TOP 30 Tax planning for seniors in Florida

Merrill Lynch Financial Advisor Daniel J. Garcia is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Daniel J. Garcia, a First Vice President and Senior Financial Advisor, has been helping small businesses access the financial resources they need since 2000. With a focus on addressing liabilities and lending needs, Daniel offers clients access to cash management strategies, banking, lending, and operational guidance. The institution offers personalized investment strategies, access to trust and fiduciary services, and credit and lending solutions from Bank of America. The team at Merrill Lynch Wealth Management believes in getting to know clients personally to create a financial approach that reflects their unique needs and priorities. With a focus on helping clients achieve their goals, the institution offers the latest investment insights, tips, and strategies to help clients live their best financial life.

Creative Retirement Concepts is a financial institution located in Hallandale Beach, Florida, United States. We specialize in providing innovative retirement solutions and financial planning services to help our clients achieve their retirement goals. Our team of experienced professionals is dedicated to helping individuals make informed decisions about their finances and secure a comfortable retirement. Whether you are looking to invest for the future, plan for healthcare expenses, or create a comprehensive retirement strategy, Creative Retirement Concepts is here to help you every step of the way. Visit us today to learn more about how we can help you plan for a secure and prosperous retirement.

AgentsNET is a reputable insurance agency located at 24626 Florida 54, Lutz, Florida, United States. Our dedicated team of professionals is committed to providing top-notch insurance services to our clients. With years of experience in the industry, we offer a wide range of insurance products to meet the diverse needs of our customers. Whether you are looking for auto, home, life, or business insurance, our knowledgeable agents are here to help you find the right coverage at the best price. Trust AgentsNET to protect what matters most to you.

John Michael Smith CPA- Retired is a place of worship located at 3260 Fruitville Road in Sarasota, Florida, United States. This institution is dedicated to providing spiritual guidance and support to its members, as well as fostering a sense of community and connection. Led by the retired CPA John Michael Smith, this place of worship offers a welcoming and inclusive environment for individuals seeking spiritual growth and fellowship. Join us for services, events, and opportunities for personal and collective reflection and growth.

Gustavo A Viera CPA is a renowned accounting and finance institution located at 9780 East Indigo Street, Miami, Florida, United States. The institution offers a range of services, including financial audits for domestic and multinational companies such as Ford and Samsung. The team at Gustavo A Viera CPA is led by a Senior Audit Manager who oversees all aspects of engagements, from planning to financial preparation. The institution also offers services such as Chief Operating Officer and Director of Finance for the Latin America Region, providing expertise in overseeing financial activities, budgeting, and risk management for companies in the region. Outsourcing accounting services to Gustavo A Viera CPA offers numerous benefits, including cost reduction, quality of work, focus on core areas, access to a pool of expertise, and faster turnaround times. The institution also provides tax services to help clients navigate tax season with ease. Gustavo A Viera CPA is authorized to meet specific financial requirements set by the Florida Statutes and ensures that all financial statements are prepared in accordance with generally accepted accounting principles (GAAP).

Accountants in Miami is a prestigious institution located at 8950 Southwest 74th Court, Miami, Florida, United States. Specializing in accounting and finance, the institution offers a range of services to domestic and multinational companies, including financial audits for companies such as Ford and Samsung. The team at Accountants in Miami includes experienced professionals in various positions, such as Senior Audit Manager, Chief Operating Officer, and Director of Finance for the Latin America Region. Outsourcing accounting services to Accountants in Miami can provide numerous benefits to businesses, including cost reduction, quality of work, focus on core areas, access to a pool of expertise, and faster turnaround times. The institution also offers Tax Services to help alleviate the stress and anxiety that often comes with tax season.

Oak Square Advisors is a renowned financial institution located at 271 North Pennsylvania Avenue in Winter Park, Florida, United States. With a team of experienced and knowledgeable advisors, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our personalized approach and commitment to excellence set us apart from the rest. Whether you need help with investment management, retirement planning, or estate planning, Oak Square Advisors is here to provide you with expert guidance and support every step of the way. Visit us today and let us help you secure a brighter financial future.

Ian Morton - Morgan Stanley is a prestigious finance institution located at 1801 North Military Trail in Boca Raton, Florida, United States. As a part of Morgan Stanley, one of the world's leading financial services firms, Ian Morton offers a wide range of financial services to clients, including wealth management, investment banking, and asset management. With a team of experienced professionals and a commitment to providing personalized solutions, Ian Morton - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Coastal Retirement Consultants, LLC is a trusted financial planning institution located at 209 Seventh Street in the charming town of Port St. Joe, Florida. Our team of experienced consultants specializes in helping retirees navigate the complexities of retirement planning, investment management, and estate planning. We are dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their retirement goals and secure their financial future. Whether you are looking to maximize your investments, minimize taxes, or create a legacy for your loved ones, Coastal Retirement Consultants, LLC is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a peaceful and prosperous retirement.

