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TOP 30 Tax strategy development in Massachusetts
122 results found
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Integrated Solutions
Integrated Solutions is a leading financial institution located at 131 Hiller Road in Rochester, Massachusetts, United States. We specialize in providing comprehensive financial solutions to individuals and businesses, tailored to meet their specific needs and goals. Our team of experienced professionals offers a wide range of services including investment management, retirement planning, tax planning, and wealth management. With a commitment to excellence and personalized service, Integrated Solutions is dedicated to helping our clients achieve financial success and security. Contact us today to learn more about how we can help you reach your financial goals.
Merrill Lynch Financial Advisor Lisa Garabedian
Merrill Lynch Financial Advisor Lisa Garabedian, located at 101 Derby Street in Hingham, Massachusetts, is dedicated to helping clients achieve their financial goals by designing customized wealth management plans that go beyond just investments. With over 31 years of experience, Lisa works closely with clients to develop goal-based financial strategies that align with their priorities. She holds a BS from Mount Ida College and an MBA from Suffolk University. Lisa focuses on preserving, growing, and transitioning wealth through generations via disciplined asset management. She collaborates with tax and legal advisors to ensure clients' strategies are aligned. With access to the global resources of Merrill Lynch Wealth Management, Lisa helps clients pursue what matters most to them by providing personalized investment strategies. By regularly reviewing and adjusting plans, she helps clients stay on track to achieve their financial goals. Lisa believes in understanding clients' aspirations and priorities to create a financial approach that reflects their unique needs. Contact Merrill Lynch Financial Advisor Lisa Garabedian to start working towards your financial goals today.
Merrill Lynch Financial Advisor Christopher Joyce
Merrill Lynch Financial Advisor Christopher Joyce, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The institution aims to provide timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's individual needs and aspirations, Christopher Joyce works to design and implement personalized plans to help manage investment risk and pursue financial objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop strategies to address their financial needs and work towards their long-term goals. Additionally, Merrill goes beyond the traditional role of an advisor by offering a comprehensive range of services, including investment advisory, financial planning, and more. It is important for clients to consult with their advisors and legal/tax professionals before making any financial decisions.
Merrill Lynch Financial Advisor Matthew S Whiting
Merrill Lynch Financial Advisor Matthew S Whiting, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Whiting focuses on understanding your financial picture and developing a flexible strategy to navigate changing market conditions. As a dedicated advisor, he believes in building a strong relationship with clients, providing transparency on potential risks and opportunities, and adjusting financial plans as needed to help you pursue your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, Matthew Whiting is committed to helping you achieve financial success by creating a plan that reflects your investment personality and life priorities. With a focus on ongoing communication and adjustments, he aims to guide you through life's ups and downs to help you manage, grow, and preserve your wealth for years to come. Matthew Whiting is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning. Contact Merrill Lynch Financial Advisor Matthew S Whiting to start planning for your financial future today.
Merrill Lynch Financial Advisor Jason L Silverman
Merrill 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.
Merrill Lynch Financial Advisor Nathaniel C. Raynor
Merrill 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.
Merrill Lynch Financial Advisor Michael A. Bois
Merrill 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.
Paul Dion CPA
Paul Dion CPA is a top-notch accounting and finance institution located at 22 West Street in Millbury, Massachusetts, United States. Unlike other firms, we go beyond simply projecting your tax liability - we proactively plan your tax strategy to save you money both now and in the future. Our team is dedicated to providing exceptional results in financial advising, offering traditional tax and accounting services as well as innovative, customized tax strategies to help you legally minimize your tax burden and reduce the risk of audits. We work with business owners and real estate investors to create proactive tax plans that stop unnecessary spending on taxes each year. Our no-obligation free tax diagnosis is the first step in discovering hidden tax loopholes and strategies tailored specifically for you. Take advantage of our 5-step program or sign up for a Free Tax Analysis to learn more about how we can help you save thousands of dollars.
Ron Mutascio and Associates
Ron 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.
Siegel Solutions, Inc.
Siegel Solutions, Inc. is a leading accounting and finance institution located at 144 Gould Street in Needham, Massachusetts, United States. As a certified Acumatica Partner and QuickBooks Solution Provider (QSP), we offer custom setup, training, support, and long-term bookkeeping and accounting services. Our recommended solution is Acumatica Cloud ERP, which provides numerous benefits for business management. Led by Jeff and his outstanding team, we strive to provide exceptional services to our clients. With extensive knowledge in QuickBooks and accounting, we offer expert guidance and support to help streamline financial processes and improve efficiencies in the workplace. From payroll management to data migration and setup, we are dedicated to ensuring accurate and reliable financial reporting for our clients.
Cloud9 Advisory, Inc.
Cloud9 Advisory, Inc. is a financial advisory firm located in Boston, Massachusetts, United States. Specializing in accounting and finance, we offer a wide range of services to simplify your life. Our strategic alliances with enterprise class service providers allow us to provide unlimited business solutions, from cloud migration to application development. We specialize in guiding companies through the shift from product-based to service-oriented approaches, unlocking enhanced customer value and establishing predictable revenues. Stay connected to your construction projects with instant access to crucial accounting information, no matter where you are.
