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TOP 30 Tax planning advice in Sterling Heights, MI
17 results found
A convenient service for searching for businesses, places and services
Great Northern Tax
Great 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.
Unlimited Taxes and More Michigan With Sincere
Unlimited 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.
Honesty Tax & Accounting
Honesty Tax & Accounting is a reputable institution located at 7007 Metro Parkway in Sterling Heights, Michigan, United States. Specializing in accounting and finance, we offer a range of services to meet your tax and financial needs. Our compliance services cover personal, business, and corporate taxes, as well as knowledgeable local sales tax, VAT, and legally required corporate documentation. In addition to tax services, we also provide bookkeeping services to manage daily transactions, payroll management, planning for growth, and management of payables and receivables. Our team of experienced professionals can offer reporting and advice to support your business's growth and success.
Summit Financial Consulting
Summit 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.
Chuck Tourangeau - State Farm Insurance Agent
Chuck Tourangeau - State Farm Insurance Agent is an insurance agency located at 43656 Schoenherr Road in Sterling Heights, Michigan. Specializing in helping clients reduce sewer or drain losses in their basements, the agency offers tips on drainage, backflow reduction, and sump pump installation. Additionally, they provide money-saving wedding tips for those planning their dream wedding on a budget. Customers can also learn about DIY auto maintenance to combat rising repair costs. For inquiries or assistance, individuals can contact the agency at (586) 247-5750. State Farm offers life insurance and annuities, while U.S. Bank National Association provides deposit products. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not affiliated with Trupanion or American Pet Insurance. State Farm VP Management Corp. offers investment products, and tax or legal advice should be sought from a professional advisor.
Wood and Associates PLLC
Wood and Associates PLLC is a reputable law firm located at 13854 Lakeside Circle in Sterling Heights, Michigan. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of representation. From personal injury cases to criminal defense, our firm handles a wide range of legal matters with professionalism and expertise. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Wood and Associates PLLC is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
O'Reilly Rancilio P.C.
O'Reilly Rancilio P.C. is a reputable law firm located at 12900 Hall Road in Sterling Heights, Michigan, United States. With a team of experienced attorneys, they provide a wide range of legal services to clients in the area. Specializing in various practice areas such as real estate, business law, estate planning, and more, O'Reilly Rancilio P.C. is dedicated to providing top-notch legal representation and guidance to individuals and businesses alike. Their commitment to excellence and client satisfaction sets them apart as a trusted institution in the legal community.
Smart Money Financial Advisors, LLC
Smart 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.
Midwest Financial Advisors
Midwest 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.
Next Degree Financial, LLC / CFP , CERTIFIED FINANCIAL PLANNER
Next 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.
Oppenheimer & Co. Inc.
Oppenheimer & 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.
Jonathan Munson - Thrivent
Jonathan 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.
Aaron Wilks - Thrivent
Aaron 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.
H&R Block
H&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.
Benda Grace Stulz & Co
Benda Grace Stulz & Co is a reputable accounting and finance institution located at 38800 Van Dyke Avenue in Sterling Heights, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Benda Grace Stulz & Co is dedicated to helping you achieve your financial goals. Contact them today for expert advice and personalized financial solutions.
Al-Hassan, Howell, Sadaps CPA PC
Al-Hassan, Howell, Sadaps CPA PC is a leading accounting and finance institution located at 5322 15 Mile Road in Sterling Heights, Michigan, United States. With a team of highly skilled and experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Al-Hassan, Howell, Sadaps CPA PC to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual, small business, or corporation, this institution is dedicated to providing top-notch service and support to meet your accounting and finance needs.
Kotowski & Yax
Kotowski & Yax is a reputable accounting and finance institution located at 42850 Schoenherr Road in Sterling Heights, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Kotowski & Yax for accurate and reliable financial advice to help them achieve their financial goals. Visit their office today for personalized financial solutions tailored to your needs.
List of businesses, places and services in Michigan
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