Insightful accounting consulting in Florida
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Merrill Lynch Financial Advisor Jorge A Gonzalez
● Opensecurities or other financial instruments. The information provided does not take into account your particular investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. The Merrill Lynch Financial Advisor Jorge A Gonzalez institution, located at 200 South Biscayne Boulevard in Miami, Florida, offers personalized financial strategies tailored to clients' goals and objectives. With a background in finance and marketing, Jorge Gonzalez is dedicated to building enduring client relationships and providing honest guidance. He works with high-net-worth families to help them accumulate, preserve, and transfer wealth through portfolio and liability management.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Richard Harris
● OpenMerrill Lynch Private Wealth Advisor Richard Harris, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group, part of Merrill Private Wealth Management, provides customized strategies aligned with specific values to meet specialized needs with trust and personalized service. Recognized for exemplary client service, the advisors at Merrill have received accolades from financial industry publications and Bank of America Corporation. They offer strategies designed to help clients achieve their goals using a goals-based wealth management approach. The Rosenfeld Group serves a dynamic and elite clientele with substantial wealth, managing multiple priorities and challenges.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Adam Rosenfeld
● OpenLocated at 200 South Biscayne Boulevard in Miami, Florida, Merrill Lynch Private Wealth Advisor Adam Rosenfeld offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill set the standard for exemplary client service. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Rosenfeld Group serves individuals, families, business owners, and executives using a goals-based wealth management approach. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Manuel J Escobio
● OpenMerrill Lynch Private Wealth Advisor Manuel J Escobio is a premier financial institution located at 701 Brickell Avenue in Miami, Florida, United States. Our team of private wealth advisors offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. We provide customized services supported by the broad capabilities of a global institution, focusing on a limited number of clients to offer personalized attention for all aspects of your financial life. Our rigorously trained private wealth advisors are dedicated to meeting your specialized needs with relationships based on trust and personalized service. We are proud of our advisors who have received recognition from financial industry publications, setting the standard for exemplary client service. Forbes has recognized us as "Best-in-State Wealth Advisors" in 2023, showcasing our commitment to excellence.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Roberto A Fernandez
● OpenMerrill Lynch Financial Advisor Roberto A Fernandez is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Roberto follows a disciplined process that begins with getting to know each client and their family, their financial situation, and what matters most to them. With over 30 years of experience in Finance, Banking, and Wealth Management, Roberto is passionate about delivering excellent service. He holds a Certified Public Accounting License since 1983 and has prior experiences in Public Accounting, Auditing, Comptroller, CFO, and Treasury Management for major Financial Institutions. Roberto has been an International Wealth Advisor since 2002 and holds the Certified Investments Management Analyst (CIMA®) from the Investments & Wealth Institute™. He also earned the Certified Plan Fiduciary Advisor, CPFA from the National Association of Plan Advisors Institute (NAPA) designation in 2017. Merrill Personal Wealth Analysis™ can help build a personalized plan centered on goals and focused on achieving them. Supported by the global resources of Merrill, Roberto's team is committed to building strong client relationships based on trust and personalized service. The institution focuses on helping clients pursue their financial goals while managing investment risk and providing solutions to turn goals into reality. With access to investment insights and banking solutions, the institution works with clients to develop an approach designed to address their financial needs and adapt to changes over time.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Max A Figueroa
● OpenMerrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Nelson L. Hernandez
● OpenMerrill Lynch Financial Advisor Nelson L. Hernandez, located at 701 Brickell Avenue in Miami, Florida, offers a comprehensive approach to financial planning. With a focus on connecting all aspects of your financial life to help you prioritize and pursue your goals, Nelson L. Hernandez provides access to the investment resources of Merrill and the banking convenience of Bank of America. With a background in Economics and Political Science, as well as an MBA in Finance and Accounting, Nelson L. Hernandez has been in the financial services industry since 2014 and joined Merrill in 2022. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your goals is developed. The advisors at Merrill understand that life and goals change, and they have the tools to help you track these changes and adjust your financial approach accordingly.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Ricardo Gutierrez
