Business tax advisor in Annapolis, MD
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Strategic Tax Planning, LLC
● OpenStrategic Tax Planning, LLC is a leading accounting and finance institution located at 839 Bestgate Road in Annapolis, Maryland, United States. Our services are designed to help businesses navigate the complexities of tax planning and compliance, with a focus on maximizing savings and benefits. We specialize in helping businesses claim the Employee Retention Credit and align with the CTA's new BOI reporting requirements. Our team of experienced CPAs can provide tailored tax strategies to lower your liability and uncover new tax credits, grants, and financial incentives for your business.
839 Bestgate Rd Suite #400A, Annapolis, MD 21401, United States -
Gabaie Tax Law-Maryland Tax Attorney
● OpenGabaie Tax Law is a leading tax law firm in Maryland, specializing in providing expert legal services in the areas of accounting, finance, and tax law. Located at 1997 Annapolis Exchange in Annapolis, Maryland, our team of experienced tax attorneys is dedicated to helping individuals and businesses navigate complex tax issues with precision and expertise. Whether you are facing a tax audit, need help with tax planning, or require representation in tax court, Gabaie Tax Law is here to provide you with the personalized and effective legal solutions you need. Trust us to protect your interests and help you achieve the best possible outcomes in your tax matters.
1997 Annapolis Exchange #300b, Annapolis, MD 21401, United States -
Symmetry Financial Partners - Bethesda | Chevy Chase | Fulton | Annapolis
● OpenSymmetry Financial Partners is a finance institution with locations in Bethesda, Chevy Chase, Fulton, and Annapolis. Our office at 8115 Maple Lawn Boulevard in Fulton, Maryland, United States, is dedicated to providing expert financial services to individuals and businesses in the area. Our team of professionals offers a wide range of financial solutions, including retirement planning, investment management, and insurance services. With a focus on symmetry and balance in all aspects of our work, we strive to help our clients achieve their financial goals and secure their futures. Visit us today to learn more about how we can help you build a solid financial foundation.
8115 Maple Lawn Blvd Ste 350, Fulton, MD 20759, United States -
AGA Group Tax Resolution, Accounting & CPA Services
● OpenAGA Group Tax Resolution, Accounting & CPA Services is a reputable institution located at 9470 Annapolis Road in Lanham, Maryland, United States. Specializing in accounting and finance, our team of tax professionals has prepared over 60,000 returns in their lifetime, helping clients like Theresa reduce their tax liability by $13,000. We aim to remove the fear associated with taxes and accounting, providing peace of mind to clients like the Smith's. We offer a range of services including tax planning, tax audit representation, tax collection resolution, and business incorporation. Our experienced CPA has over 13 years of experience in individual tax preparation, ensuring that you or your business are in good hands. We take a personalized approach to each client, offering unlimited tax planning and business consulting to meet your specific needs.
9470 Annapolis Rd STE 108, Lanham, MD 20706, United States -
Chesapeake Financial Planning & Tax Services, LLC
● OpenChesapeake Financial Planning & Tax Services, LLC is a reputable accounting and finance institution located at 71 Old Mill Bottom Road in Annapolis, Maryland, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and tax services to individuals and businesses. Whether you need assistance with tax preparation, retirement planning, or investment management, we are here to help you navigate the complexities of the financial world. Trust Chesapeake Financial Planning & Tax Services, LLC to help you achieve your financial goals and secure your financial future.
71 Old Mill Bottom Rd North, Suite 201, Annapolis, MD 21409, United States -
Crest Wealth Advisors
● OpenCrest Wealth Advisors, located at 111 Forbes Street in Annapolis, Maryland, is a finance institution that specializes in providing clarity and intention to your financial strategy, investments, and tax planning. With a focus on high-earning professionals, mid-career individuals, and those nearing retirement, we offer personalized plans to help you reach your short- and long-term financial goals. Our comprehensive, goals-based approach ensures that all aspects of your financial life are well cared for, from tax planning to estate planning to investment solutions. Whether you are preparing for retirement or already enjoying your retirement years, we are here to help you maximize your income, minimize your taxes, and achieve your legacy goals.
