Business tax consultant in Boston, MA
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Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital
● ClosedSilvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital is a boutique wealth management firm located at 867 Boylston Street, Boston, Massachusetts, United States. Specializing in serving female investors and small business owners, we offer comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, and business planning services. Our team of Certified Financial Planners (CFP®) and Financial Advisors are dedicated to optimizing your investments and saving you thousands in taxes, strategically and effectively. Whether you're feeling overwhelmed and uncertain about your financial future or looking to enhance your wealth, we are here to help. From creating a tailored financial roadmap to guiding you through investments with our DIY Investing Courses, we provide expert advice in a jargon-free and approachable manner.
867 Boylston St 5th Floor #1518, Boston, MA 02116, United States -
James Williams CPA LLC
● ClosedJames Williams CPA LLC is a reputable accounting and finance institution located at 576 Warren Street in Boston, Massachusetts. With a team of highly skilled professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, auditing, and consulting. Clients can trust James Williams CPA LLC to provide accurate and reliable financial advice tailored to their specific needs.
576 Warren St, Dorchester, MA 02121, United States -
Merrill Lynch Financial Advisor Alexander E. Nabhan
● ClosedMerrill Lynch Financial Advisor Alexander E. Nabhan, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a select group of successful clients. Their mission is to understand each client's unique needs and goals, and to design personalized financial plans to help them pursue their objectives while managing investment risk. The team at Merrill Lynch Wealth Management believes in building tax-efficient, research-intensive portfolios to serve their clients' best interests over the long term. They offer a range of investment options, including alternative investments like private equity and real estate, as well as tailored lending capabilities through Bank of America, N.A. They also collaborate with clients' CPAs, attorneys, and specialists from Bank of America Private Bank to align tax minimization and estate planning strategies.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor James W Moore
● ClosedMerrill Lynch Financial Advisor James W Moore is a finance institution located at 100 Federal Street, Boston, Massachusetts, United States. Our dedicated advisor team works with affluent households and small business owners to help them pursue meaningful goals. We collaborate with your other professionals, such as attorneys and accountants, to understand your financial situation, risk tolerance, and important goals. Our personalized strategies include funding education, ensuring wealth for retirement, planning for healthcare costs, and transferring wealth to future generations. We believe in creating a financial strategy that helps you manage, grow, and preserve your wealth today and in the future. With access to investment insights from Merrill and banking solutions from Bank of America, we develop an approach tailored to your financial needs. Our Investment Personality Assessment helps us understand your goals and priorities, allowing us to customize a financial plan to pursue what matters most to you. Our team is dedicated to building strong client relationships based on trust and personalized service. We provide ongoing support to help you stay on track towards your goals, adapting your approach as your life and financial markets change. As Merrill Lynch Wealth Management Advisors, we help you navigate financial complexities and develop a customized investment approach to achieve your goals. Seek the advice and guidance of an experienced financial advisor to develop a wealth management approach for the future. Get personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America by working with a dedicated Merrill advisor. Get the latest investment insights, tips, and strategies to help you live your best financial life. Investing involves risk, and past performance does not guarantee future results. Consult with your legal and tax advisors before making any financial decisions.
100 Federal St 16th Floor, Boston, MA 02110, United States -
Darrow Wealth Management
● ClosedDarrow Wealth Management is a finance institution located at 200 Reservoir Street in Needham, Massachusetts, United States. Specializing in wealth management, the institution offers a comprehensive approach to financial planning and asset management. With a focus on planning for sudden liquidity events such as stock options after an IPO, inheritance, or selling a business, Darrow Wealth Management provides guidance from experienced CERTIFIED FINANCIAL PLANNER™ professionals. With a minimum requirement of $2M in investable assets, Darrow Wealth Management offers ongoing investment management and financial planning support to clients. As an independent registered investment advisor and fee-only financial advisor, the institution prioritizes the best interest of their clients at all times.
