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TOP 30 Tax planning for individuals in Sarasota, FL
108 results found
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Crypto Tax Man
Crypto Tax Man is a finance institution located at 2708 Butterfly Jasmine Trail in Sarasota, Florida, United States. We specialize in providing tax services for individuals and businesses involved in cryptocurrency transactions. Our team of experts is dedicated to helping clients navigate the complex tax implications of crypto investments, ensuring compliance with IRS regulations and maximizing tax savings. Trust Crypto Tax Man to handle all your cryptocurrency tax needs with professionalism and efficiency.
BLUE JAY TAX
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.
Sarasota Health and Financial Services
Sarasota Health and Financial Services, located at 2477 Stickney Point Road in Sarasota, Florida, has been serving the insurance needs of the Sarasota community since 1980. Specializing in Individual Major Medical and Group Health Insurance, as well as Medicare Supplements, Medicare Advantage Plans, Life Insurance, Annuities, and Long Term Care, our agency is dedicated to providing personalized customer service to tailor to your specific needs. Our mission is to guide you through the insurance process, ensuring customer satisfaction as our top priority. We work closely with individuals and businesses to select the best options for their insurance needs. Sarasota Health and Financial Services proudly represents a variety of reputable companies and is licensed to do business in the State of Florida. Please note that we do not provide tax, legal, or investment advice and recommend consulting with your own qualified advisor.
Daily, Montfort & Toups Osprey Estate Planning Lawyer
Daily, 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.
Gratium Wealth Planning - Ameriprise Financial Services, LLC
Gratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 7317 Merchant Court in Sarasota, Florida, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts tailored to each individual's needs. While we cannot guarantee future financial results, we are committed to providing personalized guidance and support.
JTomik Investment Planning Group
JTomik 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.
Gratium Wealth Planning - Ameriprise Financial Services, LLC
Gratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 7188 South Beneva Road in Sarasota, Florida, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping individuals achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and guidance. We adhere to strict corporate entities and important disclosures, as well as website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we strive to help your friends and family members achieve their financial goals through our services. Feel free to refer them to us, and we will reach out to them soon. Thank you for considering Gratium Wealth Planning - Ameriprise Financial Services, LLC for your financial needs.
Financial Advisors of Sarasota LLC
Financial Advisors of Sarasota LLC is a reputable finance institution located at 5902 Tidewood Avenue in Sarasota, Florida, United States. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning, their team is dedicated to providing personalized solutions tailored to your specific needs. Trust Financial Advisors of Sarasota LLC to guide you towards a secure financial future.
Reality Financial Planning
Reality Financial Planning Services, LLC (RFPS) is a finance institution located at 3947 Clark Road in Sarasota, Florida. As a fee-only financial planning firm, RFPS has no minimum asset or net worth requirements for clients. Serving individuals, families, and small businesses in Sarasota, Bradenton, Lakewood Ranch, Venice, and Nokomis, RFPS is committed to providing independent and objective advice with no commissions or third-party compensation accepted. Welcome to a trusted partner in your financial planning journey.
Expat Tax Firm
Expat Tax Firm is a leading accounting and finance institution located at 1605 West University Parkway in Sarasota, Florida, United States. Specializing in tax services for expatriates, our team of expert professionals is dedicated to helping individuals navigate the complexities of international tax laws and regulations. Whether you are living abroad or have recently returned to the United States, Expat Tax Firm is here to provide personalized guidance and support to ensure your financial success. Contact us today to learn more about our comprehensive range of services tailored to meet the unique needs of expats.
EZ Tax Solutions, Inc.
EZ Tax Solutions, Inc. is a reputable accounting and finance institution located at 63 Sarasota Center Boulevard in Sarasota, Florida, United States. With a team of experienced professionals, EZ Tax Solutions, Inc. provides a wide range of tax services, financial consulting, and accounting solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, EZ Tax Solutions, Inc. is dedicated to providing top-notch services to meet your needs. Contact them today to learn more about how they can help you achieve your financial goals.