● OpenMerrill Lynch Private Wealth Advisor Ricardo Gutierrez, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in their pursuit of financial goals. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution has received recognition from financial industry publications and Bank of America Corporation for exemplary client service. Strategies are designed to help clients achieve their goals through a goals-based wealth management approach that puts clients at the center of every personalized strategy.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Gerald M. Broucek
● OpenMerrill Lynch Financial Advisor Gerald M. Broucek is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. With over 30 years of experience in the financial services industry, G.M. Broucek offers a comprehensive approach to managing wealth by listening to clients' needs and ensuring that every strategy is tailored to their long-term financial goals. G.M. Broucek holds a degree in Economics and Finance from the University of Michigan and an MBA with a concentration in Marketing and Accounting from the University of Miami. He provides access to Merrill's investment insights and Bank of America's banking convenience to address various aspects of clients' financial lives. G.M. Broucek is passionate about delivering excellent service and helping clients pursue their goals. He is actively involved in the community through coaching local athletics programs and enjoys boating, fishing, golfing, and playing tennis. Merrill Personal Wealth Analysis™ is offered to build a personalized plan centered on clients' goals. The institution focuses on understanding clients' priorities, family, and goals to provide customized financial solutions. By utilizing the Investment Personality Assessment, G.M. Broucek can tailor financial approaches to help clients pursue their objectives. The institution emphasizes maintaining a one-on-one relationship with clients to help them navigate financial complexities and achieve their goals. With a commitment to understanding clients' needs and priorities, Merrill Lynch Financial Advisor Gerald M. Broucek aims to provide personalized investment strategies and comprehensive financial solutions.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Tax Refund Services Tax Max
● OpenTax Refund Services Tax Max is a reputable accounting and finance institution located at 7815 Temple Terrace Highway in Tampa, Florida. Our dedicated team of experts specializes in helping individuals and businesses maximize their tax refunds. With years of experience and a commitment to excellence, we provide personalized service and valuable insights to ensure our clients receive the maximum refund possible. Trust Tax Refund Services Tax Max for all your tax needs and experience the difference our expertise can make.
7815 Temple Terrace Hwy, Tampa, FL 33637, United States -
Herman Singh & Associates, Inc (CPA)
● OpenHerman Singh & Associates, Inc (CPA) is a reputable accounting and finance institution located at 1150 Greenwood Boulevard in Lake Mary, Florida, United States. Our team of experts is dedicated to helping clients make informed decisions on the best organizational structure for their business, as well as assisting with tax IDs and forms. We offer comprehensive tax planning services to help businesses prepare for tax obligations before they even start operating. Managing taxes can be a complex and risky task, especially in today's ever-changing regulatory environment. Our experienced team at Herman Singh & Associates, Inc provides top-notch accounting and tax services in Orlando, allowing businesses to focus on their core goal of profitability. We understand the challenges faced by corporate tax departments and work to supplement resources and provide insights to address current and future issues affecting organizations.
1150 Greenwood Blvd, Lake Mary, FL 32746, United States -
Secord & Co
● OpenSecord & Co is a leading accounting and finance institution located at 8470 Enterprise Circle in Lakewood Ranch, Florida, United States. Since our establishment, we have built a reputation for providing quality insights, tax savings, and proactive accounting services for successful clients. Our team of experts has years of experience working with individuals and small to medium sized businesses, offering premiere Accounting Advisor programs that go beyond just numbers. We specialize in working with businesses in the beauty industry, helping them not only survive but thrive in a competitive market. Our dedicated Accounting Advisors understand the unique challenges and opportunities that businesses in this industry face, and provide tailored solutions to help them succeed. Trust Secord & Co to be your partner in financial success.
8470 Enterprise Cir #110, Lakewood Ranch, FL 34202, United States -
CFO Solutions
● OpenCFO Solutions, located at 3001 North Rocky Point Drive in Tampa, Florida, is a leading institution specializing in accounting and finance services. Led by Susan, a seasoned CPA with over 20 years of financial management experience, CFO Solutions offers personalized and compassionate support to help businesses achieve profitability. As a trusted partner, CFO Solutions provides critical financial insights to enhance business performance and supports clients in designing the business and life they desire. Through in-depth consultations, the team at CFO Solutions works closely with clients to define goals, address challenges, and implement strategic plans for growth and profitability.
