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TOP 30 Tax tips for individuals in Florida
269 results found
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Suzannah Richards, Financial Advisor - Ocean Wealth
Suzannah 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.
Merrill Lynch Financial Advisor Diego Urrutia
Merrill Lynch Financial Advisor Diego Urrutia, located at 249 Royal Palm Way in Palm Beach, Florida, offers insights, observations, and ideas to help clients pursue their financial goals. As a Senior Vice President, Mr. Urrutia provides personalized advice and guidance to ultra-high net worth individuals and their families, helping them build, preserve, and manage their wealth for future generations. With a background in technology logistics and private wealth management, Mr. Urrutia brings a unique perspective to financial planning, focusing on tailored strategies to address each client's unique needs. His team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's personal financial goals, Mr. Urrutia designs and implements personalized plans to help manage investment risk and turn goals into reality. Through conversations and the Investment Personality Assessment, clients can work with Mr. Urrutia to develop a customized financial approach that reflects their personality and life priorities. With a commitment to delivering results and creating shared value, Mr. Urrutia helps clients navigate the complexities of the financial markets and achieve their goals.
Edward Jones - Financial Advisor: Darcy J Beeman, CFP®
Edward 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.
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
Jack 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.
Como Invierto
Como Invierto is a finance institution located at 8333 Northwest 53rd Street, Doral, Florida, United States. We specialize in creating and developing personal and commercial credit, helping individuals achieve their dream of living where they desire and financing their businesses. Having a good credit history in the United States is crucial for accessing loans, credits, and rentals, as it evaluates individuals' payment capacity and solvency. Maintaining a positive credit history is essential for establishing a solid foundation in the American financial system.
Independent Financial Planning
Independent Financial Planning is a reputable finance and insurance agency located at 1901 Brickell Avenue in Miami, Florida, United States. Our dedicated team of expert financial advisors offers personalized and unbiased financial planning services to help individuals and businesses achieve their financial goals. With a focus on transparency and integrity, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Independent Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Merrill Lynch Private Wealth Advisor Adam Rosenfeld
Located at 200 South Biscayne Boulevard in Miami, Florida, Merrill Lynch Private Wealth Advisor Adam Rosenfeld offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill set the standard for exemplary client service. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Rosenfeld Group serves individuals, families, business owners, and executives using a goals-based wealth management approach. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges.
Pilar Estrella - Morgan Stanley
Pilar Estrella - Morgan Stanley is a leading financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the finance industry, Pilar Estrella - Morgan Stanley offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized advice and solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pilar Estrella - Morgan Stanley is committed to providing expert guidance and support every step of the way.
Merrill Lynch Private Wealth Advisor Max A Figueroa
Merrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
Steven Sacoolas: Primerica - Financial Services
Steven Sacoolas: Primerica - Financial Services is a reputable finance and insurance agency located at 905 East Martin Luther King Junior Drive in Tarpon Springs, Florida, United States. With a strong focus on providing top-notch financial services, Steven Sacoolas and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Primerica is committed to providing personalized solutions tailored to your individual needs. Trust in Steven Sacoolas and Primerica for expert financial advice and exceptional customer service.
Probe Probe & Co
Probe, Probe & Co. is a full-service accounting firm located at 12734 Kenwood Lane in Fort Myers, Florida, United States. Our dedicated team of professionals is committed to providing personalized services and guidance in various financial and business needs. Whether you need assistance with taxes, financial planning, or business consulting, our highly trained staff is here to help. At Probe, Probe & Co., we offer a comprehensive range of services tailored to meet the individual needs of our clients. From tax tools and tips to financial calculators and downloadable forms, we strive to make the financial process as seamless as possible for our clients. With years of experience serving individuals and businesses in Fort Myers and beyond, we are well-equipped to handle all your accounting needs.
