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TOP 30 Individual tax services in Sarasota, FL
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Daily, Montfort & Toups Osprey Estate Planning Lawyer
Daily, Montfort & Toups Osprey Estate Planning Lawyer is a professional legal institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in estate planning, elder law, and tax defense, their team of experienced attorneys serves the St. Petersburg, Venice, Sarasota, Clearwater, and St. Augustine communities. With a focus on Medicaid planning, probate, civil litigation, and IRS defense, they offer comprehensive services to help individuals and businesses protect their assets and navigate complex legal matters. Led by Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, the firm has been dedicated to improving the quality of life for their clients for over two decades. Whether you need assistance with estate planning, probate, tax issues, or Medicaid planning, Daily, Montfort & Toups is committed to providing expert legal guidance and representation to help you achieve peace of mind. Contact them today for a free consultation and learn more about how they can assist you with your legal needs.
The Law Office of James W. Mallonee
The Law Office of James W. Mallonee, located at 946 Tamiami Trail in Port Charlotte, Florida, provides a wide range of legal services in Charlotte, Lee, Desoto, and Sarasota County. Specializing in Estate Planning, Trust Administration, Probate, Wills, Trusts, Medicaid Planning, Real Estate, and Transactional Law, James W. Mallonee, P.A. offers personalized attention and effective representation to both individuals and businesses. With a focus on estate planning, asset protection, and tax planning, the firm is dedicated to helping clients navigate important legal matters. Whether you need assistance with business formation, transactional work, or estate administration, James W. Mallonee, P.A. is here to provide sound advice and expert guidance. Contact them at 941-207-2223 or visit their office at 871 Venetia Bay Blvd, Suite 225 in Venice, FL.
Wood Seitl & Anderson, P.A.
Wood Seitl & Anderson, P.A. is a prestigious law firm located at 304 West Venice Avenue in Venice, Florida, United States. Serving Sarasota, Bradenton, Venice, and surrounding areas, our experienced attorneys specialize in estate planning, administration, and trust administration. With a focus on client service for over 70 years, our firm was founded in 1951 by John R. Wood and is AV rated by Martindale Hubbell. At Wood Seitl & Anderson, we prioritize helping clients with probate avoidance, preparation of wills, trusts, charitable trusts, and foundations, as well as federal estate tax issues. We also specialize in elder law, addressing legal issues related to health and personal care planning. Our team is dedicated to providing personalized and comprehensive legal services to individuals and families in Southwest Florida. Trust Wood Seitl & Anderson, P.A. for all your estate planning and administration needs.
Law Office Of Shelly Gallagher, PA
The 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.
SWAN Retirement Strategies
SWAN 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.
STAR Financial Solutions
STAR Financial Solutions is a leading financial institution located at 2970 University Parkway in Sarasota, Florida, United States. As a trusted provider of finance services, STAR Financial Solutions offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or wealth management, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Visit us today to learn more about how STAR Financial Solutions can help you secure a brighter financial future.
The Pullen Kilbane Group - Morgan Stanley
The 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.
Mariner Consulting Group, Inc.
Mariner Consulting Group, Inc. is a reputable accounting and finance institution located at 677 North Washington Boulevard in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or business consulting, Mariner Consulting Group, Inc. is dedicated to providing top-notch solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is a go-to choice for all your accounting and finance needs.
JTomik Investment Planning Group
JTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.
CPA Financial Solutions
CPA Financial Solutions is a reputable finance institution located at 6371 Business Boulevard in Sarasota, Florida, United States. We specialize in providing top-notch financial services to individuals and businesses, with a team of experienced Certified Public Accountants (CPAs) dedicated to helping our clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to guide you every step of the way. Trust CPA Financial Solutions to provide you with reliable and professional financial solutions tailored to your specific needs.
CPA Financial Solutions
CPA Financial Solutions is a finance institution located at 7250 Kyle Court in Sarasota, Florida, United States. Our team of certified public accountants offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With years of experience and expertise, we are dedicated to providing our clients with the highest level of professionalism and personalized service. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
TruVestments
TruVestments is a finance institution located at 5391 Lakewood Ranch Boulevard North, Sarasota, Florida, United States. We prioritize transparency and open communication with our clients, providing various channels for interaction. Our goal is to prepare clients for future demographic opportunities and help them build a valuable legacy. With our high-level concierge service, clients can enjoy peace of mind and personalized attention. At TruVestments, we focus on building long-term, goal-oriented relationships rather than just transactions. Wealth preservation, tax planning, and charitable impact are key pillars of our client success strategy. Our team works closely with clients to create cohesive, consultative financial plans tailored to their family goals.
