TOP 30 Personal tax services in Monroe, Michigan
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Jacobs Financial Services LLC
● OpenJacobs Financial Services LLC is a finance institution located at 800 East Ellis Road in Norton Shores, Michigan, United States. The institution specializes in retirement planning and helping clients create personalized financial roadmaps to achieve their retirement goals. The team of qualified financial advisors, led by President and CEO Tom Jacobs, has over 25 years of experience in the insurance and financial industry. Tom Jacobs believes in straightforward and direct communication when working with clients to develop retirement income strategies. The institution recommends reviewing financial roadmaps annually to make any necessary adjustments. Clients in West Michigan and surrounding areas can schedule a meeting with one of the advisors to start working on their retirement roadmap.
800 E Ellis Rd, Norton Shores, MI 49441, United States -
Monroe Sweeris & Tromp CPA
● ClosedMonroe Sweeris & Tromp CPA is a reputable accounting and finance institution located at 6617 Crossings Drive Southeast in Grand Rapids, Michigan, United States. With a team of highly skilled and experienced Certified Public Accountants, they provide a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or auditing, Monroe Sweeris & Tromp CPA is dedicated to providing top-notch expertise and personalized service to meet your needs. Contact them today to learn more about how they can help you achieve your financial goals.
6617 Crossings Dr SE # 100, Grand Rapids, MI 49508, United States -
Lotus Financial Services
● ClosedLotus Financial Services is a reputable finance institution located at 11 Scott Street in Monroe, Michigan, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lotus Financial Services is here to help. Contact us today to learn more about how we can help you secure your financial future.
11 Scott St, Monroe, MI 48161, United States -
Franz Financial Services
● ClosedFranz Financial Services, located at 123 South Macomb Street in Monroe, Michigan, is a finance institution dedicated to guiding individuals on their personal financial paths. Our team is committed to providing superior service and protection to help clients avoid potential pitfalls and make informed decisions about their assets. We strive to eliminate the frustration, uncertainty, suffering, and loss that can result from inadequate planning. While the information on our website is believed to be accurate and complete, we recommend consulting with your own legal or tax professionals for personalized advice. Our goal is to help you navigate the complexities of financial planning with confidence and peace of mind.
123 S Macomb St, Monroe, MI 48161, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 2150 North Telegraph Road in Monroe, Michigan, United States. Although our tax advance loans have ended this year, our Tax Pros are still available to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents while you shop and trust our experts to handle the rest. Whether you prefer in-person appointments or drop-off services, our team is here to assist with IRS letters and ensure you get the biggest refund possible. Book an appointment online or call (734) 221-3219 to schedule time with a Tax Pro. Trust Jackson Hewitt at 2150 N. Telegraph Rd. to handle your taxes with precision and expertise.
2150 N Telegraph Rd, Monroe, MI 48162, United States -
Internal Tax Resolution of Michigan
● ClosedInternal Tax Resolution of Michigan is a leading institution located in Grand Rapids, Michigan, specializing in accounting, finance, and legal services related to tax resolution. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you are facing tax issues, audits, or need assistance with tax planning, our experts are here to provide personalized solutions tailored to your specific needs. Visit us at 250 Monroe Avenue Northwest to learn more about how we can help you achieve financial peace of mind.
250 Monroe Ave NW Ste 400, Grand Rapids, MI 49503, United States -
CPA Services of West Michigan LLC
● ClosedCPA Services of West Michigan LLC is a reputable accounting and finance institution located at 1345 Monroe Avenue Northwest in Grand Rapids, Michigan. Our team of certified public accountants offers a wide range of professional services to individuals and businesses, including tax preparation, financial planning, and consulting. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and make informed decisions. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1345 Monroe Ave NW UNIT 235, Grand Rapids, MI 49505, United States -
The Tax Solutions Law Group, P.C.
● ClosedThe Tax Solutions Law Group, P.C. is a reputable law firm based in Grand Rapids, Michigan. Specializing in tax law, our experienced attorneys provide comprehensive solutions to individuals and businesses facing tax-related issues. From IRS audits to tax planning and litigation, we offer expert guidance and representation to help our clients navigate the complexities of the tax system. Located at 99 Monroe Avenue Northwest, our dedicated team is committed to delivering personalized and effective legal services to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and learn how we can assist you with your tax matters.
99 Monroe Ave NW #200, Grand Rapids, MI 49503, United States -
Werstein Tax Service
● ClosedWerstein Tax Service is a reputable institution located at 8790 Day Road in Monroe, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and financial planning. Trust Werstein Tax Service to handle all of your accounting and finance needs with professionalism and expertise.