Baker Financial Group is a reputable accounting and finance institution located at 7494 Southwest 60th Avenue in Ocala, Florida, United States. With a team of experienced professionals, Baker Financial Group offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust in the expertise and personalized attention provided by the team at Baker Financial Group to help them achieve their financial goals.

DeRosa & Associates is a reputable institution located at 8614 West Varricchio Lane in Crystal River, Florida, United States. We specialize in providing expert Medicare services, with a dedicated team led by Mark@derosaandassociates.com. Our West Coast Agent Services, headed by Jorge@derosaandassociates.com, cater to clients in Alabama, Arizona, Florida, California, Georgia, Texas, Illinois, North Carolina, South Carolina, Missouri, Maryland, Tennessee, Virginia, Pennsylvania, and New Jersey. Stay tuned for our upcoming services in Colorado, Utah, New York, and Iowa. Rest assured, your data is securely transmitted when you work with DeRosa & Associates.

Lottie's Professional Services, Inc. is a reputable accounting and finance institution located at 4648 Williamstown Boulevard in Lakeland, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, payroll processing, and financial planning. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for all your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Alexander Financial is a leading accounting and finance institution located at 165 6th Street Southwest in Largo, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From tax preparation to investment management, our experts are dedicated to providing personalized solutions tailored to meet the unique needs of each client. Trust Alexander Financial to help you navigate the complexities of the financial world with confidence and ease.

Steven E. Miller is a reputable institution located at 2502 North Rocky Point Drive in Tampa, Florida, United States. Specializing in accounting, finance, and legal services, the institution offers expert guidance and support in navigating complex financial and legal matters. With a team of experienced professionals, Steven E. Miller is dedicated to providing top-notch services to help clients achieve their financial and legal goals. Whether you need assistance with tax planning, financial analysis, or legal representation, Steven E. Miller is your trusted partner in success.

Bridgespan is a reputable accounting and finance institution located at 835 Cypress Village Boulevard in Sun City Center, Florida, United States. With a strong focus on providing expert financial services, Bridgespan offers a range of professional accounting solutions to individuals and businesses in the area. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you are looking for assistance with tax planning, budgeting, or investment strategies, Bridgespan is here to provide reliable and personalized financial guidance.

Aurora Multiservices, located at 7706 North Florida Avenue in Tampa, Florida, is a finance institution dedicated to helping individuals and startups manage their funds and grow their investments. With hassle-free applications and easy training from the comfort of your home, Aurora Multiservices is the perfect place to become a Financial Professional today. Our team of strategy consultants are here to shape the future, focusing on building businesses on balanced foundations of empathy, foresight, insight, humanity, and technology. We treat organizations as partners, emphasizing collaboration, and our team members as family, supporting them throughout their journey.

Legacy Services is a reputable institution located at 4933 South Orange Avenue in Orlando, Florida, United States. Specializing in accounting and finance, Legacy Services offers a range of professional services to help individuals and businesses manage their financial needs. With a team of experienced professionals, Legacy Services is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Legacy Services is here to help you secure a prosperous financial future.

Perfect Training Center is a premier institution located in Margate, Florida, offering top-notch training in accounting and finance. Our experienced instructors provide comprehensive courses to help students develop the skills and knowledge needed to succeed in the competitive field of finance. With a convenient location on West Atlantic Boulevard, our center is easily accessible for students in the Margate area. Whether you are a beginner looking to start a career in finance or a professional seeking to advance your skills, Perfect Training Center is the perfect place to achieve your goals. Join us and take the first step towards a successful career in accounting and finance.

Perpetual Finance Group is a leading financial institution located at 78 Southwest 7th Street in Miami, Florida, United States. Specializing in a wide range of financial services, including wealth management, investment advisory, and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, Perpetual Finance Group is your trusted partner for all your financial needs.

Blessed at Hands Services, LLC is a finance institution located at 1626 Crawfordville Highway in Crawfordville, Florida. Our dedicated team of professionals is committed to providing top-notch financial services to our clients. Whether you need assistance with budgeting, investments, or financial planning, we are here to help. At Blessed at Hands Services, LLC, we believe in helping our clients achieve their financial goals and secure their financial future. Contact us today to see how we can assist you with your financial needs.

Bridge Plaza Apartments is a soon-to-be-opened real estate agency located at 6916 Front Beach Road in Panama City Beach, Florida. As part of the Low Income Housing Tax Credit (LIHTC) Program, this institution offers affordable housing options for households that make at least 2 times the rent amount per month but no more than 60% of the area median income. Stay tuned for more information on how you can qualify for a comfortable and affordable apartment at Bridge Plaza.

