Professional tax advisor in Maryland
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A Year Round Tax Services
● ClosedA Year Round Tax Services is a professional accounting and finance institution located at 1055 Taylor Avenue in Towson, Maryland, United States. We offer year-round tax services to individuals and businesses, providing expert advice and guidance on all tax-related matters. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of taxes and finances, ensuring they receive the best possible outcomes. Whether you need help with tax planning, preparation, or filing, A Year Round Tax Services is here to assist you every step of the way. Contact us today to schedule a consultation and let us help you with all your tax and financial needs.
1055 Taylor Ave, Towson, MD 21286, United States -
US International Tax Advisors
● ClosedUS International Tax Advisors is a finance institution located at 2 Wisconsin Circle, Chevy Chase, Maryland, United States. Specializing in international tax compliance, litigation & investigations, international business consulting, and information storage services, we help our clients navigate the complexities of tax laws around the world. Our team of attorneys, CPAs, and financial professionals provide expert advice to individuals, trusts, estates, and companies, both in the United States and overseas. Whether you are a U.S. citizen living abroad or a foreign national residing in the U.S., we are here to assist you with your tax compliance needs. Contact us for a confidential consultation and let us help you solve your tax problems effectively and efficiently.
2 Wisconsin Cir #700, Chevy Chase, MD 20815, United States -
Chesapeake Investment Advisors, Inc.
● ClosedChesapeake Investment Advisors, Inc. is a leading finance institution located at 106 Spring Avenue in Chestertown, Maryland, United States. Our team of experienced professionals is dedicated to providing personalized investment advice and financial planning services to individuals and businesses. With a focus on long-term growth and wealth preservation, we strive to help our clients achieve their financial goals. Contact us today to learn more about how Chesapeake Investment Advisors can help you secure a prosperous financial future.
106 Spring Ave, Chestertown, MD 21620, United States -
Five Rivers Financial Advisors, LLC
● ClosedFive Rivers Financial Advisors, LLC is a finance institution located at 3 South Maudlin Avenue in North East, Maryland, United States. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of personal finance and investment management. Whether you are planning for retirement, saving for a major purchase, or looking to build wealth for the future, our advisors are here to provide personalized guidance and support. At Five Rivers Financial Advisors, LLC, we believe in building long-lasting relationships with our clients based on trust, integrity, and a commitment to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
3 S Mauldin Ave, North East, MD 21901, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a prestigious finance institution located at 150 West Market Street in Salisbury, Maryland, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance.
150 W Market St Ste 301, Salisbury, MD 21801, United States -
PKS Investment Advisors LLC
● OpenPKS Investment Advisors LLC is a finance institution located at 1801 Sweet Bay Drive, Salisbury, Maryland, United States. Our mission is to be the trusted financial advisor for all aspects of our clients' financial lives. We take the time to understand each client's financial goals, aspirations, circumstances, and investment objectives. We help clients make informed investment decisions and stay focused on their path to a secure financial future. Our experienced retirement planning advisors advocate for Evidence Based Investing with a focus on reducing costs and taxes. We assist in creating tailored retirement plans, protecting against loss, leaving a legacy, and transferring assets efficiently. We also offer guidance on Section 529 plans for education savings and wealth transfer strategies. Our team of tax professionals and financial planners work together to help clients meet their long-term financial goals.
1801 Sweetbay Dr, Salisbury, MD 21804, United States -
MB Advisors
● ClosedMB Advisors is a leading accounting and finance institution located at 105 Pine Bluff Road in Salisbury, Maryland, United States. Our team of experienced professionals provides expert financial advice and consultation services to individuals and businesses alike. Whether you need help with tax planning, investment strategies, or financial analysis, MB Advisors is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
105 Pine Bluff Rd STE 9, Salisbury, MD 21801, United States -
Merrill Lynch Financial Advisor Garrett A Thrift
● ClosedMerrill Lynch Financial Advisor Garrett A Thrift, located at 114 Bay Street in Easton, Maryland, United States, is a finance institution that prioritizes building strong relationships with clients through personalized service. They believe in starting every relationship with a conversation to understand your goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, they tailor a financial approach to help you pursue what matters most to you. Their team of experienced professionals works with you to develop a comprehensive financial plan that takes into account all aspects of your financial life, including investments, real estate, and family businesses. They provide access to investment insights from Merrill and banking solutions from Bank of America to address your financial needs.
