Tax agency in Charlotte, NC
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Cash Back Taxes Inc/Cash Back Tax Solutions
● ClosedCash Back Taxes Inc/Cash Back Tax Solutions is a reputable accounting, finance, and insurance agency located at 8929 J M Keynes Drive in Charlotte, North Carolina. With a team of experienced professionals, they specialize in providing expert tax solutions to individuals and businesses, helping them maximize their refunds and minimize their tax liabilities. Whether you need assistance with tax preparation, planning, or audit representation, Cash Back Taxes Inc/Cash Back Tax Solutions is dedicated to helping you navigate the complexities of the tax system with ease. Visit their office today to experience their top-notch services and personalized approach to financial management.
8929 J M Keynes Dr #330, Charlotte, NC 28262, United States -
Blue Cross NC Charlotte Center
● OpenBlue Cross NC Charlotte Center is an insurance agency located at 2336 Freedom Drive in Charlotte, North Carolina, United States. Our coverage options include health, Medicare, dental, and vision options for individuals, families, and employees. Stay informed about your health care with our helpful member resources, tools, and the latest information. We offer coverage options for small and large employers, along with tools and resources for your group. Access rate quotes, applications, forms, industry news, marketing materials, and more. Members can take advantage of tools, resources, and rewards to maximize their coverage. Blue Cross NC offers decision-support tools to assist you in making health care decisions, although you should consult legal counsel, tax advisors, or physicians as needed. We do not discriminate based on race, color, national origin, sex, age, or disability in our health programs and activities. Learn more about our non-discrimination policy and no-cost services available. Information is also available in multiple languages for your convenience.
2336 Freedom Dr, Charlotte, NC 28208, United States -
Next Wave Tax Services
● OpenNext Wave Tax Services is a top-notch finance and insurance agency located at 7810 Pineville-Matthews Road in Charlotte, North Carolina. Our team of experts is dedicated to providing exceptional tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we have the knowledge and experience to guide you through the process. Trust Next Wave Tax Services to help you navigate the complexities of the tax system and maximize your financial well-being. Contact us today to schedule an appointment and take the next wave towards financial success.
7810 Pineville-Matthews Rd Ste 4 STE 4, Charlotte, NC 28226, United States -
J. David Tax Law LLC
● OpenJ. David Tax Law LLC is a reputable institution located at 6047 Tyvola Glen Circle in Charlotte, North Carolina, United States. Specializing in accounting, finance, and legal services, our team of experienced tax attorneys is dedicated to providing reliable and effective tax assistance and management. With a focus on helping clients navigate through complex tax issues, we offer a free tax relief consultation to see if you qualify for our services in just one minute. Whether you are facing financial difficulties imposed by the IRS, dealing with tax audits, resolving back tax debt, or seeking tax compliance, our experts are here to provide comprehensive assessments and the best solutions tailored to your specific needs.
6047 Tyvola Glen Cir, Charlotte, NC 28217, United States -
ABIDING WEALTH ADVISORS, LLC Charlotte, NC Headquarters OSJ
● OpenAbiding Wealth Advisors, LLC in Charlotte, NC is a finance and insurance agency that believes in helping clients navigate life with purpose. Located at 10815 Sikes Place, Charlotte, North Carolina, our headquarters serve as the hub for our dedicated team of advisors who are committed to helping individuals reach their financial goals. Our philosophy is inspired by the quote, “I can’t change the direction of the wind, but I can adjust my sails to reach my destination.” We believe that by setting meaningful goals and purposefully navigating towards them, individuals can achieve the financial future they desire.
10815 Sikes Pl STE 320, Charlotte, NC 28277, United States -
Capitol Tax Advisors
● OpenCapitol Tax Advisors, located at 4030 Wake Forest Road in Raleigh, North Carolina, is a finance institution specializing in providing tax relief and IRS representation services to individual and business clients. As the most aggressive debt collector in the United States, the IRS and state revenue agencies have the legal authority to pursue tax liabilities and penalties, making it crucial to have a licensed tax professional representing you. Capitol Tax Advisors serves clients throughout the region, including Raleigh, Greensboro, and Charlotte, fighting to maximize tax relief and resolve tax problems as quickly as possible. Offering a variety of tax relief services tailored to individual qualifications, the firm conducts free, no-obligation consultations to review IRS and state notices, analyze case information, and develop resolution strategies. Once retained as a client, Capitol Tax Advisors becomes the legally appointed representative, handling all communication with the IRS and state revenue officers to reach a favorable tax settlement or resolution. With a focus on keeping clients on track and in compliance, the firm continues to provide support during any remaining payment and probationary periods after the case is closed. Don't face the IRS alone - schedule a Free Consultation with Capitol Tax Advisors to get relief from your tax problems and back on track to financial stability.