Boca Raton Accountant Barry Bandler
Located in Boca Raton, Florida, Boca Raton Accountant Barry Bandler offers a range of accounting and finance services. Specializing in tax planning and tax return preparation for individuals, self-employed individuals, and businesses, our team works diligently to maximize tax savings and minimize liabilities. Additionally, we provide payroll services to ensure timely tax deposits and avoid penalties. Our reconciliation services create clear and easy-to-understand financial statements each month. With a focus on individual and family financial needs, we aim to minimize tax liabilities and maximize returns. Our expertise in tax law allows us to help clients maximize refunds and minimize preparation fees. We also offer wealth building tips to help clients secure their financial future. Furthermore, we assist with calculating sales tax and provide information on the Affordable Care Act Tax Provisions for Individuals and Families.
The Firm ALP
The Firm ALP, located at 333 South Garland Avenue in Orlando, Florida, is a reputable institution specializing in accounting and finance. We are dedicated to taking businesses like yours to the next level by providing expert advice on structuring your startup, selecting the right entity for tax purposes, and utilizing tools like QuickBooks Online for efficient accounting solutions. Our experienced bookkeepers handle day-to-day transactions, allowing CEOs to focus on growing their business with peace of mind. We excel in tax return preparation and planning for U.S. citizens and resident aliens, offering representation for audits, tax collection actions, and appeals. Our professional services are designed to optimize financial strategies and minimize tax liability, ensuring that you stay ahead of the tax game. With our proven system, we guarantee to maximize deductions and refunds, saving businesses and individuals thousands every year.
Bette Hochberger, CPA, CGMA
Welcome to Bette Hochberger, CPA, CGMA – an elite boutique firm located at 3980 North 42nd Terrace, Hollywood, Florida, delivering cutting-edge accounting services, business consulting, and financial guidance to ambitious professionals and business owners. With a focus on industries driving South Florida’s economy, such as real estate investment and foreign investor-backed companies, Bette specializes in catering to clients with overseas business interests. Bette, an MIT alumna, supports VC-funded startups in Boston and beyond, as well as Florida’s medical, legal, and business professionals. As Florida’s business-friendly climate attracts talent from high-tax states, Bette offers expertise in swiftly establishing Florida domicile and minimizing taxation from former states.
Baker Financial Group
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.
DC Accounting Services, P.A.
DC Accounting Services, P.A. is a leading accounting and finance institution located at 219 Crystal Grove Boulevard in Lutz, Florida, United States. Led by David Cruz, an Enrolled Agent with over 20 years of experience in business, accounting, taxation, budgeting, financial statement analysis, and consultation for both personal and business clients. Mr. Cruz holds a Master of Business Administration, a Master in Accounting, and a Master in Taxation from Nova Southeastern University of Fort Lauderdale. He is a member of prestigious organizations such as the National Association of Tax Professionals, the National Society of Accountants, and the National Society of Tax Professionals. As a retired Army Master Sergeant, Mr. Cruz brings a disciplined and detail-oriented approach to his practice. DC Accounting Services, P.A. offers a range of services including tax preparation, financial planning, and consultation for individuals and businesses. With the upcoming tax season, the institution provides valuable tips and guidance for filing 2023 tax returns. Clients can rely on DC Accounting Services, P.A. for expert advice and assistance in navigating complex financial matters.
Surety Accounting Services, LLC
Surety Accounting Services, LLC is a finance institution located at 13907 North Dale Mabry Highway in Tampa, Florida, United States. Specializing in providing expert accounting services for surety bonds, they offer a range of financial solutions for businesses and individuals. With a team of experienced professionals, Surety Accounting Services, LLC is dedicated to helping clients navigate the complexities of surety bond accounting with precision and accuracy. Trust them to handle all your financial needs with professionalism and expertise.
Paoli & Gruters CPA's
Located at 5560 Bee Ridge Road in Sarasota, Florida, Paoli & Gruters CPA's is a trusted accounting and finance institution serving clients in Venice, FL. With a commitment to providing personalized and professional service, the team at Paoli & Gruters CPA's goes above and beyond for their clients. They offer a full suite of services including tax planning and preparation, accounting, auditing, and business bookkeeping. The firm, deeply rooted in the community for nearly four decades, believes in giving back and supporting local nonprofits. Clients praise the team for their prompt and thorough service, with a warm and welcoming office environment.
