Tax advisor services in Sterling Heights, MI
29 results found
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Great Northern Tax
● OpenGreat Northern Tax is a finance institution located at 39850 Van Dyke Avenue in Sterling Heights, Michigan. Our team, led by owner Neville Nofar, Enrolled Agent, and a staff of Registered Tax Return Preparers, is dedicated to providing individual attention to clients across the country. We offer year-round financial services for both personal and business needs, including tax preparation, payroll services, bookkeeping, and accounting. Our convenient options for filing returns include mail, fax, email, drop off, and in-person services, with most returns e-filed for efficiency. Direct deposit for refunds is available at no additional cost. Our experienced and knowledgeable team works closely with clients to create solid financial plans tailored to their specific needs. Clients praise Neville for his assistance, creativity, and savings in time and money. If you're looking for an intelligent and experienced team to handle your financial matters, Great Northern Tax is the place to go.
39850 Van Dyke Ave, Sterling Heights, MI 48313, United States -
American Retirement Advisors, Inc.
● OpenAmerican Retirement Advisors, Inc. is a finance institution located at 44444 Mound Road, Sterling Heights, Michigan, United States. Our mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. With headquarters in Metamora and three additional locations, we offer financial planning and investment management services throughout Michigan communities on a holistic level. Our team of CPA’s and CFP’s assist with strategic case design, focusing on income and tax efficiency. We help clients intelligently invest their assets to meet short and long-term needs, while improving their overall financial standing. We provide full transparency and utilize investment and insurance solutions for financial independence. Ed Slott, a financial expert in the United States, collaborates with us to provide training in IRAs and retirement distribution planning. Our Color of Money Risk Analysis assesses financial pictures and provides a roadmap to overall risk preferences. Generational Vault is our virtual safety deposit box for storing vital documents. We believe that money represents more than just paper - it embodies time, talents, and commitments, helping to provide the lifestyle you desire in retirement. We are your trusted guide to retirement.
44444 Mound Rd #100, Sterling Heights, MI 48314, United States -
Smart Money Financial Advisors, LLC
● OpenSmart Money Financial Advisors, LLC is a finance and insurance agency located at 12900 Hall Road in Sterling Heights, Michigan, United States. Our institution specializes in helping Baby Boomers retire with more certainty, even in a declining market. We offer a comprehensive guide on the 7 Steps To Retiring With More Certainty, focusing on preventing Sequence of Returns risk from impacting your retirement savings. Our team emphasizes the importance of having a clear vision for retirement, utilizing a variety of investment types, and implementing the 6 essential pillars for a successful retirement. We help clients optimize Social Security and pension benefits, generate income through investments and annuities, and ensure tax-efficiency in their financial plans.
12900 Hall Rd #250, Sterling Heights, MI 48313, United States -
Midwest Financial Advisors
● OpenMidwest Financial Advisors is a leading finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. With a team of experienced financial advisors, we provide expert guidance and personalized solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a mortgage, our team is dedicated to providing top-notch service and support. Contact us today to schedule a consultation and take the first step towards financial success.
12900 Hall Rd # 415, Sterling Heights, MI 48313, United States -
Asset Preservation Tax & Retirement
● OpenAsset Preservation Tax & Retirement is a finance institution located at 38600 Van Dyke Avenue in Sterling Heights, Michigan, United States. Specializing in retirement financial planning, our experienced team helps clients navigate through both turbulent and calm economies to grow, protect, and preserve their assets for a secure retirement. Our full-service capabilities include wealth management, estate and tax planning, insurance, Medicare, and Retirement Planning all under one roof. With a focus on personalized financial plans tailored to each client's current lifestyle and future goals, our team of professionals ensures a comprehensive approach to financial security.
38600 Van Dyke Ave, Sterling Heights, MI 48312, United States -
Asset Preservation Tax and Retirement Services
● OpenAsset Preservation Tax and Retirement Services is a leading finance institution located at 42370 Van Dyke Avenue in Sterling Heights, Michigan, United States. Specializing in tax planning, asset preservation, and retirement services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and top-notch customer service, we strive to provide our clients with the tools and strategies they need to secure their financial future. Whether you are looking to minimize your tax liabilities, protect your assets, or plan for a comfortable retirement, Asset Preservation Tax and Retirement Services is here to help. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.
