TOP 30 Best Estate planning and taxation in Massachusetts
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Boston Legacy Planning LLC
● ClosedWelcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.
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Gregory A. Galanek, CPA and Attorney
● ClosedGregory A. Galanek, CPA and Attorney is a reputable institution located at 115 North Main Street in Belchertown, Massachusetts. Specializing in accounting and finance services, this institution offers expert advice and support to individuals and businesses seeking financial guidance. With a team of experienced professionals, including certified public accountants and attorneys, clients can trust in the expertise and knowledge provided by Gregory A. Galanek. Whether you are looking for tax assistance, financial planning, or legal advice, this institution is dedicated to helping you achieve your financial goals.
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Safe Harbor Business, Estate & Asset Protection Planning
● ClosedSafe Harbor Business, Estate & Asset Protection Planning is a reputable law firm located at 12 Granite State Court in Brewster, Massachusetts. Specializing in providing expert legal services for business, estate, and asset protection planning, the institution is dedicated to helping clients safeguard their wealth and assets. With a team of experienced lawyers, Safe Harbor offers personalized and comprehensive solutions to ensure clients' financial security and peace of mind. Trustworthy and reliable, Safe Harbor Business, Estate & Asset Protection Planning is committed to providing top-notch legal services for individuals and businesses in the United States.
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Fidelity Tax Planning & Services, Inc.
● ClosedFidelity Tax Planning & Services, Inc. is a reputable accounting and finance institution located at 77 Mystic Avenue in Medford, Massachusetts, United States. With a team of experienced professionals, they provide expert tax planning and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Fidelity Tax Planning & Services, Inc. is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to their clients.
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JMR and Company LLC
● ClosedWelcome to JMR and Company LLC, your trusted partner in accounting and finance, located at 215 Pleasant Street, Fall River, Massachusetts. With a commitment to excellence and a wealth of experience, we provide extensive and effective accounting, tax, and consulting services tailored to meet the unique needs of your business. Founded by Rose Jardim and Christie Marotta, both Certified Public Accountants with over 15 years of experience, our firm is dedicated to helping small to medium-sized businesses achieve financial success. Rose brings her expertise in public accounting, finance, and corporate taxation from her tenure at PricewaterhouseCoopers, while Christie excels in providing accounting and tax services to closely held businesses, with a focus on efficiency and internal controls.
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Central Tax Law, LLC
● ClosedCentral Tax Law, LLC is a leading tax law firm located at 238 Shrewsbury Street in Worcester, Massachusetts. Our team of experienced attorneys specializes in all aspects of tax law, providing expert advice and representation to individuals and businesses. Whether you are facing an audit, need help with tax planning, or require assistance with IRS negotiations, our knowledgeable team is here to help. Trust Central Tax Law, LLC to navigate the complexities of tax law and ensure that your financial interests are protected. Contact us today for a consultation.
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Von Weiss Law Office
● ClosedVon Weiss Law Office, located at 50 Oliver Street in Easton, Massachusetts, specializes in estate planning, wills and trusts, elder law, and probate. Attorney Brigitte von Weiss, a former nurse with a Master of Science in Taxation, offers personalized legal guidance to clients facing a wide range of legal issues. Whether you are looking to protect your assets, minimize estate taxes, or navigate a nursing home issue, Brigitte can help. With a compassionate approach and a network of legal professionals, Von Weiss Law Office is dedicated to providing top-notch legal services to clients in Easton and surrounding areas. Contact Brigitte for a free phone consultation to see how she can assist you with your legal needs.
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Dhar Law, LLP
● ClosedDhar Law, LLP is a renowned law firm based in Boston, Massachusetts, United States. Specializing in various areas of law, the skilled team of lawyers at Dhar Law, LLP provide expert legal counsel and representation to clients in need. With a commitment to excellence and a track record of successful cases, Dhar Law, LLP is a trusted institution for all legal matters. Contact them today for professional and reliable legal services.
Schrafft’s City Center Power House 529 Main Street, Suite P200, Charlestown, MA 02129, United States -
Boston Tax Plus
● ClosedBoston Tax Plus is a reputable accounting and finance institution located at 1898 Centre Street in Boston, Massachusetts. With a team of experienced professionals, we provide a wide range of tax services, financial planning, and accounting solutions to individuals and businesses in the Boston area. Our commitment to excellence and personalized service sets us apart from other firms, ensuring that our clients receive the highest level of expertise and care. Whether you need assistance with tax preparation, investment advice, or bookkeeping, Boston Tax Plus is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
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H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 79 Lynnfield Street in Peabody, Massachusetts, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block has been a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their returns and achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment strategies, H&R Block is committed to delivering top-notch service and personalized solutions tailored to your specific needs.