111 Forbes St Ste 100, Annapolis, MD 21401, United States -
Vallit Advisors
● OpenVallit Advisors is a leading institution located at One Annapolis Street in Annapolis, Maryland, United States. Our focus is on dispute consulting, business valuation, transaction advisory services, and forensic accounting. In light of the COVID-19 pandemic, we are dedicated to providing our clients with the most up-to-date resources and insights to help them navigate this challenging landscape. Our team at Vallit Advisors is committed to delivering independent, high-quality services to our clients. We uphold the values of quality, integrity, independence, and accessibility in everything we do. Our advisors are experts in their fields and have the freedom to grow and advance within the company.
One Annapolis St Suite 201, Annapolis, MD 21401, United States -
Merrill Lynch Financial Advisor ATEALEM "AT" FORD
● OpenMerrill Lynch Financial Advisor Atealem "AT" Ford is a finance institution located at 1 Park Place, Annapolis, Maryland, United States. Atealem Ford provides personalized investment advice for individuals, families, non-profit and for-profit organizations, and businesses. With a background in finance and a focus on goals-based advice, tax minimization strategies, and long-term success, Atealem aims to enhance her clients' financial lives. She holds various registrations and certifications, including the Series 7 FINRA Registration and the Series 66 FINRA Registration. Atealem is also involved in the community, volunteering with organizations like the Annapolis Rotary. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals. Atealem's approach to wealth management is centered on the client, their family, and their priorities, with a focus on simplifying the complexities of financial planning. By understanding the client's unique goals and situation, Atealem can create a customized wealth management approach that evolves with the client's changing needs. The institution also offers tools like the Investment Personality Assessment to help tailor financial strategies to the client's preferences. With a team of specialists and access to the resources of Merrill, Atealem helps clients navigate life's financial transitions and achieve their goals.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
Padgett Advisors
● OpenPadgett Advisors is a renowned accounting and finance institution located at 5 West Nap Lane in Annapolis, Maryland, United States. With a team of experienced professionals, Padgett Advisors offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and bookkeeping, Padgett Advisors is committed to helping clients achieve their financial goals. With a personalized approach and attention to detail, Padgett Advisors is dedicated to providing top-notch service and expertise in the field of accounting and finance.
5 W Nap Ln, Annapolis, MD 21409, United States -
Advisors For Change
● OpenAdvisors For Change is a leading accounting and finance institution located at 1125 West Street in Annapolis, Maryland, United States. Our team of experienced professionals specializes in providing expert financial advice and guidance to help individuals and businesses navigate the complexities of the financial world. Whether you need assistance with tax planning, investment strategies, or budgeting, our advisors are here to help you achieve your financial goals and make positive changes in your financial future. Contact us today to schedule a consultation and take the first step towards financial success.
1125 West St, Annapolis, MD 21401, United States -
HeimLantz, CPAs and Advisors
● OpenHeimLantz, CPAs and Advisors is a reputable accounting and finance institution located at 180 Admiral Cochrane Drive in Annapolis, Maryland, United States. With a team of experienced professionals, HeimLantz offers a wide range of services including tax preparation, auditing, financial planning, and business consulting. Their commitment to providing personalized and high-quality services has earned them a strong reputation in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, HeimLantz is dedicated to helping you achieve your financial goals.
180 Admiral Cochrane Dr #520, Annapolis, MD 21401, United States -
John Murphy - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJohn Murphy is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 130 Admiral Cochrane Drive in Annapolis, Maryland, United States. John Murphy holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, John Murphy is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, John Murphy has the knowledge and experience to guide you through the complex world of finance. Contact John Murphy today to learn more about how he can help you plan for a secure financial future.
130 Admiral Cochrane Dr # 102, Annapolis, MD 21401, United States -
Danielle Brooks - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDanielle Brooks is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Bay Ridge Avenue in Annapolis, Maryland, United States. She holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. Danielle Brooks is committed to providing comprehensive and personalized financial advice to her clients, including individuals, retirees, small business owners, and high net worth clients.
1819 Bay Ridge Ave Ste 260, Annapolis, MD 21403, United States -
Pat Cotherman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenPat Cotherman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 200 Westgate Circle, Annapolis, Maryland, United States. Pat holds various 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and a commitment to ongoing education and professional development, Pat is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Pat Cotherman today for expert financial advice and personalized wealth management solutions.
