Personalized tax advice in Venice, FL
24 results found
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BLUE JAY TAX
● ClosedBlue Jay Tax is an accounting and finance institution located at 200 Capri Isles Boulevard in Venice, Florida, United States. Our mission is to provide the highest standards of expertise and diligence in personal and business tax return preparation while minimizing risks and costs for our clients. We offer prompt, discreet, and convenient tax services to achieve the best possible outcome for you. Our resources page contains helpful checklists and links to monitor your tax return progress and refunds. You can book an appointment through our live calendar and make payments via credit/debit card or Zelle. We serve clients in Venice, Sarasota, Englewood, Port Charlotte, and provide remote services for all states. Contact us for solutions to tax problems and to learn more about our services. Visit us at our office in Gondola Park to experience the exceptional expertise and value we offer.
200 Capri Isles Blvd, Venice, FL 34292, United States -
Tax Center: Income Tax and Accounting Services
● ClosedTax Center: Income Tax and Accounting Services is a reputable institution located at 249 Nokomis Avenue South in Venice, Florida, United States. Specializing in accounting and finance, our team of experts is dedicated to helping clients save on taxes, avoid costly mistakes, and optimize their financial situation. Whether you are an individual or a business, our services can provide immediate benefits and valuable expertise in tax practices. At Tax Center, we offer a wide range of services including estimating federal income tax withholdings, determining required minimum distributions, and assisting with Form 1095-A online. Our goal is to provide reliable answers, professional advice, and personal support to all of our clients in Venice and Osprey, Florida. Contact us today to learn how we can help you with your accounting and tax needs.
249 Nokomis Ave S, Venice, FL 34285, United States -
Chris Kehoe Tax Law
● ClosedChris Kehoe Tax Law is a reputable institution located at 1101 South Tamiami Trail in Venice, Florida, United States. Specializing in accounting, finance, and legal services, Chris Kehoe Tax Law offers expert tax law services in Sarasota, St. Petersburg, Tampa, North Port, Venice, and Fort Myers. With a team of experienced tax lawyers, clients can expect personalized and professional assistance with their tax-related matters. Operating Monday to Friday from 7 a.m. to 5 p.m. EST, Saturday from 7 a.m. to 11:30 p.m. EST, and Sunday from 9 a.m. to 10 p.m. EST, Chris Kehoe Tax Law is dedicated to providing top-notch service to clients in need of tax law expertise. Contact them at 941-787-7575, 813-466-1414, or 239-829-5669, or email Chris at Chris@TaxGC.com for more information.
1101 S Tamiami Trail Suite 101, Venice, FL 34285, United States -
EWM Tax Solutions
● ClosedEWM Tax Solutions is a professional accounting and finance institution located at 126 Shamrock Boulevard in Venice, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax solutions and financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help you navigate the complex world of taxes and finances. Trust EWM Tax Solutions to provide you with personalized and reliable services to help you achieve your financial goals.
126 Shamrock Blvd, Venice, FL 34293, United States -
Tax Center: Income Tax and Accounting Services
● OpenTax Center: Income Tax and Accounting Services is a reputable institution located at 460 South Tamiami Trail, Osprey, Florida, United States. Specializing in accounting and finance, we offer a range of services to help individuals and businesses with their tax and financial needs. Our team of experts can assist you in saving on taxes, avoiding costly mistakes, and freeing up your valuable time. With years of experience in the field, we have developed a deep understanding of accounting and tax practices that can benefit anyone. At Tax Center, we provide services such as estimating federal income tax withholdings, determining required minimum distributions, and helping you find important tax forms online. We are committed to offering reliable answers, professional advice, and personal support to all our clients. Whether you are an individual or a business, we have the expertise to meet your specific needs. Visit Tax Center in Venice & Osprey, Florida today for all your accounting and tax requirements.
460 S Tamiami Trail, Osprey, FL 34229, United States -
Blanton Law, P.A.
● ClosedBlanton Law, P.A. is a reputable law firm located at 1100 South Tamiami Trail in Venice, Florida, United States. Specializing in various areas of law, the dedicated team at Blanton Law, P.A. provides expert legal counsel and representation to clients in need. With a focus on professionalism, integrity, and personalized service, clients can trust in the expertise and experience of the lawyers at Blanton Law, P.A. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Blanton Law, P.A. is committed to providing top-notch legal services tailored to meet your specific needs. Contact them today to schedule a consultation and see how they can help you with your legal needs.
