TOP 10 Tax help for individuals in Fort Lauderdale, FL
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CONNECTAX INC
● OpenCONNECTAX INC is a leading accounting and finance institution located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust CONNECTAX INC for all your accounting and finance needs.
2598 E Sunrise Blvd Suite 700, Fort Lauderdale, FL 33304, United States -
ATD Solutions LLC
● ClosedATD Solutions LLC, located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida, is a trusted institution specializing in accounting and finance services. Since 1999, our team of Certified QuickBooks ProAdvisors and Accounting professionals have been providing clients with top-notch bookkeeping and software training support. We work closely with your CPA to reduce tax liability and become an integral part of your finance team. Our expertise includes QuickBooks consulting, financial management, payroll tax filings, and cleaning up QuickBooks files. Whether you are a business owner or an individual, we are here to help you with all your accounting needs. Our clients have praised our services for allowing them to focus on their core business while we handle their bookkeeping tasks efficiently. Contact ATD Solutions LLC today for professional accounting services that will benefit your business and personal finances.
2598 E Sunrise Blvd #2104, Fort Lauderdale, FL 33304, United States -
Rosa M. Cohen, CPA.
● OpenRosa M. Cohen, CPA is a reputable accounting and finance institution located at 8 Southeast 8th Street in Fort Lauderdale, Florida, United States. With years of experience and expertise, their team of professionals provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Rosa M. Cohen, CPA is dedicated to helping their clients achieve their financial goals with precision and care. Visit them today for all your accounting and finance needs.
8 SE 8th St 2nd Floor, Fort Lauderdale, FL 33316, United States -
Palmers Law, P.A.
● ClosedPalmers Law, P.A. is a renowned legal institution located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida. Our team of experienced legal professionals is dedicated to serving clients with a wide range of legal needs, including insurance property claims and civil litigation. We prioritize building long-term relationships with our clients to ensure their satisfaction and deliver the best possible results. Lead attorney Ashley Clément has a proven track record of success, exceeding expectations for both individuals and businesses. Whether you need help with business taxes, business registration, or any other legal matter, Palmers Law, P.A. is here to provide efficient and effective legal services. Contact us for a free case consultation and experience our exceptional professionalism and outstanding communication firsthand.
Mailbox #64, 2455 E Sunrise Blvd Suite 416, Fort Lauderdale, FL 33304, United States -
Edward Jones - Financial Advisor: James Senior, CFP®
● ClosedEdward Jones - Financial Advisor: James Senior, CFP® is a reputable financial institution located at 3471 North Federal Highway in Fort Lauderdale, Florida, United States. Specializing in finance, James Senior, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and businesses alike. Whether you are planning for retirement, investing for the future, or simply looking to grow your wealth, James Senior and his team are dedicated to guiding you every step of the way. Visit Edward Jones today and start securing your financial future with confidence.
3471 N Federal Hwy Ste 601, Fort Lauderdale, FL 33306, United States -
Suzannah Richards, Financial Advisor - Ocean Wealth
● OpenSuzannah Richards, Financial Advisor at Ocean Wealth, located at 4524 North Federal Highway, Fort Lauderdale, Florida, is dedicated to helping business professionals achieve their career and personal goals through sound financial planning. With a focus on protection, retirement, and investment needs, Suzannah offers comprehensive financial guidance to create a strategy tailored to each individual's aspirations. By understanding the emotional connection to money and providing resources such as calculators, videos, and budgeting tips, clients can take control of their financial situation with confidence. Whether facing surprises, marriage, or divorce, Suzannah brings a thoughtful approach to financial planning to ensure clients are prepared for any life event. Licensed to sell insurance and securities products, Suzannah is committed to serving individuals in multiple states and offering advisory services through Eagle Strategies LLC. Ocean Wealth is not owned or operated by NYLIFE Securities LLC or its affiliates, and does not provide tax, legal, or accounting advice. Consultation with a professional in these areas is recommended before making any decisions. Start your financial journey with Suzannah Richards today by submitting your information for a personalized consultation.
4524 N Federal Hwy, Fort Lauderdale, FL 33308, United States -
Edward Jones - Financial Advisor: Darcy J Beeman, CFP®
● OpenEdward Jones - Financial Advisor: Darcy J Beeman, CFP® is a reputable financial institution located at 717 Southeast 2nd Street in Fort Lauderdale, Florida. As a Certified Financial Planner, Darcy J Beeman offers expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Fort Lauderdale area. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Darcy J Beeman and the team at Edward Jones are here to help you navigate the complexities of the financial world.
