Personal tax consulting in Sarasota, Florida
206 results found
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Edward Jones - Financial Advisor: Richard M Schimek
● OpenEdward Jones - Financial Advisor: Richard M Schimek is a reputable finance institution located at 5720 Clark Road in Sarasota, Florida, United States. Richard M Schimek is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to clients. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Richard M Schimek is a trusted partner in navigating the complexities of the financial market.
5720 Clark Rd, Sarasota, FL 34233, United States -
Angelina Gress - RBC Wealth Management Financial Advisor
● ClosedAngelina Gress - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1819 Main Street in Sarasota, Florida. As a trusted advisor, Angelina Gress offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Angelina Gress provides expert guidance and support to clients in Sarasota and beyond. Trust in Angelina Gress - RBC Wealth Management Financial Advisor for professional financial advice and exceptional service.
1819 Main St Suite 1100, Sarasota, FL 34236, United States -
Fiduciary Wealth Advisors
● ClosedFiduciary Wealth Advisors is a trusted financial institution located at 2801 Fruitville Road in Sarasota, Florida, United States. Specializing in wealth management and financial planning, our team of experienced advisors provides personalized services to help clients achieve their financial goals. As a fiduciary, we always act in our clients' best interests, ensuring transparency and accountability in all our recommendations. Whether you are planning for retirement, investing for the future, or managing your assets, Fiduciary Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
2801 Fruitville Rd #160, Sarasota, FL 34237, United States -
First Financial Group Inc
● OpenFirst Financial Group Inc is a finance institution located at 2389 Ringling Boulevard in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
2389 Ringling Blvd Suite B, Sarasota, FL 34237, United States -
The Bayfront Group - Morgan Stanley
● OpenThe Bayfront Group - Morgan Stanley is a prestigious financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. As part of the renowned Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Visit The Bayfront Group - Morgan Stanley for expert advice and top-notch financial services.
Sarasota Branch Office:, 2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
The Schwartzbaum Urfer Group - Morgan Stanley
● OpenThe Schwartzbaum Urfer Group at Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn how we can help you secure your financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Merrill Lynch Financial Advisor Rees Mason
● ClosedMerrill Lynch Financial Advisor Rees Mason, located at 9128 Strada Place in Naples, Florida, is dedicated to understanding your priorities and helping you achieve your financial goals. Our team of experienced professionals will work with you to design, implement, and review a personalized wealth management strategy that aligns with your objectives while managing investment risk. We believe in taking a comprehensive approach to financial planning, considering your unique circumstances, goals, and values. Our one-on-one collaboration allows us to develop a tailored financial strategy that meets your needs and helps you turn your goals into reality.
9128 Strada Pl Suite 301, Naples, FL 34108, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 8384 North Lockwood Ridge Road in Sarasota, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals and ensure compliance with tax regulations. Visit us today for expert advice and personalized financial solutions.
8384 N Lockwood Ridge Rd #24, Sarasota, FL 34243, United States -
Doug Zandstra CPA CFE EA
● ClosedDoug Zandstra CPA CFE EA is a reputable accounting and finance institution located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Headed by Doug Zandstra, a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, the firm specializes in working with high net worth clients with complex tax needs. Their team of 4 remote accountants provides concierge tax and accounting services to professional athletes, musicians, entertainers, and other individuals who require personalized financial management. In addition to tax services, they offer financial planning, international tax assistance, multistate tax services, litigation support, forensic tax, and IRS representation. With over 10 years of experience in the Bradenton, Sarasota, and Lakewood Ranch area, Doug Zandstra is dedicated to helping businesses with accounting services, tax preparation, and IRS negotiations. Their paperless tax preparation services ensure a quick turnaround time, and they offer free consultations to discuss specific tax needs. Whether you need help with retirement planning, tax preparation, IRS negotiations, or forensic accounting, Doug Zandstra CPA CFE EA is committed to providing top-quality service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
9040 Town Center Pkwy, Lakewood Ranch, FL 34202, United States -
Block Advisors
● OpenBlock Advisors is a leading accounting and finance institution located at 2300 Bee Ridge Road in Sarasota, Florida, United States. Our team of experienced professionals provides expert tax preparation, financial planning, and business consulting services to individuals and businesses alike. With a focus on personalized attention and customized solutions, we strive to help our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how Block Advisors can help you navigate the complexities of tax and finance.