42370 Van Dyke Ave, Sterling Heights, MI 48314, United States -
Heemer, Klein & Company, PLLC - Sterling Heights
● ClosedHeemer, Klein & Company, PLLC in Sterling Heights, Michigan, is a full-service business and personal tax and accounting firm that serves clients throughout southeastern Michigan. Our expert advisors provide strategic accounting and tax solutions, specializing in new business start-ups, small business accounting, and more. Our team delivers personalized tax services year-round and processes over 2500 personal income tax returns annually. We offer customized solutions for various industries such as franchises, medical practices, real estate, and more. Our experienced staff can guide you through tax management, planning, and preparation decisions to minimize liabilities and maximize cash flow. We also provide services for estate and trust planning, retirement plans, and financial projections to help manage your business plan and spending. Visit our Sterling Heights location within Summit Financial for professional accounting services that result in accurate record-keeping and reliable financial reporting. Contact us today to maximize profitability and capitalize on new opportunities.
43409 Schoenherr Rd, Sterling Heights, MI 48313, United States -
CBI Accounting & Tax Service
● ClosedCBI Accounting & Tax Service is a reputable institution located at 36150 Dequindre Road in Sterling Heights, Michigan, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on accuracy and efficiency, we offer a wide range of services including tax preparation, bookkeeping, payroll processing, and financial consulting. Trust CBI Accounting & Tax Service to handle all your financial needs with professionalism and expertise.
36150 Dequindre Rd #810, Sterling Heights, MI 48310, United States -
BBTA Tax Advisors
● OpenBBTA Tax Advisors is a leading finance institution located in Sterling Heights, Michigan. With a prime location at 3603 East 14 Mile Road, our team of expert advisors specializes in tax planning and consultation services. Whether you are an individual or a business in need of financial guidance, BBTA Tax Advisors is here to provide personalized solutions to help you achieve your financial goals. Trust us to navigate the complex world of taxes and finances with precision and expertise. Contact us today to schedule a consultation and take the first step towards securing your financial future.
3603 E 14 Mile Rd, Sterling Heights, MI 48310, United States -
Patel Income Tax
● OpenPatel Income Tax is a reputable accounting and finance institution located at 4034 Jefferson Drive in Sterling Heights, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or filing, we are here to help you navigate the complexities of the tax system. Trust Patel Income Tax to handle all your financial needs with accuracy and efficiency.
4034 Jefferson Dr, Sterling Heights, MI 48310, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 44575 Mound Road in Sterling Heights, Michigan, United States. Our tax advance loans may have ended for this year, but our Tax Pros are still here to help you maximize your refund! Perfect for those with busy schedules, simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Conveniently located inside Walmart, you can get your taxes done while you shop and still receive our guarantee of your biggest refund. While Refund Advance loans are no longer available this year, we did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance from January 2, 2024, until February 11, 2024.
44575 Mound Rd, Sterling Heights, MI 48314, United States -
Unlimited Taxes and More Michigan With Sincere
● OpenUnlimited Taxes and More Michigan With Sincere is a trusted institution located at 8220 Irving Road in Sterling Heights, Michigan. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch expertise and personalized solutions for all your financial needs. Whether you're looking for tax assistance, financial planning, or legal advice, you can trust us to provide sincere and reliable guidance. Visit us today to experience our exceptional services and let us help you achieve your financial goals.
8220 Irving Rd, Sterling Heights, MI 48312, United States -
Liberty Tax
● OpenLiberty Tax is a finance institution located at 37872 Van Dyke Avenue in Sterling Heights, Michigan. They specialize in providing tax preparation services and financial guidance to individuals and businesses. With a team of experienced professionals, Liberty Tax aims to help their clients navigate the complexities of tax laws and maximize their financial returns. Whether you need assistance with filing your taxes or planning for the future, Liberty Tax is dedicated to providing reliable and efficient services.
37872 Van Dyke Ave, Sterling Heights, MI 48312, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 43805 Schoenherr Road in Sterling Heights, Michigan, United States. While their tax advance loans have ended for the year, their Tax Pros are still ready to help you maximize your refund. Whether you prefer in-person appointments, drop-off services, or assistance with IRS letters, Jackson Hewitt has you covered. Their Refund Advance loans allow you to access money before your tax refund arrives, providing financial flexibility when you need it most. To schedule an appointment with a Tax Pro who speaks English, you can book online or call (586) 210-6348. Trust Jackson Hewitt to handle your taxes with care and expertise, because when every dollar matters, it matters who does your taxes™.
43805 Schoenherr Rd, Sterling Heights, MI 48313, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 33201 Van Dyke Avenue in Sterling Heights, Michigan, United States. Although their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, with a quick call to review your final return and e-signing options. This location is inside Walmart, so you can get your taxes done while you shop, guaranteeing you get your biggest refund. While Refund Advance loans are no longer available this year, early options were offered at select locations until January 14, 2023. Appointments can be made for in-person tax preparation, drop-off services, and assistance with IRS letters. To secure time with a Tax Pro, it is recommended to book an appointment online or call (586) 210-6372. The Tax Pros at this location speak English and are ready to help you make the most of your tax return. Trust Jackson Hewitt Tax Service when every dollar matters, because it matters who does your taxes™.