8790 Day Rd, Monroe, MI 48162, United States -
Monroe Income Tax & Accounting
● OpenMonroe Income Tax & Accounting is a reputable accounting and finance institution located at 5071 North Dixie Highway in Michigan, United States. Our team of experienced professionals provides a wide range of services including income tax preparation, bookkeeping, financial planning, and more. With a commitment to accuracy and personalized service, we strive to help individuals and businesses navigate the complexities of their financial obligations. Trust Monroe Income Tax & Accounting to handle all your accounting and financial needs with expertise and professionalism.
5071 N Dixie Hwy, Newport, MI 48166, United States -
Hayden Tax Service
● OpenHayden Tax Service is a reputable accounting and finance institution located at 15175 South Dixie Highway in Monroe, Michigan, United States. With a team of experienced professionals, we provide expert tax preparation and financial services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and financial management, ensuring they maximize their returns and financial health. Trust Hayden Tax Service for all your accounting and finance needs.
15175 S Dixie Hwy, Monroe, MI 48161, United States -
Monro & Lennon CPA
● OpenMonro & Lennon CPA is a reputable accounting and finance institution located at 27600 Northwestern Highway in Southfield, Michigan, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart, making them a trusted partner for individuals and businesses alike. Contact Monro & Lennon CPA for all your accounting and financial needs.
27600 Northwestern Hwy #215, Southfield, MI 48034, United States -
Monro & Lennon PC
● ClosedMonro & Lennon PC is an accounting and finance institution located at 67140 Van Dyke Avenue in Washington, Michigan, United States. Our mission is to provide our clients with the best accounting, tax, financial, and other business services. With experienced CPAs Sheryl R. Lennon and Rhonda R. Monro at the helm, we offer personalized services to help develop the best bookkeeping strategy for your company, no matter the size. Contact us at LennonCPA@yahoo.com or CPAMyTax@mlcpafirm.com for more information.
67140 Van Dyke Ave, Washington, MI 48095, United States -
Bodette Tax & Accounting Corporation
● ClosedBodette Tax & Accounting Corporation is a reputable accounting and finance institution located at 25 South Monroe Street in Monroe, Michigan, United States. With years of experience in the industry, our team of professionals provides expert tax and accounting services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, our dedicated staff is here to help you navigate the complexities of the financial world. Trust Bodette Tax & Accounting Corporation to provide personalized and reliable solutions for all your accounting needs.
25 S Monroe St # 308, Monroe, MI 48161, United States -
Tom Donovan - State Farm Insurance Agent
● ClosedTom Donovan - State Farm Insurance Agent is an insurance agency located at 8177 Secor Road in Lambertville, Michigan. With 11 years of State Farm experience, Tom Donovan is a graduate of the University of Toledo College of Business and an active member of the Bedford Business Association. Offering free quotes on auto, home, renters, and life insurance, Tom Donovan prides himself on providing good neighbor customer service. Servicing Monroe, Lenawee, Lucas, and Washtenaw counties, Tom Donovan is a Club Qualifier and is dedicated to helping college students avoid common financial pitfalls. Additionally, the institution offers tips on organizing your home to make it safer and more efficient, as well as DIY auto maintenance to combat rising repair costs. For inquiries, please call (734) 568-6017. Please note that State Farm offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, but is a separate entity from these providers. State Farm does not provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.
8177 Secor Rd B, Lambertville, MI 48144, United States -
Steven L. Rotenberg, PLLC
● OpenSteven L. Rotenberg, PLLC is a professional institution located at 19 East 1st Street in Monroe, Michigan, United States. Specializing in accounting, finance, and legal services, this firm offers expert advice and guidance to individuals and businesses alike. With a focus on providing top-notch service and personalized solutions, Steven L. Rotenberg, PLLC is dedicated to helping clients navigate complex financial and legal matters with ease and confidence. Whether you need assistance with tax planning, estate planning, or business transactions, the experienced team at this institution is here to help you achieve your goals.
19 E 1st St Fl 1, Monroe, MI 48161, United States -
Phillip B. Slot- Attorney at Law
● ClosedPhillip B. Slot - Attorney at Law is a legal institution located at 77 Monroe Center Street Northwest in Grand Rapids, Michigan. Originally from Grand Rapids, Phillip Slot has extensive experience in representing real estate developers in California before returning to Michigan to specialize in real estate law and representing substance abuse treatment facilities. In 2013, he established his own law firm dedicated to real estate and business transactions, with a focus on assisting small businesses. Phillip lives in Grand Rapids with his family and enjoys gardening and mountain biking in his spare time. The firm believes that every small business deserves prompt, practical, and solution-oriented legal advice, with direct access to their attorney. Sawyer, another attorney at the firm, hails from Armada, Michigan, and focuses on civil litigation and municipal law. He obtained his education from Michigan State University and Western Michigan Cooley Law School before joining Slot Law Group. Sawyer resides in Spring Lake with his family.
