Tax and audit services in Petoskey, MI
31 results found
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Bell Title Agency of Petoskey/Harbor Springs
● ClosedBell Title Agency of Petoskey/Harbor Springs is a trusted insurance agency located in Petoskey, Michigan. Our team of experienced professionals is dedicated to providing top-notch title insurance services to our clients. Whether you are buying a new home or refinancing your current property, we are here to ensure a smooth and secure transaction. Visit us at 3250 Woods Way for all your title insurance needs.
3250 Woods Wy, Petoskey, MI 49770, United States -
Koehler Services | Two Raven Solutions, LLC
● ClosedKoehler Services | Two Raven Solutions, LLC is a reputable accounting and finance institution located in Petoskey, Michigan. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experienced professionals are here to provide personalized solutions tailored to your specific needs. Visit us at 1938 East Mitchell Road to learn more about how we can help you secure a stable financial future.
1938 E Mitchell Rd, Petoskey, MI 49770, United States -
Jeff Wynder - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeff Wynder is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. Jeff holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. His expertise includes asset management, retirement planning, estate planning, investment strategies, and insurance products. Jeff is dedicated to helping individuals achieve their financial goals and provides personalized advice based on their unique needs. Whether you are a retiree, small business owner, or high net worth client, Jeff Wynder has the knowledge and experience to assist you in managing your assets and planning for the future. Contact Jeff Wynder today for expert financial advice and guidance.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
OsborneKlein - Ameriprise Financial Services, LLC
● ClosedOsborneKlein - Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a finance institution offering personalized financial planning services. Their team of Ameriprise financial advisors are registered to conduct business in select U.S. states and provide consultations to discuss individual financial goals. While they cannot guarantee future financial results, they are dedicated to helping clients achieve their objectives. Clients can expect to receive tailored advice and recommendations to help them make informed decisions about their finances. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that clients receive reliable and trustworthy financial guidance. Additionally, the institution prioritizes privacy and security, adhering to strict rules and regulations to protect their clients' information. If you refer a friend or family member to OsborneKlein, they can expect to hear from the team soon to start working towards their financial goals.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
Jeffrey Neill - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Neill - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a trusted institution specializing in finance. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, Jeffrey Neill offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Jeffrey Neill takes the time to understand what's truly important to each individual. With a focus on risk tolerance and investment strategies, clients can feel more confident and in control of their financial life. Schedule a complimentary initial consultation to learn more about how Ameriprise Financial Services, LLC can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
Professional Tax Services
● OpenProfessional Tax Services is a reputable accounting and finance institution located at 411 Michigan Street in Petoskey, Michigan. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, consulting, and more. We are dedicated to providing our clients with personalized and efficient solutions to their financial needs. Contact us today to schedule an appointment and let us help you navigate the complex world of taxes with ease.
411 Michigan St # 2, Petoskey, MI 49770, United States -
Sommerfield's Tax & Accounting
● OpenSommerfield's Tax & Accounting is a reputable institution located at 610 West Sheridan Road in Petoskey, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial advisory services to individuals and businesses alike. With a commitment to accuracy and efficiency, Sommerfield's Tax & Accounting is the go-to destination for all your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
610 W Sheridan Rd, Petoskey, MI 49770, United States -
LLS Consulting Services LTD
● OpenLLS Consulting Services LTD is a leading consulting firm located at 1562 Castle Drive in Petoskey, Michigan. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and overcome challenges. From strategic planning and marketing to financial analysis and organizational development, we provide tailored solutions to meet our clients' needs. With a commitment to excellence and a track record of success, LLS Consulting Services LTD is the partner you can trust for all your consulting needs. Contact us today to learn more about how we can help your business thrive.
1562 Castle Dr, Petoskey, MI 49770, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a well-established accounting and finance institution located at 1850 Anderson Road in Petoskey, Michigan, United States. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, filing, or planning, Jackson Hewitt Tax Service is dedicated to helping you navigate through the complexities of the tax system with ease and accuracy. Trust them to handle all your tax needs efficiently and effectively.
1850 Anderson Rd, Petoskey, MI 49770, United States -
OfficeMax
● OpenOfficeMax is a one-stop shop for all your office needs, conveniently located at 1820 Anderson Road in Petoskey, Michigan. As an electronics store, furniture store, home goods store, and general store, we offer a wide range of products to help you create the perfect workspace or home environment. Whether you're looking for the latest technology, stylish furniture, or essential office supplies, OfficeMax has you covered. Our friendly and knowledgeable staff are here to assist you in finding the perfect items to meet your needs. Visit us today and see why OfficeMax is your go-to destination for all things office and home.
1820 Anderson Rd, Petoskey, MI 49770, United States -
Molosky & Co.
● ClosedMolosky & Co. is a reputable law firm located at 2001 Harbor-Petoskey Road in Petoskey, Michigan. With a team of experienced and dedicated lawyers, we provide top-notch legal services to clients in need of expert advice and representation. Our firm specializes in various areas of law, including personal injury, family law, estate planning, and business law. We are committed to providing personalized and effective legal solutions to help our clients achieve their goals. Contact Molosky & Co. today for professional and reliable legal assistance.