200 Reservoir St #303, Needham, MA 02494, United States -
Rick Bellew - RBC Wealth Management Financial Advisor
● ClosedRick Bellew - RBC Wealth Management Financial Advisor is a leading financial institution located at 53 State Street in Boston, Massachusetts. As a trusted advisor, Rick Bellew provides a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Rick Bellew offers personalized solutions tailored to each client's unique needs. With a strong track record of success and a commitment to excellence, Rick Bellew - RBC Wealth Management is dedicated to helping clients secure their financial future.
53 State St Suite 3600, Boston, MA 02109, United States -
Commonwealth Financial Group
● ClosedCommonwealth Financial Group is a leading finance and insurance agency located at 280 Congress Street in Boston, Massachusetts. With a strong presence in the United States, Commonwealth Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Commonwealth Financial Group is dedicated to helping you secure your financial future. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.
280 Congress St #1300, Boston, MA 02210, United States -
Merrill Lynch Financial Advisor Matthew P. Hart
● ClosedMerrill Lynch Financial Advisor Matthew P. Hart is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on helping clients achieve sustainable financial independence, Matt joined Merrill Lynch Wealth Management in 2005 and has since developed a personalized approach to financial planning. He works with private clients, families, entrepreneurs, founders, and key associates at public and private companies to prioritize goals and implement strategies that adapt to evolving life circumstances. Matt is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and holds the Certified Plan Fiduciary Advisor (CPFA) designation. He collaborates with clients' other professional advisors to develop integrated strategies that aim to mitigate tax liabilities and preserve legacies. With a team of experienced professionals at Merrill Lynch, Matt focuses on building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, he helps clients document personalized plans centered on their goals and aspirations. By understanding what matters most to each individual, Matt designs and implements personalized plans to help manage investment risk and pursue financial goals. He believes in an approach that turns goals into reality, addressing issues such as future health care expenses, college planning, business ownership, and wealth transfer. With access to the resources of Merrill and Bank of America, Matt works with clients to develop financial approaches tailored to their specific needs. The institution offers personalized financial solutions, regular reviews to track progress, and adjustments to financial approaches as clients' lives and goals change. Through ongoing conversations, the team at Merrill Lynch Wealth Management strives to help clients achieve their financial goals and address fluctuations in the market.
100 Federal St 17th Floor, Boston, MA 02110, United States -
E F Financial
● OpenE F Financial is a leading finance institution located at 118 Milk Street in the heart of Boston, Massachusetts. Our team of experienced financial experts is dedicated to providing top-notch financial services to individuals and businesses alike. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust E F Financial to help you achieve your financial goals and secure your financial future. Visit us today to learn more about how we can assist you with all your financial needs.
118 Milk St, Boston, MA 02109, United States -
Merrill Lynch Financial Advisor Jason L Silverman
● ClosedMerrill Lynch Financial Advisor Jason L Silverman is a reputable institution located at 100 Federal Street in Boston, Massachusetts, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. With years of experience navigating market fluctuations, the advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities to develop a personalized investment strategy tailored to your lifestyle goals. Through the Investment Personality Assessment, they gain insight into your investing preferences to customize a financial approach that aligns with what matters most to you. The Silverman Han Group, based in Boston, specializes in serving busy professionals and their families, offering a comprehensive approach to wealth management, philanthropy, and wealth transfer needs. With a focus on portfolio risk control, responsiveness to market opportunities, and access to top-ranked firm-wide resources, the team provides guidance on income and asset preservation, retirement income strategies, tax-efficient investing, and more. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while regular check-ins ensure that your financial approach evolves with changes in your life and the markets. By prioritizing your goals and understanding your unique needs, Merrill Lynch advisors help you navigate financial complexities and pursue your aspirations with a customized investment approach.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Financial Reporting Services
● ClosedFinancial Reporting Services is a leading institution specializing in accounting and finance services. Located at 653 East Broadway in Boston, Massachusetts, our team of experts is dedicated to providing accurate and timely financial reporting for businesses and organizations of all sizes. Whether you need help with bookkeeping, tax preparation, or financial analysis, our experienced professionals are here to assist you every step of the way. Trust Financial Reporting Services to help you navigate the complexities of financial reporting and achieve your business goals.
