Tax credit advisors in Boston, MA
18 results found
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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 -
Go Tax Accounting & Services
● ClosedGo Tax Accounting & Services, located at 246 Winter Street in Haverhill, Massachusetts, offers a wide range of accounting and financial services to individuals and small businesses. Our team is dedicated to providing efficient and reliable assistance with tax preparation, payroll, bookkeeping, and financial planning. Whether you are a sole proprietor or have a large staff, we are here to help streamline your financial processes. Our income tax services and bookkeeping services are tailored to meet the specific needs of each client, ensuring accuracy and compliance with all regulations. We understand the complexities of tax preparation and strive to alleviate the stress associated with managing your taxes.
246 Winter St, Haverhill, MA 01830, United States -
Carlisle Tax Credit Advisors
● OpenCarlisle 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.
263 Summer Street, Boston, MA 02210, United States -
Swanson Reed - Specialist R&D Tax Advisors
● OpenSwanson Reed is a leading specialist R&D tax advisory firm located in the heart of Boston, Massachusetts. Our team of finance experts are dedicated to helping businesses maximize their R&D tax credits and incentives. With a deep understanding of the complex tax laws and regulations surrounding research and development, Swanson Reed provides tailored solutions to help companies of all sizes save money and reinvest in innovation. Trust Swanson Reed to guide you through the intricacies of R&D tax planning and compliance, so you can focus on what you do best – driving growth and success. Visit us at 6 Liberty Square to learn more about how we can support your financial goals.
6 Liberty Sq #2109, Boston, MA 02109, United States -
Kiley & O'Toole Tax Services
● OpenKiley & O'Toole Tax Services is a local and family-owned business located at 138 Old Colony Avenue in Boston, Massachusetts. Specializing in accounting and finance, we have been providing tax preparation services since 1989. With over 30 years of experience, our team of experts can help you navigate the complexities of income tax returns and ensure that you receive all eligible tax credits and deductions. Our loyal clients have been with us for many years, trusting us to provide professional and accurate tax preparation services. We prioritize your privacy and security, implementing quality procedures to protect your personal information. Our offices are open year-round, so your personal tax preparer is always accessible to answer any questions you may have.
138 Old Colony Ave, Boston, MA 02127, United States -
Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
● OpenWelcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.
201 Jones Road, Waltham, Massachusetts 02451, 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 -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 960 Morrissey Boulevard in Boston, Massachusetts. 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 here to help. Their convenient location and commitment to excellence make them a top choice for all your accounting and finance needs in the United States.
960 Morrissey Blvd #4, Dorchester, MA 02122, United States -
Bank of America ATM
● OpenWelcome to the Bank of America ATM located in Boston, Massachusetts 02130. As a trusted financial service provider, we offer a convenient and secure way to manage your finances on-the-go. Our ATM services allow you to perform a variety of transactions, including cash withdrawals, deposits, and balance inquiries, with ease and efficiency. By providing your mobile number, you consent to receive text messages regarding your transactions and updates; please note that standard text message fees may apply as per your carrier. These messages may be transmitted automatically to ensure timely communication.
Boston, Massachusetts 02130, United States -
Bank of America ATM
● OpenWelcome to the Bank of America ATM located at 333 Longwood Avenue, Boston, Massachusetts 02115. Our ATM is designed to meet your financial needs with ease and convenience. Whether you’re a local resident or just passing through, you can rely on our services to manage your finances efficiently. ### Key Features:
333 Longwood Avenue, Boston, Massachusetts 02115, United States -
Bank of America ATM
● OpenWelcome to the Bank of America ATM located at 70 Francis Street, Boston, Massachusetts 02115. Our ATM offers a convenient and secure way to access your finances at any time. Although this ATM does not accept deposits, you can easily withdraw cash and perform other standard ATM functions. For added convenience, instructions are available in multiple languages. Our location features a dedicated business teller to assist with in-person cash deposits, withdrawals, and currency exchanges for business clients. Additionally, you can set up an appointment to meet with a banking representative for personalized assistance.
70 Francis Street, Boston, Massachusetts 02115, United States -
Bank of America ATM
● OpenBank of America ATM at 800 Boylston Street, Boston, MA Welcome to the Bank of America ATM conveniently located at 800 Boylston Street, Boston, Massachusetts 02199. This ATM offers a range of financial services to meet your needs, including cash withdrawals, deposits, and account balance inquiries. Whether you're a local resident or visiting the vibrant city of Boston, our ATM is here to provide you with quick and easy access to your funds.
800 Boylston Street, Boston, Massachusetts 02199, United States -
Bank of America ATM
● OpenBank of America ATM - 300 1st Avenue, Boston, MA 02129 Welcome to the Bank of America ATM conveniently located at 300 1st Avenue, Boston, Massachusetts. Our ATM offers a variety of financial services tailored to meet your needs. Whether you're looking to withdraw cash or need assistance with business transactions, we are here to help.
300 1st Avenue, Boston, Massachusetts 02129, United States -
Bank of America ATM
● OpenWelcome to the Bank of America ATM located at 15 Parkman Street, Boston, Massachusetts 02114. Our convenient ATM services cater to your financial needs, whether you're withdrawing cash or managing your accounts on the go. This ATM offers user-friendly instructions in multiple languages to ensure accessibility for all customers. For business clients, our location features a dedicated business teller to assist with in-person cash deposits, withdrawals, or currency exchanges. You can also schedule a specific time to meet with a banking representative for personalized assistance. Additionally, Merrill Edge Financial Solutions Advisors are available to provide investment advice and guidance to help you achieve your financial goals.
15 Parkman Street, Boston, Massachusetts 02114, United States -
Bank of America ATM
● OpenWelcome to the Bank of America ATM located at 11 Porter Street, Boston, Massachusetts 02128. As a convenient financial service point, our ATM offers a range of banking services to meet your everyday needs. Whether you're withdrawing cash, checking your account balance, or managing your finances, our ATM provides a quick and secure way to access your accounts around the clock. At Bank of America, we are committed to helping you navigate your financial journey with confidence. We offer a suite of services designed to support your financial goals, from Better Money Habits® financial education programs to personalized investment advice through Merrill Lynch, Pierce, Fenner & Smith Incorporated. Our Advantage Banking services provide flexibility to adapt to your lifestyle, while the Bank of America Private Bank offers expertise in managing substantial wealth.
11 Porter Street, Boston, Massachusetts 02128, United States -
Bank of America ATM
● OpenWelcome to the Bank of America ATM located at 125 High Street, Boston, Massachusetts 02110. Our ATM is designed to meet your financial needs with convenience and ease. Whether you're withdrawing cash or managing your account, we strive to provide a seamless experience. Features and Services: - Dedicated Business Teller: Ideal for business clients needing in-person assistance with cash deposits, withdrawals, or coin and currency transactions.
125 High Street, Boston, Massachusetts 02110, United States -
Bank of America ATM
● OpenWelcome to the Bank of America ATM located in Boston, Massachusetts 02128, your convenient stop for a range of financial services. Whether you need to withdraw cash, check your balance, or transfer funds, our ATM provides you with easy access to your accounts at any time. By providing your mobile number, you consent to receive text messages that may include important updates and notifications. Please be aware that message and data rates may apply as per your carrier's terms.
Boston, Massachusetts 02128, United States
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