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TOP 30 Tax support services in Newton, MA
17 results found
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Noble Club Financial Services
Noble Club Financial Services, located at 2000 Commonwealth Avenue in Newton, Massachusetts, is a finance institution dedicated to helping students achieve their college dreams. Led by Jian, a certified financial planner with over a decade of experience, the institution has assisted countless families in navigating the college funding process. With a background in education, college consulting, and tax advising, Jian offers a unique skill set to support families in their college planning endeavors. The institution helps students find the right college and career path, secure grants and scholarships, and minimize out-of-pocket expenses through effective financial planning strategies. Let Noble Club Financial Services guide you through the college planning process and help you achieve your academic goals without overwhelming debt.
West Newton Consulting LLC
West Newton Consulting LLC is a finance institution located at 83 Wyman Street in Newton, Massachusetts, United States. Specializing in providing expert financial consulting services, West Newton Consulting LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they work closely with individuals and businesses to develop strategic financial plans tailored to their specific needs. Whether you are looking to invest, manage your assets, or plan for retirement, West Newton Consulting LLC is dedicated to providing top-notch financial guidance and support.
Financial & Taxation Services Inc.
Financial & Taxation Services Inc. is a trusted accounting and finance institution located at 1930 Washington Street in Newton, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Our goal is to provide our clients with personalized and efficient financial solutions to help them achieve their goals. Whether you are an individual or a business owner, we are here to assist you with all your financial and taxation needs. Visit us today to learn more about how we can help you secure a stable financial future.
Integrity Tax & Business Partners
Integrity Tax & Business Partners is a reputable accounting and finance institution located at 28 Washington Street in Newton, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, bookkeeping, and business consulting. Our commitment to integrity and excellence sets us apart, ensuring that our clients receive the highest quality service and support for all their financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
Carl Attardo Bookkeeping Services
Carl Attardo Bookkeeping Services is a trusted accounting and finance institution located at 73 Lexington Street in Newton, Massachusetts, United States. With years of experience in the industry, our team of professionals provides top-notch bookkeeping services to help businesses manage their finances effectively. Whether you need assistance with payroll, accounts receivable, or financial reporting, we are here to support you every step of the way. Contact us today to learn more about how we can help streamline your financial processes and drive business success.
self directed retirement account services
Self Directed Retirement Account Services is a leading institution located at 180 Wells Avenue in Newton, Massachusetts, United States. We specialize in providing individuals with the tools and resources they need to take control of their retirement savings. Our team of experts offers personalized guidance and support to help clients navigate the complexities of self-directed retirement accounts. Whether you are looking to invest in real estate, precious metals, or alternative assets, we are here to help you achieve your financial goals. Contact us today to learn more about our services and how we can help you secure a stable financial future.
Thomas Tax & Legal Services and Consulting
Thomas Tax & Legal Services and Consulting is a boutique firm located at 65 Staniford Street in Newton, Massachusetts, United States. Specializing in accounting, finance, and legal services, we offer expert guidance to individuals, families, and small businesses to navigate the complexities of tax, legal, and business growth issues. Our founder, Lynn Thomas, JD, has over 30 years of experience in tax law and is dedicated to helping clients pay less taxes, grow their businesses, and achieve peace of mind. At Thomas Tax & Legal Services and Consulting, we provide personalized solutions tailored to meet your specific needs. From tax returns to estate planning, budgeting to business growth strategies, we are committed to making tax and legal matters more manageable and less daunting for our clients. With a positive outlook and a focus on finding innovative solutions, we help you confidently move forward towards your financial goals.
Merrill Lynch Financial Advisor Jenna M Carroll
Merrill Lynch Financial Advisor Jenna M Carroll, located at 2221 Washington Street in Newton, Massachusetts, is a prestigious institution recognized for its exemplary client service. Jenna Carroll and her team have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The Carroll Group, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They cater to accomplished individuals and families, including Private Equity fund managers, attorneys, physicians, corporate executives, and more, both in Massachusetts and nationwide.
Merrill Lynch Financial Advisor William F Keeney
Merrill Lynch Financial Advisor William F Keeney is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. The institution serves a majority of clients who are achievers, successful business owners, and affluent families who value prudent strategy and calculated risk. The Keeney Group within Merrill Lynch Wealth Management is dedicated to helping clients pursue financial objectives and build wealth through a disciplined wealth management process. The team deeply understands clients' goals, lives, and interests to develop customized strategies for long-term financial success. They offer a range of brokerage, investment advisory, and other services to cater to clients' needs. The team also specializes in working with entrepreneurs looking to sell their businesses and invest the proceeds wisely. Additionally, they offer strategies for optimizing retirement plans for employees and reviewing investment policies for cost-effectiveness. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. They offer a personalized financial plan through Merrill Personal Wealth Analysis™ and regularly review and adjust strategies to help clients achieve their goals. As Merrill Lynch Wealth Management Advisors, they provide a customized investment approach to address clients' needs and pursue their goals. The team puts clients first and offers the latest investment insights, tips, and strategies to help clients live their best financial life. They also hold certifications such as CFP®, CDFA®, and CPWA® to provide expert financial advice. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. The institution offers a range of services and strives to understand and meet clients' unique financial needs and priorities.