CTAX Services
CTAX Services is a finance institution located at 90 Madison Street in Worcester, Massachusetts, United States. We specialize in providing a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with filing your annual tax return or developing a long-term tax strategy, CTAX Services is here to help. Contact us today to learn more about how we can assist you with your tax needs.
Johnson's Business Services
Johnson's Business Services is a trusted accounting and finance institution located at 93 Commonwealth Avenue in North Attleborough, Massachusetts. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to assist you every step of the way. Contact us today to learn more about how Johnson's Business Services can help you achieve your financial goals.
Richardson & Associates Inc
Richardson & Associates Inc is a reputable accounting and finance institution located at 21 Eliot Street in Natick, 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, Richardson & Associates Inc is committed to providing top-notch expertise and personalized solutions to help clients achieve their financial goals. Whether you need assistance with bookkeeping, investment strategies, or retirement planning, you can trust Richardson & Associates Inc to deliver reliable and efficient services.
Freedomfolio
Freedomfolio is a leading accounting and finance institution located in Post Office Square, Boston, Massachusetts, United States. Specializing in maximizing real estate tax efficiency, we have helped our clients save over $2 million in federal tax and $875k in state income tax. Our Certified Tax Planner (CTP) and CPA firm offers tailored tax strategies specifically designed for the intricate world of real estate. What sets us apart is our commitment to individualized tax solutions. Unlike traditional CPAs or accountants who focus solely on compliance, our CTP-Certified Real Estate Tax Strategists and CPAs have received specialized training in the nuances of real estate taxation within the vast IRS tax code. We analyze your financial landscape, past real estate transactions, property holdings, and investment objectives to develop comprehensive tax-saving strategies.
Steven Raymond
Steven Raymond is a reputable accounting and finance institution located at 826 County Street in Somerset, Massachusetts, United States. With a team of experienced professionals, Steven Raymond offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can expect personalized attention and expert advice to help them achieve their financial goals.
WEC Associates
WEC Associates is a renowned accounting and finance institution located at 350 Park Street in North Reading, Massachusetts, United States. Our team of experienced professionals offer a wide range of services including financial planning, tax preparation, auditing, and consulting. With a commitment to excellence and client satisfaction, WEC Associates is dedicated to helping 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.
LMHS, P.C. (West)
Located at 280 Hillside Avenue in Needham, Massachusetts, LMHS, P.C. (West) is a trusted institution specializing in accounting and finance services. Whether you are a business in need of accounting and tax solutions or an individual seeking assistance with personal tax and estate planning, the LMHS team is here to help. Our knowledgeable team members provide unmatched customer service excellence, offering a wide range of accounting, tax, and business advisory services. From audit and compilation services to corporate state and federal income tax preparation, our experts have the expertise you need to succeed in today's ever-changing business landscape. As you accumulate personal wealth, our professionals can assist you in developing personal financial strategies to minimize tax payments and optimize savings. Our team serves a diverse range of businesses across various industries, including construction, manufacturing, professional service firms, and non-profit organizations. We stay up-to-date on evolving industry trends and regulations to provide you with the best possible solutions.
Chamberlain & Assoc., LLC
Chamberlain & Assoc., LLC is a reputable accounting and finance institution located at 444 Washington Street in Woburn, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Chamberlain & Assoc., LLC is dedicated to providing top-notch service and helping you achieve your financial goals.
Erin Murphy Inc
Erin Murphy Inc is a reputable accounting and finance institution located at 130 Centre Street in Danvers, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Erin Murphy Inc is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to see how they can assist you with your financial needs.
S.J. Dennen, CPA, P.C.
S.J. Dennen, CPA, P.C. is a reputable accounting and finance institution located at 510 Turnpike Street in North Andover, Massachusetts, United States. Our team of experienced Certified Public Accountants (CPAs) is dedicated to providing professional financial services to individuals and businesses in the area. With a focus on accuracy, integrity, and personalized attention, we strive to help our clients achieve their financial goals. Whether you need tax preparation, auditing, bookkeeping, or financial planning services, S.J. Dennen, CPA, P.C. is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.
Revenue Solutions Inc
Revenue Solutions Inc, located at 42 Winter Street in Pembroke, Massachusetts, is a finance institution that offers a cloud-native SaaS platform for government revenue processing. With a focus on helping cities, counties, and state offices lower the total cost of ownership of their tax administration software, while also enhancing citizen services, RSI empowers organizations to quickly adapt to changes in the tax collection process. The revX solution, a Software as a Service (SaaS) and Platform as a Service (PaaS), is designed to take advantage of new technological advancements in Microsoft’s Azure Government Cloud, providing speed, responsiveness, and world-class security without the need for expensive data center infrastructure. RSI's low code/no-code configuration allows organizations to respond to policy, regulatory, and tax law changes quickly without the need for a software developer. With revX Analytics, organizations can make better data-driven decisions, improve day-to-day operations, and serve citizens more effectively. By leveraging artificial intelligence, drag-and-drop configuration, and advanced analytics, RSI helps remove the hassle and cost of maintaining systems so that organizations can focus on fulfilling their core business strategies.