1100 S Tamiami Trail Ste C, Venice, FL 34285, United States -
Gary Gilchrist - State Farm Insurance Agent
● ClosedGary Gilchrist - State Farm Insurance Agent is an insurance agency located at 2269 South Tamiami Trail in Venice, Florida, United States. As April is Distracted Driving Awareness month, State Farm offers tools to help you drive safely and save on your policy. They also provide tips on avoiding the dangers of drunk driving and purchasing a used car. Additionally, they offer assistance in resolving disputes between neighbors and remind customers to avoid sharing sensitive personal information online. For assistance with their website, customers can call (941) 497-4422. State Farm offers life insurance and annuities through State Farm Life Insurance Company and deposit products through U.S. Bank National Association. They also offer credit cards through U.S. Bank National Association. Customers with pet insurance policies should be aware of how switching carriers may affect coverage for pre-existing conditions. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not affiliated with Trupanion or American Pet Insurance. State Farm reminds customers to consult a tax or legal advisor for personalized advice.
2269 S Tamiami Trail, Venice, FL 34293, United States -
Muirhead, Gaylor, Steves & Waskom, LLP
● ClosedMuirhead, Gaylor, Steves & Waskom, LLP is a boutique law firm located at 901 Ridgewood Avenue in Venice, Florida. Specializing in Trust and Estate Planning and Administration, our team of experienced attorneys and paralegals are dedicated to providing expert advice on a range of estate planning matters including Trusts, Probate, Estate Tax, and more. We are committed to bringing clarity to the often complex and personal issues surrounding estate planning for our clients. Our practice areas include Wills, Trusts, Estate and Trust Administration, Federal Estate and Gift Tax, Powers of Attorney, Healthcare Planning, and Pre- and Post-nuptial Agreements. We are deeply involved in our community, engaging in charitable giving as a means of both tax planning and community building. Our attorneys donate their time, money, and expertise to various philanthropic organizations, reflecting our commitment to giving back.
901 Ridgewood Ave, Venice, FL 34285, United States -
Law Offices of Bryan S. Kessler
● ClosedThe Law Offices of Bryan S. Kessler is a reputable legal institution located at 1872 South Tamiami Trail in Venice, Florida, United States. Specializing in accounting, finance, and legal services, the firm offers expert legal advice and representation for a wide range of legal matters. With a focus on providing personalized and professional service, the Law Offices of Bryan S. Kessler is dedicated to helping clients navigate the complexities of the legal system. Whether you are in need of assistance with tax planning, estate planning, business law, or any other legal issue, the experienced team at this institution is here to help.
1872 S Tamiami Trail STE C, Venice, FL 34293, United States -
The Law Office of James W. Mallonee
● ClosedThe 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.
946 Tamiami Trail, Port Charlotte, FL 33953, United States -
F5 Financial Planning: Retirement Planning & Investment Management
● ClosedF5 Financial Planning: Retirement Planning & Investment Management is a finance institution located at 871 Venetia Bay Boulevard in Venice, Florida, United States. Specializing in fee-only financial advisory services in and around Venice, FL, F5 Financial is dedicated to providing holistic financial planning and wealth management services. Led by Certified Financial Planner (CFP®) Josh Duncan, the team at F5 Financial is committed to helping clients achieve their financial goals and enjoy a life of significance and financial freedom. As an approved advisor with Dimensional Fund Advisors (DFA), F5 Financial possesses specialized knowledge of Florida state laws that impact taxes, investing, and wealth management. The F5 Process, which guides clients through setting goals, executing financial plans, and managing various aspects of their financial life, is designed to inspire and equip individuals to achieve financial success.
871 Venetia Bay Blvd Suite 234, Venice, FL 34285, United States -
CUBIC Advisors, LLC
● OpenCUBIC Advisors, LLC is a finance institution located at 871 Venetia Bay Boulevard in Venice, Florida, United States. We specialize in providing expert financial advice and solutions to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced advisors is dedicated to providing personalized service and tailored financial plans to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, CUBIC Advisors, LLC is here to help you every step of the way.
871 Venetia Bay Blvd #202, Venice, FL 34285, United States -
Ferris Wheel Finance, Inc.
● ClosedFerris Wheel Finance, Inc. is a leading finance institution located at 871 Venetia Bay Boulevard in Venice, Florida, United States. Specializing in a wide range of financial services, Ferris Wheel Finance, Inc. offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect top-notch service and expert guidance in managing their finances effectively. Whether you are looking for investment advice, loan options, or financial planning assistance, Ferris Wheel Finance, Inc. is dedicated to providing reliable and trustworthy services to help you secure a stable financial future.
871 Venetia Bay Blvd Ste 201, Venice, FL 34285, United States -
DG Advisors
● ClosedDG Advisors is a leading finance institution located at 333 South Tamiami Trail in Venice, Florida, United States. With a team of experienced financial experts, DG Advisors offers a wide range of financial services including investment management, financial planning, and wealth management. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, DG Advisors is committed to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
333 S Tamiami Trail #268, Venice, FL 34285, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 871 Venetia Bay Boulevard in Venice, Florida, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are committed to understanding each client's goals and financial situation in order to create tailored strategies for long-term success. They also actively engage in charitable activities to support their local communities.