2001 Harbor-Petoskey Rd, Petoskey, MI 49770, United States -
Stroup Meengs, P.C.
● ClosedStroup Meengs, P.C. is a reputable law firm located at 308 State Street in Petoskey, Michigan. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients in various practice areas. Whether you need assistance with family law, estate planning, business law, or any other legal matter, our skilled attorneys are here to help. With a commitment to excellence and a focus on achieving positive outcomes for our clients, Stroup Meengs, P.C. is the go-to law firm in Petoskey. Contact us today to schedule a consultation.
308 State St #9, Petoskey, MI 49770, United States -
Peck & Associates
● ClosedPeck & Associates is a reputable law firm located at 320 Howard Street in Petoskey, Michigan. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including family law, estate planning, and business law, we are committed to helping individuals and businesses navigate the complex legal system. With a focus on personalized attention and strategic solutions, Peck & Associates is the go-to institution for all your legal needs in the Petoskey area. Contact us today to schedule a consultation.
320 Howard St Suite 200, Petoskey, MI 49770, United States -
Brown Powers, PLLC
● ClosedBrown Powers, PLLC is a reputable law firm located at 618 Howard Street in Petoskey, Michigan. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. With a focus on professionalism and client satisfaction, we specialize in a variety of legal areas including personal injury, criminal defense, family law, and estate planning. Our firm is committed to advocating for our clients' rights and achieving the best possible outcomes for their cases. Contact us today to schedule a consultation and see how Brown Powers, PLLC can assist you with your legal needs.
618 Howard St, Petoskey, MI 49770, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 480 West Mitchell Street in Petoskey, 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 comprehensive financial management, H&R Block is dedicated to providing reliable and efficient solutions to meet your needs. Visit us today to experience top-notch financial expertise and personalized service.
480 W Mitchell St, Petoskey, MI 49770, United States -
Kanine, William R., CPA - William R. Kanine P.C.
● ClosedWilliam R. Kanine, CPA is a reputable accounting and finance institution located at 405 Division Road in Petoskey, Michigan. The institution, known as William R. Kanine P.C., is dedicated to providing top-quality financial services to individuals and businesses in the area. With a focus on professionalism and expertise, William R. Kanine, CPA offers a wide range of accounting services including tax preparation, financial planning, and business consulting. Clients can trust in the knowledge and experience of the skilled team at this institution to help them achieve their financial goals.
405 Division Rd #1, Petoskey, MI 49770, United States -
West Arbor Solutions
● ClosedWest Arbor Solutions is a finance institution located at 430 Boyer Road in Petoskey, Michigan, United States. We understand the struggles that come with financial uncertainty and work with individuals to reach their goals, whether short-term or long-term. Our team takes the time to listen to your needs and educate you on finances, cash flow, and money management. We offer investment advisory services through licensed professionals and are dedicated to helping you achieve financial stability. Please note that the information provided is for educational purposes only and should not be used as professional advice. West Arbor Solutions is not affiliated with the Social Security Administration or any government agency. Invest with us to work towards a brighter financial future.
430 Boyer Rd, Petoskey, MI 49770, United States -
Crooked Tree Capital Advisors
● ClosedCrooked Tree Capital Advisors is a leading finance institution located at 3280 Woods Way in Petoskey, Michigan, United States. Specializing in providing expert financial advice and services, Crooked Tree Capital Advisors helps clients navigate the complex world of investments, wealth management, and strategic financial planning. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Crooked Tree Capital Advisors is here to guide you every step of the way.
3280 Woods Wy UNIT 3, Petoskey, MI 49770, United States -
West Arbor Solutions
● OpenWest Arbor Solutions is a registered investment adviser located at 430 Boyer Road in Petoskey, Michigan. Our team of licensed professionals offers investment advisory services to help clients navigate the complexities of financial planning. Please note that the information provided is for educational purposes only and should not be used as a substitute for professional advice in accounting, legal, tax, or investment matters. West Arbor Solutions is not affiliated with the Social Security Administration or any government agency, and does not provide legal tax advice. Guarantees and benefits are subject to the claims paying ability of the issuing insurance company. Investing involves risk, and asset allocation or diversification does not guarantee against loss. Contact West Arbor Solutions for personalized guidance on your financial journey.
430 Boyer Rd, Petoskey, MI 49770, United States -
Centennial Wealth Advisory
● ClosedCentennial Wealth Advisory, located at 4144 Charlevoix Avenue in Petoskey, Michigan, is a finance institution dedicated to helping individuals create retirement strategies tailored to their specific needs and objectives. By utilizing their Plan to Retire Well process, their experienced professionals will assess your current financial situation and provide planning recommendations to help you reach your financial goals. They understand the importance of Social Security in retirement planning and offer a 16-page guide to help you navigate this aspect of your financial future. Their live events focus on common financial concerns faced in retirement, providing attendees with valuable information to help them feel more confident about their financial future. You can also sign up to receive regular emails with important financial news and educational information.
