisors
● ClosedRanch Capital Advisors is a finance institution located at 4910 Lakewood Ranch Boulevard North in Sarasota, Florida, United States. We specialize in providing expert financial advice and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure financing for a new venture, Ranch Capital Advisors is here to help. Contact us today to learn more about how we can assist you in managing your finances effectively.
4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, United States -
Wealth Management Services
● ClosedWealth Management Services is a leading finance institution located at 1990 Main Street in Sarasota, Florida, United States. Our experienced team of financial advisors provides personalized wealth management services to help individuals and families achieve their financial goals. From investment planning to retirement savings, we offer comprehensive financial solutions tailored to each client's unique needs. Trust Wealth Management Services to help you secure your financial future and build wealth for generations to come.
1990 Main St Suite 750, Sarasota, FL 34236, United States -
Walters & Associates CPAs
● ClosedWalters & Associates CPAs is a renowned accounting and finance institution located at 5266 Office Park Boulevard in Bradenton, Florida, United States. Our team specializes in personalized tax guidance and strategy to reinvent your business success. With a focus on maximizing audit ROI, we analyze financials, controls, and overall business performance effectively. Our expertise in aligning plans with strategy has resulted in over 500 successful financial projections submitted to AHCA without denials. At Walters & Associates CPAs, we pride ourselves on our 100% success rate in CAP Liability Report preparation, providing peace of mind with timely and accurate submissions. Our bookkeeping services ensure 100% accurate books, freeing up time for business growth. As a PCAOB Registered Firm, we guarantee legal and ethical compliance for retirement and pension plans with effortless audits.
5266 Office Park Blvd STE 204, Bradenton, FL 34203, United States -
First Choice CPA Services, LLC
● ClosedFirst Choice CPA Services, LLC is a trusted accounting and finance institution located at 6497 Parkland Drive in Sarasota, Florida, United States. Our team of experienced CPAs specializes in developing personalized tax planning strategies tailored to your unique financial situation. We meticulously analyze your financial data, identify potential tax deductions and credits, and implement effective strategies to minimize your tax liability. We go beyond traditional accounting services to provide comprehensive financial management solutions for individuals and small business owners. From budgeting and cash flow analysis to financial statement presentation and strategic planning, our experts are here to help you make informed financial decisions and achieve long-term success.
6497 Parkland Dr F, Sarasota, FL 34243, United States -
Jared Hermann - Morgan Stanley
● OpenJared Hermann - Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we are committed to providing top-notch solutions tailored to each client's unique needs. Visit us today to learn more about how we can help you secure your financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
The Pullen Kilbane Group - Morgan Stanley
● OpenThe Pullen Kilbane Group at Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and estate planning, we are dedicated to helping individuals and families build and preserve their wealth for the future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States
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