TOP 30 Individual tax services in Independence, Kentucky
26 results found
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Eddins Tax Service
● OpenEddins Tax Service is a reputable accounting and finance institution located at 12115 Madison Pike in Independence, Kentucky, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation and planning to financial consulting, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Trust Eddins Tax Service for all your accounting and finance needs.
12115 Madison Pike, Independence, KY 41051, United States -
Riley Tax Service
● ClosedRiley Tax Service is a trusted accounting and finance institution located at 5287 Madison Pike in Independence, Kentucky, United States. With years of experience in tax preparation and financial services, our team of professionals is dedicated to providing personalized and accurate solutions for individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, Riley Tax Service is here to help you navigate the complexities of the financial world. Visit us today to experience our commitment to excellence and customer satisfaction.
5287 Madison Pike, Independence, KY 41051, United States -
Don Witt Family Tax Service
● ClosedDon Witt Family Tax Service is a trusted finance institution located at 6366 Taylor Mill Road in Independence, Kentucky, United States. With years of experience in tax services, they specialize in helping families navigate the complexities of tax preparation and planning. Their knowledgeable team is dedicated to providing personalized and efficient service to ensure that clients receive the maximum tax benefits possible. Whether you need assistance with individual or business taxes, Don Witt Family Tax Service is here to help you achieve your financial goals.
6366 Taylor Mill Rd, Latonia, KY 41015, United States -
Associates Bookkeeping And Tax Service, Inc
● OpenAssociates Bookkeeping And Tax Service, Inc is a professional accounting and finance institution located at 1260 Harbor Ct in Independence, Kentucky, United States. With a team of experienced professionals, they provide a range of services including bookkeeping, tax preparation, and financial planning. Whether you are an individual or a business owner, Associates Bookkeeping And Tax Service, Inc is dedicated to helping you manage your finances effectively and efficiently. Contact them today to learn more about how they can assist you with your accounting and financial needs.
1260Harbor Ct, Independence, KY 41051, United States -
Janet Sticklen Tax Services
● OpenJanet Sticklen Tax Services is a reliable accounting and finance institution located at 109 Locust Street in Brooksville, Kentucky, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Janet Sticklen Tax Services for all your financial needs.
109 Locust St # 1, Brooksville, KY 41004, United States -
SCJ Fiduciary Services
● ClosedSCJ Fiduciary Services, located at 4102 Ballard Woods Drive in Smithfield, Kentucky, is a finance institution dedicated to bringing Employee Ownership to companies nationwide. Founded by Steve James in 2017, the firm aims to empower employee owners through the creation of ESOP companies. With the vision of Heather Driscoll, SCJ Fiduciary Services has experienced significant growth, now boasting a team of 11 full-time employees and 3 Individual Independent Trustees located across the country. The firm supports employee owners in 35 states nationwide, with the Independent Trustees Steve James, Kjersti Corey, and Drew Schaefer collectively bringing over 55 years of experience in the ESOP industry. SCJ Fiduciary Services strives to facilitate a seamless transition to employee ownership, allowing companies to maximize their workforce potential while providing employees with a stake in the company's success.
4102 Ballard Woods Dr, Smithfield, KY 40068, United States -
Scott Custis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Custis - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Scott Custis - Financial Advisor, a trusted partner in financial planning and wealth management, located at 740 Centre View Boulevard, Crestview Hills, Kentucky. With a commitment to delivering personalized financial strategies, Scott Custis offers a comprehensive suite of services to meet the diverse needs of individuals, retirees, and small business owners.
740 Centre View Boulevard, Crestview Hills, Kentucky 41017, United States -
ABRI | Financial Planner
● ClosedABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.
333 E Short St Suite 210, Lexington, KY 40507, United States -
Fifth Third Securities - Phil Weber, CFP®
● ClosedFifth Third Securities - Phil Weber, CFP® is a reputable finance institution located at 2064 Declaration Drive in Independence, Kentucky, United States. With the expertise of Certified Financial Planner, Phil Weber, clients can expect personalized financial solutions tailored to their individual needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Fifth Third Securities provides professional guidance and support to help you achieve your financial goals. Trust in Fifth Third Securities - Phil Weber, CFP® for reliable and comprehensive financial services.
2064 Declaration Dr, Independence, KY 41051, United States -
H&R Block
● ClosedH&R Block is a reputable accounting and finance institution located at 1840 Declaration Drive in Independence, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you reach your financial goals. Contact us today to schedule a consultation and see how H&R Block can help you manage your finances effectively.
