Estate tax services in Boston, Massachusetts

Carlisle Tax Credit Advisors, located at 263 Summer Street in Boston, Massachusetts, is a top advisor for tax credit investors and developers across the United States. With over a decade of experience, they have facilitated over $3.5 billion in tax credit equity investments for projects in historic preservation, affordable housing, and renewable energy. Their expert team of industry leaders with an average of twenty-five years of experience provides comprehensive services to help clients maximize value and mitigate risk in their tax credit equity investments. For trusted guidance and expertise in tax credit investments, turn to Carlisle Tax Credit Advisors.

Mark Schwanbeck Tax Preparation is a boutique-style firm located at 75 West School Street, Boston, Massachusetts, United States. Specializing in personalized tax and accounting services for small businesses and individuals, Mark Schwanbeck Tax Preparation offers support with IRS and state tax representation issues when needed. Clients can receive services virtually throughout the United States using secure file portals, communication services like Zoom and Skype, or traditional mail and Federal Express. Mark Schwanbeck believes in empowering clients to take control of their tax and accounting needs, offering a balance they can afford. With extensive knowledge in private equity-related tax issues, stock option transactions, and real estate matters, Mark provides quick responses and expert advice to clients. Testimonials from satisfied clients highlight Mark's invaluable services, guidance for new business owners, and industry-specific expertise. For personalized tax and accounting services, contact Mark Schwanbeck Tax Preparation at (703) 906-5056 or (617) 829-5056, or email mark@mstaxprep.com.

A&N Services is a professional institution located at 14 Ingleside Street, Boston, Massachusetts, United States. Specializing in accounting, finance, and legal services, we understand the importance of your time and strive to make filing your taxes easy and effortless. Our team prides itself on accuracy and efficiency, ensuring that your taxes are done right the first time. We are dedicated to addressing any questions or concerns you may have, allowing you to spend less time worrying and more time focusing on what matters most in your life - your family, your career, and your passions. Trust A&N Services to handle your financial needs with care and expertise.

Atypical Tax & Accounting is a professional accounting and finance institution located at 1600 Boston Providence Highway in Walpole, Massachusetts. Our team of experienced accountants and financial experts is dedicated to providing top-notch services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. With our personalized approach and attention to detail, you can trust Atypical Tax & Accounting to handle all of your financial needs with precision and care. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Andersen Tax LLC is a finance institution located in Boston, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Andersen Tax LLC offers a wide range of tax and financial advisory services to individuals and businesses. Their team of experts is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. Whether you are looking for tax planning, compliance, or consulting services, Andersen Tax LLC is committed to providing personalized solutions tailored to meet your specific needs.

Talita Camilo Professional Services is a reputable accounting and finance institution located at 529 Main Street in Boston, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of services including financial consulting, tax preparation, and bookkeeping. Our goal is to provide personalized and accurate financial solutions to help individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Tax Owl Pro is a leading finance institution located at 800 Boylston Street in Boston, Massachusetts. Our team of expert tax professionals is dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of the tax system and maximize their financial success. Whether you need assistance with tax planning, preparation, or resolution, Tax Owl Pro is here to help. Trust us to be your partner in achieving your financial goals.

Jankie Financial Services Inc is a reputable finance institution located at 47 Granfield Avenue in the bustling city of Boston, Massachusetts, United States. With a strong dedication to providing top-notch financial services to its clients, Jankie Financial Services Inc is known for its expertise in wealth management, investment strategies, and financial planning. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. Visit us today and let us help you secure your financial future.

Veneza Monteiro Notary Services & Income Taxes Services is a reliable and professional finance institution located on Capen Street in Boston, Massachusetts. Our team is dedicated to providing top-notch notary services and expert guidance on income taxes. Whether you need documents notarized or assistance with filing your taxes, we are here to assist you every step of the way. Trust Veneza Monteiro for all your financial needs in the United States.

Private Lenders for Real Estate is a reputable real estate agency located at 63 Atlantic Avenue in Boston, Massachusetts. As a trusted institution, we specialize in providing private lending services for individuals looking to invest in real estate properties. Our team of experienced professionals offers personalized guidance and support throughout the lending process, ensuring that our clients receive the best possible financing options for their real estate investments. Whether you are a first-time homebuyer or a seasoned investor, Private Lenders for Real Estate is dedicated to helping you achieve your real estate goals. Contact us today to learn more about our services and how we can assist you with your real estate financing needs.

Welcome to Shahria H. Boston, Attorney at Law, where we are dedicated to providing exceptional legal services to the Brockton community and beyond. Conveniently located at 39 Torrey Street, Brockton, Massachusetts, our practice is committed to offering personalized and comprehensive legal solutions tailored to meet your unique needs. At Shahria H. Boston, Attorney at Law, we specialize in a range of legal areas, ensuring that our clients receive expert guidance and representation. Our experienced team is passionate about advocating for your rights and delivering the best possible outcomes.

Welcome to Jing Wang, Financial Advisor - JW Insurance & Financial Services Located at 201 Jones Road, Waltham, Massachusetts, we are your dedicated partner in navigating the complex world of finance. At JW Insurance & Financial Services, we are committed to helping you preserve, grow, and distribute your wealth effectively, ensuring you achieve financial peace of mind. Our personalized approach is designed to address your unique financial concerns and set you on a successful path for the future.