200 Westgate Cir Ste 400, Annapolis, MD 21401, United States -
Merrill Lynch Financial Advisor Christopher Norkus
● OpenMerrill Lynch Financial Advisor Christopher Norkus, located at 1 Park Place in Annapolis, Maryland, specializes in working with successful individuals, families, business owners, and corporate executives. The Hallet Group at Merrill offers comprehensive Wealth & Investment Management, Banking Services, and Trust Services. With access to the resources of Merrill, Bank of America, and Bank of America Private Bank, they design customized, tax-efficient strategies and detailed financial plans tailored to each client's unique circumstances and goals. Their focus is on risk, taxes, and fees, helping clients grow, preserve, and distribute their wealth over their lifetime and beyond. They provide Wealth Management & Income Planning, Responsible Investment Management, Personalized Banking, and Trust Services, all delivered with a commitment to personalized service and care. The team at Merrill believes in starting with a conversation to understand each client's goals and priorities, using tools like the Investment Personality Assessment to customize financial approaches. They offer ongoing support to help clients stay on track and adjust their strategies as life and financial markets change. As Merrill Lynch Wealth Management Advisors, they provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Christopher Norkus is dedicated to helping clients live their best financial life.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
Kbo Tax & Accounting Services
● OpenKbo Tax & Accounting Services is a reputable institution located at 5600 Annapolis Road in Bladensburg, Maryland. Specializing in accounting and finance, our team of experts offers a wide range of services to help individuals and businesses manage their financial needs effectively. With a commitment to providing high-quality and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your tax and accounting needs.
5600 Annapolis Rd, Bladensburg, MD 20710, United States -
Ally Tax Group, Inc.
● OpenAlly Tax Group, Inc. is a reputable accounting and finance institution located at 2024 West Street in Annapolis, Maryland, United States. With a team of experienced professionals, Ally Tax Group, Inc. offers a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial planning. Whether you are an individual or a business, Ally Tax Group, Inc. is dedicated to providing personalized and efficient financial solutions to help you achieve your goals. Contact them today to learn more about how they can assist you with your financial needs.
2024 West St Ste 305, Annapolis, MD 21401, United States -
Paramount Tax & Accounting Annapolis
● OpenParamount Tax & Accounting Annapolis is a professional accounting and finance institution located at 1997 Annapolis Exchange, Annapolis, Maryland. Specializing in personal and business tax returns, including partnerships, corporations, estates, and trusts, our team of licensed tax professionals offers exceptional tax preparation services. We strive to find all possible deductions and credits to which you are entitled, ensuring compliance with tax laws while optimizing your tax position. Our comprehensive range of services includes tax planning, financial statement preparation, accounting, bookkeeping, and payroll services for individuals and businesses of all sizes. With a dedication to professionalism, responsiveness, and quality, we prioritize our clients' needs at all times. Our experienced team is committed to simplifying the complex process of tax matters and providing accurate, tailored solutions to achieve financial success and peace of mind.
1997 Annapolis Exchange #300, Annapolis, MD 21401, United States -
L & M Tax Group
● OpenL & M Tax Group is a reputable accounting and finance institution located at 420 Chinquapin Round Road in Annapolis, Maryland, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, L & M Tax Group is dedicated to helping you navigate the complexities of the financial world. Trustworthy and reliable, they are committed to providing top-notch service to their clients.
420 Chinquapin Round Rd, Annapolis, MD 21401, United States -
Wb Tax & Accounting
● OpenWb Tax & Accounting is a professional institution located at 9470 Annapolis Road in Lanham, Maryland, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Wb Tax & Accounting for all your financial needs and experience peace of mind knowing your finances are in good hands.
9470 Annapolis Rd #111, Lanham, MD 20706, United States -
Los Taxes Annapolis
● OpenLos Taxes Annapolis is a reputable accounting and finance institution located at 1831 Forest Drive in Annapolis, Maryland. With a team of experienced professionals, they provide a wide range of tax services, financial planning, and accounting solutions to individuals and businesses in the local community. Whether you need help with tax preparation, bookkeeping, or retirement planning, Los Taxes Annapolis is dedicated to helping you achieve your financial goals. Visit them today to experience top-notch service and expert advice.
1831 Forest Dr Suite E, Annapolis, MD 21401, United States -
Annapolis Tax Pros
● OpenAnnapolis Tax Pros is a leading accounting and finance institution located at 109 Archwood Avenue in Annapolis, Maryland, United States. With a team of experienced professionals, we specialize in providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses in the Annapolis area. Our goal is to help our clients navigate the complexities of the tax system and achieve their financial goals with ease. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.