114 Bay St, Easton, MD 21601, United States -
Edward Jones - Financial Advisor: Mark G Vastine, CFP®
● OpenEdward Jones - Financial Advisor: Mark G Vastine, CFP® is a reputable financial institution located at 29 Broad Street in Berlin, Maryland, United States. Mark G Vastine, a Certified Financial Planner, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of investment options and financial planning solutions tailored to each client's unique needs. Trust in Mark G Vastine and the team at Edward Jones to help you navigate the complexities of the financial world and secure your financial future.
29 Broad St Suite 101-B, Berlin, MD 21811, United States -
PKS Investment Advisors LLC
● OpenPKS Investment Advisors LLC is a trusted financial institution located at 12216 Ocean Gateway in Ocean City, Maryland, United States. Our mission is to serve as the go-to financial advisor for all aspects of our clients' financial lives. We take the time to fully understand our clients' financial goals, circumstances, and investment objectives to help them make informed decisions and stay on track for a secure financial future. Our team of experienced professionals specializes in retirement planning, Evidence Based Investing, tax efficiency, wealth transfer, and college savings plans. Whether you are looking to protect against unforeseen loss, leave a legacy, or plan for retirement, PKS is here to help you meet your long-term financial goals. Contact us today to start planning for a successful financial future.
12216 Ocean Gateway #800, Ocean City, MD 21842, United States -
Merrill Lynch Financial Advisor Anna Giles Newton
● ClosedMerrill Lynch Financial Advisor Anna Giles Newton is a leading financial institution located at 11724 Ocean Gateway in Ocean City, Maryland, United States. With a focus on providing personalized financial advice and guidance, our team of experts led by Anna Giles Newton offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or build a diversified portfolio, our dedicated team is here to help you every step of the way. Trust Merrill Lynch Financial Advisor Anna Giles Newton for all your financial needs.
11724 Ocean Gateway, Ocean City, MD 21842, United States -
Merrill Lynch Financial Advisor John K Kilian
● ClosedMerrill Lynch Financial Advisor John K Kilian, located at 11724 Ocean Gateway in Ocean City, Maryland, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy with timely insights to help you reach your financial goals. By understanding your unique financial situation, John K Kilian can create a flexible strategy tailored to your needs. Access investment insights from Merrill and banking services from Bank of America to make informed decisions for your future. With a focus on personalized wealth management strategies, John K Kilian brings fresh perspectives to your financial life. Consult with a Merrill advisor to connect your life and finances, and make informed decisions as you pursue your goals. Beyond traditional advising, Merrill offers a broad range of services to help you build a secure financial future. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Trust in the expertise of Merrill Lynch Financial Advisor John K Kilian for all your financial needs.
11724 Ocean Gateway, Ocean City, MD 21842, United States -
Speedy Tax Services
● OpenSpeedy Tax Services, located at 119 North Main Street in Galena, Maryland, is a trusted institution specializing in accounting and finance. We offer a range of services including accounting, payroll, and bookkeeping support to replace your back office operations. Our team stays up-to-date on tax laws to provide expert advice and solutions for even the most complex financial issues. Whether you're a business or an individual, we have tailored strategies to meet your specific needs. We are dedicated to our clients and are committed to working hard and long hours to tackle your most pressing financial challenges, even beyond tax season. Contact us today for all your accounting and finance needs.
119 N Main St, Galena, MD 21635, United States -
Danielle Moore - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDanielle Moore is a financial advisor at Ameriprise Financial Services, LLC located at 2324 North Zion Road, Salisbury, Maryland, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, Danielle helps clients track their financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how she can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Danielle Moore is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
2324 North Zion Road Ste 109, Salisbury, MD 21801, United States -
Matthew P. Unger - Wilmington Advisors @ M&T
● ClosedMatthew P. Unger - Wilmington Advisors @ M&T is a finance institution located at 155 East Carroll Street in Salisbury, Maryland, United States. Specializing in financial advisory services, they provide expert guidance and support to help individuals and businesses make informed decisions about their finances. With a team of experienced professionals, Matthew P. Unger - Wilmington Advisors @ M&T is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is committed to providing personalized solutions tailored to your specific needs.
155 E Carroll St, Salisbury, MD 21801, United States -
InFocus Financial Advisors, Inc.