77 Monroe Center St NW #700, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor James Harding
● ClosedMerrill Lynch Financial Advisor James Harding is a reputable finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are provided with personalized financial advice to help them achieve their desired lifestyles. It is important to note that investing involves risks, and there is always a potential for loss when investing in securities. Merrill Lynch offers a wide range of financial services, including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. The institution does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution aims to provide clients with information about products and services that may be of interest to them, utilizing relationship-based ads and online behavioral advertising. Please note that Merrill Lynch is not affiliated with FINRA's BrokerCheck website, and clients should review separate terms and privacy policies when leaving Bank of America's website.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Prometis Partners
● ClosedPrometis Partners is a leading finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing expert financial services and strategic advice to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Prometis Partners is here to help you every step of the way. Trust us to be your partner in financial success.
250 Monroe Ave NW Ste 400, Grand Rapids, MI 49503, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a financial institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide financial strategies tailored to your specific needs, including retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is also involved in charitable outreach and volunteerism to support the communities in which they operate.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Harvest Partners Financial
● ClosedWelcome to Harvest Partners Financial, a finance institution located at 7331 Park Avenue in Allen Park, Michigan, United States. Our team is dedicated to helping our clients prepare for their future through comprehensive financial planning and professional investment management. We offer personalized service and use a team approach to ensure that our clients receive the best possible guidance. On our website, you can find interesting calculators and videos to help you better understand your financial options. If you're interested in learning more about how we can help you build your best life, please schedule a FREE, no obligation, one hour consultation with us. We look forward to meeting you in Ann Arbor, Allen Park, Auburn Hills, Monroe, or Wixom. Don't forget to check the background of our investment professional for added peace of mind.
7331 Park Ave, Allen Park, MI 48101, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution specializing in accounting and finance services located at 820 South Monroe Street in Monroe, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial guidance and tax preparation services to individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, Block Advisors is here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and start building a solid financial foundation for your future.
820 S Monroe St, Monroe, MI 48161, United States -
Joshua L. Seegert & Company, PLLC
● OpenJoshua L. Seegert & Company, PLLC is a reputable accounting and finance institution located at 3554 South Custer Road, Monroe, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their dedication to providing personalized and high-quality services sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Joshua L. Seegert & Company, PLLC is a trusted partner to help you achieve your financial goals.
3554 S Custer Rd, Monroe, MI 48161, United States -
Steinert & Associates, Inc
● OpenSteinert & Associates, Inc is a reputable accounting and finance institution located at 300 North Telegraph Road in Monroe, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Steinert & Associates, Inc is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit their office today to see how they can assist you with all your accounting and finance needs.
48161, 300 N Telegraph Rd, Monroe, MI 48162, United States -
Merrill Lynch Financial Advisor James D Veldheer
● OpenMerrill Lynch Financial Advisor James D Veldheer, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are an individual or an institution, our team offers personalized financial strategies tailored to your specific needs. With a focus on investment research, portfolio allocation, and tax policy, we provide expert guidance to help you manage, grow, and preserve your wealth. By listening to your aspirations and priorities, we develop a customized approach to address your financial needs, whether you are planning for retirement, saving for a major purchase, or transferring wealth to future generations. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Let us help you achieve your financial goals and secure your financial future.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, they offer comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or navigating complex financial situations, Mariner Wealth Advisors provides personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help you secure a stable financial future.
250 Monroe Ave NW 4th floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Michael Gruszynski
● OpenMerrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Amber Coleman
● ClosedMerrill Lynch Financial Advisor Amber Coleman is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and various US territories, clients receive personalized financial guidance to help them achieve their goals. It is important to note that investing involves risk and potential loss, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are provided by Bank of America, N.A. Merrill Lynch Financial Advisor Amber Coleman strives to provide clients with information about products and services that may be of interest and useful to them. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, and clients may be redirected to FINRA's BrokerCheck when leaving the Bank of America website.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Scott D Bernecker
● OpenMerrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor David Lund
● ClosedMerrill Lynch Financial Advisor David Lund, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, is part of a network of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, the District of Columbia, and several US territories achieve their financial goals. As a finance institution, they offer a broad range of brokerage, investment advisory, and other services to meet the diverse needs of their clients. It is important to note that investing involves risk, and there is always the potential of losing money when investing in securities. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution also offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank and U.S. Trust Company of Delaware. With a focus on providing personalized financial solutions, Merrill Lynch Financial Advisor David Lund is dedicated to helping clients navigate the complexities of the financial world and work towards their desired outcomes.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States
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