717 SE 2nd St Ste 204, Fort Lauderdale, FL 33301, United States -
Wisdom Financial Services
● ClosedWisdom Financial Services is a trusted finance and insurance agency located at 2546 North Federal Highway in Fort Lauderdale, Florida. With a commitment to providing top-notch financial services to individuals and businesses, Wisdom Financial Services offers a wide range of financial products and services to meet the diverse needs of its clients. Whether you are looking for insurance coverage, investment advice, or assistance with taxes, the experienced professionals at Wisdom Financial Services are here to help. Visit us today and let us help you secure your financial future.
2546 N Federal Hwy, Fort Lauderdale, FL 33305, United States -
The Blake Wealth Management Group - UBS Financial Services Inc.
● OpenThe Blake Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Specializing in wealth management, they provide comprehensive financial services to help clients achieve their financial goals. With a team of experienced professionals, they offer personalized investment strategies and expert advice to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, managing your investments, or looking to grow your wealth, The Blake Wealth Management Group - UBS Financial Services Inc. is committed to providing top-notch service and guidance to help you succeed.
401 E Las Olas Blvd Suite 2300, Fort Lauderdale, FL 33301, United States -
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJack R Rearden is a financial advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Jack holds various prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation® among others. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Jack provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or insurance products, Jack is committed to helping you achieve your financial goals and secure your financial future.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Ken Cerruto - RBC Wealth Management Financial Advisor
● ClosedKen Cerruto - RBC Wealth Management Financial Advisor is a respected financial institution located at 500 East Broward Boulevard in Fort Lauderdale, Florida, United States. As a dedicated financial advisor, Ken Cerruto provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ken Cerruto offers expert financial advice and tailored investment solutions to individuals and businesses alike. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ken Cerruto - RBC Wealth Management Financial Advisor can help you navigate the complex world of finance with confidence.
500 E Broward Blvd Suite 2200, Fort Lauderdale, FL 33394, United States -
Bank of America Private Client Advisor Joseph E Mahoney
● OpenBank of America Private Client Advisor Joseph E Mahoney is a financial institution located at 401 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. Tune in at 2:00 PM EST on Monday and Friday for the latest insights on managing significant wealth. The institution takes the time to listen and learn about you and your family before creating personalized strategies to meet your financial goals and best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives by providing disciplined financial strategies and innovative solutions. While focusing on the past, the institution also looks towards the future to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions.
401 E Las Olas Blvd, Fort Lauderdale, FL 33301, United States -
Klein, Salas, & Associates - Ameriprise Financial Services, LLC
● OpenKlein, Salas, & Associates - Ameriprise Financial Services, LLC is a finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. They offer complimentary initial consultations and specialize in estate planning and passing wealth to the next generation. Their financial advisors are registered in certain U.S. states and can provide guidance on preserving wealth, tax implications, and dividing assets among loved ones. They cannot guarantee future financial results, but aim to help clients plan and prepare their legacy wishes for peace of mind. Clients can expect a thorough overview of financial planning concepts during the initial consultation. The institution is a member of FINRA and SIPC and adheres to strict rules and regulations to ensure privacy and security for their clients. They welcome referrals and assure that the referred individuals will be contacted promptly.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Perez Wealth Management Group - UBS Financial Services Inc.
● OpenPerez Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida. With a strong reputation for providing top-notch wealth management services, the institution offers personalized financial planning and investment strategies to help clients achieve their financial goals. The team of experienced advisors at Perez Wealth Management Group is dedicated to delivering exceptional service and expert guidance to individuals and businesses seeking to grow and protect their wealth. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Perez Wealth Management Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
401 E Las Olas Blvd Suite 2300, Fort Lauderdale, FL 33301, United States -
Merrill Lynch Financial Advisor Anne B Dolph
● ClosedLocated at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, Merrill Lynch Financial Advisor Anne B. Dolph is a respected finance institution with a focus on comprehensive wealth planning, retirement planning, estate planning services, and investment management. With over three decades of experience, Anne Dolph is known for her tailored financial strategies that cater to the unique needs of individuals, families, and businesses. She is dedicated to providing strategic wealth inheritance planning for families, aiming to preserve and grow family wealth over time while minimizing tax implications. Anne stays informed on industry trends, tax law changes, and market shifts to provide timely and insightful advice to her clients. Outside of work, Anne is actively involved in her community and is committed to financial education for younger generations. Whether you are an individual, a family, a business, or a finance professional, Anne is eager to connect, collaborate, and help you achieve your financial goals. Partnering with the global resources of Merrill, Anne's team is dedicated to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Anne B. Dolph to start building a personalized financial plan centered on your goals and priorities.