33201 Van Dyke Ave, Sterling Heights, MI 48312, United States -
Summit Financial Consulting
● OpenSummit Financial Consulting is a family-owned finance institution located at 43409 Schoenherr Road in Sterling Heights, Michigan. Since 1987, the Wink Family has been providing all-inclusive financial services to individual and corporate clients in Southeast Michigan. With a focus on financial planning, portfolio analysis, and tax reduction, our team is dedicated to helping clients pursue and maintain financial security. As an independent, private investment firm, we prioritize customer service and always act in the best interest of our clients. Our comprehensive planning process ensures that we create a financial plan that considers your current needs and plans for the future in a tax-efficient manner. We offer services such as investment planning, tax planning, health insurance planning, college planning, retirement income planning, and estate planning assistance.
43409 Schoenherr Rd, Sterling Heights, MI 48313, United States -
Russ Vallee - State Farm Insurance Agent
● ClosedRuss Vallee - State Farm Insurance Agent is a trusted insurance agency located at 37875 Mound Road in Sterling Heights, Michigan. Since 2013, Russ Vallee has been dedicated to providing excellent service to his customers, earning various prestigious qualifications along the way. With a focus on maximizing the spring season experience for customers, Russ holds designations as a Charter Life Underwriter and Retirement Income Charter Professional from the American College of Financial Services. At Russ Vallee - State Farm Insurance Agent, customers can expect helpful money management tips, budgeting advice for couples, and safety tips for driving on rural roads. The team at this agency prides themselves on building strong relationships with customers and delivering exceptional service consistently.
37875 Mound Rd, Sterling Heights, MI 48310, United States -
Colleen Kerner - State Farm Insurance Agent
● OpenColleen Kerner - State Farm Insurance Agent is an insurance agency located at 5005 East 14 Mile Road in Sterling Heights, Michigan. The agency, situated 2 blocks west of Mound Rd on the north side of 14 Mile Rd before Ryan Rd, offers a range of insurance services including auto, home, life, and pet insurance. The team at Colleen Kerner - State Farm Insurance Agent includes Dave Kerner, Insurance Account Manager, Troy Conyer, Insurance Account Representative, and Jaime Peterlin, Service Representative. The agency provides valuable information on the dangers of drinking and driving, as well as tips for discussing rental agreements with landlords to avoid any misunderstandings. They prioritize the protection of sensitive personal information and encourage clients to reach out for assistance if needed.
5005 E 14 Mile Rd #100, Sterling Heights, MI 48310, United States -
Next Degree Financial, LLC / CFP , CERTIFIED FINANCIAL PLANNER
● OpenNext Degree Financial, LLC located at 38800 Van Dyke Avenue in Sterling Heights, Michigan, is a finance and insurance agency specializing in financial planning services. As a Certified Financial Planner and Dave Ramsey SmartVestor Pro, our goal is to put you first and help you navigate through the uncertainties of the market, risk management, and retirement planning. We value the relationships we build with our clients and strive to earn your trust by providing personalized financial advice tailored to your specific goals and dreams. Our experienced team will work with you to assess your current financial situation, develop a comprehensive financial plan, and implement strategies to help you reach your objectives. Whether you are looking to generate income in retirement, mitigate taxes, or plan for your future, we are here to guide you every step of the way.
38800 Van Dyke Ave #200, Sterling Heights, MI 48312, United States -
UHY LLP, CPA
● OpenUHY LLP, CPA is a reputable accounting and finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, consulting, and financial planning for individuals and businesses. Their commitment to excellence and personalized approach make them a trusted partner for all your accounting and financial needs.
12900 Hall Rd Suite 500, Sterling Heights, MI 48313, United States -
Integrated Financial Group
● OpenIntegrated Financial Group is a trusted institution located at 44444 Mound Road in Sterling Heights, Michigan. We specialize in providing top-notch accounting, finance, and insurance services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, investment management, or insurance coverage, we are here to provide expert guidance and support. Visit us today to learn more about how Integrated Financial Group can help you secure a stable financial future.
44444 Mound Rd #200, Sterling Heights, MI 48314, United States -
Oppenheimer & Co. Inc.