The Arbors @ 15th Apartments is a real estate agency located at 261 West 15th Street in Panama City, Florida, United States. This institution is part of the Low Income Housing Tax Credit (LIHTC) Program, offering affordable housing options for those who qualify. The Arbors @ 15th Apartments features a variety of floor plans, including one-bedroom, two-bedroom, and three-bedroom options. Each unit includes ample closet space, washer/dryer connections, and air conditioning for your comfort. Please note that pre-leasing will begin in fall 2023, and interested individuals can join the interest list to be notified when leasing begins. Please be aware that there is no on-site staff available at this time.

White Diamond Rentals is a premier real estate agency located at 9157 Commercial Way in Spring Hill, Florida. Specializing in rental properties, we offer a wide range of options to suit your needs and budget. Our experienced team is dedicated to helping you find the perfect rental property, whether you are looking for a cozy apartment, a spacious house, or a commercial space. With a focus on customer service and satisfaction, White Diamond Rentals is committed to making the rental process as smooth and stress-free as possible. Contact us today to find your dream rental property in the beautiful state of Florida.

Third Avenue Apartments is a premier property management company located at 305 Northeast 9th Street in Gainesville, Florida. Our team of experienced Property Managers are dedicated to maximizing your property's financial future with proven systems, accounting practices, historical data analysis, and budget forecasting. With over 30 years of experience, we are committed to professionalism, education, and providing top-notch service to our residents. Our residents have praised our friendly staff for handling their concerns promptly and professionally. Whether you need assistance with maintenance issues or have questions about your lease, our On-Site Manager and Assistant Manager are always available to help. Our residents have peace of mind knowing that their rental properties are in good hands, even if they have moved out of state.

The Holloway Group is a reputable real estate agency located at 204 West Main Street in Inverness, Florida, United States. With a team of experienced and dedicated real estate professionals, The Holloway Group is committed to providing top-notch service to clients looking to buy or sell properties in the Inverness area. Whether you are a first-time home buyer or a seasoned investor, The Holloway Group can help you navigate the real estate market with ease. Contact them today to see how they can assist you with all of your real estate needs.

Talia Condominium Association is a well-established community located at 39132 County Road 54 in Zephyrhills, Florida. Our association is dedicated to providing a safe, welcoming, and inclusive environment for all residents. With beautifully maintained grounds, a range of amenities, and a strong sense of community spirit, Talia Condominium Association is the perfect place to call home. Our dedicated staff and board members work tirelessly to ensure that our residents have a positive living experience and that our community remains a desirable place to live. Come and see for yourself why Talia Condominium Association is the ideal choice for those seeking a comfortable and vibrant community in Zephyrhills, Florida.

Azure East is a premier real estate agency located at 1426 Marathon Key Drive in Tampa, Florida. Our experienced team of professionals is dedicated to providing top-notch service to our clients in their real estate endeavors. Whether you are looking to buy, sell, or rent a property, Azure East is here to help you every step of the way. With a focus on customer satisfaction and attention to detail, we strive to make the process as smooth and stress-free as possible. Contact us today to see how we can assist you with all of your real estate needs.

Oak Forrest Condominium Associates is a well-established residential community located at 1515 Forrest Nelson Boulevard in Port Charlotte, Florida. Our association is dedicated to providing a safe and welcoming environment for all residents, with amenities such as a swimming pool, fitness center, and beautifully landscaped grounds. Our friendly staff and active homeowner's association work diligently to maintain the property and ensure that all residents have a positive living experience. Whether you're looking for a peaceful place to retire or a vibrant community to raise a family, Oak Forrest Condominium Associates offers the perfect blend of comfort and convenience. Visit us today and see why our residents love calling Oak Forrest home.

Redland Crossings is a residential community located at 26620 Old Dixie Highway in Homestead, Florida. Our apartments feature two, three, and four bedrooms with spacious layouts and amenities to make you feel right at home. Our exceptional service and convenient location near shopping, dining, and entertainment options make Redland Crossings the ideal place to live. Through tax credit programs, our affordable communities offer the opportunity to enjoy luxury amenities at a lower price point. Come visit us at 14770 SW 264th St in Naranja, Florida to see all that Redland Crossings has to offer.

Palmetto Glen is a premier institution located at 2976 Willow Street in Jacksonville, Florida. Our facility offers top-notch services and amenities in a beautiful and serene environment. Our dedicated staff is committed to providing personalized care and support to all our residents. At Palmetto Glen, we strive to create a warm and welcoming atmosphere where residents can feel at home and thrive. Come visit us today and see why Palmetto Glen is the perfect place for you or your loved ones.