1840 Declaration Dr, Independence, KY 41051, United States -
DAP Estate Planning
● ClosedDAP Estate Planning is a law firm located at 73 Cavalier Boulevard in Florence, Kentucky, United States. Specializing in estate planning, the institution helps clients in Northern Kentucky create personalized estate plans to protect their assets and loved ones. Without proper estate planning, individuals risk leaving their affairs in the hands of the court, potentially leading to family conflict and financial complications. The firm's experienced estate planning attorney ensures that clients have a say in important decisions regarding their healthcare, inheritance, and asset distribution. By utilizing tools such as revocable living trusts, clients can avoid the costly and time-consuming probate process. Additionally, the firm offers expertise in transfer and income tax planning to minimize tax consequences for families. While online resources may offer cheap or free estate planning documents, working with DAP Estate Planning guarantees a tailored approach to meet each client's unique needs. Serving clients in Covington, Independence, Erlanger, Fort Thomas, Newport, and surrounding areas, the firm also offers virtual estate planning services for clients throughout Kentucky and worldwide for asset protection and high-end tax planning. Contact DAP Estate Planning at (859) 279-4160 for professional guidance on creating a comprehensive estate plan.
73 Cavalier Blvd STE 129, Florence, KY 41042, United States -
TaxBytes
● ClosedTaxBytes is a leading accounting and finance institution located at 11704 Maple Tree Place in Independence, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and bookkeeping, TaxBytes is here to help you navigate the complexities of the financial world. Trust us to help you achieve your financial goals and secure your financial future.
11704 Maple Tree Pl, Independence, KY 41051, United States -
Katherine M. Stevenson CPA, PLLC
● ClosedKatherine M. Stevenson CPA, PLLC is a reputable accounting and finance institution located at 8 McCullum Pike in Independence, Kentucky, United States. With a team of experienced and dedicated professionals, they offer a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Katherine M. Stevenson CPA, PLLC is committed to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and knowledgeable, they are your go-to partner for all your accounting and finance needs.
8 McCullum Pike, Independence, KY 41051, United States -
Bosse Bookkeeping LLC
● OpenBosse Bookkeeping LLC is a professional accounting and finance institution located at 6259 Martys Trail in Independence, Kentucky, United States. Our team of experienced bookkeepers and financial experts provide a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with bookkeeping, payroll, tax preparation, or financial analysis, Bosse Bookkeeping LLC is here to help. Our commitment to accuracy, efficiency, and confidentiality sets us apart as a trusted partner for all your accounting needs. Contact us today to learn more about how we can support your financial success.
6259 Martys Trail, Independence, KY 41051, United States -
Jo McCracken, CPA, LLC
● ClosedJo McCracken, CPA, LLC is a reputable accounting and finance institution located at 1049 Alpine Court in Independence, Kentucky, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax filing or financial consulting, Jo McCracken, CPA, LLC is here to assist you every step of the way. Visit their office today to discuss your financial needs and goals.
1049 Alpine Ct, Independence, KY 41051, United States -
Madison Pike & Hartland Blvd
● OpenMadison Pike & Hartland Blvd is a transit station located in Independence, Kentucky, United States. This bustling transportation hub serves as a major junction for commuters traveling within the region. With easy access to multiple bus routes and other modes of public transportation, Madison Pike & Hartland Blvd provides a convenient and efficient way for individuals to navigate the area. Whether you're heading to work, school, or simply exploring the city, this station is a vital link in the transportation network of Independence.
Independence, KY 41051, United States -
Vineyard Financial
● OpenVineyard Financial is a finance institution located at 100 West 3rd Street in Owensboro, Kentucky, United States. Are you concerned about how inflation could impact your retirement savings? Our team at Vineyard Financial can help you create a personalized financial plan tailored to your dreams and goals for retirement. Prices are rising on everything from groceries to healthcare, so it's important to be prepared. Attend one of our financial workshops to learn more about retirement income strategies and wealth management. You can also tune into our radio show, Refining Retirement, for valuable information on Sundays and Saturdays. We are proud to be a top-rated business in Evansville, IN, with additional locations in Indianapolis. Our team of independent financial advisors can help you navigate the world of investments and insurance products to meet your needs and objectives. Securities and advisory services are offered by registered individuals of Madison Avenue Securities, LLC. Investing involves risk, and no strategy can guarantee a profit. Contact us today to schedule a meeting or attend a seminar to learn more about our products and services.
100 W 3rd St suite 305, Owensboro, KY 42303, United States -
Legato Financial Group
● ClosedLegato Financial Group, located at 10200 Forest Green Boulevard in Louisville, Kentucky, is a finance institution that specializes in helping clients design their ideal retirement plans. Whether you are in Louisville, Elizabethtown, Shelbyville, or St. Matthews, our team will work with you to create a custom strategy tailored to your unique retirement goals. Through the LFG Retirement Blueprint, we will assess your current financial situation and provide recommendations on how to best achieve your retirement objectives. Our independent firm offers a range of products and services to fit within your financial strategy. Attend one of our informational events to learn more about retirement income strategies, wealth management, and other key financial topics. Additionally, download our complimentary booklet for essential questions to consider when planning your retirement, covering factors such as spending habits, taxes, and inflation.
