TOP 10 Florida tax resources in Plantation, FL
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*Tim White* - Your Luxury Pool Home REALTOR: Estero & Bonita Springs, Florida
Welcome to Tim White - Your Luxury Pool Home REALTOR, serving the beautiful areas of Estero and Bonita Springs, Florida! Located at 3409 Pelican Landing Parkway, Bonita Springs, our real estate agency is dedicated to providing exceptional service and expertise in the luxury pool home market. Our easy-to-use website offers the best real estate search for homes, condos, land, and foreclosure properties across Florida and Puerto Rico, updated every 5 minutes by the official Realtor®’s database. Whether you're just browsing or ready to make your next move, explore our extensive property listings, local resources, and market insights. By creating a complimentary account, you can unlock exclusive search features, save searches, and receive daily email alerts for new listings, price changes, sold data, and custom local market reports.
Mortgage Protection & Insurance Services
Mortgage Protection & Insurance Services is an insurance agency located at 9024 Vineyard Lake Drive, Plantation, Florida, United States. Known as "The Living Benefits IMO", Alliance Group has been providing independent agents and agencies with superior marketing and training solutions since 1998. Specializing in Living Benefits life insurance, Alliance Group helps agents spread awareness about tax-free retirement, mortgage protection, small business planning, and estate planning. With a focus on empowering agents to succeed, Alliance Group offers a powerful arsenal of marketing and training tools to help agents educate prospects, create value, and close business. Their innovative digital marketing tools, training resources, and personalized support have earned them praise from agents who have seen immediate and massive benefits from partnering with Alliance Group. As the leader in living benefits life insurance, Alliance Group is dedicated to providing American families with revolutionary protection and helping agents reach their full potential in the industry.
Access Life Financial Inc
Access Life Financial Inc is an insurance agency located at 950 South Pine Island Road in Plantation, Florida, United States. As "The Living Benefits IMO", Alliance Group offers independent agents and agencies superior marketing and training solutions. Since 1998, they have been helping partners spread awareness about Living Benefits life insurance, as well as assisting with tax-free retirement, mortgage protection, small business planning, and estate planning needs. Alliance Group provides a powerful arsenal of marketing and training tools to educate prospects, create value, and close business. They stand out in the industry by offering unmatched in-house marketing and training tools, bringing unprecedented quality and value to their partner's businesses. Testimonials from partners showcase the immediate and massive benefits of partnering with Alliance Group, praising their top-notch training resources, innovative marketing solutions, and long-lasting relationships. For anyone in search of the best life insurance IMO, Alliance Group at Access Life Financial Inc is the go-to choice for exceptional service and support.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 600 North Pine Island Road in Plantation, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Our advisors go beyond traditional wealth planning, offering guidance on retirement income planning, concentrated stock positions, and estate planning services. We are committed to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we operate, helping to create vibrant and healthy neighborhoods.
Fiske - Business Valuation Expert
Fiske - Business Valuation Expert is a renowned institution located at 1250 South Pine Island Road in Plantation, Florida, United States. Specializing in accounting and finance, Fiske is a trusted provider of tax advice, preparation, litigation support, business valuation, and advisory services. With a team of Certified Public Accountants (CPAs), Certified Fraud Examiners (CFE), and Certified in Financial Forensics (CFF) professionals, Fiske offers expert testimony and forensic accounting services to protect assets and ensure accurate financial reporting. Established in 1972, Fiske is highly recommended in South Florida and recognized as one of the Top 25 Litigation Support Accounting Firms, Top Local Provider of Business Valuation, and Top Women-Owned Business in the region. As an independent member of the BDO Alliance USA, Fiske has access to resources from BDO USA and other Alliance firm members to better serve clients.
Merrill Lynch Financial Advisor Ralph M Byer
Merrill Lynch Financial Advisor Ralph M Byer is a finance institution located in Plantation, Florida, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The advisors at Merrill Lynch have been ranked in publications such as Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors". The institution offers a wide range of services including asset allocation, wealth management, retirement planning, estate coordination, and tax minimization strategies. The Byer Wealth Management Group specializes in assisting families, professional athletes, and corporations with wealth preservation and growth strategies. The team at Merrill Lynch focuses on understanding the goals and priorities of their clients to create a customized financial approach that reflects their unique needs. With access to the global resources of Merrill, clients can benefit from personalized investment strategies and comprehensive financial solutions. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Ralph M Byer is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Andrea M Higgins
Merrill Lynch Financial Advisor Andrea M Higgins is a finance institution located in Plantation, Florida, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. They offer a wide range of services including asset allocation, financial planning, wealth management, and more. The institution is supported by the global resources of Merrill and is committed to investing in their clients. The team at Merrill Lynch Wealth Management focuses on understanding the goals and priorities of each client, offering customized solutions based on risk tolerance, time horizon, and overall investment goals. They provide services such as financial guidance, estate coordination, retirement management, and tax minimization strategies. The team believes in the power of personalized financial approaches and works to help clients achieve their goals through ongoing support and guidance. Contact Merrill Lynch Financial Advisor Andrea M Higgins for a dedicated one-on-one relationship and personalized investment strategies.