Sage Point Financial
Sage Point Financial is a finance institution located at 5310 Clark Road in Sarasota, Florida, United States. They offer a wide range of financial services to help individuals and businesses manage their money effectively. With a team of experienced professionals, Sage Point Financial provides personalized advice and solutions to help clients reach their financial goals. Whether you need assistance with investments, retirement planning, or insurance, Sage Point Financial is dedicated to providing excellent service and expertise to help you secure your financial future.
Walters Strategic Advisors
Walters Strategic Advisors is a finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize investment returns and minimize taxes for our clients. Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.
Ryon Wealth Strategies
Ryon Wealth Strategies is a financial advisor located in Sarasota, Florida, offering services to help individuals plan for their financial future. The principal and founder of the institution holds various securities licenses and is accredited as an Investment Fiduciary. Securities are offered through LPL Financial, while investment advice is provided through Private Advisor Group. The institution is dedicated to helping clients achieve their retirement goals and offers a free guide on how to live the life you want in retirement. Visit Ryon Wealth Strategies at 8586 Potter Park Drive in Sarasota, Florida, across from the YMCA, to start planning for a secure financial future.
Merrill Lynch Financial Advisor David M Gregg
Merrill Lynch Financial Advisor David M Gregg is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. David has been with Merrill Lynch Wealth Management since 1993, bringing 30 years of investment experience to his clients. He works closely with Merrill’s top analysts and strategists, as well as Bank of America, to provide personalized attention and customized investment recommendations to address all aspects of his clients’ financial lives. David primarily works with retired or soon-to-be retired clients to help them achieve their financial goals. He holds a Bachelor of Science degree in Business Administration with a focus in Economics and Finance. David is community-minded and has served on the board of the YMCA and volunteered at Mote Marine Laboratories. He is passionate about scuba diving, boating, travel, ballet, and opera. At Merrill Lynch Wealth Management, David and his team focus on building strong client relationships based on trust and personalized service. They work with clients to identify and prioritize their goals, offering personalized financial plans centered on what matters most to each individual. By utilizing the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences to customize a financial approach that aligns with their goals and priorities.
Rise Financial Partners LLC
Rise Financial Partners LLC is a finance institution located at 4703 Harris Avenue in Sarasota, Florida, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide expert guidance and support to meet the unique needs of each individual or business. Contact us today to learn more about how Rise Financial Partners LLC can help you secure your financial future.
Main Street Financial Group
Main Street Financial Group is a trusted finance institution located at 1819 Main Street in Sarasota, Florida. We specialize in providing comprehensive financial planning and investment services to individuals, families, and businesses. Our experienced team of financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, estate planning, or insurance solutions, Main Street Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
Eric Robinson Pa
Eric Robinson Pa is a reputable accounting and finance institution located at 133 Harbor Drive South in Venice, Florida, United States. Specializing in CPA services, Robinson, Gruters & Roberts stands out for their genuine care and dedication to their clients. With nearly four decades of experience serving individuals, small businesses, and nonprofits in the Venice area, the institution is deeply rooted in the community. The team at Robinson, Gruters & Roberts believes in giving back to the community and supporting local nonprofits. They offer a full range of professional services including tax planning, accounting, auditing, and business bookkeeping to help clients thrive. The institution is committed to providing personalized attention and managing taxes and accounting with the same care as they would their own.
Coastal Accounting & Consulting, LLC
Coastal Accounting & Consulting, LLC is a financial institution located at 7354 South Tamiami Trail in Sarasota, Florida, United States. Specializing in accounting and finance, we offer a range of services to help guide individuals and businesses towards a healthy financial future. Our team can take the stress out of running your business, handle payroll processing, provide deep analysis and strategic guidance, and set you up for success with dedicated advisory services. We also offer online apps for easy business transactions. Whether you need help managing debt, utilizing technology, or navigating supply chain disruptions, Coastal Accounting & Consulting, LLC is here to support you every step of the way. Focus on the wellness of your business, body, and mind with our personalized, human-centric approach. Let us help you thrive in today's ever-changing business landscape.
K. A. Bell, CPA, PC
K. A. Bell, CPA, PC is a reputable accounting and finance institution located at 5449 Sundew Drive in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can expect personalized attention and expert advice to help them reach their financial goals. Whether you are an individual or a small business owner, K. A. Bell, CPA, PC is dedicated to providing top-notch financial services to meet your needs.