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Jordan & White, LLC
● ClosedJordan & White, LLC, located at 491 Maple Street in Danvers, Massachusetts, is a trusted institution specializing in estate planning, real estate, and probate law. With a focus on protecting your interests and building solid plans for the future, their team of experienced lawyers provides comprehensive custom estate planning services to help you achieve your goals at every stage of life. Whether you have over $1 million in assets and want to avoid probate, are planning for the future, or are a young adult in need of basic estate planning documents, Jordan & White, LLC can assist you. In real estate transactions, they work with buyers, sellers, and lenders to prevent potential problems and ensure successful closings. They also guide families through the challenges of probate, estate, and trust administration with efficiency and compassion. Whether you need help winding up financial affairs, managing a trust, creating purchase and sale agreements, or attending closings, the team at Jordan & White, LLC is dedicated to providing top-notch legal services.
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H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 331 Cotuit Road in Sandwich, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. 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 reliable solutions. Visit their office in Sandwich today to get started on achieving your financial goals.
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McHugh Law
● ClosedMcHugh Law, located at 2 Chelmsford Street in Chelmsford, Massachusetts, has been providing legal services to families and businesses in the area since 1976. Specializing in estate planning, elder law, real estate, and guardianships, the experienced team at McHugh Law is dedicated to helping clients protect their assets and plan for the future. With a focus on family and business needs, attorneys Dennis McHugh, Anna Reppucci Vergados, and Mark Veglia, along with their support team, offer comprehensive services to address a variety of legal matters. Whether you are looking to manage your business or plan for your family's financial security, McHugh Law has the expertise to help you achieve your goals. Contact them at 978.256.3330 or email staff@dmchughlaw.com for more information.
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H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1734 Lakeview Avenue in Dracut, 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 to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and quality service to help you achieve your financial goals.
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H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 90 Airport Road on Hanscom Air Force Base in Massachusetts, United States. With a team of experienced professionals, H&R Block offers 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 personalized solutions to meet your needs. Visit us today and let us help you achieve your financial goals.
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H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 192 Broadway in Saugus, Massachusetts, United States. With a reputation for providing expert tax preparation services, financial advice, and personalized solutions to individuals and businesses alike, H&R Block is a trusted resource for all your financial needs. Their team of experienced professionals are 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 investment strategies, H&R Block is committed to providing top-notch service and support to help you achieve your financial goals.
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Liberty Tax
● ClosedLiberty Tax is a finance institution located at 21 Stoughton Street in Boston, Massachusetts. With a commitment to providing expert tax preparation services and financial advice, Liberty Tax is a trusted resource for individuals and businesses looking to navigate the complexities of tax laws and regulations. Their team of professionals is dedicated to helping clients maximize their refunds and minimize their tax liabilities, ensuring financial success and peace of mind. Whether you need assistance with filing your taxes, managing your investments, or planning for the future, Liberty Tax is here to help you achieve your financial goals.
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H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 433 Main Street in Hudson, 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 solutions for individuals and businesses. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to providing expert guidance and personalized assistance to help you achieve your financial goals. Visit us today to experience the expertise and reliability that sets H&R Block apart in the industry.
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Liberty Tax
● ClosedLiberty Tax is a finance institution located at 108 Federal Street in Greenfield, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, accounting, or financial planning, Liberty Tax is here to assist you every step of the way. Trust us to handle your financial needs with expertise and care. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
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Baker, Braverman & Barbadoro P.C.
● ClosedBaker, Braverman & Barbadoro P.C. is a prestigious law firm located in Quincy, Massachusetts. With a strong reputation for excellence and professionalism, our team of experienced attorneys provides a wide range of legal services to clients in need of expert representation. From corporate law to estate planning, our firm is dedicated to delivering top-notch legal counsel and advocacy. Located at 1200 Crown Colony Drive, our office is conveniently situated to serve clients throughout the Quincy area and beyond. Trust Baker, Braverman & Barbadoro P.C. for all your legal needs.
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H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 755 Bedford Street in Bridgewater, Massachusetts, United States. With a strong reputation for providing top-notch financial services, H&R Block offers expert assistance in tax preparation, financial planning, and other accounting needs. Their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management with ease and confidence. Visit H&R Block today to experience their exceptional services and expertise firsthand.