Campbell De Vasto & Associates
Campbell De Vasto & Associates is a well-established accounting and finance institution located at 131 Front Street in Scituate, Massachusetts. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Known for their attention to detail and personalized approach, Campbell De Vasto & Associates is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with managing your taxes or developing a comprehensive financial strategy, their team is committed to providing top-notch service and expertise. Visit them at their convenient location in Scituate to learn more about how they can help you navigate the complexities of accounting and finance.
Maureen Munro,CPA
Maureen Munro, CPA is a trusted accounting and finance institution located at 18 School Street in Sandwich, Massachusetts, United States. Specializing in accounting, payroll, and bookkeeping support, Maureen Munro, CPA is dedicated to providing top-notch services to clients. As a Certified Public Accountant, Maureen Munro has represented clients in IRS audits, staying up-to-date on tax laws to effectively assist with tax filings. With a focus on developing strategies for both business and individual clients, Maureen Munro works tirelessly to address the most pressing financial issues. Whether you need assistance with accounting, payroll, bookkeeping, or tax preparation, Maureen Munro, CPA is ready to help.
Talita Camilo Professional Services
Talita Camilo Professional Services is a reputable accounting and finance firm located at 100 West Main Street in Barnstable, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Talita Camilo Professional Services for all your accounting and finance needs.
Dorfman Capital
Dorfman Capital, located on Riverview Lane in Barnstable, Massachusetts, is a leading finance institution specializing in the expansion, redevelopment, and reuse of Brownfields development projects. With a strong presence in Massachusetts, Dorfman Capital has financed projects in 67 municipalities across 10 counties. The institution prides itself on its ability to raise capital for developers using tax credit incentives and offers guidance and creative recommendations throughout the financing process. Each project is carefully evaluated based on its merits and the strength of the developer to determine the best strategy for success.
波士顿贝肯律师楼 Blumsack & Canzano
Blumsack & Canzano, P.C. ("Blumsack & Canzano") was founded in 1971 by American attorneys Charles E. Blumsack and Richard M. Canzano, with over 50 years of experience. Specializing in immigration law, family law (divorce, custody, etc.), real estate law, tax law, business law, civil litigation, and criminal litigation, Blumsack & Canzano is a comprehensive law firm based in Massachusetts, with offices in Woburn and Boston, and expanding services to Rhode Island, New York, and beyond. Committed to providing top-notch legal services in business and litigation areas, Blumsack & Canzano offers specialized legal services in various legal fields. Known for its dedication to boutique service, Blumsack & Canzano has earned a reputation for high-quality and efficient service. The firm is dedicated to providing clients with high-quality and efficient comprehensive legal services, achieving impactful outcomes in significant cases and legal projects, earning wide acclaim from clients and the community.
Emmanuel &CO
Emmanuel & Co is a reputable institution located at 1007 Westford Street in Lowell, Massachusetts. We are dedicated to providing top-notch financial services to our clients, including tax preparation, accounting, and financial planning. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. Visit us today to discover how Emmanuel & Co can help you secure a better financial future.
The Heritage Law Center
The Heritage Law Center, located at 400 Tradecenter Drive in Woburn, Massachusetts, is a trusted institution specializing in estate planning and elder law. With a personal approach, our team takes the time to understand each client's unique goals and assets, crafting tailored plans to protect their families and legacies. We prioritize clear communication, ensuring clients have a solid understanding of their options and can make informed decisions for their future. Our team at The Heritage Law Center is dedicated to building lasting relationships with our clients, supporting them through life's changes and challenges. From buying a home to planning for long-term care, we are here to guide you every step of the way. Our expertise in estate planning spans all stages of life, from young adults to seniors, and we believe that everyone can benefit from a well-crafted estate plan.
Ivy Wall Consult
Ivy Wall Consult is a reputable institution located at 161 Lovell's Lane in Barnstable, Massachusetts, offering expert services in accounting, finance, and legal matters. Principal Steven Innis, a licensed CPA in Massachusetts, specializes in divorce mediation and financial analysis. With a focus on minimizing financial damage and providing tools for a fresh start, Ivy Wall Consult helps clients navigate the complexities of divorce with empathy and expertise. Steven's calming presence and personalized approach have earned praise from clients, who appreciate his support and guidance throughout the process. By prioritizing fairness and sound financial reasoning, Ivy Wall Consult aims to facilitate amicable agreements and help individuals move on to a healthy, productive life. With over 30 years of experience, Steven Innis is committed to offering a modern and efficient alternative to traditional divorce proceedings. Whether you need assistance with divorce mediation, financial analysis, or tax preparation, Ivy Wall Consult is dedicated to providing valuable support and guidance. Contact us today to start the conversation and find your way to a positive resolution.
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