Professional tax services in Sarasota, FL
223 results found
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Howard Employee Services
● ClosedHoward Employee Services is a trusted institution located at 1400 Cattlemen Road in Sarasota, Florida, United States. Specializing in accounting and finance services, we are dedicated to improving productivity and profitability for both employees and employers. Our office is currently open and fully operational, processing payrolls and tax returns efficiently. In light of the Covid-19 pandemic, we are taking precautions to limit exposure by not conducting face-to-face appointments at this time. Clients are encouraged to email, fax, or drop off their paperwork for tax returns, and we will schedule a phone appointment accordingly. Our offices are disinfected daily, and social distancing measures are in place to ensure the safety and health of all.
1400 Cattlemen Rd # 101, Sarasota, FL 34232, United States -
Courtland Title Services, Inc.
● OpenWelcome to Courtland Title Services, Inc. Located at 1267 Court Street, Clearwater, Florida, Courtland Title Services, Inc. is your trusted partner in navigating the complexities of real estate transactions across the Sunshine State. As a full-service independent title company, we are dedicated to providing comprehensive title and escrow closing services that ensure your real estate dealings are smooth, secure, and efficient.
1267 Court Street, Clearwater, Florida 33756, United States -
HD Money, Inc
● ClosedHD Money, Inc is a finance institution located at 3322 Bee Ridge Road in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to our clients, including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with managing your personal finances or growing your business, HD Money, Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.
3322 Bee Ridge Rd, Sarasota, FL 34239, United States -
Investor Friendly CPA
● OpenInvestor Friendly CPA is a leading accounting and finance institution located at 4634 Country Manor Drive in Sarasota, Florida, United States. Our team of experienced Certified Public Accountants (CPAs) specialize in providing expert financial advice and services tailored to meet the needs of investors. Whether you are a seasoned investor or just starting out, our dedicated professionals are here to help you navigate the complexities of financial management and ensure your investments are in good hands. Trust Investor Friendly CPA for all your accounting and finance needs.
4634 Country Manor Dr, Sarasota, FL 34233, United States -
JD Financial Solutions & Insurance Group, Inc.
● OpenJD Financial Solutions & Insurance Group, Inc. is a leading insurance agency located at 5319 Paylor Lane in Sarasota, Florida. With a team of experienced professionals, we provide a wide range of insurance solutions to meet the needs of individuals and businesses alike. Our commitment to exceptional customer service and personalized financial planning sets us apart from the competition. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the right price. Contact us today to learn more about how JD Financial Solutions & Insurance Group, Inc. can help protect what matters most to you.
5319 Paylor Ln Suite 600, Sarasota, FL 34240, United States -
State Farm: Warren Middleton
● ClosedState Farm: Warren Middleton is an insurance agency located at 6282 Lake Osprey Drive in Sarasota, Florida. Conveniently situated on the east side of I-75 and University Parkway, across from Publix, this office serves Sarasota, Lakewood, and Bradenton with a focus on resident relocations to Sarasota County. Warren Middleton has been a State Farm Agent since 2008 and is deeply involved in the Sarasota community, supporting organizations such as the Boys and Girls Club and Suncoast Charities for Children. The agency offers a range of insurance services including Auto, Homeowners, Renters, Life, and Commercial Insurance. For a free insurance quote, contact the friendly team of licensed Insurance Professionals at State Farm: Warren Middleton today. Remember to avoid the dangers of drinking and driving, as well as distractions such as texting while driving. Separate your business funds and consult with a tax or legal advisor for personalized advice. Life Insurance and annuities are issued by State Farm Life Insurance Company, with deposit products offered by U.S. Bank National Association. State Farm VP Management Corp. is a separate entity providing banking and insurance products.
6282 Lake Osprey Dr, Sarasota, FL 34240, United States -
Ric Coffey - State Farm Insurance Agent
● ClosedRic Coffey - State Farm Insurance Agent is a trusted insurance agency located at 8075 South Beneva Road in Sarasota, Florida. Serving Sarasota & Manatee Counties since 1985, Ric Coffey has been voted Preferred Local Insurance Agent multiple times. They are strong supporters of local charitable organizations, youth, and area schools. The team at Ric Coffey State Farm is dedicated to providing excellent customer service to help clients manage risks, recover from the unexpected, and realize their dreams. With a team of experienced professionals, including Christine, Donna, Jen, Julie, Laurie, Margaret, Misael, Terri, and Ric, they are committed to meeting all of your Insurance and Financial Service's needs. For more information, visit their website or call (941) 924-2808. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. The creditor and issuer of the credit card is U.S. Bank National Association. Rocket Mortgage, LLC is also available for mortgage services. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Please consult a tax or legal advisor for personalized advice.