Welcome to Boston Private Bank & Trust Co., your trusted partner in banking and financial services located at 55 William Street, Wellesley, Massachusetts. At Boston Private, we are dedicated to providing personalized financial solutions that cater to the unique needs of our clients. Our comprehensive range of services includes personal and business banking, wealth management, and trust services, all designed to help you achieve your financial goals with confidence. Our team of experienced professionals is committed to delivering exceptional customer service, ensuring that you receive the attention and expertise you deserve. Whether you are looking to manage your personal finances, grow your business, or plan for your financial future, Boston Private Bank & Trust Co. is here to guide you every step of the way.

Welcome to Boston Partners Financial Group, led by Norman Pelletier, your trusted partner in financial success. Conveniently located at 138 River Road in Andover, Massachusetts, we specialize in providing comprehensive financial services tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping individuals, families, and businesses achieve their financial goals with personalized strategies and expert guidance. Whether you're planning for retirement, managing investments, or seeking financial advice, Boston Partners Financial Group is here to support you every step of the way. Visit us to experience a commitment to excellence and a passion for helping you secure a prosperous future.

Welcome to City Square Wealth Management - Ameriprise Financial Services, LLC, your trusted partner in navigating the world of finance. Conveniently located at 10 City Square, Boston, Massachusetts, we specialize in providing personalized financial planning and wealth management services tailored to meet your unique needs. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals, whether it’s planning for retirement, managing investments, or securing your family's financial future. At City Square Wealth Management, we understand the dynamic nature of the financial markets. In 2024, Big Tech has been a significant driver of stock prices, and our Chief Market Strategist, Anthony Saglimbene, offers insights on when other S&P 500 Index companies, industries, and sectors might also begin to contribute. Our advisors are here to guide you through these changing times with expertise and personalized strategies.

The Bradshaw Group - UBS Financial Services Inc. Welcome to The Bradshaw Group, a premier financial services firm located in the heart of Boston at Post Office Square. As a part of UBS Financial Services Inc., we are dedicated to providing exceptional financial solutions tailored to meet the unique needs of our clients. Our team of experienced financial advisors is committed to helping individuals, families, and businesses achieve their financial goals through personalized wealth management strategies and comprehensive financial planning.

Welcome to The Sanders Martin Group - UBS Financial Services Inc., your trusted partner in navigating the complex world of finance. Conveniently located at One Post Office Square in the heart of Boston, Massachusetts, we are dedicated to providing exceptional financial services and personalized solutions to help you achieve your financial goals. At The Sanders Martin Group, we specialize in comprehensive wealth management, investment advisory, and financial planning services tailored to meet the unique needs of each client. Our team of experienced financial advisors is committed to delivering expert guidance and innovative strategies, ensuring you are well-prepared for every stage of your financial journey.

Welcome to KLR, Certified Public Accounting Firm Boston, where we are committed to helping your business achieve its full potential. Located at 99 Summer Street, Boston, Massachusetts, our firm specializes in providing a comprehensive range of financial and management assurance services tailored to meet your unique needs. At KLR, we understand that every business and investment decision carries tax implications. Whether you're in need of traditional financial due diligence or navigating complex transaction finance, our expert team is here to assist you. We also specialize in implementing robust policies and procedures to safeguard your business against cyber threats, ensuring your peace of mind.

Welcome to Boston Commercial Properties, Inc., your trusted partner in commercial real estate solutions. Conveniently located at 275 Grove Street in the heart of Newton, Massachusetts, we specialize in providing comprehensive real estate services tailored to meet the unique needs of businesses across the region. At Boston Commercial Properties, Inc., we pride ourselves on our extensive market knowledge and commitment to delivering exceptional service. Whether you're looking to lease office space, invest in commercial properties, or sell your real estate assets, our team of experienced professionals is here to guide you every step of the way. We understand the complexities of the commercial real estate market and are dedicated to helping you navigate them with ease.

Welcome to RF Boston Realty Group, your trusted real estate agency located in the heart of Quincy, Massachusetts. Situated at 165 Washington Street, our dedicated team of experienced professionals is committed to helping you navigate the dynamic real estate market with ease and confidence. At RF Boston Realty Group, we understand that buying or selling a home is one of the most significant decisions you'll ever make. That's why we offer personalized service tailored to meet your unique needs and preferences. Whether you're a first-time homebuyer, looking to upgrade, or seeking investment opportunities, our knowledgeable agents are here to guide you every step of the way.

Welcome to Options Real Estate Services, LLC, your trusted local real estate agency located at 212 Humphrey Street, Marblehead, Massachusetts. With over 20 years of award-winning experience, we pride ourselves on being a reliable resource in the real estate industry. Our iconic Pineapple Logo symbolizes hospitality, inviting you to join our vibrant community. At Options Real Estate, we believe that our success is built on the strong relationships we cultivate with our clients. Unlike others, we focus on empowering clients to maintain their financial stability while upholding the highest ethical standards in every transaction. Our goal is to establish lifelong partnerships rather than merely meeting quotas.