Alarcon & Jimenez Tax Group
Alarcon & Jimenez Tax Group is a reputable accounting and finance institution located at 2700 South Tamiami Trail in Sarasota, Florida, United States. With a team of experienced professionals, they provide a wide range of tax services, financial planning, and accounting solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or investment strategies, Alarcon & Jimenez Tax Group is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
RMD Tax Solutions
RMD Tax Solutions is a reputable accounting and finance institution located at 7101 Curtiss Avenue in Sarasota, 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 help with tax planning, bookkeeping, or financial consulting, we are here to assist you every step of the way. Trust RMD Tax Solutions for all your accounting and finance needs.
Sutherland Tax Services
Sutherland Tax Services is a trusted financial institution located at 2831 Ringling Boulevard in Sarasota, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Sutherland Tax Services for all your financial needs.
Sharp Income Tax Services
Sharp Income Tax Services is a reputable accounting and finance institution located at 512 North Orange Avenue in Sarasota, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or consulting, our experts are here to assist you every step of the way. Trust Sharp Income Tax Services for all your financial needs.
Likar Tax Solutions LLC
Likar Tax Solutions LLC is a leading institution located in Sarasota, Florida, specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to providing top-notch solutions for all your tax and financial needs. Whether you are an individual or a business, we are here to help you navigate the complex world of taxes and financial planning. Visit us at 1111 North Gulfstream Avenue to learn more about how we can assist you in achieving your financial goals.
professional services for accounting & taxes, llc - sarasota
Professional Services for Accounting & Taxes, LLC in Sarasota is a top-notch institution specializing in accounting and finance services. Located at 4964 Fruitville Road in Sarasota, Florida, this firm offers expert guidance and support for individuals and businesses seeking assistance with their financial needs. With a team of experienced professionals, clients can expect personalized solutions tailored to their unique circumstances. Whether you need help with tax preparation, bookkeeping, or financial planning, Professional Services for Accounting & Taxes, LLC is here to help you achieve your financial goals.
Sarasota Tax Planning
Sarasota Tax Planning, located at 1491 Venice East Boulevard in Venice, Florida, is a reputable accounting and finance institution. They offer a range of services including accounting, payroll, and bookkeeping support to replace your back office operations. With a focus on developing strategies for both business and individual clients, Sarasota Tax Planning is dedicated to assisting with complex financial issues. Their team of professionals are committed to working hard and long hours to meet the needs of their clients, even beyond tax season. Let Sarasota Tax Planning take on your most pressing financial challenges and help you achieve your goals.
CPA Tax
CPA Tax is a reputable accounting and finance institution located at 5104 North Lockwood Ridge Road in Sarasota, Florida, United States. Our team of certified public accountants specialize in providing expert tax services and financial advice to individuals and businesses. With years of experience and a commitment to excellence, we are dedicated to helping our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax preparation, planning, or audit representation, CPA Tax is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.
Miller & Company CPAs: Tax Accountants
Miller & Company CPAs: Tax Accountants is a premier accounting firm located in Sarasota, Florida. Our team of experienced professionals specializes in tax preparation, planning, and consulting services for individuals and businesses. With a focus on personalized service and attention to detail, we strive to help our clients navigate the complex world of tax laws and regulations. Whether you are looking for assistance with your personal taxes or need guidance on tax strategies for your business, our dedicated team is here to help. Visit us at 2831 Ringling Boulevard to learn more about how we can assist you with all of your accounting and finance needs.
Executive Accounting Solutions of Sarasota
Executive Accounting Solutions of Sarasota is a leading accounting and finance institution located at 2075 Fruitville Road in Sarasota, Florida. With a team of experienced professionals, they offer a wide range of services to help businesses and individuals manage their financial affairs effectively. From bookkeeping and tax preparation to financial planning and consulting, they provide tailored solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Executive Accounting Solutions of Sarasota is a trusted partner for all your accounting and finance needs.
Sarasota CPA Accounting Firm - Michael Jakusovas
Sarasota CPA Accounting Firm - Michael Jakusovas is a reputable institution located at 2831 Ringling Boulevard in Sarasota, Florida, United States. With over 30 years of experience, Jakusovas & Company offers proactive accounting and tax services including bookkeeping, tax preparation, tax planning, financial statement audits, and small business consulting. As a full service Certified Public Accounting firm, they provide expert financial advice and support to individuals and businesses in the Sarasota area. Trust Jakusovas & Company for all your accounting and finance needs.