Peter G Magnuson
Peter G Magnuson is a finance institution located in Sarasota, Florida, United States. With years of experience in the financial services industry, our seasoned team is dedicated to helping you pursue your financial goals and objectives. We offer customized strategies and objective advice tailored to your needs, whether you are an individual, organization, business owner, or entrepreneur. Our consultative approach is personal and distinctive, focusing on nurturing wealth, establishing and overseeing plans, understanding challenges, delivering strategic solutions, and providing unique solutions for various financial needs. We believe that happiness lies not just in the possession of money, but in the joy of achievement and creative effort. Our Registered Representatives are available to discuss and transact securities business with residents in states where they are registered. Visit https://brokercheck.finra.org for more information.
Magnuson Financial
Magnuson Financial, located at 3900 Clark Road in Sarasota, Florida, is a finance institution with a seasoned team dedicated to helping you pursue your financial goals and objectives. With years of experience in the financial services industry, we offer customized strategies and objective advice tailored to your needs. Our consultative approach is personal and focused on you, ensuring that we can help you reach your end goals. Whether you are an individual, organization, business owner, or entrepreneur, we have the expertise and resources to support you in establishing and overseeing a variety of financial plans. We understand the unique challenges that women face and are committed to helping you navigate them. Our goal is to nurture your wealth so you can live a longer, better life, while delivering strategic solutions to support your foundation's mission. At Magnuson Financial, we believe that happiness lies in the joy of achievement and creative effort, and we are dedicated to exceeding your expectations in all aspects of your financial affairs. Please note that Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Visit https://brokercheck.finra.org for more information.
CPA Consultants PA
CPA Consultants PA, located at 240 South Pineapple Avenue in Sarasota, Florida, is a trusted institution specializing in accounting and finance services. With expertise in handling complex tax issues, including S elections and dual citizenship tax filings, our team is dedicated to providing personalized solutions for both businesses and individuals. From preparing various tax forms for international clients to offering advice on estate planning and financial statements, we are committed to helping our clients achieve their financial goals. Whether you need assistance with state tax returns, accounting software systems, or business transactions, our experienced professionals are here to help. Contact us today for a consultation and let us assist you in navigating the complexities of financial management.
Ameriprise Financial
Ameriprise Financial is a finance institution located at 240 South Pineapple Avenue in Sarasota, Florida. They offer a range of financial services to help individuals and businesses manage their money effectively. Clients can take advantage of tax breaks that may help reduce their tax liability. By utilizing the services of Ameriprise Financial, customers can make informed financial decisions and plan for their future. Please note that users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
HBKS Wealth Advisors
HBKS Wealth Advisors is a leading finance and insurance agency located at 1777 Main Street 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 risk management, we offer personalized solutions tailored to each individual's needs. Trust HBKS Wealth Advisors to guide you towards a secure and prosperous financial future.
Suncoast Advisory Group
Suncoast Advisory Group is a finance institution located at 1911 North Lake Shore Drive in Sarasota, Florida, United States. They provide expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Suncoast Advisory Group offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Suncoast Advisory Group is committed to helping you succeed financially.
Michael Calamaras - Northwestern Mutual
Michael Calamaras - Northwestern Mutual is a reputable financial institution located at 2601 Cattlemen Road in Sarasota, Florida, United States. Specializing in providing financial planning, investment strategies, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients and help them secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Complete Small Business Solutions
Complete Small Business Solutions is a leading institution specializing in accounting and finance, located at 2018 Oak Terrace in Sarasota, Florida, United States. In today's competitive marketplace, proper delegation of daily tasks is essential for business growth. Our cloud-based portal allows for flexible working arrangements, saving time and increasing productivity. With video and screencast tools, we provide face-to-face communication without the need for in-person meetings. Communication is streamlined through text messaging and email, ensuring that you have all the information you need at your fingertips. Our cloud-based software enables quick access to information, even when your designated accountant is unavailable. We offer document management services tailored to your specific needs, including record-keeping guidelines and file transfers. Our proprietary software provides software downloads, updates, and training, as well as access to online calculators for financial analysis.
Decanio & Associates
Decanio & Associates is a premier financial institution located at 2803 Fruitville Road in Sarasota, Florida. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our knowledgeable advisors are here to provide personalized solutions tailored to your unique needs. Trust Decanio & Associates to help you navigate the complexities of the financial world and secure a prosperous future.
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