3001 N Rocky Point Dr #200, Tampa, FL 33607, United States -
BDO
● OpenBDO is a leading accounting and finance institution located at 501 East Kennedy Boulevard in Tampa, Florida. Our mission is to help businesses thrive by providing valuable data, strategic guidance, and exceptional service. We offer a wide range of services including assurance, tax, and advisory services to businesses in various industries such as healthcare, technology, and manufacturing. Our team of talented professionals collaborates with clients to define and enable success, utilizing our national and global resources to chart strategies for growth. In Tampa, our office in the heart of the downtown business community offers local presence, experience, and insight businesses expect from BDO. Our cross-functional teams are dedicated to helping businesses navigate risks and opportunities, embrace new technologies, and lead towards stability and growth. Whether you are a pharmaceutical manufacturer, healthcare provider, or a business seeking to expand, BDO's comprehensive portfolio of services can meet all your business needs.
501 E Kennedy Blvd #910, Tampa, FL 33602, United States -
RSM US LLP
● OpenRSM US LLP is a leading accounting and finance institution located at 1001 Water Street, Tampa, Florida, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers a dedicated economic team and robust research program to support clients in implementing strategic changes aligned with global industry trends. With a focus on providing insights into business issues, broad service offerings, and global technical resources, RSM works with clients to design solutions that drive their businesses forward. Embracing digital tools to enhance the client experience, RSM advisors listen, understand, and lean into uncertainty to help clients make confident decisions. As a member of RSM International, a global network of independent assurance, tax, and consulting firms, RSM US LLP celebrates diversity, encourages ownership, and strives to make a meaningful impact on clients, employees, and the community. Stay updated on the latest news and insights from RSM by visiting their website.
1001 Water St Suite 500, Tampa, FL 33602, United States -
Bates CPA & Advisors
● OpenBates CPA & Advisors is a financial institution located at 610 East Zack Street in Tampa, Florida, United States. Specializing in accounting and finance, we offer a range of online apps to make conducting business with us easy and efficient. Our team is dedicated to taking the stress out of running your business by providing personalized, authentic relationships that go beyond just transactions. We optimize your taxes to save you time and money, make payroll effortless, and offer strategic insight into your financial numbers to keep your business financially strong. With a focus on financial wellness, we are here to help lead you towards financial success and provide tips on managing business debt effectively. By balancing technology with a human-centric approach, we can help your small business survive disruptions and emerge stronger than ever. Contact us to learn more about how we can help your business thrive.
610 E Zack St Ste 504, Tampa, FL 33602, United States -
Walters & Associates, CPAs
● OpenWalters & Associates, CPAs is a leading accounting and finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. With a focus on personalized tax guidance and strategy, the institution offers a refreshing evolution of tax-based accounting services. Their specialized approach to maximizing audit ROI includes analyzing financials, controls, and overall business performance effectively. Walters & Associates, CPAs align plans with strategy, having submitted over 500 financial projections to AHCA without denials to maximize results. With a 100% success rate in CAP Liability Report preparation, clients can trust timely and accurate submissions for peace of mind. The institution also offers bookkeeping services to simplify businesses, ensuring 100% accurate books and freeing up time for growth.
3277 Fruitville Rd Building E, Sarasota, FL 34237, United States -
RSM US LLP
● OpenRSM US LLP is a leading accounting and finance institution located at 5551 Ridgewood Drive in Naples, Florida, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping clients implement change that aligns with their business strategy and global industry trends. With a team of dedicated economic experts and a robust research program, RSM provides the insights and perspectives needed to support confident decision-making. The advisors at RSM have a deep understanding of business issues and offer a wide range of services and global technical resources to help drive your business forward. By embracing digital tools and solutions, RSM enhances the client experience and enables businesses to progress in today's digital age.
5551 Ridgewood Dr #401, Naples, FL 34108, United States -
Tax Advisors of Florida LLC
● OpenWelcome to Tax Advisors of Florida LLC, located at 11402 Northwest 41st Street, Doral, Florida, United States. We are a multidisciplinary advisory services company operating nationally, with a focus on serving the Latino community in the national market. Our expertise lies in outsourcing accounting, tax, and financial services. Tax filing should be a personalized and organic process for each individual or business. Our preparers are registered with the IRS and meet annual continuing education requirements. We can determine the obligation to file taxes based on income level or immigration status. As IRS Certified Agents, we can process ITIN applications without the need to send your passport to an IRS office. Additionally, we can review or amend your previous year's taxes. Our goal is to offer comprehensive service. At Tax Advisors of Florida LLC, we are equipped to provide you with the best professional advice available in the market. Our highly qualified professionals use state-of-the-art technology and software.