653 E Broadway, Boston, MA 02127, United States -
Merrill Lynch Financial Advisor Nathaniel C. Raynor
● ClosedMerrill Lynch Financial Advisor Nathaniel C. Raynor, located at 100 Federal Street in Boston, Massachusetts, offers a thoughtful and high-touch approach to portfolio management for his clients. With a focus on providing tailored socially responsible investment strategies that incorporate ESG factors, Nathaniel works primarily with high net worth families and companies to create long-term wealth management and capital management strategies. Nathaniel graduated from Union College with a degree in Economics and is dedicated to minimizing taxes for his clients, especially in relation to public and private equity awards. Outside of the office, Nathaniel enjoys exploring Boston's vibrant restaurant and art scenes, as well as leading his team's business operations on Nantucket. He is a passionate advocate for Autism Speaks and Wounded Warriors, causes he championed during his time at Union College. Nathaniel resides in Boston's South End with his girlfriend Dani.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Jackman Professional Accounting & Financial Services
● ClosedJackman Professional Accounting & Financial Services is a reputable institution located in Boston, Massachusetts. We specialize in providing top-notch accounting and financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial management with expert advice and personalized solutions. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us at 11 Fairmount Avenue and let us take care of all your accounting and financial needs.
11 Fairmount Ave #106, Boston, MA 02136, United States -
Merrill Lynch Financial Advisor Christopher J. Henderson
● ClosedMerrill Lynch Financial Advisor Christopher J. Henderson is a Senior Vice President and Senior Financial Advisor located at 100 Federal Street in Boston, Massachusetts. With a focus on advising families, entrepreneurs, and select institutional clients, Chris and his team provide comprehensive wealth management services. Chris leverages the firm's intellectual capital, balance sheet, and investment access to support clients in navigating their personal, charitable, and business operating needs. With experience in investing, credit, estate planning strategies, and tax efficiency, Chris offers a personalized approach to help clients achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Chris prioritizes understanding his clients' individual needs and goals. Through a personalized financial plan centered on family, goals, and priorities, Chris helps clients navigate the ever-changing financial landscape. By regularly reviewing progress and adjusting investment strategies as needed, Chris ensures that clients stay on track to achieve their objectives.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Michael A. Bois
● ClosedMerrill Lynch Financial Advisor Michael A. Bois, located at 100 Federal Street in Boston, Massachusetts, offers highly customized client services with the full support of a world-class commercial bank. Mike is dedicated to helping clients achieve their most important financial goals through the development and operation of well-designed wealth management systems. With extensive experience and the vast resources of Bank of America, Mike helps clients express their values and realize their objectives through efficient capital allocation. In addition to investments and analysis provided by Merrill Lynch Wealth Management, Mike offers seamless access to traditional private banking services through Bank of America, N.A and Bank of America Private Bank. Services include cash management, bill payment, online account management, credit/debit cards, and consolidated account reporting across multiple firms. Mike's areas of focus include long term financial strategies, portfolio management, financial risk management, retirement planning, wealth transfer strategies, and credit and lending through Bank of America. Personal Wealth Analysis™ is used to build and document personalized plans centered on clients' goals. Mike believes in building a customized wealth management approach that helps clients and their families pursue their personal financial goals while managing investment risk. By getting to know clients personally, Mike can create a financial approach that reflects their unique needs and priorities. Working with a dedicated Merrill advisor means personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Mike is registered to do business in multiple states and holds the Chartered Financial Analyst® designation. Please note that investing involves risk and you should consult your legal and/or tax advisors before making any financial decisions. Contact Merrill Lynch Financial Advisor Michael A. Bois to start working towards your financial goals today.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Our Team - Morgan Stanley
● OpenOur Team at Morgan Stanley in Boston, Massachusetts is a leading finance institution dedicated to providing top-notch financial services to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management solutions. Located at 28 State Street, our office is conveniently situated in the heart of Boston's financial district. Trust our team at Morgan Stanley to provide you with the expertise and guidance you need to navigate the complexities of the financial world.