401 E Las Olas Blvd, Fort Lauderdale, FL 33301, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 1605 East Sunrise Boulevard in Fort Lauderdale, Florida. 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 finances or a business in need of expert accounting services, H&R Block is dedicated to providing high-quality, personalized solutions to meet your needs. Visit us today to learn more about how we can help you achieve your financial goals.
1605 E Sunrise Blvd, Fort Lauderdale, FL 33304, United States -
NG Professional Services, LLC.
● ClosedNG Professional Services, LLC. is a leading institution located at 3075 West Oakland Park Boulevard in Fort Lauderdale, Florida. We offer a wide range of professional services to meet the needs of individuals and businesses alike. Our team of experienced professionals are dedicated to providing top-notch service and personalized solutions to help our clients achieve their goals. Whether you need assistance with accounting, tax preparation, business consulting, or any other financial services, we are here to help. Contact us today to see how NG Professional Services, LLC. can support you in reaching your financial objectives.
3075 W Oakland Park Blvd #113, Fort Lauderdale, FL 33311, United States -
Jeff Stern CPA, PA
● ClosedJeff Stern CPA, PA is a professional accounting and finance institution located at 150 North Federal Highway in Fort Lauderdale, Florida, United States. With years of experience and expertise in the field, our team of certified public accountants provides a wide range of services to help individuals and businesses manage their financial affairs effectively. From tax preparation and planning to auditing and financial consulting, we are dedicated to delivering top-notch services tailored to meet our clients' specific needs. Trust Jeff Stern CPA, PA for all your accounting and finance needs.
150 N Federal Hwy #200, Fort Lauderdale, FL 33301, United States -
Kaufman Rossin
● ClosedKaufman Rossin is a leading accounting and finance institution located at 100 Southeast 3rd Avenue in Fort Lauderdale, Florida, United States. With a reputation for excellence and expertise in financial services, Kaufman Rossin offers a wide range of accounting and advisory services to businesses and individuals. Their team of professionals is dedicated to providing personalized solutions and strategic guidance to help clients achieve their financial goals. Whether you are looking for tax planning, audit services, or financial consulting, Kaufman Rossin is committed to delivering high-quality, innovative solutions to meet your needs.
100 SE 3rd Ave Suite 2400, Fort Lauderdale, FL 33394, United States -
Cofer Bookkeeping Services
● ClosedCofer Bookkeeping Services is a professional accounting and finance institution located at 1314 East Las Olas Boulevard in Fort Lauderdale, Florida. With a team of experienced bookkeepers and financial experts, we provide top-notch services to help individuals and businesses manage their finances effectively. From bookkeeping and payroll services to tax preparation and financial consulting, we offer a wide range of services to meet our clients' needs. Trust Cofer Bookkeeping Services for all your accounting and financial needs.
1314 E Las Olas Blvd Unit 2632, Fort Lauderdale, FL 33301, United States -
Sara Bendo - Morgan Stanley
● OpenSara Bendo - Morgan Stanley is a renowned finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong reputation for excellence in financial services, Sara Bendo - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized financial advice and strategies tailored to meet the unique needs and goals of each individual client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sara Bendo - Morgan Stanley is committed to helping you achieve your financial objectives.
350 E Las Olas Blvd Ste 1500, Fort Lauderdale, FL 33301, United States -
MorrisTax & Business Solutions, LLC
● ClosedMorrisTax & Business Solutions, LLC is a leading accounting and finance institution located at 2701 West Oakland Park Boulevard in Fort Lauderdale, Florida, United States. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. We are dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive solutions. With a commitment to excellence and customer satisfaction, MorrisTax & Business Solutions, LLC is your trusted partner for all your accounting and finance needs.
2701 W Oakland Park Blvd Suite 410-7, Fort Lauderdale, FL 33311, United States -
Levy and Associates, Inc.
● ClosedLevy and Associates, Inc. is a reputable accounting, finance, and legal institution located at 1451 West Cypress Creek Road in Fort Lauderdale, Florida, United States. Specializing in tax resolution, audit defense, and financial management, Levy and Associates is dedicated to helping individuals and businesses with all of their tax and accounting needs. With an A rating from the Better Business Bureau, Levy and Associates has proven their commitment to resolving consumer concerns and providing top-notch service. Their team of professionals, including CPAs, accountants, attorneys, enrolled agents, and former IRS revenue officers, have decades of experience in the industry and are ready to put their expertise to work for you.