4030 Wake Forest Rd Suite 300, Raleigh, NC 27609, United States -
Neighborhood Tax Center
● ClosedThe Neighborhood Tax Center is a trusted institution located at 2017 Beatties Ford Road in Charlotte, North Carolina. Specializing in accounting and finance services, they provide expert assistance with tax preparation and financial planning. With a dedicated team of professionals, the Neighborhood Tax Center is committed to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need help with filing your taxes or managing your finances, you can rely on the Neighborhood Tax Center for reliable and efficient service.
2017 Beatties Ford Rd # F, Charlotte, NC 28216, United States -
Golden Apple Agency Inc
● OpenGolden Apple Agency Inc is a tax and accounting agency located at 6135 Park South Drive, Charlotte, North Carolina, United States. Specializing in serving small businesses, we offer a range of services including tax preparation, tax audit, tax debt resolution, tax planning, monthly bookkeeping, and training. Our team of tax professionals acts as partners to your business, providing financial strategies to help you run your business strategically, efficiently, and profitably. Whether you choose to take the standard deduction or itemize your deductions, our experts can help you navigate the process and ensure you are maximizing your tax savings. We also offer guidance on payroll processing, filing back taxes, setting aside taxes as a 1099 contractor, and more.
6135 Park S Dr Suite 531, Charlotte, NC 28210, United States -
Soby Insurance
● ClosedSoby Insurance is a reputable insurance agency located at 1263 Arrow Pine Drive in Charlotte, North Carolina. With over a decade of experience, we pride ourselves on offering tailored insurance solutions to safeguard what matters most to you. As a woman-owned and operated business, we are dedicated to serving our valued customers in Charlotte and its surrounding areas. Our team of insurance professionals is committed to providing cost-effective insurance policies, including life insurance, health, dental, vision, and burial plans. We strive to offer top-tier service and optimal coverage for the premium you invest. In addition, we offer expert tax filing services to ensure your returns are completed accurately and efficiently.
1263 Arrow Pine Dr C108, Charlotte, NC 28273, United States -
Alex Williamson - State Farm Insurance Agent
● OpenAlex Williamson - State Farm Insurance Agent is a dedicated insurance agency located at 1441 Heather Lane in Charlotte, North Carolina, United States. With a background in financial services and a passion for helping others, Alex Williamson offers a wide range of insurance products including car, motorcycle, boat, RV, home, renter's, rental dwelling, condo, business, general liability, workers compensation, commercial umbrella, and life insurance. Fluent in Spanish, Alex and his team serve customers throughout North Carolina and South Carolina, including Matthews, Waxhaw, Indian Land, Fort Mill, and Rock Hill. Alex holds a Chartered Financial Consultant designation from The American College of Financial Services and a B.S. in Business Management and Spanish from the University of North Carolina State. He believes in providing clarity and guidance to his customers to help them plan for the future and protect themselves and their families.
1441 Heather Ln A, Charlotte, NC 28209, United States -
Brian McCaw - State Farm Insurance Agent
● OpenBrian McCaw - State Farm Insurance Agent is an insurance agency located at 5950 Fairview Road in Charlotte, North Carolina, United States. With a passion for protecting people from everyday risks, Brian McCaw and his team offer remarkable customer service and strive to provide the highest level of professionalism and integrity. With over three decades of experience in the insurance industry, Brian graduated from Anderson University with a BA in Business Management in 1985. He started his career with State Farm in claims and eventually opened his own agency in Charlotte in 1997.
5950 Fairview Rd #220, Charlotte, NC 28210, United States -
Mary Beth Burgess - State Farm Insurance Agent
● OpenMary Beth Burgess - State Farm Insurance Agent is a reputable insurance agency located at 1460 Dale Earnhardt Boulevard in Kannapolis, North Carolina. Specializing in Insurance and Financial Services, this agency focuses on helping residents relocate to the Cabarrus and Rowan County area. Virtual appointments are available for residents of North Carolina, South Carolina, Virginia, Tennessee, and Georgia. As a State Farm Insurance Agent since 2006, Mary Beth Burgess and her team have over 40 years of combined experience in the industry. They have received multiple awards, including the State Farm Small Business Insurance Leader Award and SmartCEO's Charlotte Corporate Culture Award. Serving the Kannapolis and Concord area, the agency offers a range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and Financial Services for individuals and small businesses.
1460 Dale Earnhardt Blvd, Kannapolis, NC 28083, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 138 Charlotte Street in Asheville, North Carolina. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. The institution is known for its commitment to providing personalized and comprehensive financial planning solutions to clients, ensuring their financial security and well-being. Visit Northwestern Mutual in Asheville for expert advice and guidance on all your financial needs.
