Tax help programs in Alpharetta, GA
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CAPTRUST
● ClosedCAPTRUST is a finance institution located at 2500 Northwinds Parkway in Alpharetta, Georgia, United States. Our award-winning advisors provide investment advisory and fiduciary services to corporate retirement plans, endowments, and foundations of nonprofit organizations. We offer services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. With operating hours from Monday to Thursday, 8:30 am to 5:00 pm, and Friday, 8:30 am to 4:00 pm, we support thousands of employer organizations through various fiduciary services, plan design optimization, and financial wellness programs. Our team shares best practices, market insights, and financial planning strategies with our clients. Join our upcoming webinars and access recordings on topics such as fiduciary liability, industry insights for hospitals, healthcare systems, law firms, and how nonprofits can navigate volatility. Nonprofits are increasingly exploring alternatives and seeking help, and our team is here to provide the necessary support.
2500 Northwinds Pkwy Suite 250, Alpharetta, GA 30009, United States -
Rodney Hill - Thrivent
● ClosedRodney Hill - Thrivent is a finance institution located at 1125 Sanctuary Parkway in Alpharetta, Georgia, United States. Specializing in client-centered planning, we offer financial clarity for a secure future. We are licensed in multiple states including FL, GA, IL, MD, MO, NC, NJ, NV, NY, OH, PA, SC, TX, and WI. At Thrivent, we have one of the strongest capital positions in the industry, but what truly sets us apart is our mission. Driven by a higher purpose, we are dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help individuals maximize what they have been given. Our Financial Associates work with clients to provide comprehensive financial guidance that aligns with their goals and values.
1125 Sanctuary Pkwy, Alpharetta, GA 30009, United States -
RSM US LLP
● ClosedRSM US LLP, located in Alpharetta, Georgia, is a leading institution providing assurance, tax, and consulting services for middle market leaders. With a dedicated economic team and robust research program, they offer insights and solutions to help businesses align with global industry trends and strategies. Their team of advisors brings expertise in various industries and leverages digital tools to enhance the client experience and drive business growth. As a member firm of RSM International, they collaborate with global partners to provide services to clients worldwide. With a focus on understanding client needs and embracing diversity, RSM US LLP is dedicated to making a meaningful impact on careers, clients, teams, and communities. Visit their website for more information on their services and global network.
6655 Town Square, Alpharetta, GA 30005, United States -
Karen Lee - Thrivent
● ClosedKaren Lee - Thrivent is a finance institution located at 1125 Sanctuary Parkway in Alpharetta, Georgia, United States. With a strong capital position in the industry, our mission sets us apart as we are dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help our clients make the most of their resources. As a Financial Professional, we offer comprehensive guidance that aligns with your goals and values, whether it's protecting your family or planning for retirement. We proudly serve families in Northeast Georgia communities and offer virtual appointments in several states. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals in these areas. We offer a Financial Planning Framework and Dedicated Planning Services to help clients plan for a more secure financial future. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Our licensed financial advisors are credentialed to provide investment advisory services, and more information can be found on our website or through FINRA's Broker Check. Visit our website for more information on professional designations and the requirements to earn them.
1125 Sanctuary Pkwy Suite 510, Alpharetta, GA 30009, United States -
Scott Reffett - Thrivent
● ClosedScott Reffett - Thrivent is a finance institution located at 1125 Sanctuary Parkway in Alpharetta, Georgia, United States. The institution is licensed in multiple states and offers a range of financial services including advice, investments, insurance, banking, and generosity programs. As a holistic Fortune 500 organization and a membership-owned fraternal organization, Thrivent is dedicated to helping individuals achieve financial clarity. The institution provides support to individuals looking to build a career in finance and offers licensing through State Insurance Departments. Thrivent does not provide legal, accounting, or tax advice, but offers guidance through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on the services provided and the professional designations of their financial advisors.
1125 Sanctuary Pkwy Suite 510, Alpharetta, GA 30009, United States -
Accounting Smart
● OpenAccounting Smart is a leading institution located at 12400 Stevens Creek Drive in Alpharetta, Georgia, United States. Specializing in accounting and finance, Accounting Smart offers comprehensive courses and programs to help individuals enhance their skills and knowledge in the financial industry. With experienced instructors and a hands-on approach to learning, students can expect to gain valuable insights and practical experience to excel in their careers. Whether you are a beginner looking to start a career in accounting or a seasoned professional seeking to advance your skills, Accounting Smart is the ideal institution to help you achieve your goals.
12400 Stevens Creek Dr, Alpharetta, GA 30005, United States -
Peavy and Associates' Support Services, Inc.
● ClosedPeavy and Associates' Support Services, Inc. is an accounting and consulting firm located in Atlanta, Georgia. We specialize in providing business process improvement, accounting, tax preparation, and operations consulting services to businesses throughout the United States. Our mission is to provide quality consulting and supportive services that result in a positive and effective outcome for our clients' businesses. In addition to our core services, we also offer Small Business Workshops across the U.S., bookkeeping and tax preparation, audit, reviews, and compilation services, payroll services, business process improvement and implementation, and learning development training in various Microsoft programs. We provide Quickbooks training to small businesses, both onsite and virtually.
5755 North Point Pkwy STE 231, Alpharetta, GA 30022, United States
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