TOP 30 Tax strategies in Cedar Rapids, Iowa
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KHADIR TAX SERVICE
● ClosedKHADIR TAX SERVICE is a reputable finance and legal institution located at 616 4th Avenue Southeast in Cedar Rapids, Iowa, United States. Specializing in tax services, the institution offers expert advice and assistance in navigating the complex world of taxes and financial planning. With a team of experienced lawyers and financial experts, KHADIR TAX SERVICE is dedicated to providing top-notch service to help clients achieve their financial goals and ensure compliance with tax laws. Whether you need help with tax preparation, planning, or representation, KHADIR TAX SERVICE is here to help.
616 4th Ave SE suite 102, Cedar Rapids, IA 52401, United States -
Accel Wealth Management - Cedar Rapids
● ClosedAccel Wealth Management in Cedar Rapids is a leading finance institution located at 5500 Fountains Drive Northeast. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Accel Wealth Management to help you build a secure financial future in Cedar Rapids, Iowa.
5500 Fountains Dr NE #201, Cedar Rapids, IA 52411, United States -
U.S. Bancorp Investments - Financial Advisors: Cedar Rapids
● ClosedU.S. Bancorp Investments - Financial Advisors in Cedar Rapids is a leading financial institution located at 222 2nd Avenue Southeast in Cedar Rapids, Iowa. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide you with the support and resources you need to succeed. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
222 2nd Ave SE, Cedar Rapids, IA 52401, United States -
Compass Financial Strategies, INC
● ClosedCompass Financial Strategies, INC is a comprehensive finance, health, and insurance agency located at 1615 32nd Street Northeast in Cedar Rapids, Iowa, United States. Our team of experienced professionals is dedicated to helping individuals and families navigate the complexities of financial planning, health insurance, and risk management. Whether you are looking to secure your financial future, protect your health, or safeguard your assets, Compass Financial Strategies, INC is here to provide personalized solutions tailored to your unique needs and goals. Contact us today to schedule a consultation and take the first step towards a more secure and prosperous future.
1615 32nd St NE #2, Cedar Rapids, IA 52402, United States -
American Tax & Business Planning
● ClosedAmerican Tax & Business Planning is a trusted institution located in Cedar Rapids, Iowa, specializing in accounting and finance services. With a team of experienced professionals, they provide comprehensive tax planning and business consulting to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or business strategy, American Tax & Business Planning is dedicated to providing personalized solutions tailored to your specific needs. Visit them at 3519 Center Point Road Northeast to learn more about how they can help you navigate the complexities of tax and business planning.
3519 Center Point Rd NE, Cedar Rapids, IA 52402, United States -
Basepoint Wealth
● ClosedBasepoint Wealth is a finance institution located at 300 Main Street in Dubuque, Iowa, United States. Our team of advisors work with you to create a personalized plan that sets you on a path to success, allowing you to focus on the important things in your life. We believe in the importance of knowing what you own and why you own it, designing and managing a portfolio tailored to your needs. As fee-only advisors, we always act as fiduciaries, putting your success at the forefront of everything we do. Headquartered in Cedar Rapids, Iowa, our advisors provide independent and transparent wealth management advice to clients throughout the state and virtually across the country.
300 Main St Suite 325, Dubuque, IA 52001, United States -
Basepoint Wealth
● ClosedBasepoint Wealth is a finance institution located at 4620 East 53rd Street, Davenport, Iowa, United States. Our team of advisors works with you to create a personalized plan that aligns with your unique goals and priorities, allowing you to focus on what truly matters in your life. We believe in the importance of understanding your individual needs and designing a portfolio that is tailored to meet those needs. As fee-only advisors, we always act as fiduciaries, putting your interests first in every decision we make. Headquartered in Cedar Rapids, Iowa, Basepoint Wealth provides independent and transparent wealth management advice to clients in Iowa and across the country. We strive to simplify the complexities of financial services and provide our clients with a reliable and confidence-inspiring process to help them achieve their financial goals.
4620 E 53rd St Suite 217, Davenport, IA 52807, United States -
Financial Resources Group
● ClosedThe Financial Resources Group is a leading finance institution located at 3053 Center Point Road Northeast in Cedar Rapids, Iowa, United States. With a team of expert financial advisors and professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, our institution provides comprehensive financial solutions tailored to meet the unique needs of our clients. Trust the Financial Resources Group to help you secure your financial future.
3053 Center Point Rd NE # A, Cedar Rapids, IA 52402, United States -
Total Financial Solutions
● ClosedTotal Financial Solutions is a reputable accounting and finance institution located in Cedar Rapids, Iowa. Our team of experienced professionals is dedicated to providing comprehensive financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, we have the expertise to guide you towards achieving your financial goals. Visit us at 1660 42nd Street Northeast to learn more about how Total Financial Solutions can help you secure your financial future.