138 Charlotte St #200, Asheville, NC 28801, United States -
Guadalupe Angel E & Associates
● ClosedGuadalupe Angel E & Associates is a reputable accounting, finance, and insurance agency located at 3127 Eastway Drive in Charlotte, North Carolina, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our services include tax preparation, financial planning, insurance coverage, and more. Trust Guadalupe Angel E & Associates to help you navigate the complexities of financial management and ensure your financial success.
3127 Eastway Dr #101, Charlotte, NC 28205, United States -
Queen City Rides
● OpenQueen City Rides is a travel agency located in Charlotte, North Carolina at 201 East 5th Street. With 25 years of experience in the hospitality industry, we are dedicated to providing exceptional customer service and sharing our love for the Queen City with visitors and locals alike. Our eco-friendly and fun electric golf cart tours offer a unique way to explore Charlotte's sights and attractions. We offer a variety of tours, including city, party, and brewery tours, as well as Charlotte Guided Van Tours for larger groups. Whether you're attending a NASCAR event, Panthers or Knights game, or simply exploring Uptown Charlotte, Queen City Rides has a tour for you. Our 13-person passenger van option provides a warm and dry alternative for touring the city.
201 E 5th St, Charlotte, NC 28202, United States -
Van Nguyen - State Farm Insurance Agent
● OpenVan Nguyen - State Farm Insurance Agent is an insurance agency located at 6823 South Boulevard in Charlotte, North Carolina. We offer a variety of insurance options to help protect you and your loved ones. Whether your child is going away to college and leaving their car behind or if you have elderly family members who may need to discuss driving difficulties, we are here to help. We can provide tips to avoid the dangers of drinking and driving and help you lower your insurance premiums. Please do not include sensitive personal information on our website for your protection. If you are having difficulty with our website, please call us at (704) 714-3443. We also offer life insurance and annuities through State Farm Life Insurance Company and deposit products through U.S. Bank National Association. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice. Let us help you protect what matters most.
6823 South Blvd D, Charlotte, NC 28217, United States -
Ali-Polly & Associates
● OpenAli-Polly & Associates is a reputable finance and insurance agency located at 8318 Pineville-Matthews Road in Charlotte, North Carolina. With a team of experienced professionals, we offer a wide range of financial services and insurance products to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, our dedicated team is here to help you achieve your financial goals. Visit us today to learn more about how Ali-Polly & Associates can assist you in securing your financial future.
8318 Pineville-Matthews Rd Suite 273, Charlotte, NC 28226, United States -
The Zaino Group
● OpenThe Zaino Group is a finance and insurance agency located at 2101 Sardis Road North in Charlotte, North Carolina. We specialize in providing a wide range of financial services and insurance products to meet the needs of individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Zaino Group is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
2101 Sardis Rd N # 207, Charlotte, NC 28227, United States -
Consolidated Planning
● OpenConsolidated Planning is a leading finance and insurance agency located at 6115 Park South Drive in Charlotte, North Carolina. With a commitment to providing top-notch financial planning and insurance services, Consolidated Planning helps individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, the expert team at Consolidated Planning is dedicated to helping you achieve your financial goals. Contact them today to start planning for a secure and prosperous future.
6115 Park S Dr #200, Charlotte, NC 28210, United States -
Blue Wolfe Financial
● OpenBlue Wolfe Financial is a leading finance and insurance agency located at 121 Greenwich Road in Charlotte, North Carolina. With a team of dedicated professionals, we provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Our personalized approach and commitment to customer satisfaction set us apart from the competition. Whether you are looking for retirement planning, investment advice, or insurance coverage, Blue Wolfe Financial is here to help you secure your financial future. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
121 Greenwich Rd, Charlotte, NC 28211, United States -
CasaSanta Financial Services
● OpenCasaSanta Financial Services is a reputable finance and insurance agency located at 6913 Beamish Place in Charlotte, North Carolina, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, insurance, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Visit CasaSanta Financial Services today and let us help you secure your financial future.
6913 Beamish Pl #1, Charlotte, NC 28227, United States -
ABIDING WEALTH ADVISORS, LLC - Pinehurst, NC Branch Office
● OpenAbiding Wealth Advisors, LLC - Pinehurst, NC Branch Office, located at 285 Olmsted Boulevard in Pinehurst, North Carolina, is a finance and insurance agency dedicated to helping individuals navigate life with purpose and achieve their financial goals. With a focus on setting meaningful goals and purposeful navigation, our team is here to help you reach your desired destination. Our Charlotte wealth management services are designed to assist you at every stage of your journey, no matter the challenges you may face. Independently owned and operated, Abiding Wealth Advisors, LLC is committed to helping you achieve abiding wealth. Contact us today to learn more about our unique approach and services.
