Tax minimization strategies in Sarasota, Florida

Blue 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.

Sterling Tax Accountant - CPA Firm in Sarasota, FL offers a wide range of accounting, finance, and tax services to businesses in Sarasota and nationwide. Our team of Certified Public Accountants goes above and beyond tax preparation to provide comprehensive services including bookkeeping, accounting, tax planning, and financial strategies. We aim to set the Sterling Standard for CPAs in Sarasota, ensuring that your financial needs are expertly managed so you can focus on running your business seamlessly. Our monthly small business accounting services focus on tracking performance and our CPAs specialize in proactive tax and accounting strategies to minimize tax liabilities legally. Additionally, we offer Virtual CFO services to provide guidance and knowledge to empower your business operations. Our team is dedicated to providing top-notch services and has been recognized by the readers of SRQ as the Gold Winner in the 2022 Best of SRQ Local Annual Readers Competition. With our streamlined outsourced bookkeeping services, advanced technology, and expert consulting, Sterling Tax Accountant is the go-to choice for modern businesses in Sarasota. Visit us at 7142 South Beneva Road, Sarasota, Florida to elevate your business with our top-notch financial services.

The Law Offices of Marc J. Miles P.A. is located at 333 South Tamiami Trail in Venice, Florida, United States. Specializing in accounting, finance, and legal services, Marc J. Miles is an experienced International and Business Law Attorney in Sarasota, Florida. The firm works with businesses of all sizes to help them achieve their goals while minimizing risk. Whether you are starting a business, collaborating with a U.S. company, or exploring the U.S. market, the Law Offices of Marc J. Miles can provide the guidance you need to make informed decisions.

Family Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 1819 Main Street in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of wealth management services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, their experts can provide personalized solutions to meet your needs. Trust in Family Wealth Management Group - UBS Financial Services Inc. to guide you towards a secure financial future.

First Choice CPA Services, LLC is a trusted accounting and finance institution located at 6497 Parkland Drive in Sarasota, Florida, United States. Our team of experienced CPAs specializes in developing personalized tax planning strategies tailored to your unique financial situation. We meticulously analyze your financial data, identify potential tax deductions and credits, and implement effective strategies to minimize your tax liability. We go beyond traditional accounting services to provide comprehensive financial management solutions for individuals and small business owners. From budgeting and cash flow analysis to financial statement presentation and strategic planning, our experts are here to help you make informed financial decisions and achieve long-term success.

Retirement Wealth Specialists is a finance institution located at 1950 Ringling Boulevard in Sarasota, Florida. Our team of experts specializes in helping individuals plan for a secure and comfortable retirement. With personalized strategies tailored to each client's unique financial goals and circumstances, we strive to provide peace of mind and financial security for our clients as they transition into retirement. Whether you are looking to maximize your savings, create a steady income stream, or minimize tax liabilities, Retirement Wealth Specialists is here to help you navigate the complexities of retirement planning. Contact us today to schedule a consultation and start building your retirement wealth.

Plancorp, LLC, located at 5114 Station Way in Sarasota, Florida, offers a holistic and proactive approach to managing your entire financial plan to achieve life’s goals. Specializing in bespoke services for ultra-high-net-worth families, multi-generational financial planning, and managing company 401(k) or Cash Balance plans with minimal fees. They also help create succession plans, offer financial planning and investment management for nonprofits, endowments, and organizations, empower women through education, and provide tailored wealth management plans. Plancorp focuses on complex financial needs and offers personalized recommendations through a free financial analysis tool. They provide expertise on estate planning, equity compensation, retirement planning, college savings, marriage finances, business exit strategies, divorce planning, sudden wealth management, and more. Plancorp is CEFEX-certified, ensuring the highest fiduciary standards for client trust and best interest. With over 40 years of experience, Plancorp's team of experts offer real-life knowledge to help clients achieve their financial goals. Contact them today to schedule a call with a wealth manager and start making the most of your wealth.

Walters Strategic Advisors is a finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize investment returns and minimize taxes for our clients. Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.

Mariner Wealth Advisors is a leading finance institution located at 240 South Pineapple Avenue in Sarasota, Florida, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth preservation and growth, we offer comprehensive solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Mariner Wealth Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Mueller Financial Services, Inc. is a financial advisory firm located at 2601 Cattlemen Road, Sarasota, Florida, United States. With over 30 years of experience, we provide strategies for a financially independent life to a wide range of clients, including corporations, business owners, executives, professionals, and high-net-worth individuals. Our team works closely with each client to develop a customized financial plan that reflects their unique goals and priorities. From retirement planning to minimizing taxes, we are dedicated to guiding our clients through life's financial transitions with education, empowerment, and inspiration. Our process is tailored to each individual's needs, ensuring that their financial plan aligns with their life goals. Schedule a free consultation with us today to begin your financial journey with Mueller Financial Services. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor.

Forth Wealth Management is a premier finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to creating customized strategies tailored to each individual's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Forth Wealth Management is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Cozzette Accounting Co. is a reputable accounting and finance institution located at 7365 Merchant Court in Sarasota, Florida, United States. Our team of tax professionals is dedicated to providing high-quality accounting and tax services to individuals and small businesses in Sarasota and Manatee counties. With years of experience, we offer expert tax preparation, business formation services, and personalized tax planning to help our clients maximize their deductions and minimize their tax burden. In light of recent events, all tax due dates have been moved to February 15th, 2024. The starting date for tax filing has not yet been determined by the IRS, but rest assured that Cozzette Accounting Co. will keep you informed and provide the necessary guidance for all your tax-related needs.

Piper Hawkins & Co is a leading accounting and finance institution located at 330 South Pineapple Avenue in Sarasota, Florida, United States. Our team of accredited and experienced professionals offers a complete range of accounting services to help you make informed business decisions. We specialize in business valuation, providing expert analysis and input to assist you in determining the value of your business. Our skilled team also offers litigation support, providing strategic guidance to you and your legal counsel throughout all phases of a case.

Palmer Accounting Group, PA, led by Brian Palmer, CPA, is a full-service accounting firm located at 5652 Marquesas Circle in Sarasota, Florida. Serving both businesses and individuals in the Sarasota and Manatee area, our team provides professional and personalized services tailored to meet a wide range of financial needs. With a focus on trust and communication, we have a proven track record in quality tax preparation and accounting practices. Our services include personal tax planning to minimize tax liabilities, accounting services such as accounts receivable & payable and payroll management, Quickbooks set-up and support, corporate tax planning, and financial statement preparation in accordance with GAAP. We also assist with all federal, state, and local tax returns for individuals and businesses.

Welcome to Daily, Montfort & Toups - Your Trusted Bradenton Estate Planning Lawyers Located at 538 12th Street West, Bradenton, Florida, Daily, Montfort & Toups is your local partner in navigating the complexities of estate planning, Medicaid planning, probate law, and tax services. With over 50 years of experience, our dedicated team of attorneys is committed to providing personalized legal solutions to the community of Bradenton and beyond.

Welcome to Goldman Babboni Fernandez Murphy & Walsh, your trusted personal injury law firm located at 8359 Beacon Boulevard, Fort Myers, Florida. Our experienced team of attorneys is dedicated to representing victims of negligence and securing the justice and compensation they deserve. With decades of experience, we specialize in handling complex cases involving wrongful death, major injuries, and motorcycle accidents. Our firm is renowned for achieving one of the three largest settlements in motorcycle accident cases in Florida, emphasizing our commitment to fighting for the rights of injured motorcyclists. We understand the serious nature of these cases, often involving traumatic brain injuries and multiple fractures, and we are prepared to tackle the intricate challenges they present.