Tax consulting services in Grand Rapids, Michigan

Laura Lubbers is a Financial Advisor at Ameriprise Financial Services, LLC located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Laura holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Laura is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and tax planning, Laura is committed to helping clients achieve their financial goals.

Paul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.

In-Dollars Planning is a reputable accounting and finance institution located at 6161 28th Street Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including budgeting, tax planning, investment management, and retirement planning. Whether you are an individual looking to manage your personal finances or a business seeking expert financial advice, In-Dollars Planning is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their comprehensive financial planning services.

Veltman Investment Management and Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers personalized financial advisory services for individuals, families, and institutions. Our experienced team creates customized investment strategies to help clients achieve their financial goals. We specialize in providing unique solutions for business owners and entrepreneurs, nurturing wealth for a better quality of life, and confidently managing assets. Our team understands the challenges women face in finance and provides expert guidance. With over 50 years of combined experience in the industry, we have the knowledge and resources to help clients make the most of their investment opportunities. As a part of Raymond James, a reputable independent financial services company, we are committed to delivering quality service and tailored solutions to our clients.

Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.

Jared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."

Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. Our initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our website contains important disclosures, rules, and regulations that users agree to be bound by. We are a member of FINRA and SIPC, ensuring the security and privacy of your financial information. We appreciate referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and discuss what's most important to you.

Victor Amaya - Financial Advisor at Ameriprise Financial Services, LLC, located at 1985 Talamore Court Southeast in Grand Rapids, Michigan, offers personalized financial advice to help you achieve your goals. With a focus on understanding what is important to you, Victor can assist with saving for college, planning for retirement, making smart investments, and more. By preparing for both expected and unexpected life events, you can feel more confident and in control of your financial future. Background and qualification information for Victor Amaya can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. As a registered advisor, Victor Amaya can conduct securities business with residents of certain states listed on BrokerCheck.

Lisa Cargill is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Old 28th Street Southeast in Grand Rapids, Michigan. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lisa's expertise in various financial areas such as asset management, estate planning, retirement planning, investment strategies, and more. Lisa is dedicated to providing top-notch financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and advanced knowledge in financial planning, Lisa is committed to helping clients achieve their financial goals and navigate complex financial situations.

Michael Klassa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan. As a finance institution, Michael Klassa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Michael Klassa provides comprehensive financial services to clients in the Grand Rapids area.

Andy Tran - Financial Advisor, Ameriprise Financial Services, LLC, located at 4362 Cascade Road Southeast, Grand Rapids, Michigan, United States, is a finance institution that offers a range of services to help clients achieve their financial goals and protect their assets. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Andy Tran and his team. Whether it's insurance solutions for health, life, disability, income, or long-term care, Ameriprise Financial Services, LLC provides tailored coverage options to suit individual needs. By preparing for the unexpected, clients can feel more secure knowing they have a plan in place to protect themselves and their loved ones.

Nick Hendon is a Financial Advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. Nick holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Nick's expertise in asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Nick Hendon is dedicated to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients.

EQUITABLE ADVISORS, led by David Sayfie, MBA, is a reputable finance institution located in Grand Rapids, Michigan. With a focus on providing personalized financial advice and services, EQUITABLE ADVISORS helps clients navigate their financial goals and investments. Situated at 4467 Cascade Road Southeast, Grand Rapids, the institution offers a range of financial solutions tailored to meet each client's unique needs. Trust EQUITABLE ADVISORS to guide you towards a secure financial future.

Michael Gascon is a financial advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States. Michael Gascon holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael Gascon's expertise in various aspects of financial planning and asset management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Michael Gascon can provide tailored financial advice to help you achieve your financial goals. Contact Michael Gascon today for expert financial guidance and personalized wealth management strategies.

Thomas Elzinga is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Old 28th Street Southeast in Grand Rapids, Michigan, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Thomas Elzinga offers background and qualification information on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure and insights on stock market trends. Understanding risk tolerance is crucial in investing, and Thomas Elzinga can help determine an appropriate investment strategy based on your risk tolerance. If you're looking to secure a more confident financial future, take advantage of a complimentary initial consultation. Please note that this offer is only valid in the United States. Investment products are not guaranteed by any financial institution and involve risks. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser. Thomas Elzinga may only conduct securities business in states where properly registered. Let's meet to discuss your financial goals and objectives. Ameriprise Financial cannot guarantee future financial results. Feel free to refer friends or family members to Thomas Elzinga for financial guidance. Your referral can expect to hear from him soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, with a focus on privacy, security, and fraud prevention.

Chase Carpenter - Financial Advisor at Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution. As part of HS&C Wealth Management, they have been recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. Chase Carpenter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Chase Carpenter specializes in helping clients plan for retirement, addressing common concerns such as income stability, market fluctuations, and inflation impact on retirement savings. The Retirement InteractiveSM tool offers valuable insights into potential challenges affecting retirement income.

Thaddeus Phelps - Advance Wealth Management Service, LLC is a premier finance institution located in Grand Rapids, Michigan. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, we are here to provide expert guidance and support. Visit us at 2960 Lucerne Drive Southeast to learn more about how we can help you secure a prosperous financial future.

Nelson Schrader - Ameriprise Financial Services, LLC is a finance institution located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a part of HS&C Wealth Management and Forbes Best-In-State Wealth Management Teams for 2024, they offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals and access information securely from any device. The institution provides complimentary initial consultations to discuss retirement planning, market trends, and financial goals. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve potential risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Nelson Schrader is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, and clients can expect a confidential and professional approach to achieving their financial goals.