285 Olmsted Blvd #12, Pinehurst, NC 28374, United States -
DKD Wealth Strategies Group
● OpenDKD Wealth Strategies Group is a leading finance and insurance agency located at 6235 Carnegie Boulevard in Charlotte, North Carolina. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, protect your assets, or grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future with DKD Wealth Strategies Group.
6235 Carnegie Blvd Ste 1, Charlotte, NC 28211, United States -
JHG Financial Advisors
● OpenJHG Financial Advisors is a leading accounting, finance, and insurance agency located at 2616 Fort Street in Charlotte, North Carolina, United States. With a team of experienced professionals, we provide expert financial advice and solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment management, or insurance coverage, our dedicated advisors are here to help you navigate the complexities of the financial world. Trust JHG Financial Advisors to provide personalized and comprehensive financial services tailored to your specific needs.
2616 Fort St, Charlotte, NC 28205, United States -
Legacy First Financial Group, LLC
● OpenLegacy First Financial Group, LLC is a reputable finance and insurance agency located in Charlotte, North Carolina. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, insurance coverage, or retirement planning, we are here to assist you every step of the way. Visit us at 8604 Cliff Cameron Drive to learn more about how Legacy First Financial Group, LLC can help you reach your financial objectives.
8604 Cliff Cameron Dr STE 187, Charlotte, NC 28269, United States -
SPARTAN FINANCIAL MANAGEMENT INC
● OpenSpartan Financial Management Inc is a reputable finance and insurance agency located at 1101 Tyvola Road in Charlotte, North Carolina, United States. With a strong commitment to providing top-notch financial services and insurance products, Spartan Financial Management Inc is dedicated to helping clients achieve their financial goals and secure their future. Our team of experienced professionals is ready to assist with a wide range of financial needs, from investment planning to insurance coverage. Trust Spartan Financial Management Inc for all your financial and insurance needs.
1101 Tyvola Rd suite 303, Charlotte, NC 28217, United States -
Merrill Lynch & Co Inc
● OpenMerrill Lynch & Co Inc, located at 100 North Tryon Street in Charlotte, North Carolina, is a finance institution offering a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. Merrill provides personalized financial services through three different pathways tailored to your unique financial journey. Receive expert advice on inflation, interest rates, volatility, and investment strategies from the Chief Investment Office. Take a quick quiz to receive actionable next steps towards your long-term financial goals. Keep in mind that investing involves risk, and past performance does not guarantee future results. Consult with legal and tax advisors before making any financial decisions. Merrill offers brokerage, investment advisory, and other services, with important differences between them that should be understood before making a selection. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc, a licensed insurance agency. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks. Return to Merrill for all your financial needs.
100 N Tryon St #3600, Charlotte, NC 28202, United States -
Wealthy Concepts
● OpenWealthy Concepts is a finance institution located at 4600 Craigwood Drive in Charlotte, North Carolina, United States. As a Business Consulting Agency, our focus is on helping small businesses plan and manage their daily operations to increase wealth and achieve financial goals. Our services include financial investments, wills, insurance, tax preparation, business foundation, payroll, and more. With over 4 years of experience, we provide top-quality advisory services tailored to each client's specific financial situation. Consultation fee is $25.00 per 30-minute consultation. Contact us at 19802551813 for further inquiries or visit us in Charlotte for personalized assistance.
4600 Craigwood Dr, Charlotte, NC 28215, United States -
Park South Group
● OpenPark South Group is a finance and insurance agency located at 11440 Carmel Commons Boulevard in Charlotte, North Carolina, United States. The representatives at Park South Group offer a range of products and services under the business names Park South Group for insurance and financial services, Ameritas Investment Company, LLC (AIC) for securities and investments, and Ameritas Advisory Services (AAS) for investment advisory services. Please note that AIC and AAS are not affiliated with Park South Group or any other entity mentioned. Be sure to check the background of this investment professional before making any decisions.
11440 Carmel Commons Blvd #209, Charlotte, NC 28226, United States -
Michael Grant - State Farm Insurance Agent
● OpenMichael Grant - State Farm Insurance Agent is an insurance agency located at 601 South Kings Drive, Charlotte, North Carolina, United States. With experience since 1988, Michael Grant holds a ChFC designation and a BS in Computer Science from Kent State University. He is actively involved in community service, volunteering for organizations such as Habitat for Humanity and the Salvation Army. Michael is also recognized as a Legion of Honor Qualifier and Bronze Tablet Qualifier, as well as having a General Insurance designation from the IIA. At Michael Grant - State Farm Insurance Agent, the primary goal is to provide insurance products and financial services that meet the needs of policyholders, while offering the added-value service of a State Farm agent. Whether you need assistance with home or renters insurance, life insurance, annuities, or pet insurance, the team at this agency is dedicated to helping you make informed decisions.
601 S Kings Dr Unit GG, Charlotte, NC 28204, United States
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