Taxx Savvy
Taxx Savvy is a premier accounting and finance institution located at 3508 15th Street Southwest in Lehigh Acres, Florida. Our team of experienced professionals are dedicated to providing top-notch services to help individuals and businesses navigate the complex world of taxes and financial planning. Whether you need help with tax preparation, bookkeeping, or financial consulting, Taxx Savvy is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you become tax savvy.
Bright Refunds LLC
Bright Refunds LLC is a trusted accounting and finance institution located at 5781 Lee Boulevard in Lehigh Acres, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to provide personalized and reliable services. Trust Bright Refunds LLC to help you maximize your refunds and achieve your financial goals.
FIRPTArefunds
FIRPTArefunds is a trusted institution located at 815 North Homestead Boulevard in Homestead, Florida, United States. We specialize in assisting individuals and businesses with obtaining refunds for Foreign Investment in Real Property Tax Act (FIRPTA) withholding. Our team of experts is dedicated to providing personalized and efficient service to help our clients navigate the complex FIRPTA refund process. Contact us today to learn more about how we can help you secure the refund you deserve.
SiempreTax+
SiempreTax is a reputable finance institution located at 2915 Northwest 27th Avenue in Miami, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, accounting, or financial planning, SiempreTax is here to help. Visit us today to see how we can assist you in reaching your financial goals.
Fidelity Express
Fidelity Express is a reputable accounting and finance institution located at 871 Townsend Boulevard in Jacksonville, Florida, United States. With a team of experienced professionals, Fidelity Express offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Whether you are an individual looking to manage your personal finances or a business in need of accounting assistance, Fidelity Express is dedicated to providing reliable and efficient financial solutions to meet your needs. Visit us today to experience top-notch financial services and expertise.
C & C Financial Services
C & C Financial Services is a reputable accounting and finance institution located at 8024 Addison Court in Orlando, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to meet the needs of individuals and businesses alike. Our services include tax preparation, bookkeeping, financial planning, and more. Trust C & C Financial Services for all your financial needs.
TaxNeat
TaxNeat is a reputable accounting and finance institution located at 1174 Powerline Road in Pompano Beach, Florida. Our team of experienced professionals provides comprehensive tax preparation, accounting, and financial services to individuals and businesses in the area. Whether you need help with personal taxes or business accounting, TaxNeat is dedicated to providing efficient and accurate solutions to meet your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Gonzalez Casas Corp
Gonzalez Casas Corp is an accounting and finance institution located at 5901 Northwest 183rd Street, Hialeah, Florida, United States. Do you need help filing your income taxes with the IRS and don't know where to start? We are here to assist you. With years of experience in preparing individual and corporate income taxes, we have gained recognition for our efficiency, seriousness, and high refunds among our clients in Miami, Florida, and nearly a dozen other states in the USA.
TaxDrz
TaxDrz is a reputable tax preparation institution located at 1111 Park Centre Boulevard in Miami Gardens, Florida. With a team of experienced tax professionals, TaxDrz offers a wide range of services to help individuals and businesses navigate the complexities of tax laws and maximize their tax savings. Whether you need help with tax planning, filing your tax returns, or resolving tax issues, TaxDrz is here to provide expert guidance and support. Trust TaxDrz to handle all your tax needs with professionalism and efficiency.
Fast Passport Boutique
Fast Passport Boutique is a leading institution located at 333 Southeast 2nd Avenue in Miami, Florida, United States. As a combination of a lawyer and travel agency, we specialize in offering citizenship by investment solutions to individuals looking to enhance their global mobility and opportunities. Our services include golden visas and second passport opportunities through strategic investments tailored to meet our clients' financial needs. Led by the experienced founder Jane Katkova, who holds citizenship in Canada and Latvia, European Union, our dedicated team prioritizes evaluating each customer's unique situation to ensure reliable results with flexible requirements. We aim to fast-track your journey to a second citizenship through smart investments, simplifying real estate purchases and exploring lucrative investment opportunities in desirable countries.
Credit Army ️
Credit Army is a leading accounting and finance institution located at 20 North Orange Avenue in Orlando, Florida, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with budgeting, tax preparation, or investment advice, Credit Army has you covered. Join us today and let us help you conquer your financial goals!
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