Jack Hendon - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, offers personalized financial services to help clients achieve their financial goals. Each advisor at Ameriprise has their own top areas of focus, so clients can choose an approach that aligns best with their needs. Clients can review the backgrounds, credentials, and experience of advisors to find the right fit for them. By filling out a "Request consultation" form, clients can connect with their desired advisor and schedule a complimentary initial consultation to discuss their financial goals and create a personalized plan for success.

JD Meisling is the Branch Manager at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. As a finance institution, Ameriprise offers personalized financial advice and services to help individuals achieve their financial goals. Each Ameriprise advisor, including JD Meisling, has specific areas of focus which can be tailored to meet the needs of clients. Clients can review the backgrounds, credentials, and experience of advisors to find the best fit for their financial goals. By filling out a "Request consultation" form, clients can connect with their desired advisor, such as JD Meisling, who will then schedule a complimentary initial consultation to discuss financial planning and investment strategies.

Jackson Hewitt Tax Service is a finance institution located at 6723 Division Avenue South in Grand Rapids, Michigan, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended for this year. You can drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. You can book an appointment online or call us at (855) 301-1040 to reserve time with a Tax Pro, or simply walk in without an appointment at our 6723 Division Ave S office. Our Tax Pros at Jackson Hewitt speak English and are ready to help you make every dollar count when it comes to your taxes. Trust us with your financial needs - because when every dollar matters, it matters who does your taxes™.

Jackson Hewitt Tax Service, located at 355 54th Street Southwest in Grand Rapids, Michigan, is a finance institution that is dedicated to helping you maximize your tax refund. While their tax advance loans for this year have ended, their team of Tax Pros is ready to assist you in getting your biggest refund possible. Whether you prefer to drop off your tax documents for a Tax Pro to handle, or sit down for a one-on-one appointment inside the Walmart location, Jackson Hewitt is there to help. They offer in-person tax preparation, drop-off services, assistance with IRS letters, and more. To ensure you receive personalized attention, it is recommended to book an appointment online or call (855) 301-1040. Trust the Tax Pros at Jackson Hewitt to help you make every dollar count when it comes to your taxes.

Acosta Multiple Service LLC is a reputable accounting and finance institution located at 4039 Division Avenue South in Grand Rapids, Michigan. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Acosta Multiple Service LLC is dedicated to helping their clients achieve their financial goals. Contact them today to see how they can assist you with your accounting and finance needs.

Tax Masters LLC is a reputable accounting and finance institution located at 252 State Street Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses alike. With a focus on accuracy, efficiency, and personalized service, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax preparation, bookkeeping, or investment planning, Tax Masters LLC is here to help you achieve your financial goals.

Jackson Hewitt Tax Service is a finance institution located at 3150 Plainfield Avenue Northeast in Grand Rapids, Michigan, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, we offer in-person and drop-off tax preparation services, as well as assistance with IRS letters. Book an appointment online or call (855) 301-1040 to reserve time with a Tax Pro at our Plainfield Ave location. Walk-ins are also welcome. Trust the English-speaking Tax Pros at Jackson Hewitt to make every dollar count when it comes to your taxes.

Integrity Tax Group is a reputable accounting and finance institution located at 545 Cheshire Drive Northeast in Grand Rapids, Michigan. With a commitment to honesty and integrity, our team of experienced professionals provides expert tax services and financial guidance to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Integrity Tax Group is dedicated to helping you navigate the complexities of the financial world with honesty and integrity. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Liberty Tax is a financial institution located at 1621 Leonard Street Northeast in Grand Rapids, Michigan. Specializing in tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax provides personalized and reliable assistance to ensure clients maximize their tax returns and minimize liabilities. Whether you're filing as an individual or a business, Liberty Tax is committed to providing top-notch service and expertise to meet your financial needs.

Brohl Tax & Accounting, PLLC is a reputable accounting and finance institution located at 3960 Broadmoor Avenue Southeast in Grand Rapids, Michigan. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs. Contact Brohl Tax & Accounting, PLLC today for expert guidance and support in managing your finances effectively.

Heintzelman Accounting Services is a holistic accounting firm located at 2660 Horizon Drive Southeast in Grand Rapids, Michigan. Specializing in finance and accounting, our skilled team offers simplified bookkeeping solutions and customized support to help small business owners thrive. Our growth-focused approach empowers clients to optimize their tax position and take a holistic approach to their business technology. With QuickBooks Specialists who go beyond traditional consulting, we provide automation and integration solutions to transform your accounting process. What sets us apart is our active interest in each client, inspiring trust and ensuring success and profitability. Testimonials from satisfied clients highlight our expertise, responsiveness, and innovative services. Whether you need monthly bookkeeping, payroll services, tax preparation, or financial statement preparation, our team is here to help. Join our community of thriving small business owners and unlock new possibilities for your venture with Heintzelman Accounting Services. Visit us at 2660 Horizon Drive SE Suite 210 in Grand Rapids or schedule a video chat to learn more about how a partnership with us can benefit your business.

Welcome to Tracey's ATM: Accounting & Tax Management located at 4000 Remembrance Road Northwest, Grand Rapids, Michigan, United States. Our institution offers a range of services including accounting, ATM, and finance. Our goal is to build professional relationships with our clients while providing a personal touch. As we enter 2024, we look forward to working with you again this year. We have added links to our website for 2023 Credits and Deductions, Small Business information/Self Employment, and New and Improved Energy Credits for personal residences. These resources could potentially save you money on your tax return.