1451 W Cypress Creek Rd, Fort Lauderdale, FL 33309, United States -
Financial firm Experts LLC
● ClosedFinancial Firm Experts LLC is a reputable institution located at 2901 West Cypress Creek Road in Fort Lauderdale, Florida. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and a focus on client satisfaction, Financial Firm Experts LLC is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
2901 W Cypress Creek Rd suite 118-c, Fort Lauderdale, FL 33309, United States -
One Stop CPA
● OpenOne Stop CPA is a reputable accounting and finance institution located at 1451 West Cypress Creek Road in Fort Lauderdale, Florida. Our team of experienced certified public accountants (CPAs) offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. We are dedicated to providing our clients with expert guidance and personalized solutions to help them achieve their financial goals. Whether you need assistance with tax compliance or strategic financial planning, One Stop CPA is your one-stop shop for all your accounting needs.
1451 W Cypress Creek Rd Suite 300, Fort Lauderdale, FL 33309, United States -
Luciano C Fontana, CPA
● OpenLuciano C Fontana, CPA is a reputable accounting and finance institution located at 8483 West Commercial Boulevard in Fort Lauderdale, Florida, United States. With a strong focus on providing expert financial services to individuals and businesses, Luciano C Fontana, CPA offers a wide range of accounting services including tax preparation, financial planning, and business consulting. Their team of experienced CPAs is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world with ease. Trust Luciano C Fontana, CPA for all your accounting and finance needs.
8483 W Commercial Blvd, Fort Lauderdale, FL 33351, United States -
Peter S. Zitoli, CPA
● ClosedPeter S. Zitoli, CPA is a trusted accounting and finance institution located at 2881 East Oakland Park Boulevard in Fort Lauderdale, Florida. With a focus on tax planning, business formation, compliance services, and IRS tax dispute resolution, Peter S. Zitoli offers personalized services to individuals and businesses. With years of experience, including a background with the Internal Revenue Service, clients can trust that their tax matters are in capable hands. The firm is dedicated to providing honest and effective tax services tailored to each client's unique needs. Whether you need assistance with tax planning, IRS tax dispute resolution, or tax debt reduction, Peter S. Zitoli, CPA is here to help you achieve your financial goals. Contact us today for a free check of unclaimed property listings in Florida or assistance with tax ID applications and forms. Let us help you navigate the complexities of tax planning and compliance for a successful financial future.
2881 E Oakland Park Blvd #314, Fort Lauderdale, FL 33306, United States -
Eddy Mathieu, CPA, EA.
● ClosedLocated at 5441 Northeast 6th Avenue in Fort Lauderdale, Florida, Eddy Mathieu, CPA, EA is a trusted institution specializing in accounting and finance services. With over 10 years of experience, Eddy Mathieu has built a reputation as one of the top Certified Public Accountants (CPA) and Enrolled Agents in Broward County. At Eddy Mathieu, clients can expect personalized and accurate tax preparation and planning services for both individuals and businesses. The institution goes beyond basic tax services, offering expertise in complex tax situations such as multi-state and international tax matters.
5441 NE 6th Ave, Fort Lauderdale, FL 33334, United States -
CPA Firm South Florida
● ClosedCPA Firm South Florida is a reputable accounting and finance institution located at 1041 West Commercial Boulevard, Fort Lauderdale, Florida. Since opening our doors in 1992, our mission has been to provide honest and affordable tax and accounting advice to individuals and businesses across various industries. We are proud to be the leading CPA firm in South Florida, offering services that go beyond just numbers. Our team works closely with clients to provide long-term tax and business planning strategies, ensuring that all aspects of their financial needs are met.
1041 W Commercial Blvd Suite 201, Fort Lauderdale, FL 33309, United States -
The Taxman
● OpenThe Taxman is a reputable accounting and finance institution located at 3772 West Oakland Park Boulevard in Fort Lauderdale, Florida. With years of experience and expertise in tax preparation, financial planning, and accounting services, The Taxman is dedicated to helping individuals and businesses navigate the complexities of the tax system. Their team of skilled professionals provides personalized and comprehensive solutions to ensure clients maximize their financial potential and stay compliant with tax laws. Whether you need assistance with tax filing, bookkeeping, or financial consulting, The Taxman is your trusted partner for all your accounting and finance needs.
3772 W Oakland Park Blvd, Fort Lauderdale, FL 33311, United States
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