11402 NW 41st St Suite 210, Doral, FL 33178, United States -
Platzer & Company, P.A.
● OpenPlatzer & Company, P.A. is a trusted accounting and finance institution located at 151 North Nob Hill Road in Plantation, Florida, United States. Our flagship service is being the Most Trusted Business Advisor, particularly in the construction industry. We are dedicated to helping our clients make more money by providing essential services such as tax preparation and financial statement analysis. Our team of experienced CPAs and CCIFPs specialize in the construction industry, offering industry-specific insights to help transform the way you do business. We offer two service levels that are tailored to meet the unique needs of each client. Our goal is to provide CFO and CPA services at a fraction of the cost, ensuring transparency and dedication to helping you achieve greatness. We utilize leading cloud hosting providers for QuickBooks Desktop Premier and Enterprise, offering anytime, anywhere access, automatic updates, and enterprise-class security. Communication is key, and we make ourselves available through Zoom, telephone, or in-person meetings for local clients. If you are looking to invest in your financial future and upgrade your business operations, Platzer & Company, P.A. is the right choice for you.
151 N Nob Hill Rd #471, Plantation, FL 33324, United States -
Franco Blueprint, Inc.
● OpenFranco Blueprint, Inc. is a financial institution located at 1580 Sawgrass Corporate Parkway in Sunrise, Florida, United States. They specialize in providing financial controls for purpose-driven leaders, ensuring that no component of your business is neglected. Their services include CFO and controller services for improved reporting practices, company formation, tax and regulatory compliance services, and expert advice on starting and running a business. Clients of Franco Blueprint have expressed their gratitude for the support and guidance provided by the team. From helping with taxes and incorporating companies to offering insights and resources for building and sustaining businesses, Franco Blueprint is praised for their professionalism, prompt service, and exceptional guidance.
1580 Sawgrass Corporate Pkwy Suite Suite 130, Sunrise, FL 33323, United States -
RSM US LLP
● OpenRSM US LLP is a leading accounting and finance institution located at 2811 Ponce de Leon in Coral Gables, Florida, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers a dedicated team of experts and a robust research program to support clients in implementing strategic changes aligned with global industry trends. With a focus on providing insight into business issues and offering a wide range of services and global technical resources, RSM helps clients design solutions to drive their businesses forward. The institution values understanding, embracing digital tools for a better client experience, and empowering advisors to make confident decisions in the face of uncertainty.
2811 Ponce de Leon Suite 820, Coral Gables, FL 33134, United States -
RSM US LLP
● OpenRSM US LLP is a leading accounting and finance institution located at 1301 Riverplace Boulevard in Jacksonville, Florida. We offer assurance, tax, and consulting services specifically tailored for middle market leaders. Our team of dedicated professionals is committed to helping you implement change that aligns with your business strategy and global industry trends. With a strong focus on research and economic insights, we provide the expertise and resources needed to drive your business forward. Our advisors have a deep understanding of your business issues and offer a wide range of service offerings and global technical resources to support your needs. We work with you to design solutions that will help you achieve your goals and make confident decisions in an ever-changing business environment.
1301 Riverplace Blvd Suite 1700, Jacksonville, FL 32207, United States -
Ross Hughes & Associates, CPAs, PLLC
● OpenRoss Hughes & Associates, CPAs, PLLC is an accounting and finance institution located at 4540 Southside Boulevard in Jacksonville, Florida, United States. At RHA, we offer a range of online apps to help you conduct business with ease. We go beyond just counting your beans, we help you grow them by providing financial planning and support to guide you towards a healthy financial future. Let us take the stress out of running your business by managing your bookkeeping and tax planning so you can focus on what you love. Our team digs into the numbers to offer deeper insight and help you grow your business successfully. We are committed to helping professional service providers build successful enterprises and offer strategies to help you manage your business debt effectively. With the right technology and strategies, your small business can survive disruptions and emerge stronger than ever. Focus on the wellness of your business, body, and mind with our personalized, human-centric approach. Contact us today to see how we can help you thrive in your business endeavors.