10200 Forest Green Blvd Suite 600, Louisville, KY 40223, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in wealth management and financial planning services, Mariner Wealth Advisors provides personalized solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to client success, Mariner Wealth Advisors offers comprehensive financial services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Mariner Wealth Advisors is dedicated to helping you build and preserve your wealth.
4801 Olympia Park Plaza Suite 3500, Louisville, KY 40241, United States -
Blacksummit Financial Group, Inc.
● ClosedBlacksummit Financial Group, Inc. is a finance institution located at 99 Wind Haven Drive in Nicholasville, Kentucky, United States. Our focus is on the preservation, advancement, and stewardship of wealth, believing that wealth creation is essential for a productive society. We are intellectually honest, transparent, disciplined, and free from conflicts of interest in our approach. Our goal is to increase the substantive value of our clients' capital faster than the depreciation of money by central banks. We prioritize preserving and growing our client's wealth based on their risk profile and investment goals. We use rules-based, anchored, and hedged investment strategies to achieve this.
99 Wind Haven Dr Suite 2, Nicholasville, KY 40356, United States -
Lexington Financial
● ClosedLexington Financial is a finance institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. At Lexington Financial, we abide by three simple rules: safety first, earning reasonable rates of return over time, and keeping everything simple. We believe in these principles because we understand the importance of learning from history and avoiding the mistakes of past financial disasters. If you have concerns about the market, it may be time to reassess your financial plan. Our page "Knowing Your Money" can help you navigate common retirement pitfalls and prepare for any potential challenges ahead. In a time where many well-known companies and banks are preparing for a potential market downturn, it's crucial to protect your assets and plan for the future.
1795 Alysheba Way UNIT 4204, Lexington, KY 40509, United States -
Edward Jones - Financial Advisor: Ashley T Cassity
● ClosedEdward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.
60 Stonecrest Ct #120, Shelbyville, KY 40065, United States -
Edward Jones - Financial Advisor: Jonathan A Millay
● ClosedEdward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.
220 Lexington Green Cir Suite 140, Lexington, KY 40503, United States -
Merrill Lynch Financial Advisor Valerie May Marshall
● ClosedMerrill Lynch Financial Advisor Valerie May Marshall is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by Managing Director Travis K. Musgrave, the team at Merrill Lynch is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and integration, the team of knowledgeable professionals offers individualized financial plans tailored to each client's unique needs. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Forbes. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ program, clients can create a customized investment approach centered on their goals and aspirations. With a focus on staying on track and adapting to changes in the market and in life, Merrill Lynch is dedicated to helping clients achieve financial success. Whether you are planning for retirement, managing your investments, or building your wealth, Merrill Lynch Financial Advisor Valerie May Marshall can help you navigate the complexities of your financial life and achieve your goals. Contact us today to learn more about how we can help you live your best financial life."
300 W Vine St 10th floor, Lexington, KY 40507, United States -
Senior CommUnity Care of Northern Kentucky PACE
● ClosedWelcome to Senior CommUnity Care of Northern Kentucky PACE Located at 47 Cavalier Boulevard, Suite 140, in Florence, Kentucky, Senior CommUnity Care of Northern Kentucky PACE is a leading health care provider dedicated to serving the senior community across Boone, Campbell, Kenton, Gallatin, Carroll, Owen, Grant, and Pendleton counties. Sponsored by Volunteers of America National Services (VOANS) and St. Elizabeth Healthcare, in collaboration with Baptist Life Communities, our organization is part of the nationwide Program of All-Inclusive Care for the Elderly (PACE).
47 Cavalier Boulevard, Florence, Kentucky 41042, United States -
HICKS & MANN WEALTH MANAGEMENT
● ClosedWelcome to Hicks & Mann Wealth Management, located at 3955 Alexandria Pike, Cold Spring, Kentucky. We are a dedicated financial advisory firm committed to providing you with clear and straightforward answers to your financial questions. Our goal is to empower you to make informed decisions about your retirement, ensuring a successful and secure future. Our website offers a comprehensive guide to our no-cost, no-obligation process, demonstrating how our experienced team can assist you in achieving your retirement goals. We believe in the importance of thoughtful decision-making, which is why we encourage you to "Sleep On It" before finalizing any choices. This approach will also help you assess other firms you might be considering.
3955 Alexandria Pike, Cold Spring, Kentucky 41076, United States
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