8075 S Beneva Rd Ste 2, Sarasota, FL 34238, United States -
Ashworth Woody Skibicki
● OpenAshworth Woody Skibicki is a reputable doctor's office located at 5880 Rand Boulevard in Sarasota, Florida. Specializing in health and wellness, this institution offers a range of medical services to cater to the needs of its patients. With a team of experienced and compassionate healthcare professionals, Ashworth Woody Skibicki provides top-quality care in a welcoming and comfortable environment. Whether you are in need of a routine check-up or treatment for a specific health issue, you can trust this institution to provide personalized care tailored to your individual needs. Visit Ashworth Woody Skibicki for all your healthcare needs and experience the difference that quality medical care can make.
5880 Rand Blvd #201, Sarasota, FL 342385118, United States -
Lone Star Wealth Management
● ClosedLone Star Wealth Management is a leading finance and insurance agency located at 3277 Fruitville Road 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 retirement strategies, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust Lone Star Wealth Management to guide you towards a secure financial future.
3277 Fruitville Rd Bldg F1, Sarasota, FL 34237, United States -
Full Spectrum Financial Group
● ClosedFull Spectrum Financial Group is a finance and insurance agency located at 306 North Rhodes Avenue in Sarasota, Florida, United States. Partnered with New York Life, we are dedicated to serving professional advisors and helping clients secure their financial future. Our mission is to align your wealth with your goals, providing clarity and order to your financial life. With decades of industry knowledge, we offer custom solutions tailored to your needs. We prioritize developing deep, personal relationships with our clients, built on trust and integrity. Our proactive approach involves coordinating with your other professionals, such as attorneys and CPAs, to ensure everyone is working towards your financial goals. Our Financial Advisers, Steve Griffin and Kelly Goldstein, offer investment advisory services through Eagle Strategies LLC and securities through NYLIFE Securities LLC. We are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies.
306 N Rhodes Ave # 110, Sarasota, FL 34237, United States -
Gibson Kohl, P.L.
● ClosedGibson Kohl, P.L. is a reputable law firm located at 1800 2nd Street in Sarasota, Florida. Our team of experienced lawyers specializes in providing high-quality legal services to clients in various practice areas. Whether you are in need of representation for a personal injury case, business litigation, or estate planning, our dedicated attorneys are here to assist you every step of the way. With a commitment to excellence and a track record of successful outcomes, Gibson Kohl, P.L. is the trusted choice for all your legal needs in the Sarasota area. Contact us today to schedule a consultation and learn more about how we can help you.
1800 2nd St #777, Sarasota, FL 34236, United States -
Marc J. Soss, Esquire
● ClosedMarc J. Soss, Esquire is a reputable institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, they offer expertise in Estate Planning, Business and Corporate Law, as well as Probate and Trust Administration. Since 1992, Marc J. Soss has been providing top-notch legal representation to individuals and corporate entities in Southwest Florida, including Sarasota, Siesta Key, Longboat Key, and Naples. With a focus on Estate Planning, Asset Protection, and Business Transactions, Marc J. Soss caters to a diverse clientele including business owners, retirees, and individuals seeking to safeguard their assets. Clients can expect personalized attention, tailored legal services, and a high level of expertise from Marc J. Soss, who prides himself on forming long-lasting relationships with each client.
2070 Ringling Blvd, Sarasota, FL 34237, United States -
Law Office of Mary E. King, P.L.
● ClosedThe Law Office of Mary E. King, P.L. is a trusted institution located at 3389 Magic Oak Lane in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, our team is dedicated to providing expert guidance and representation for our clients. With a focus on professionalism and client satisfaction, we strive to meet the unique needs of each individual we serve. Whether you are in need of tax assistance, financial planning, or legal representation, the Law Office of Mary E. King, P.L. is here to help. Contact us today to schedule a consultation and learn more about how we can assist you.
3389 Magic Oak Ln, Sarasota, FL 34232, United States -
Greg Lee, P.A.
● ClosedGreg Lee, P.A. is a law firm located at 2601 Cattlemen Road in Sarasota, Florida, United States. Specializing in estate planning, our experienced team helps clients navigate the complexities of ensuring their assets pass to the next generation in a tax-efficient manner. Our areas of practice also include real estate, wills, trusts, probate, and trust administration. At Greg Lee, P.A., we pride ourselves on providing friendly and professional service to each client. We believe in building long-term relationships with our clients, viewing the creation of an estate plan or real estate closing as just the beginning of our commitment to their well-being. By offering exceptional service and staying in touch with our clients over the years, our goal is to ensure that their families are protected now and for many years to come.
2601 Cattlemen Rd, Sarasota, FL 34232, United States -
Lee & Evans P.A. Law Offices
● ClosedLee & Evans P.A. Law Offices is a trusted institution located at 2601 Cattlemen Road in Sarasota, Florida. Specializing in estate planning, real estate, wills, trusts, probate, and trust administration, our team is dedicated to ensuring that your assets are passed on to the next generation in a tax-efficient manner. We pride ourselves on providing friendly and professional service to each of our clients. We believe that creating an estate plan or completing a real estate closing is just the beginning of a long-term relationship with our clients, not just a one-time legal transaction. By offering exceptional service and staying in touch with our clients over the years, we aim to protect your family now and for many years to come. Trust Lee & Evans P.A. Law Offices for all of your legal needs.