4540 Southside Blvd STE 601, Jacksonville, FL 32216, United States -
WL Bookkeeping and taxes LLC
● OpenWL Bookkeeping and Taxes LLC is a reputable accounting and finance institution located in Jacksonville, Florida. Our team of experienced professionals provides top-notch bookkeeping and tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients manage their finances effectively. Visit us at 6054 Arlington Expressway to learn more about how we can assist you with all your accounting and tax needs.
6054 Arlington Expy #8, Jacksonville, FL 32211, United States -
RSM US LLP
● OpenRSM US LLP is a leading accounting and finance institution located at 333 South Garland Avenue in Orlando, Florida, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers expertise and insights to support businesses in implementing strategic changes and staying ahead of global industry trends. With a dedicated team of professionals and a strong research program, RSM works closely with clients to design solutions that drive business success. RSM values diversity and empowers its team members to take ownership of their work and personal lives. The institution invests in digital tools to enhance the client experience and provide innovative solutions for business growth. The team of advisors at RSM listens, understands, and embraces uncertainty to help clients make confident decisions. By seizing opportunities to make a meaningful impact, both professionally and within the community, RSM team members are able to drive positive change.
333 S Garland Ave Suite 1410, Orlando, FL 32801, United States -
Malqui Tax
● OpenMalqui Tax is a professional accounting and finance institution located at 6005 South Dixie Highway, West Palm Beach, Florida. With over 45 years of experience, Malqui Tax offers personalized tax services for individuals and businesses in the Florida area. Our team of qualified professionals can help you save time and money on your income tax returns, as well as provide financial aid options to reduce tax costs. By hiring a local tax service like Malqui Tax, you can ensure that your taxes are filed properly with the state and receive valuable insights to help grow your personal finances and elevate your business. Contact us at (561) 568-4559 for a free consultation to determine the best tax services for your financial goals.
6005 S Dixie Hwy, West Palm Beach, FL 33405, United States -
EisnerAmper
● OpenLocated in West Palm Beach, Florida, EisnerAmper is a leading accounting and finance institution that offers a wide range of services to businesses, government organizations, and individuals. From accounting and audit to tax and advisory services, EisnerAmper helps clients navigate the challenges of today's evolving world and position themselves for long-term growth and success. With industry-specific expertise and cutting-edge technologies, EisnerAmper provides custom-tailored solutions to help clients respond to urgent issues, anticipate opportunities, and grow profitably. Whether you are a large enterprise, a privately owned company, a governmental entity, or a high-net-worth individual, EisnerAmper is here to help you transform, build, innovate, and connect. Stay informed and receive the latest business insights and analysis from EisnerAmper professionals to make informed decisions and protect your business from the unforeseen.
505 S Flagler Dr # 900, West Palm Beach, FL 33401, United States -
Accurate Returns
● OpenAccurate Returns is a professional institution located at 8045 West Oakland Park Boulevard in Sunrise, Florida, United States. Specializing in accounting, finance, and legal services, we are dedicated to providing our clients with the best possible returns for their taxes and estates. Our team of experts is experienced in navigating the complexities of tax laws and regulations to ensure that you receive the maximum benefits. At Accurate Returns, we value your time and understand the importance of efficient and accurate tax filing. Our goal is to make the process as easy and stress-free as possible, allowing you to focus on what matters most to you. Whether you need a simple review of your financials or a comprehensive tax planning strategy, we are here to guide you every step of the way.
8045 W Oakland Park Blvd, Sunrise, FL 33351, United States -
Leonard Malcolm
● OpenLeonard Malcolm is a prestigious institution specializing in accounting and finance located at 3810 Hollywood Boulevard in Hollywood, Florida, United States. With a team of experienced professionals and a commitment to excellence, Leonard Malcolm offers top-notch education and training in the fields of accounting and finance. Students can expect a rigorous curriculum, hands-on experience, and personalized guidance to help them succeed in their careers. Whether you are looking to start a career in accounting or advance your skills in finance, Leonard Malcolm is the perfect place to achieve your goals.
3810 Hollywood Blvd, Hollywood, FL 33021, United States
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