Welcome to Mary Baker, Boston Connect Real Estate, your trusted partner in navigating the dynamic real estate market of Pembroke, Massachusetts, and beyond. Conveniently located at 19 Mattakeesett Street, our office is dedicated to providing exceptional real estate services tailored to meet the unique needs of each client. Whether you're buying, selling, or investing in property, Mary Baker and her team bring a wealth of local knowledge and industry expertise to every transaction. We pride ourselves on our commitment to personalized service, ensuring a seamless and rewarding real estate experience. Discover the difference of working with a team that truly understands the local market and is passionate about helping you achieve your real estate goals. Visit us today and let us guide you home.

Simon CPAs is a leading accounting and finance institution located at 361 Newbury Street in Boston, Massachusetts. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and auditing. We are dedicated to helping individuals and businesses achieve their financial goals through personalized and expert guidance. Contact us today to see how we can assist you with all your accounting and finance needs.

Combies Hanson, P.C. is a renowned law firm located at 12 Ericsson Street in Boston, Massachusetts, United States. Specializing in a wide range of legal services, including litigation, corporate law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Combies Hanson, P.C. is the go-to choice for individuals and businesses seeking expert legal advice and representation. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Feinberg & Alban PC is a prestigious law firm located at 2 Center Plaza in Boston, Massachusetts. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in the United States. With a commitment to excellence and a reputation for success, Feinberg & Alban PC is a trusted institution for all your legal needs.

Savvas Fetfatsidis at Guaranteed Rate (NMLS #35213) is a finance institution located at 77 Sleeper Street in Boston, Massachusetts, United States. They provide expert advice to help you find the right mortgage for your needs, with options as little as 3% down for fast approval. Overcoming the obstacle of a down payment is made possible with grants and programs available from federal and local governments for homeownership. They offer VA loans, FHA loans, and USDA loans with 0-10% down payment requirements, making it easier for military service members and their families to build equity through real estate. Self-employed individuals can benefit from their Bank Statement Loan program, which allows for seeking a home loan without tax returns, W2s, or pay stubs. Their Lock ‘N’ Roll program allows you to lock in a mortgage rate for 60, 75, or 90 days without a signed contract, while their Same-Day program can get your loan approved in one day with options as little as 3% down. They also offer Physician Home Loans, Foreign National Loans, and options for homeowners over 62 looking for additional income. Savvas Fetfatsidis at Guaranteed Rate is committed to your overall well-being, offering a convenient app to fit your lifestyle on-the-go.

Welcome to The Marrocco Group, your trusted real estate agency located in the heart of Lexington, Massachusetts. Situated at 1775 Massachusetts Avenue, our team of five dedicated professionals is here to guide you through your real estate journey with unparalleled expertise and personalized service. With a combined experience of 70 years, Monte Marrocco Sr., Sarah Amico, Veronoque Groff, Monte Marrocco Jr., and Gina Marrocco have established a reputation for excellence, perseverance, and professionalism. At The Marrocco Group, we understand the unique charm and appeal of Lexington, a community perfect for growing families. This gorgeous town is adorned with affluent shops, historic landmarks, and ample green spaces, making it a truly charming place to call home. Our team is committed to showcasing the best of what Lexington has to offer, ensuring that your property stands out in this vibrant market.

Welcome to The Needle Group-Sharon, MA Realtors-REAL Broker, your premier real estate agency located at 62 South Main Street, Sharon, Massachusetts. We are dedicated to providing exceptional real estate services to our clients, offering a comprehensive platform for searching homes, condos, land, and foreclosure properties. Our website is your ultimate resource, updated every 15 minutes by the official Realtor® database, ensuring you have access to the most current listings. With easy-to-use features, you can save searches, receive daily email alerts on new listings, and stay informed with market reports. Led by Dianne S. Needle, an award-winning Realtor with over 25 years of experience, our team is committed to helping you achieve your real estate goals. Dianne is renowned for her expert market knowledge and personalized approach, ensuring every client receives remarkable service. Under her leadership, The Needle Group has earned accolades such as being ranked number two in the “TOP 25 SMALL TEAMS-USA” and receiving the prestigious Elite Agent award with REAL Broker annually.

Fadi R Metri & Associates is a reputable dental practice located at 28 Corey Street in Boston, Massachusetts. Our team of experienced dentists and health professionals are committed to providing top-quality dental care to patients of all ages. From routine cleanings and exams to advanced restorative treatments, we offer a wide range of services to help you achieve a healthy and beautiful smile. With a focus on patient comfort and satisfaction, we strive to create a welcoming and relaxing environment for all who walk through our doors. Visit us today to experience the difference at Fadi R Metri & Associates.

Dolan Connly, P.C. is a reputable law firm located at 50 Redfield Street in Boston, Massachusetts. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of representation. Specializing in various areas of law, including personal injury, criminal defense, and family law, we are committed to advocating for our clients' rights and achieving the best possible outcomes for their cases. With a track record of success and a strong reputation in the legal community, Dolan Connly, P.C. is the go-to firm for all your legal needs in the Boston area.