871 Venetia Bay Blvd Suite 100, Venice, FL 34285, United States -
Robinson, Gruters & Roberts CPA
● ClosedRobinson, Gruters & Roberts CPA is a trusted accounting and finance institution located at 133 Harbor Drive South in Venice, Florida, United States. With a focus on individual tax preparation, small business, and nonprofit CPA services, we are dedicated to helping our clients thrive. Our team has been serving the community for nearly four decades, offering strategic advice and practical solutions to ensure financial success. We believe in giving back to our community and supporting local nonprofits, showcasing our commitment to making a positive impact. With personalized and professional service, our clients trust us as their advisors for all tax and accounting needs. Contact us for a consultation, whether in person or online, to learn more about how we can help you achieve financial peace of mind.
133 Harbor Dr S, Venice, FL 34285, United States -
Anthony Marino - Morgan Stanley
● OpenAnthony Marino - Morgan Stanley is a reputable finance institution located at 333 South Tamiami Trail in Venice, Florida. With a strong presence in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the team at Anthony Marino - Morgan Stanley is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to secure your financial future.
333 S Tamiami Trail STE 199, Venice, FL 34285, United States -
Douglas Bailey - Morgan Stanley
● OpenDouglas Bailey - Morgan Stanley is a reputable finance institution located at 333 South Tamiami Trail in Venice, Florida, United States. With a strong focus on providing top-notch financial services and investment solutions, this institution is known for its expertise and commitment to helping clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the team at Douglas Bailey - Morgan Stanley is dedicated to providing personalized and comprehensive services to meet your needs. Trustworthy and reliable, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.
333 S Tamiami Trail STE 199, Venice, FL 34285, United States -
Kevin C Cox - Morgan Stanley
● OpenKevin C Cox - Morgan Stanley is a financial institution located at 333 South Tamiami Trail in Venice, Florida, United States. As part of the renowned Morgan Stanley brand, the institution offers a wide range of financial services including wealth management, investment advice, retirement planning, and more. With a team of experienced professionals, Kevin C Cox - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or navigate the complexities of the financial markets, Kevin C Cox - Morgan Stanley is here to provide expert guidance and personalized solutions tailored to your individual needs.
333 S Tamiami Trail STE 199, Venice, FL 34285, United States -
Joseph Mancini - Morgan Stanley
● OpenJoseph Mancini - Morgan Stanley is a renowned financial institution located at 333 South Tamiami Trail in Venice, Florida, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at Joseph Mancini - Morgan Stanley is dedicated to providing personalized guidance and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph Mancini - Morgan Stanley is committed to helping you succeed.
333 S Tamiami Trail STE 199, Venice, FL 34285, United States -
Edward Jones - Financial Advisor: Brian D Angelillis, AAMS™
● ClosedEdward Jones - Financial Advisor: Brian D Angelillis, AAMS™ is a trusted financial institution located on 304 West Venice Avenue in Venice, Florida. As a certified Accredited Asset Management Specialist (AAMS™), Brian D Angelillis provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Visit us today to start planning for a secure financial future.
304 W Venice Ave UNIT 202, Venice, FL 34285, United States -
Peter J. Oliger - Morgan Stanley
● OpenPeter J. Oliger - Morgan Stanley is a reputable finance institution located at 333 South Tamiami Trail in Venice, Florida, United States. With a strong reputation for providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, the experienced team at Peter J. Oliger - Morgan Stanley is committed to providing personalized and expert advice to ensure the financial success of their clients. Trustworthy and reliable, this institution is a go-to choice for individuals looking for professional financial guidance.
333 S Tamiami Trail STE 199, Venice, FL 34285, United States -
Us Trust
● ClosedUS Trust is a reputable finance institution located at 304 West Venice Avenue in Venice, Florida, United States. As a trusted provider of financial services, US Trust offers a range of wealth management solutions to help individuals and businesses achieve their financial goals. With a focus on personalized service and expert advice, US Trust is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
304 W Venice Ave, Venice, FL 34285, United States -
Tom Feeney - Morgan Stanley
● OpenTom Feeney - Morgan Stanley is a renowned financial institution located at 333 South Tamiami Trail in Venice, Florida, United States. As a branch of Morgan Stanley, they offer a wide range of financial services including wealth management, investment advisory, retirement planning, and more. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit Tom Feeney - Morgan Stanley for expert financial advice and unparalleled service.
333 S Tamiami Trail STE 199, Venice, FL 34285, United States
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