● OpenOppenheimer & Co. Inc. is a finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. Situated in the heart of Michigan's automotive, defense supplier, and manufacturing industries, our office offers wealth building, estate and tax planning, and retirement services to individuals, corporations, small businesses, and charitable organizations. Led by industry expert Greg Miller, our team of experienced Financial Professionals is dedicated to providing independent financial advice and responsive service to help clients achieve their financial goals. With a history dating back to 1881, Oppenheimer is a financially stable institution committed to maintaining a strong balance sheet, disciplined risk management, and robust internal controls to protect clients' assets. In the event of insolvency, there are multiple layers of protection in place to safeguard customers' holdings. Please note that Oppenheimer & Co. Inc.'s website and mobile terms, privacy, and security policies may differ from those of third-party sites or apps. Oppenheimer & Co. Inc. is not responsible for any products, services, or content provided by third parties, except for those explicitly carrying the Oppenheimer & Co. Inc. name.
12900 Hall Rd #160, Sterling Heights, MI 48313, United States -
MFC Investment
● OpenMFC Investment is a leading finance institution located at 35353 Dodge Park Road in Sterling Heights, Michigan, United States. We specialize in providing comprehensive investment services to help individuals and businesses 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 secure your financial future, MFC Investment is here to guide you every step of the way. Contact us today to learn more about how we can help you achieve financial success.
35353 Dodge Park Rd, Sterling Heights, MI 48312, United States -
Heemer, Klein & Company, PLLC - Warren
● OpenHeemer, Klein & Company, PLLC in Warren, Michigan is a full-service business and personal tax and accounting firm that serves clients throughout southeastern Michigan. Specializing in new business start-ups, small business accounting, and various industries such as franchises, medical practices, real estate, and more, our expert advisors provide strategic accounting and tax solutions. With 4 locations and processing over 2500 personal income tax returns annually, we offer customized solutions to maximize profits for start-ups and small businesses. Our dedicated staff is committed to providing professional services and personalized guidance to help clients minimize liabilities, maximize cash flow, and reach financial goals. From estate and trust planning to benefit and retirement plans, our experts are here to help businesses capitalize on new opportunities and ensure financial security for the future. Contact us at our Warren location on Hoover Road or visit our other locations in Troy, Richmond, and Sterling Heights for expert accounting services that will result in accurate record-keeping and reliable financial reporting.
28007 Hoover Rd, Warren, MI 48093, United States -
Jonathan Munson - Thrivent
● OpenJonathan Munson - Thrivent is a finance institution located at 14460 Lakeside Circle, Sterling Heights, Michigan, United States. They are licensed in multiple states including AZ, CA, CO, FL, IL, IN, KY, MI, MN, NC, NV, OH, OK, SC, TN, TX, VA, WI, and WY. The institution offers advice and guidance through its Financial Planning Framework, with the option to further engage in planning services for a fee. Thrivent does not provide legal, accounting, or tax advice, so it is recommended to consult with a professional in those fields. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc. They are a registered investment adviser, member of FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.
14460 Lakeside Cir Suite 250, Sterling Heights, MI 48313, United States -
Aaron Wilks - Thrivent
● OpenAaron Wilks - Thrivent is a finance institution located at 14460 Lakeside Circle, Sterling Heights, Michigan, United States. The institution is licensed in multiple states including CA, CO, FL, IN, KY, MA, MI, MO, NC, NY, OH, PA, TN, TX, VA, and WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further engage with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
14460 Lakeside Cir Suite 250, Sterling Heights, MI 48313, United States -
H&R Block
● OpenH&R Block is a well-established accounting and finance institution located at 35748 Van Dyke Avenue in Sterling Heights, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of accounting support, H&R Block is here to help. Trustworthy and reliable, H&R Block is committed to helping clients navigate the complexities of financial management with ease and confidence.
35748 Van Dyke Ave, Sterling Heights, MI 48312, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 43520 Van Dyke Avenue in Sterling Heights, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual looking for help with your personal taxes or a business in need of financial advice, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to see how we can help you take control of your finances.
43520 Van Dyke Ave, Sterling Heights, MI 48314, United States -
Heemer, Klein & Company, PLLC - Richmond
● ClosedHeemer, Klein & Company, PLLC in Richmond, Michigan is a full-service accounting and finance firm catering to clients in southeastern Michigan. With a team of expert advisors, they offer strategic accounting and tax solutions for businesses and individuals. Specializing in new business start-ups, small business accounting, and more, their services are tailored to maximize profits and minimize tax liabilities. With locations in Warren, Troy, Richmond, and Sterling Heights, their team processes over 2500 personal income tax returns annually. From customized solutions for various industries to estate and trust planning, Heemer, Klein & Company, PLLC is dedicated to helping clients achieve their financial goals. Whether you're in need of tax services, financial projections, or retirement planning, their experienced staff is here to guide you every step of the way. With a commitment to providing personalized services and innovative solutions, Heemer, Klein & Company, PLLC is your trusted partner in financial success.
37278 31 Mile Rd, Richmond, MI 48062, United States
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