2601 Cattlemen Rd Suite 503, Sarasota, FL 34232, United States -
Germain Law Group
● OpenGermain Law Group is a comprehensive financial services institution located in Sarasota, Florida. Our team of experienced professionals specialize in accounting, finance, insurance, and legal services to provide our clients with a one-stop solution for all their financial needs. Whether you are looking for tax advice, investment strategies, insurance coverage, or legal representation, Germain Law Group is here to help. Visit us at 6151 Lake Osprey Drive to learn more about how we can assist you in achieving your financial goals.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
The Law Offices of Robert Marble
● ClosedThe Law Offices of Robert Marble is a reputable legal institution located at 2075 Main Street in Sarasota, Florida, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Robert Marble and his team are dedicated to providing high-quality legal representation to their clients. With years of experience and a track record of success, the Law Offices of Robert Marble is committed to fighting for justice and achieving the best possible outcomes for their clients. Contact them today for expert legal advice and representation.
2075 Main St STE 18, Sarasota, FL 34237, United States -
David Harris Law
● ClosedDavid Harris Law is a reputable law firm located at 8586 Potter Park Drive in Sarasota, Florida, United States. Specializing in various legal services, the team at David Harris Law is dedicated to providing top-notch representation and support to their clients. With a focus on professionalism, integrity, and expertise, the lawyers at this institution strive to achieve the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, David Harris Law is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
8586 Potter Park Dr Suite 102, Sarasota, FL 34238, United States -
Koontz & Associates PL
● ClosedKoontz & Associates PL is a reputable institution located at 1613 Fruitville Road in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to individuals and businesses alike. With a focus on delivering personalized solutions and expert advice, we strive to help our clients achieve their financial and legal goals. Whether you are in need of tax preparation, investment guidance, or legal representation, Koontz & Associates PL is here to assist you every step of the way.
1613 Fruitville Rd, Sarasota, FL 34236, United States -
Daily, Montfort & Toups Osprey Estate Planning Lawyer
● ClosedDaily, 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.
460 S Tamiami Trail Suite A, Osprey, FL 34229, United States -
Sage Wealth Consulting, LLC
● ClosedSage Wealth Consulting, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a finance institution that offers professional wealth management services. As a Certified Financial Planner (CFP®) and Member of the National Association of Personal Financial Advisors (NAPFA), Angela Wetzig provides independent advice, strategic planning, and upholds a fiduciary standard for her clients. With a focus on helping clients navigate life's transitions, Sage Wealth Consulting offers financial planning and investment management services to help clients organize, grow, and protect their assets. Angela Wetzig is a Fee-Only financial advisor, meaning she is not paid commissions and is legally obligated to provide unbiased and trustworthy financial advice. Sage Wealth Consulting has chosen Charles Schwab & Co., Inc. as the custodian of client accounts, serving clients locally in Sarasota and across the country.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Baron Financial Group, LLC
● ClosedBaron Financial Group, LLC is a finance institution located at 1990 Main Street in Sarasota, Florida, United States. With a team of experienced financial professionals, they offer a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your investments or plan for your future, Baron Financial Group, LLC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.
1990 Main St Suite 750, Sarasota, FL 34236, United States -
STAR Financial Solutions
● ClosedSTAR 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.
2970 University Pkwy Stuite 200, Sarasota, FL 34243, United States -
Jared Hermann - Morgan Stanley
● OpenJared Hermann - Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we are committed to providing top-notch solutions tailored to each client's unique needs. Visit us today to learn more about how we can help you secure your financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Mariner Consulting Group, Inc.
● ClosedMariner 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.
677 N Washington Blvd, Sarasota, FL 34236, United States -
Josh Sankes - Raymond James
● OpenJosh Sankes - Raymond James is a finance institution located at 2999 South Tamiami Trail in Sarasota, Florida. As part of the Raymond James financial services firm, they offer a wide range of financial planning and investment services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized guidance and expertise to help clients navigate the complexities of the financial market. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Josh Sankes - Raymond James is dedicated to providing top-notch financial advice and services to meet your needs.
2999 S Tamiami Trail, Sarasota, FL 34239, United States -
JTomik Investment Planning Group
● ClosedJTomik 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.
6151 Lake Osprey Dr 3rd floor, Sarasota, FL 34240, United States -
CPA Financial Solutions
● ClosedCPA 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.
6371 Business Blvd, Sarasota, FL 34240, United States -
CPA Financial Solutions
● ClosedCPA 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.
7250 Kyle Ct, Sarasota, FL 34240, United States -
TruVestments
● ClosedTruVestments 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.
5391 Lakewood Ranch Blvd N #303, Sarasota, FL 34240, United States
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