109 Archwood Ave, Annapolis, MD 21401, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service, located at 108 Old Solomons Island Road in Annapolis, Maryland, is a finance institution that specializes in helping customers maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is still available to assist you in getting your biggest refund possible. Their services are perfect for those with busy schedules, as you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Additionally, the Tax Pros at this location are fluent in Spanish, making it easier for Spanish-speaking clients to receive assistance with their taxes.
108 Old Solomons Island Rd, Annapolis, MD 21401, United States -
Zide Siegel Tabor & Spigel | ZSTS
● OpenZide Siegel Tabor & Spigel | ZSTS is a law firm located at 306 High Street in Cambridge, Maryland, United States. Specializing in family law, particularly divorce cases, our experienced lawyers have successfully handled a wide range of family law matters. If you are considering a divorce, our Cambridge divorce lawyers are here to help. We understand the complexities of family law cases and will work diligently to protect your rights and interests. Whether you are seeking an absolute divorce or a legal separation, we can provide the legal guidance and support you need.
306 High St, Cambridge, MD 21613, United States -
Dan Friel - State Farm Insurance Agent
● OpenDan Friel - State Farm Insurance Agent is a reputable insurance agency located at 2431 Solomons Island Road in Annapolis, Maryland. Established in 1997, our team takes pride in offering exceptional customer service and being a trusted neighbor to our clients. We are licensed in Maryland and Delaware, providing a wide range of insurance options including Home, Auto, Business, Boat, Pet, and Life insurance. Our bilingual team members are dedicated to finding the best coverage for your individual needs. Visit our office or give us a call today for a free quote on various insurance policies. Keep in mind the dangers of drinking and driving, explore the benefits of metal roofs, and stay safe while using golf carts. Your privacy is important to us, so please refrain from sharing sensitive information online. If you encounter any difficulties with our website, feel free to contact us directly. We offer Life Insurance and annuities through State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. When it comes to pet insurance, we work with trusted partners to ensure your furry friends are protected. State Farm does not endorse third-party content and encourages consulting with tax or legal advisors for personalized advice. At Dan Friel - State Farm Insurance Agent, we are here to help you protect what matters most.
2431 Solomons Island Rd #203, Annapolis, MD 21401, United States -
Bay Point Wealth
● OpenBay Point Wealth is a premier finance institution located at 582 Bellerive Road in Annapolis, Maryland. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized investment strategies and financial planning. With a focus on building long-term relationships based on trust and transparency, Bay Point Wealth is committed to providing exceptional service and guidance to our clients. Contact us today to learn more about how we can help you secure your financial future.
582 Bellerive Rd #4d, Annapolis, MD 21409, United States -
Poole Accounting
● OpenPoole Accounting is a leading financial institution located at 34 Defense Street in Annapolis, Maryland, United States. Specializing in accounting and finance services, Poole Accounting offers expert guidance and support to individuals and businesses in managing their financial affairs. With a team of experienced professionals, Poole Accounting is dedicated to providing top-notch services tailored to meet the unique needs of their clients. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Poole Accounting is the trusted partner you can rely on for all your financial needs.
34 Defense St #200, Annapolis, MD 21401, United States -
HF Advisory Group
● OpenHF Advisory Group is a leading finance institution located at 166 Defense Highway in Annapolis, Maryland, United States. Our team of expert financial advisors is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their goals. With a focus on wealth management, investment strategies, and financial planning, we strive to empower individuals and businesses to make informed decisions about their financial future. Trust HF Advisory Group to guide you towards financial success and security.
7034, 166 Defense Hwy suite 102, Annapolis, MD 21401, United States -
Wadsworth Financial Consulting, LLC
● OpenWadsworth Financial Consulting, LLC is a leading financial institution located in Annapolis, Maryland, United States. Our team of experienced professionals offers expert financial consulting services to individuals and businesses. We specialize in creating personalized financial plans, investment strategies, and wealth management solutions to help our clients achieve their financial goals. Visit us at 65 Old Solomons Island Road to learn more about how we can help you secure your financial future.
65 Old Solomons Island Rd Suite 108, Annapolis, MD 21401, United States -
Severn Financial Solutions
● OpenSevern Financial Solutions is a trusted accounting, finance, and insurance agency located at 2661 Riva Road in Annapolis, Maryland, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with tax planning, investment management, or insurance coverage, we are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how Severn Financial Solutions can help you secure your financial future.
2661 Riva Rd Bldg 300 Ste 340, Annapolis, MD 21401, United States
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