● ClosedInFocus Financial Advisors, Inc. is a finance institution located at 31454 Winterplace Parkway in Salisbury, Maryland. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, we are here to help guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
31454 Winterplace Pkwy, Salisbury, MD 21804, United States -
Edward Jones - Financial Advisor: Sarah L Edwards, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Sarah L Edwards, CFP®|AAMS™ is a reputable financial institution located at 1304 South Division Street, Salisbury, Maryland, United States. Sarah L Edwards, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Sarah Edwards is dedicated to helping individuals and families navigate the complexities of financial planning and wealth management. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Sarah L Edwards, CFP®|AAMS™ is committed to helping you achieve financial success.
1304 S Division St #2, Salisbury, MD 21804, United States -
Edward Jones - Financial Advisor: Jessica A Eisemann, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Jessica A Eisemann, CFP®|AAMS™|CRPC™ is a finance institution located at 106 Milford Street in Salisbury, Maryland, United States. Jessica A Eisemann is a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™) who provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Jessica Eisemann offers comprehensive financial planning, investment strategies, retirement planning, and wealth management solutions. Contact Edward Jones - Financial Advisor: Jessica A Eisemann, CFP®|AAMS™|CRPC™ for expert guidance and support in managing your finances and securing your financial future.
106 Milford St STE 701, Salisbury, MD 21804, United States -
Christopher Hoen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Hoen, a Financial Advisor at Ameriprise Financial Services, LLC, located at 9928 Old Ocean City Boulevard in Berlin, Maryland, specializes in providing comprehensive financial planning services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christopher Hoen offers expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. As a Chartered Financial Consultant® and Certified Financial Planner™, Christopher Hoen is dedicated to helping clients achieve their financial goals with integrity and professionalism. Contact Christopher Hoen today for personalized financial advice tailored to your individual needs.
9928 Old Ocean City Blvd STE 5, Berlin, MD 21811, United States -
Edward Jones - Financial Advisor: Charles G Adams, AAMS™
● OpenEdward Jones - Financial Advisor: Charles G Adams, AAMS™ is a reputable financial institution located at 10776 Grays Corner Road in Berlin, Maryland, United States. Specializing in finance, this institution offers personalized financial planning and investment services to help individuals achieve their financial goals. With the expertise of Charles G Adams, a certified Accredited Asset Management Specialist, clients can trust in the professional guidance and support provided to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or save for a major life event, Edward Jones - Financial Advisor: Charles G Adams, AAMS™ is dedicated to helping you make informed decisions and achieve financial success.
10776 Grays Corner Rd Suite 5, Berlin, MD 21811, United States -
Merrill Lynch Financial Advisor Patrick J Sears
● ClosedMerrill Lynch Financial Advisor Patrick J Sears, located at 11724 Ocean Gateway in Ocean City, Maryland, United States, is dedicated to helping clients achieve true financial success by aligning their investment portfolios with their personal goals. The Truitt-Sears Team utilizes the Goals-Based Wealth Management approach to ensure that clients' resources are working towards their aspirations. By focusing on individual goals rather than market benchmarks, the team aims to measure success in a more meaningful way. With access to banking, credit, and lending services from Bank of America, N.A., the team provides personalized financial strategies tailored to each client's unique needs. Through regular reviews and adjustments, the team helps clients manage, grow, and preserve their wealth for the long term. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Patrick J Sears offers comprehensive financial solutions and personalized investment strategies to help clients live their best financial lives.
11724 Ocean Gateway, Ocean City, MD 21842, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 119 Big Elk Mall in Elkton, Maryland, United States. Although their tax advance loans have ended for the year, their Tax Pros are ready to assist you in getting your biggest refund. Perfect for those with busy lives, 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. The Tax Pros at this location are proficient in Spanish, making it convenient for Spanish-speaking clients. Refund Advance loans, which are repaid with your tax refund, are no longer available this year. However, early Refund Advance options were available at select locations until January 14, 2023. In-person tax preparation appointments, drop-off tax preparation services, and assistance with IRS letters are also offered. It is recommended to book an appointment online or by calling (443) 593-5303 to reserve time with a Tax Pro, although walk-ins are also welcome at the 119 Big Elk Mall office. Tax Pros at this location speak both English and Spanish. For those who prefer tax preparation services in Spanish, please contact the office at (443) 593-5303. When every dollar matters, it matters who does your taxes™.