1660 42nd St NE STE O, Cedar Rapids, IA 52402, United States -
Pearson Bollman Law
● ClosedPearson Bollman Law is a reputable institution located at 450 1st Street Southwest, Cedar Rapids, Iowa, United States. Specializing in estate planning and elder law, our firm is dedicated to helping clients plan for the future and protect their assets and loved ones. With years of experience, our team of skilled attorneys offers legal assistance in a wide range of areas, including trust administration, probate, and Medicaid planning. We understand the importance of creating a comprehensive estate plan that meets your unique goals and needs. Whether you need help updating a trust, applying for Medicaid, or resolving estate litigation, our team is here to provide you with quality legal services. We take pride in our attentive customer service and transparent fixed fees, ensuring that you are fully informed throughout the process.
450 1st St SW Unit 102, Cedar Rapids, IA 52404, United States -
Scott Shoemaker & Associates, PLC
● ClosedScott Shoemaker & Associates, PLC is a reputable estate planning attorney located at 425 2nd Street Southeast in Cedar Rapids, Iowa, United States. Scott and his team are known for their efficiency and friendly service, ensuring that clients receive the results they desire in a timely manner. Specializing in estate planning, the firm assists families at various stages of life by offering services such as wills, trusts, guardianship, probate assistance, and incapacity planning. With a focus on going above and beyond for clients, Scott Shoemaker & Associates, PLC stands out by providing personalized attention and expertise in core competencies related to estate planning. Whether you need to protect your assets, provide for loved ones with special needs, or plan for the future, Scott Shoemaker & Associates, PLC is here to help you navigate the complexities of estate planning. With a six-point checklist to ensure the quality of wills and a dedication to meeting each client's individual needs, Scott Shoemaker & Associates, PLC is the go-to law firm in Cedar Rapids for all your estate planning needs.
425 2nd St SE #1200, Cedar Rapids, IA 52401, United States -
Currie & Liabo Law Firm PLC
● ClosedCurrie & Liabo Law Firm PLC is a reputable legal institution located at 1853 51st Street Northeast in Cedar Rapids, Iowa. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to clients in the United States. With a focus on professionalism and client satisfaction, Currie & Liabo Law Firm PLC is committed to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases.
1853 51st St NE #1, Cedar Rapids, IA 52402, United States -
Thorson Larry J
● OpenThorson Larry J is a reputable law firm located at 4056 Glass Road Northeast in Cedar Rapids, Iowa. Specializing in various legal matters, the firm is led by experienced lawyer Larry J Thorson. Known for their dedication to providing top-notch legal services, Thorson Larry J is committed to helping clients navigate through their legal issues with professionalism and expertise. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Thorson Larry J is here to assist you every step of the way. Contact them today to schedule a consultation and see how they can help you with your legal needs.
4056 Glass Rd NE, Cedar Rapids, IA 52402, United States -
Daniel W. Willems, Attorney & Counselor at Law
● ClosedDaniel W. Willems, Attorney & Counselor at Law is a reputable law firm located in Cedar Rapids, Iowa. With a focus on providing expert legal advice and representation, Daniel W. Willems is dedicated to helping clients navigate through various legal issues. Whether you are in need of assistance with estate planning, real estate transactions, or family law matters, you can trust in the experience and professionalism of Daniel W. Willems. Located at 641 40th Street Southeast, this law firm is committed to serving the community with integrity and excellence. Contact Daniel W. Willems, Attorney & Counselor at Law for all your legal needs.
641 40th St SE, Cedar Rapids, IA 52403, United States -
Lawchek Ltd
● ClosedLawchek Ltd is a reputable institution located at 4211 Glass Road Northeast in Cedar Rapids, Iowa. Our team of experienced legal professionals provides a wide range of services including legal research, document preparation, and consultation. Whether you need assistance with estate planning, business law, or real estate transactions, Lawchek Ltd is here to help. Our commitment to excellence and client satisfaction sets us apart as a leader in the legal industry. Contact us today to learn more about how we can assist you with your legal needs.
The Eti Building, 4211 Glass Rd NE Suite C, Cedar Rapids, IA 52402, United States -
Kerry a Finley Attys
● OpenKerry a Finley Attys is a branch of Simmons Perrine Moyer Bergman PLC, a renowned full-service law firm located at 222 3rd Street Southeast in Cedar Rapids, Iowa. With a team of 60 experienced attorneys, Kerry a Finley Attys offers a wide range of legal services to individuals, businesses, and farmers in areas such as commercial transactions, legal organization, probate, trusts, estate planning, and tax law. The attorneys at Kerry a Finley Attys are skilled in handling litigation matters in both state and federal courts, and are prepared to represent clients in appeals when necessary. In 2023, Simmons Perrine Moyer Bergman PLC was voted the #1 Law Firm in the Corridor by the Corridor Business Journal, a testament to their dedication to client success. Clients can trust Kerry a Finley Attys to provide top-notch legal counsel and representation.