4144 Charlevoix Ave, Petoskey, MI 49770, United States -
Greenleaf Trust
● ClosedGreenleaf Trust is a premier bank and financial institution located at 4000 Main Street in Petoskey, Michigan, United States. With a commitment to providing exceptional financial services and personalized wealth management solutions, Greenleaf Trust is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, estate planning services, or retirement planning strategies, our team of experienced professionals is here to assist you every step of the way. Trust Greenleaf Trust for all your banking and financial needs.
4000 Main St, Bay Harbor, MI 49770, United States -
Cornerstone CPA Solutions, LLC
● OpenCornerstone CPA Solutions, LLC is a boutique accounting and finance firm located at 152 East Main Street in Harbor Springs, Michigan. The firm prides itself on providing personalized, high-quality services to a limited client base, ensuring that each client receives the attention and support they need. With a focus on problem-solving and forward-thinking, Cornerstone CPA Solutions offers a range of accounting, controllership, consulting, and tax services to small businesses and individuals in various industries. Headquartered in Petoskey, Michigan, with operations in Hilton Head Island and Bluffton, SC, Cornerstone CPA Solutions serves clients across the United States, leveraging technology to provide virtual services securely and efficiently. The firm values effective communication and aims to break the traditional habits of the public accounting industry by offering unparalleled service and building strong relationships with clients.
152 E Main St, Harbor Springs, MI 49740, United States -
Timothy C Beardsley, CPA
● OpenTimothy C Beardsley, CPA is a reputable accounting and finance institution located at 101 Lewis Street in Petoskey, Michigan, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch services tailored to meet the unique needs of each client. Trust Timothy C Beardsley, CPA for all your accounting and financial needs.
101 Lewis St, Petoskey, MI 49770, United States -
Klepadlo Winnell Nuorala P.C.
● ClosedKlepadlo Winnell Nuorala P.C. is a well-respected accounting and finance institution located at 2301 Mitchell Park Drive in Petoskey, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can rely on their expertise and personalized approach to help them achieve their financial goals. Klepadlo Winnell Nuorala P.C. is committed to providing top-notch services to individuals and businesses in the Petoskey area.
2301 Mitchell Park Dr, Petoskey, MI 49770, United States -
Rasmussen, Teller & Caron, P.C.
● ClosedRasmussen, Teller & Caron, P.C. is a reputable accounting and finance institution located at 555 Michigan Street in Petoskey, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual or a business owner, Rasmussen, Teller & Caron, P.C. is dedicated to helping you achieve your financial goals.
555 Michigan St, Petoskey, MI 49770, United States -
Dennis, Gartland & Niergarth (DGN)
● ClosedDennis, Gartland & Niergarth (DGN) is a leading accounting and finance institution located at 923 Spring Street in Petoskey, Michigan, United States. With a team of highly skilled professionals, DGN provides a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to auditing and consulting, DGN is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, DGN is a trusted partner for all accounting and finance needs.
923 Spring St, Petoskey, MI 49770, United States -
Black Walnut Wealth Management - Traverse City Financial Advisor
● ClosedBlack Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.
13919 S W Bay Shore Dr #106, Traverse City, MI 49684, United States -
David Farley - Raymond James
● OpenDavid Farley - Raymond James is a reputable financial institution located at 422 East Mitchell Street in Petoskey, Michigan, United States. With a focus on providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, David Farley - Raymond James is committed to providing expert guidance and exceptional service.
422 E Mitchell St UNIT 3, Petoskey, MI 49770, United States -
Anette J Cyr Accounting & Bus
● OpenAnette J Cyr Accounting & Bus is a reputable accounting and finance institution located at 7877 Channel Road in Petoskey, Michigan, United States. With a strong focus on providing top-notch financial services, Anette J Cyr Accounting & Bus offers expert advice and assistance to individuals and businesses in managing their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, the dedicated team at this institution is committed to helping you achieve your financial goals. Trust Anette J Cyr Accounting & Bus for all your accounting and finance needs.
7877 Channel Rd, Petoskey, MI 49770, United States -
Cornerstone CPA Solutions, LLC
● ClosedCornerstone CPA Solutions, LLC is a boutique accounting and finance firm located at 410 East Lake Street in Petoskey, Michigan. As a smaller firm, we prioritize forming personal relationships with our clients and providing high-quality services tailored to their specific needs. Our team is dedicated to solving problems and helping our clients succeed, whether they are small businesses or individuals. We offer a range of services including accounting, controllership, consulting, and tax services, with a focus on particular industries. We pride ourselves on prompt and effective communication, ensuring that each client receives the attention and support they deserve. With a strong emphasis on technology, we are able to serve clients all over the United States, not just in Michigan and South Carolina where we have physical offices. Our goal is to break the traditional habits of the public accounting industry and provide unparalleled service to our clients.
410 E Lake St Suite 300, Petoskey, MI 49770, United States
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