119 Big Elk Mall, Elkton, MD 21921, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1000 East Pulaski Highway in Elkton, Maryland, United States. While our tax advance loans have ended for this year, our Tax Pros are still ready to assist you in getting your biggest refund possible. Conveniently located within Walmart, you can drop off your tax documents and have a Tax Pro handle the rest, including a quick call to review your final return and e-signing. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To reserve time with a Tax Pro, we recommend booking an appointment online or calling us at (443) 388-5000. Visit us at this Jackson Hewitt location in Walmart for expert tax services in English. Remember, when every dollar matters, it matters who does your taxes™.
1000 E Pulaski Hwy, Elkton, MD 21921, United States -
Office Tax
● ClosedOffice Tax is a finance institution located at 2136 Harford Road in Baltimore, Maryland, United States. We specialize in providing tax preparation services for individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of taxes and maximize their returns. Whether you need assistance with filing your annual tax return or require guidance on tax planning strategies, we are here to help. Trust Office Tax to provide you with personalized and reliable financial services to meet your needs.
2136 Harford Rd, Baltimore, MD 21218, United States -
Strategic Tax Planning, LLC
● ClosedStrategic 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 -
All States Tax
● ClosedAll States Tax is a reputable institution located at 22720 Washington Street in Leonardtown, Maryland, United States. Specializing in accounting and finance, we are proud members of the National Association of Tax Professionals and National Association of Enrolled Agents. As authorized electronic filers, we offer a wide range of services including individual tax returns for small businesses, rental properties, tax consulting, business tax preparation, and more. Our team of tax professionals are Enrolled Agents, recognized by the IRS for their expertise in individual and business taxation. With over 50 years of experience, we have built a loyal client base and are known for our exceptional service in tax preparation for residents and businesses in Southern Maryland, Prince Georges County, St Mary’s County, and beyond.
22720 Washington St, Leonardtown, MD 20650, United States -
All States Tax
● ClosedAll States Tax is a finance institution located at 7610 Pennsylvania Avenue in District Heights, Maryland, United States. We are proud members of the National Association of Tax Professionals and National Association of Enrolled Agents, and are authorized electronic filers. Our team of Enrolled Agents specialize in individual tax returns, including small business/sole proprietor and rental property returns, as well as tax consulting services. Whether you are starting a new business or need assistance with business tax preparation, we are here to help. With over 50 years of experience in personal income tax preparation, we have built a loyal client base in Southern Maryland, including Forestville/District Heights, Prince Georges County, and St Mary’s County. Our services also include preparing non-resident and part-year resident returns for all states. Our Enrolled Agents have earned their designation through rigorous exams in individual taxation, business taxation, and ethics, making them recognized tax professionals worldwide.
7610 Pennsylvania Ave. Suite 102, District Heights, MD 20747, United States -
Tax Certificate
● OpenTax Certificate is a legal institution located at 20 East Timonium Road in Timonium, Maryland, United States. As a team of experienced lawyers, we specialize in providing expert advice and assistance with tax-related matters. Whether you are an individual or a business owner, our dedicated team is here to help you navigate the complexities of tax law and ensure that you are in compliance with all relevant regulations. Trust Tax Certificate to provide you with the professional guidance and support you need to effectively manage your tax obligations.
20 E Timonium Rd # 101, Timonium, MD 21093, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 75 North East Road in North East, Maryland, United States. While tax advance loans are no longer available this year, our Tax Pros are ready to assist you in maximizing your refund. You can conveniently drop off your tax documents and have a Tax Pro handle the rest, including a final review and e-signing. This location is situated within Walmart, allowing you to get your taxes done while you shop, with a guaranteed maximum refund. Refund Advance loans, repaid with your tax refund, were available at select locations until February 11, 2024. Appointments for in-person tax preparation, drop-off services, and assistance with IRS letters can be scheduled online or by calling (443) 388-5000. Our Tax Pros speak English and are available for one-on-one appointments inside the Walmart store. Trust Jackson Hewitt Tax Service to handle your taxes when every dollar matters.
75 North East Rd, North East, MD 21901, United States -
Merrill Lynch Financial Advisor Brody J. Grove
● ClosedMerrill Lynch Financial Advisor Brody J. Grove is a finance institution located at 11724 Ocean Gateway, Ocean City, Maryland, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting as they evolve over time. Every relationship starts with a conversation to identify and prioritize your most important goals. By understanding your investing preferences through the Investment Personality Assessment, the team can customize a financial approach to help you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop a personalized strategy aligned with your goals.
11724 Ocean Gateway, Ocean City, MD 21842, United States
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