222 3rd St SE, Cedar Rapids, IA 52401, United States -
Willey Law Firm, P.C.
● ClosedWilley Law Firm, P.C. is a trusted institution located at 3519 Center Point Road Northeast in Cedar Rapids, Iowa, United States. Specializing in accounting, finance, and legal services, our team is dedicated to helping businesses and individuals understand and comply with federal and state tax laws. Whether you are a new entrepreneur, a seasoned business owner, or an individual seeking assistance, Willey Law Firm, P.C. is here to provide personalized, customer-focused service. We prioritize building strong relationships with our clients and ensuring that each client receives individualized attention and support. Unlike impersonal corporate law firms, we are committed to ensuring that our clients never feel lost in a sea of paperwork. Trust Willey Law Firm, P.C. to guide you through your financial and legal needs with expertise and care.
3519 Center Point Rd NE, Cedar Rapids, IA 52402, United States -
Shuttleworth & Ingersoll, P.L.C.
● ClosedLocated at 115 3rd Street Southeast in Cedar Rapids, Iowa, Shuttleworth & Ingersoll, P.L.C. is a full-service law firm specializing in accounting, finance, and legal services. With a focus on building strong client relationships, our team of experienced attorneys is dedicated to delivering excellent results through collaboration and innovation. As one of Iowa's largest law firms, we have a long history of representing clients across multiple generations, providing expert legal advice and value across a wide range of disciplines. Whether you are facing personal, family, or business-related legal issues, our team is here to support you every step of the way.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Molly M. Parker, Shuttleworth & Ingersoll
● ClosedMolly M. Parker, Shuttleworth & Ingersoll is a full-service law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. With a collaborative and relationship-driven approach, our team of attorneys is dedicated to delivering results and value across various disciplines. As one of Iowa's largest firms, we have established client relationships that span generations and value innovation and continuous improvement. Our expertise extends to representing various types of financial institutions with unmatched strategy, and we prioritize our clients' organizations in everything we do. Whether you are facing challenges big or small, near or far, our team of experienced attorneys is here to help pave a path to success together. From individual and family-related legal issues to business and tax needs, we provide support, compassion, and advocacy to guide you through any residential and commercial real estate challenge with ease.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Graham R. Carl, Shuttleworth & Ingersoll
● ClosedGraham R. Carl, Shuttleworth & Ingersoll is a full-service law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. With a collaborative and relationship-driven approach, our attorneys are dedicated to delivering results and value across various disciplines. As one of Iowa's largest firms, we have established client relationships that span generations and strive for continuous improvement and innovation. Our team of experienced attorneys is ready to help you navigate challenges, whether big or small, near or far, by working across legal specialties to provide a better experience and deliver better results. We specialize in representing various types of financial institutions with unmatched strategy and expertise, focusing on your organization's success.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Jared S. Adam, Shuttleworth & Ingersoll
● OpenJared S. Adam is an attorney and vice president at Shuttleworth & Ingersoll, P.L.C. located at 115 3rd Street Southeast in Cedar Rapids, Iowa. His practice primarily focuses on mergers, acquisitions, and divestitures, as well as business law including corporate governance matters, service agreements, business formation, equity finance, and regulatory compliance. Jared earned his J.D. with highest distinction from the University of Iowa College of Law in 2016 and has since worked with a variety of Midwestern companies in industries such as agriculture, manufacturing, and technology. He lives in Cedar Rapids with his wife and enjoys spending time with family and working on home improvement projects. Shuttleworth & Ingersoll is a prestigious law firm established in 1854, providing quality legal services to clients in Iowa and beyond.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Teresa K. Baumann, Shuttleworth & Ingersoll
● ClosedLocated at 115 3rd Street Southeast in Cedar Rapids, Iowa, Teresa K. Baumann, Shuttleworth & Ingersoll is a full-service law firm known for its collaborative and relationship-driven approach. With a team of experienced attorneys, the institution is dedicated to delivering results and value across various disciplines. As one of Iowa's largest firms, they have established client relationships that span generations. The institution values innovation and continuous improvement, striving to provide the best possible experience for clients. They specialize in representing financial institutions with unmatched strategy and offer support and compassion for individual and family-related legal issues. Whether it's protecting your next big idea or guiding you through real estate challenges, the team at Teresa K. Baumann, Shuttleworth & Ingersoll is committed to advocating for your success.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
William P. Prowell, Shuttleworth & Ingersoll