Merrill Lynch Financial Advisor Tiffany Gallik
Merrill Lynch Financial Advisor Tiffany Gallik is a prestigious finance institution located in Plantation, Florida, United States. Tiffany Gallik is proud to be recognized by financial industry publications and Bank of America Corporation for exemplary client service. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The Byer Wealth Management Group, led by Tiffany Gallik, assists families, professional athletes, and corporations with wealth preservation and growth strategies, including legacy planning through a goals-based wealth management platform. The institution offers customized solutions based on risk tolerance, time horizon, liquidity, and overall investment goals to help clients achieve their financial goals. Through a comprehensive wealth management process, Merrill Lynch focuses on financial guidance, legacy implementation, estate coordination, retirement management, and tax minimization strategies. The team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By getting to know clients personally and understanding their goals, Merrill Lynch can create a financial approach that reflects their unique needs and priorities. Let Merrill Lynch Financial Advisor Tiffany Gallik help you achieve your financial goals with personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
Merrill Lynch Financial Advisor Alfredo Aguirre
Merrill Lynch Financial Advisor Alfredo Aguirre, located in Plantation, Florida, is dedicated to addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. With a focus on crafting customized financial strategies to help clients pursue their goals, Alfredo Aguirre, CFP, CPFA, CRPC, Senior Vice President and Wealth Management Advisor, brings over two decades of financial experience to the table. He works closely with clients to understand their unique financial situations and offers personalized solutions that align with their financial and personal objectives. Alfredo is a Certified Financial Planner with additional designations in retirement planning and fiduciary advisement. Outside of his professional endeavors, Alfredo is an active member of the community, participating in various charitable organizations and community service initiatives. With the support of the global resources of Merrill Lynch, Alfredo and his team are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or looking to grow and preserve your wealth, Alfredo Aguirre and his team are dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Alfredo Aguirre for a personalized financial approach tailored to your unique needs and aspirations.
Sophie-Anne Viard - Coastal Wealth
Sophie-Anne Viard - Coastal Wealth is a leading financial solutions firm located at 1200 South Pine Island Road, Plantation, Florida, United States. We are known as the most innovative, collaborative, and trusted financial solutions firm in the nation. Our core values include integrity, transparency, and ethical conduct, and we strive to provide unparalleled financial expertise in a diverse and inclusive environment. At Coastal Wealth, we offer tailored financial plans, investment strategies, and strategic tax planning to help you achieve your unique goals. Our team of experienced professionals is dedicated to guiding you through a personalized financial journey with integrity, diversity, innovation, collaboration, and responsibility. We are committed to upholding the highest standards of excellence and transparency in all that we do.
H&R Block
H&R Block is a well-established accounting and finance institution located at 8239 West Sunrise Boulevard in Plantation, Florida, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals are dedicated to helping clients navigate complex tax laws and maximize their financial success. Whether you're looking for assistance with tax planning, bookkeeping, or financial consulting, H&R Block is committed to providing top-notch service and expertise. Visit their office today to see how they can help you achieve your financial goals.
Taxpayer Advocate Service Office
The Taxpayer Advocate Service Office is an independent organization within the IRS located at 1248 North University Drive, Plantation, Florida, United States. Specializing in accounting and finance, the TAS is dedicated to ensuring that every taxpayer is treated fairly and understands their rights. Their advocates assist taxpayers with unresolved tax issues and provide resources such as free IRS tax preparation assistance and VITA/TCE income tax assistance. The Taxpayer Advocate Service also advocates for taxpayers' rights through the Taxpayer Bill of Rights and offers the latest tax news and tips to keep taxpayers informed. If you have a tax issue affecting a large group of taxpayers, you can submit it through their Systemic Advocacy Management System (SAMS). Trust the Taxpayer Advocate Service to help you navigate and resolve any tax problems you may encounter.
Truist
Truist is a financial institution located at 450 North Pine Island Road in Plantation, Florida, United States. They offer a range of services including banking products, loans, deposit accounts, trust and investment management, securities, insurance, and mortgage products. Truist also provides resources for consumers with Limited English Proficiency, including translation services. Customers can see if they are pre-qualified for a Truist credit card or find the right loan by specifying their needs. Truist is committed to providing transparent and uniform services while advising customers to consult with tax or legal professionals before taking any action with potential consequences.
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