2300 Bee Ridge Rd, Sarasota, FL 34239, United States -
Famiglio & Associates - CPA Firm
● OpenFamiglio & Associates is a reputable CPA firm located in Sarasota, Florida. Our team of experienced professionals specializes in accounting and finance services, providing personalized solutions to meet the unique needs of our clients. With a commitment to excellence and a dedication to client satisfaction, we strive to help individuals and businesses achieve their financial goals. Visit us at 1634 Main Street to learn more about how Famiglio & Associates can assist you with all of your accounting and finance needs.
1634 Main St, Sarasota, FL 34236, United States -
Cavanaugh & Co., LLP
● ClosedCavanaugh & Co., LLP is a reputable accounting and finance firm located at 2381 Fruitville Road in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Cavanaugh & Co., LLP for expert advice and personalized solutions to help them achieve their financial goals. Their dedication to excellence and commitment to client satisfaction sets them apart as a trusted partner in financial management.
2381 Fruitville Rd, Sarasota, FL 34237, United States -
Shelle K Otto PA
● ClosedShelle K Otto PA is a reputable accounting and finance institution located at 2010 Pine Terrace 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. Their commitment to providing personalized and efficient services has earned them a strong reputation in the community. Whether you are an individual or a business owner, Shelle K Otto PA is dedicated to helping you achieve your financial goals.
2010 Pine Terrace, Sarasota, FL 34231, United States -
Miles & Thirion
● ClosedMiles & Thirion is a reputable accounting and finance institution located at 2050 Proctor Road 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 for individuals and businesses. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your accounting and financial needs. Visit Miles & Thirion today to experience top-notch service and expert advice.
2050 Proctor Rd UNIT F, Sarasota, FL 34231, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 617 North Washington Boulevard in Sarasota, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is committed to providing expert guidance and support to help you achieve your financial goals.
617 N Washington Blvd Ste 143, Sarasota, FL 34236, United States -
Kerkering Barberio
● ClosedKerkering Barberio is a premier CPA firm located in Sarasota, Florida. Conveniently situated at 1990 Main Street, Suite 801, our office is home to over 120 professional staff specializing in a wide range of accounting and financial services including tax, accounting, audit, advisory, assurance, enterprise risk management, and healthcare consulting. Our mission is to bring together the best people, quality services, and innovative products to help you achieve your personal, business, and financial goals. To visit us, enter the parking garage by going west on Ringling Boulevard from US 301 and park on the 2nd through 6th floors marked Visitors or Employees. Follow the elevator signs in the garage and take elevator A, B, or D to the 8th floor.
1990 Main St, Sarasota, FL 34236, United States -
Shinn & Co
● OpenShinn & Co is a reputable accounting and finance institution located at 50 Central Avenue in Sarasota, Florida, United States. With a team of experienced professionals, Shinn & Co provides a wide range of financial services to individuals and businesses in the area. From tax preparation to investment advice, their experts are dedicated to helping clients achieve their financial goals. Visit Shinn & Co today to experience top-notch financial services and personalized solutions tailored to your needs.
50 Central Ave #910, Sarasota, FL 34236, United States -
Sabella & Marshall CPA's
● ClosedSabella & Marshall CPA's is a reputable accounting and finance institution located at 2501 South Tamiami Trail in Sarasota, Florida, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Contact Sabella & Marshall CPA's today to experience their professional and personalized approach to accounting and finance.
2501 S Tamiami Trail, Sarasota, FL 34239, United States -
Nicholas J. Boris CPA, PA
● ClosedNicholas J. Boris CPA, PA is a reputable accounting and finance institution located at 5602 Marquesas Circle in Sarasota, Florida. With a team of experienced professionals, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can trust Nicholas J. Boris CPA, PA for expert advice and personalized solutions to meet their financial needs.