● ClosedLocated at 115 3rd Street Southeast in Cedar Rapids, Iowa, William P. Prowell, Shuttleworth & Ingersoll is a full-service law firm specializing in accounting, finance, and legal services. With a collaborative and relationship-driven approach, our team of experienced attorneys is dedicated to delivering results for our clients. As one of Iowa's largest law firms, we have built lasting client relationships that span generations. We value innovation and strive for continuous improvement to provide the best possible outcomes for our clients. Our attorneys work across legal specialties to create a better experience and deliver better results for your organization.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
William S. Hochstetler, Shuttleworth & Ingersoll
● ClosedWilliam S. Hochstetler, Shuttleworth & Ingersoll is a renowned institution located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Specializing in accounting, finance, and legal services, this institution is dedicated to providing top-notch assistance to its clients. With over 35 years of experience, attorney Bill Hochstetler focuses on estate planning, estates administration, and business planning services for his existing clients. His expertise and dedication have made him a trusted advisor in the field.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Hayleigh Hansen-Boardman, Shuttleworth & Ingersoll
● ClosedHayleigh Hansen-Boardman, Shuttleworth & Ingersoll is a full-service law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. With a collaborative and relationship-driven approach, our attorneys are dedicated to delivering results for our clients. As one of Iowa's largest firms, we have established client relationships that span generations, providing expertise and value across various disciplines. Our team values innovation and continuous improvement, working across legal specialties to create a better experience and deliver better results for our clients. We specialize in representing various types of financial institutions with unmatched strategy, focusing on the success of your organization.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
The Corridor Wealth Management Group - Morgan Stanley
● OpenThe Corridor Wealth Management Group at Morgan Stanley is a leading financial institution located in Cedar Rapids, Iowa. With a prime address at 600 3rd Avenue Southeast, the institution offers a wide range of financial services to help clients achieve their wealth management goals. From investment planning to retirement strategies, the team at The Corridor Wealth Management Group is dedicated to providing personalized and comprehensive financial solutions. Trust in their expertise and experience to guide you towards a secure financial future.
600 3rd Ave SE Suite 100, Cedar Rapids, IA 52401, United States -
Chris Casey
● ClosedChris Casey is a finance institution located at 411 6th Avenue Southeast in Cedar Rapids, Iowa, United States. With a team of professionals who recently joined Private Wealth with a $1.9B Omaha private bank team, Chris Casey is dedicated to providing counsel to families and institutions. They prioritize protecting and growing wealth, offering services such as managing and preserving wealth, multi-generational wealth planning, and outsourced institutional investment management. Their client-centric model ensures that clients have access to a dedicated team at all times. By customizing strategies and maintaining transparency, Chris Casey aims to drive investments and create a better future for their clients. They also keep clients informed through regular updates and newsletters. With multiple locations across the United States, including in West Des Moines, Omaha, St. Louis, San Antonio, and Midland, Chris Casey is committed to delivering personalized financial solutions.
411 6th Ave SE Suite 360, Cedar Rapids, IA 52401, United States -
Savant Wealth Management
● ClosedSavant Wealth Management is a leading financial institution located in Cedar Rapids, Iowa. Our team of expert advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing top-notch financial planning and investment services, we strive to empower our clients to make informed decisions about their finances. Visit us at 221 3rd Avenue Southeast to learn more about how we can help you secure your financial future.
221 3rd Ave SE Suite 215, Cedar Rapids, IA 52401, United States -
Private Wealth Asset Management
● ClosedPrivate Wealth Asset Management is a finance institution located at 411 6th Avenue Southeast, Cedar Rapids, Iowa, United States. With a team of experienced professionals who recently joined from a $1.9B Omaha private bank, we specialize in providing multi-family office services to families and institutions. Our goal is to protect and grow your wealth by considering every angle and customizing a strategy to drive your investments and future into motion. We prioritize our clients above all else, working closely with all stakeholders to create a lasting legacy. Our client-centric model ensures full transparency and hands-on team planning for success. With multiple locations across the United States, we are dedicated to delivering opportunities as they are researched and revealed. Contact us today to take control of your portfolio and leverage a better future with Private Wealth Asset Management.
411 6th Ave SE Suite 360, Cedar Rapids, IA 52401, United States -
The Fox Group at Strellner Financial Group
● ClosedThe Fox Group at Strellner Financial Group is a reputable finance and insurance agency located at 4840 North River Boulevard Northeast in Cedar Rapids, Iowa. With a team of experienced professionals, they specialize in providing personalized financial planning and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, The Fox Group at Strellner Financial Group is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to schedule a consultation and start securing your financial future.
4840 N River Blvd NE Suite 100, Cedar Rapids, IA 52411, United States
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