Sarasota Tax Planning
Sarasota Tax Planning, located at 1990 Main Street in Sarasota, Florida, offers expert accounting and finance services. Specializing in accounting, payroll, and bookkeeping support, we can handle all of your back-office needs. Our team is dedicated to developing tailored strategies for both business and individual clients, ensuring that complex financial issues are effectively managed. We are committed to working diligently and providing support beyond tax season, so you can trust us to tackle your most pressing financial challenges. Trust Sarasota Tax Planning to provide reliable and professional financial solutions.
Chris Kehoe Tax Law
Chris Kehoe Tax Law is a renowned institution located at 1415 Panther Lane in Naples, Florida, United States. Specializing in accounting, finance, and legal services, Chris Kehoe Tax Law is a trusted resource for individuals and businesses seeking expert tax advice and representation. With additional locations in Sarasota, St. Petersburg, Tampa, Venice, North Port, and Fort Myers, clients can easily access the services of experienced tax lawyers. Operating hours are 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. Contact Chris Kehoe Tax Law at 941-787-7575, 813-466-1414, or 239-829-5669, or email Chris@TaxGC.com for assistance with tax matters.
JD Financial Solutions & Insurance Group, Inc.
JD 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.
Marc J. Soss, Esquire
Marc 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.
Williams Parker Attorneys at Law
Williams Parker Attorneys at Law is a prestigious law firm located in Sarasota, Florida, United States. Established in 1925, our dedicated team of lawyers has built a reputation for excellence in various practice areas including trusts and estates, real estate, business and tax law, labor and employment law, probate and civil litigation, health law, and intellectual property law. Our attorneys are highly qualified, with 64% holding advanced degrees or board certifications in their fields. We are proud to serve the communities of Sarasota and Manatee counties, as well as clients internationally through our membership in Ally Law. Our diverse client base includes businesses, individuals, healthcare institutions, lenders, government entities, and nonprofits. We are committed to upholding the highest standards of legal practice and have been recognized in prestigious publications and rankings.
Law Office of Mary E. King, P.L.
The 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.
Stickley Law Office
Stickley Law Office, located at 737 South Indiana Avenue in Englewood, Florida, offers comprehensive legal advice and counsel with a focus on Estate Planning, Probate and Trust Administration, and Elder-Law Planning. Serving clients in Sarasota, Manatee, Charlotte, and Desoto County, Stickley Law Office is known for its creative approaches and exceptional results. With a commitment to keeping clients involved and at the center of attention, the experienced attorneys at Stickley Law Office provide reliable advice and support in navigating complex legal processes such as probate and trust administration. Estate planning is emphasized as a crucial step in preparing for the future, allowing individuals to distribute assets according to their wishes while minimizing taxes and expenses. Elder law planning addresses the unique needs of elderly individuals, covering issues such as estate planning, long-term care planning, and Medicaid planning. By working with a qualified attorney, clients can ensure that their legal and financial affairs are in order, providing peace of mind for themselves and their loved ones. Stickley Law Office does not intend to solicit legal business from clients in states or jurisdictions where its attorneys are not licensed or authorized to practice law.
Wood Seitl & Anderson, P.A.
Wood Seitl & Anderson, P.A. is a prestigious law firm located at 304 West Venice Avenue in Venice, Florida, United States. Serving Sarasota, Bradenton, Venice, and surrounding areas, our experienced attorneys specialize in estate planning, administration, and trust administration. With a focus on client service for over 70 years, our firm was founded in 1951 by John R. Wood and is AV rated by Martindale Hubbell. At Wood Seitl & Anderson, we prioritize helping clients with probate avoidance, preparation of wills, trusts, charitable trusts, and foundations, as well as federal estate tax issues. We also specialize in elder law, addressing legal issues related to health and personal care planning. Our team is dedicated to providing personalized and comprehensive legal services to individuals and families in Southwest Florida. Trust Wood Seitl & Anderson, P.A. for all your estate planning and administration needs.
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