5602 Marquesas Cir #203, Sarasota, FL 34233, United States -
Walters & Associates, CPAs
● ClosedWalters & 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 -
John Michael Smith CPA- Retired
● ClosedJohn Michael Smith CPA- Retired is a place of worship located at 3260 Fruitville Road in Sarasota, Florida, United States. This institution is dedicated to providing spiritual guidance and support to its members, as well as fostering a sense of community and connection. Led by the retired CPA John Michael Smith, this place of worship offers a welcoming and inclusive environment for individuals seeking spiritual growth and fellowship. Join us for services, events, and opportunities for personal and collective reflection and growth.
3260 Fruitville Rd suite c, Sarasota, FL 34237, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 8547 South Tamiami Trail in Sarasota, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and excellent customer service. Visit us today to see how we can help you achieve your financial goals.
8547 S Tamiami Trail, Sarasota, FL 34238, United States -
Olivo Small Business CPA Solutions
● ClosedOlivo Small Business CPA Solutions is a trusted accounting and finance institution located at 1343 Main Street in Sarasota, Florida. Our team of experienced Certified Public Accountants specializes in providing tailored financial solutions for small businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. With a commitment to personalized service and attention to detail, Olivo Small Business CPA Solutions is dedicated to helping your business thrive. Contact us today to schedule a consultation.
1343 Main St, Sarasota, FL 34236, United States -
Pellegrino & McFarland, PA
● ClosedPellegrino & McFarland, PA is a reputable accounting and finance institution located at 1800 2nd Street in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized and reliable support to help them navigate the complexities of their financial matters. Whether you are an individual or a business, Pellegrino & McFarland, PA is dedicated to providing top-notch services to help you achieve your financial goals.
1800 2nd St #720, Sarasota, FL 34236, United States -
T. Michael Osterman - Morgan Stanley
● OpenT. Michael Osterman - Morgan Stanley is a leading finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, we are here to provide you with personalized and comprehensive financial guidance. Trust T. Michael Osterman - Morgan Stanley to help you navigate the complex world of finance and secure your financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Christine Hicks - Morgan Stanley
● OpenChristine Hicks - Morgan Stanley is a renowned financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a focus on providing top-notch financial services, our team of experts at Morgan Stanley is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in Christine Hicks - Morgan Stanley to provide you with the personalized financial solutions you need to secure your financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Mary N. McEachern - Morgan Stanley
● OpenMary N. McEachern - Morgan Stanley is a reputable finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong focus on providing personalized financial services and investment solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at Mary N. McEachern - Morgan Stanley are here to assist you every step of the way. Visit their office today to learn more about how they can help you secure a stable financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Rylan K. Lanham - Morgan Stanley
● OpenRylan K. Lanham - Morgan Stanley is a prestigious finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong reputation for excellence in financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your specific needs. Trust Rylan K. Lanham - Morgan Stanley for all your financial needs and experience the difference of working with a top-tier financial institution.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Taylor B. Chadsey, III - Morgan Stanley
● OpenTaylor B. Chadsey, III - Morgan Stanley is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a focus on providing personalized financial services, the team at Morgan Stanley is dedicated to helping clients achieve their financial goals. From investment strategies to retirement planning, Taylor B. Chadsey, III and his team offer a wide range of services to meet the diverse needs of their clients. Trustworthy and experienced, Morgan Stanley is committed to providing top-notch financial advice and guidance to individuals and businesses alike.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
The Key Legacy Group - Morgan Stanley
● OpenThe Key Legacy Group - Morgan Stanley is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. As a branch of the renowned Morgan Stanley financial services firm, The Key Legacy Group offers a wide range of financial services and expertise to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, The Key Legacy Group - Morgan Stanley is dedicated to helping you succeed.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States
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