Merrill Lynch Financial Advisor Christopher P Bunnell
Merrill Lynch Financial Advisor Christopher P Bunnell is located at 2221 Washington Street in Newton, Massachusetts, United States. The institution serves a wide range of clients, including business owners, affluent families, professionals, and corporate executives who are looking for wealth management, advice, and guidance. The Keeney Group, a wealth management team within Merrill Lynch Wealth Management, is dedicated to helping clients pursue their financial objectives and build wealth through a disciplined wealth management process. They work closely with clients to understand their goals, interests, and passions in order to develop a customized strategy for making life-long financial decisions. The Keeney Group also offers strategies for entrepreneurs looking to sell all or part of their business, as well as assistance in designing and administering qualified retirement plans for employees. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ can help clients build and document a personalized financial plan centered on their goals. The team regularly checks in with clients to discuss any changes in their life or financial approach to help them stay on track to achieve their goals.
Merrill Lynch Financial Advisor Jeffrey Jacobs
Merrill Lynch Financial Advisor Jeffrey Jacobs, located at 2221 Washington Street, Newton, Massachusetts, United States, is a finance institution that offers personalized advice and guidance based on your goals and priorities. The team at The Cafaro Group believes in placing the investor at the center of their focus, rather than the market, to help you pursue your financial goals. They offer tailored financial strategies designed to assist you in tracking your progress and adjusting your approach over time as needed. The institution values building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Their team of experienced individuals is dedicated to helping you achieve your financial goals. They offer a range of financial services, including personalized investment strategies and comprehensive financial solutions from Bank of America. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jeffrey Jacobs is committed to helping you reach your goals.
New York's 529 Advisor
New York's 529 Advisor is a college savings program located at 95 Wells Avenue in Newton, Massachusetts. The program offers a variety of investment options for individuals looking to save for higher education expenses. The Investor Service Center can be reached at 1-800-774-2108, and the Advisor Service Center at 1-855-JPM-6657. The program is administered by the Comptroller of the State of New York and the New York State Higher Education Services Corporation. Ascensus Broker Dealer Services, LLC serves as the Program Manager, with J.P. Morgan Investment Management Inc. as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the program.
Lasell University Business Office
The Lasell University Business Office, located at 49 Seminary Avenue in Newton, Massachusetts, is a vital part of the institution's financial operations. Under the leadership of Vice President of Finance and Operations, Andrew W. Maylor, the Business Office provides essential services to students, faculty, staff, and the wider Lasell Community. Services offered include Accounts Payable, Cash Management, Financial Planning and Reporting, Payroll, Purchasing, and Risk Management. The Business Office is committed to upholding the financial stewardship of Lasell University while maintaining a professional and supportive environment. The team includes experts such as Eric Knox, Judy Weinman, and Nancy Gitlin, who ensure the smooth operation of financial services. Additionally, the institution's Risk Management policies aim to protect the university's resources, both human and financial.
Law Office of Suzan T. Rothschild
The Law Office of Suzan T. Rothschild is a reputable legal firm located at 233 Needham Street in Newton, Massachusetts, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, attorney Suzan T. Rothschild provides dedicated and personalized legal services to her clients. With a strong commitment to achieving the best possible outcomes for her clients, Suzan T. Rothschild is known for her expertise, professionalism, and compassionate approach to legal representation. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, the Law Office of Suzan T. Rothschild is here to help.
Schlesinger & Buchbinder
Schlesinger & Buchbinder is a prominent law firm located at 1200 Walnut Street in Newton, Massachusetts, United States. With a team of experienced lawyers, they provide comprehensive legal services to their clients. Specializing in various areas of law such as corporate law, real estate law, and estate planning, Schlesinger & Buchbinder is dedicated to helping individuals and businesses navigate the complexities of the legal system. Known for their professionalism and expertise, they strive to deliver top-notch legal representation and advice to their clients. Whether you are facing a legal issue or looking to proactively protect your assets, Schlesinger & Buchbinder is here to assist you every step of the way.
Wilson Marino & Bonnevie, P.C.
Wilson Marino & Bonnevie, P.C. is a reputable law firm located at 288 Walnut Street in Newton, Massachusetts. With a team of experienced and knowledgeable lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including corporate law, real estate law, and estate planning, the firm is dedicated to providing personalized and effective legal solutions to meet the needs of their clients. Whether you are in need of legal advice, representation in court, or assistance with contracts and agreements, Wilson Marino & Bonnevie, P.C. is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Hoffman Alvary & Co
Hoffman Alvary & Co is a reputable law firm located at 7 Wells Avenue in Newton, Massachusetts. With a team of experienced lawyers, they specialize in various areas of law including corporate law, real estate law, and estate planning. Clients can expect personalized and professional legal services to meet their individual needs. Contact Hoffman Alvary & Co today for expert legal representation in the United States.
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