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Law Office of Patrick Cook
● ClosedThe Law Office of Patrick Cook is a reputable legal institution located at 154 West Grove Street in Middleborough, Massachusetts, United States. Specializing in various areas of law, Patrick Cook and his team provide expert legal services to clients in need of professional representation and guidance. With a commitment to excellence and a strong track record of success, the Law Office of Patrick Cook is dedicated to serving the legal needs of individuals and businesses in the Middleborough area. Contact them today for all your legal needs.
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H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 836 Crescent Street in Brockton, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for personal tax assistance or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to experience our expertise and commitment to helping you achieve your financial goals.
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Rhee + Co. - David Y Rhee,, CPA, CFP(R), EA
● ClosedRhee Co. - David Y Rhee, CPA, CFP(R), EA is a reputable institution located at 47 Eliot Street in Natick, Massachusetts, United States. Specializing in accounting and finance, our firm caters to the needs of successful businesses, individuals, and families by offering personalized services in tax planning, preparation, and filing; business services and consulting; financial planning, wealth management, and other comprehensive financial services. We work closely with our clients to create and implement tailored plans that align with their unique requirements. Our holistic approach involves evaluating the entirety of your financial profile, both personal and business, to help you acquire and preserve your asset wealth. With our extensive experience in corporate accounting, audit, and advisory services, Rhee & Company serves as a one-stop source for all your tax, financial, and legal advice needs. Managing finances can be complex and time-consuming, especially with changing tax rules, which is why we are dedicated to building proactive financial plans to protect you and your family.
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AMERICAN PRIVATE WEALTH
● ClosedAmerican Private Wealth is a renowned finance institution located at 165 Middlesex Turnpike in Bedford, Massachusetts. With a strong focus on providing personalized wealth management services to individuals and families, American Private Wealth is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers tailored investment strategies, retirement planning, estate planning, and more to ensure that each client receives the highest level of service and expertise. Trust American Private Wealth to guide you towards financial success and peace of mind.
165 Middlesex Turnpike Suite 101, Bedford, MA 01730, United StatesAdvertisements -
Mark Dittrich - Raymond James
● OpenMark Dittrich - Raymond James is a finance institution located at 443 East Central Street in Franklin, Massachusetts, United States. We understand that when it comes to managing your wealth, settling for anything less than the best is simply not an option. Our experienced team takes a personalized approach to your financial life, offering high levels of due diligence and service to ensure your financial future is secure. We don't believe in one-size-fits-all solutions. Instead, we act as architects of your financial life, collaborating with you to hand-select strategies that align with your specific goals. Our focus on tailored guidance and trusted counsel sets us apart, helping you navigate the complexities of wealth management with confidence.
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Porthouse Tax Advisors
● OpenPorthouse Tax Advisors is a leading financial institution located at 166 Village Street in Medway, Massachusetts, United States. Our team of experienced tax advisors provides expert guidance and personalized solutions to help individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax planning, compliance, or representation, we are here to help you achieve your financial goals. Trust Porthouse Tax Advisors to provide you with reliable and efficient tax services tailored to your specific needs.
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Verdolino & Lowey, P.C.
● ClosedVerdolino & Lowey, P.C. is a well-established firm located in Foxborough, Massachusetts, specializing in accounting, finance, and legal services. With a prime location at 124 Washington Street, our team of experienced professionals is dedicated to providing top-notch financial and legal guidance to individuals and businesses alike. Whether you need assistance with tax planning, financial consulting, or legal representation, Verdolino & Lowey, P.C. is here to help. Our commitment to excellence and personalized service sets us apart as a trusted advisor in the Foxborough community.
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Welch & Forbes LLC
● ClosedWelch & Forbes LLC is a prestigious finance institution located at 45 School Street in Boston, Massachusetts, United States. With a focus on providing personalized services, Welch & Forbes operates in the tradition of a family office, offering a wide range of financial services including trust management, tax planning, estate planning, fiduciary services, and customized investment management. Clients can trust Welch & Forbes to provide expert guidance and support in managing their wealth and achieving their financial goals.
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The Tax Consultants, Inc.
● ClosedThe Tax Consultants, Inc. is a reputable accounting and finance institution located at 435 Columbia Street in Fall River, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of tax consulting services to individuals and businesses. Whether you need help with tax preparation, planning, or resolving tax issues, their knowledgeable staff is dedicated to providing top-notch service and guidance. Trust The Tax Consultants, Inc. for all your accounting and finance needs.
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