28 State St 33rd Floor, Boston, MA 02109, United States -
MyTaxLinx
● OpenMyTaxLinx is a reputable accounting and finance institution located at 1600 Boston Providence Highway in Walpole, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, MyTaxLinx is here to help you navigate the complex world of finance with ease and confidence. Contact us today to learn more about how we can help you achieve your financial goals.
1600 Boston Providence Hwy Ste. 212, Walpole, MA 02081, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 75 Spring Street in Boston, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.
75 Spring St, West Roxbury, MA 02132, United States -
Turner & Costa, P.C.
● ClosedTurner & Costa, P.C. is a reputable accounting and finance institution located at 576 Boston Post Road East in Marlborough, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart from other firms. Whether you are an individual or a business owner, Turner & Costa, P.C. is committed to helping you achieve your financial goals.
576 Boston Post Rd E, Marlborough, MA 01752, United States -
Carella Charles M CPA
● ClosedCarella Charles M CPA is a reputable accounting and finance institution located at 330 Boston Road in Billerica, Massachusetts. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing professional and personalized services to meet the unique needs of each client. Whether you need help with tax filing or financial consulting, Carella Charles M CPA is committed to helping you achieve your financial goals.
330 Boston Rd STE 12, North Billerica, MA 01862, United States -
C D Katz, LLC
● ClosedC D Katz, LLC is a reputable accounting and finance institution located at 410 Boston Post Road in Sudbury, Massachusetts. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual looking for tax assistance or a business seeking financial guidance, C D Katz, LLC is dedicated to providing top-notch service and expertise.
410 Boston Post Rd Suite #28, Sudbury, MA 01776, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 661 Boston Post Road East in Marlborough, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert assistance to help you achieve your financial goals. Visit their office today to learn more about how they can help you manage your finances effectively.
661 Boston Post Rd E, Marlborough, MA 01752, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 205 Massachusetts Avenue in Boston, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting services. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals.
205 Massachusetts Ave, Boston, MA 02115, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 700 Boston Road in Billerica, Massachusetts, United States. With a strong reputation for providing expert tax preparation services, financial advice, and guidance to individuals and businesses, H&R Block is a trusted partner for all your accounting needs. Whether you're looking to file your taxes accurately and efficiently or seeking financial planning assistance, H&R Block's team of professionals are dedicated to helping you achieve your financial goals. Visit us today and experience the expertise and quality service that sets H&R Block apart from the rest.
700 Boston Rd, Billerica, MA 01821, United States -
Hajiani CPA LLC
● ClosedHajiani CPA LLC is a reputable accounting and finance institution located at 90 Canal Street in Boston, Massachusetts. With a team of experienced and dedicated professionals, we provide a wide range of financial services including tax preparation, auditing, and consulting. Our goal is to help individuals and businesses navigate the complex world of finance with ease and confidence. Trust Hajiani CPA LLC for all your accounting needs in the heart of Boston.
90 Canal St 4th Floor, Boston, MA 02114, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 30 Boston Street in Lynn, Massachusetts, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning to ensure their financial success. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, H&R Block is here to help.
30 Boston St Ste S7, Lynn, MA 01904, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 177 Brighton Avenue in Boston, Massachusetts, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or other financial matters, H&R Block is committed to delivering top-notch service and support.
177 Brighton Ave, Allston, MA 02134, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 6 Hyde Park Avenue in Boston, Massachusetts. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of financial management and achieve your financial goals.
6 Hyde Park Ave, Jamaica Plain, MA 02130, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 317 Belgrade Avenue in Boston, Massachusetts. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate complex financial matters and maximize their financial success. Whether you need assistance with tax planning, bookkeeping, or investment advice, H&R Block is committed to providing top-notch service and support. Visit their office in Boston to discover how they can help you achieve your financial goals.
317 Belgrade Ave, Roslindale, MA 02131, United States -
Ron Mutascio and Associates
● OpenRon Mutascio and Associates is a reputable accounting and finance institution located at 415 Belgrade Avenue in Boston, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Ron Mutascio and Associates are dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have earned a strong reputation in the community for their expertise and integrity. Visit them today to see how they can help you with your financial needs.
415 Belgrade Ave, West Roxbury, MA 02132, United States
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