Tax agency in Raleigh, NC
35 results found
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Latino Servi-Tax Corp
● OpenLatino Servi-Tax Corp is a finance and insurance agency located at 2809 Spring Forest Road in Raleigh, North Carolina. We are dedicated to changing lives through our commitment to excellence, caring for our partners, employees, and customers. Our services include insurance solutions, tax preparations, and more, all delivered with integrity and professionalism. We take pride in supporting our community through service and care. As April is Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are essential for managing finances effectively and achieving profit goals. We are here to help small businesses understand the fundamentals of financial literacy.
2809 Spring Forest Rd Suite 101 & 103, 2809 Spring Forest Rd #103, Raleigh, NC 27616, United States -
The Lionshield Agency, LLC
● ClosedThe Lionshield Agency, LLC is a full-service independent insurance agency located at 8801 Fast Park Drive in Raleigh, North Carolina, United States. Specializing in Life Insurance, Final Expense (Funeral, Burial and Cremation Insurance), Fixed Annuities, and Debt Elimination, we have been providing personalized insurance solutions since 2004. Our mission is to help individuals, families, and businesses protect what matters most in their lives by offering education, tools, products, and services that lead to financial wellness. With nearly 20 years of experience, our knowledgeable and committed team is dedicated to providing the service and results our clients desire. We believe in helping people understand how Life Insurance can protect their families and supplement retirement income, while also focusing on reducing taxes, increasing spendable income, and eliminating debt to secure financial stability. Our unbiased recommendations and impartial guidance are based solely on your needs and goals, ensuring that we find the right solutions for your unique situation. As an independent agency licensed in multiple states, we have access to a variety of carriers and products to meet your needs.
8801 Fast Park Dr #301, Raleigh, NC 27617, 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 -
Josh Benton - State Farm Insurance Agent
● OpenJosh Benton - State Farm Insurance Agent is an insurance agency located at 224 High House Road in Cary, North Carolina. Our goal is to provide each customer with a memorable State Farm experience that will last for generations. We offer a range of insurance services including car insurance, home insurance, life insurance, renters insurance, and condo insurance. Our team is dedicated to helping families manage everyday risks, protect against unexpected setbacks, and achieve their dreams. The agency is led by Josh Benton, a former US Army veteran with over 16 years of service, including deployments to the Middle East. Josh is committed to providing exceptional customer service and guiding clients through their insurance needs. The agency serves the communities of Cary, Apex, Holly Springs, Raleigh, and Fuquay Varina.
224 High House Rd STE 220, Cary, NC 27513, United States -
Suzanne Wilson - State Farm Insurance Agent
● OpenSuzanne Wilson - State Farm Insurance Agent is a trusted insurance agency located at 8961 Harvest Oaks Drive in Raleigh, North Carolina, United States. The agency offers a range of insurance services, including life insurance, annuities, and boat insurance. They provide valuable tips on avoiding the dangers of drunk driving, boat safety, and minimizing exposure to secondhand smoke. Customers are reminded to protect their personal information and to contact the agency if they encounter any difficulties with the website. State Farm Life Insurance Company and U.S. Bank National Association are partners of the agency, offering a variety of financial products. It is important to note that State Farm and its agents do not provide tax or legal advice, and customers should consult with a professional for personalized guidance.
8961 Harvest Oaks Dr STE 205, Raleigh, NC 27615, United States -
Karen Boone - State Farm Insurance Agent
● OpenKaren Boone - State Farm Insurance Agent is a reputable insurance agency located at 4112 Pleasant Valley Road in Raleigh, North Carolina. Situated at the intersection of Glenwood Ave and Pleasant Valley Road in the Village at Townridge S/C, next to New World Cafe, this agency offers personalized insurance plans tailored to meet the needs and budget of each client. The dedicated team of professionals at Karen Boone's office is committed to providing excellent value, education, and top-notch customer service. Whether you are looking for auto insurance, homeowner's insurance, renter's insurance, boat/RV insurance, business insurance, life insurance, disability insurance, or worker's comp coverage, this full-service agency has got you covered. They are also relocation professionals, assisting individuals moving to or needing coverage in North Carolina, South Carolina, Virginia, or Washington, DC.
4112 Pleasant Valley Rd Ste 128, Raleigh, NC 27612, United States -
Melvin Green III - State Farm Insurance Agent
● OpenMelvin Green III - State Farm Insurance Agent is a dedicated insurance agency located at 5104 Western Boulevard in Raleigh, North Carolina. Just three miles from NC State's campus, our office is conveniently situated directly across from Pam's Farmhouse. As a proud military veteran, Melvin Green III has a strong commitment to serving his community and protecting his clients. With a background in flying jets for twenty years, Melvin brings a unique perspective to the insurance industry. He believes in building genuine relationships with his clients and providing quality auto insurance, homeowner's insurance, life insurance, and business insurance.
5104 Western Blvd STE C, Raleigh, NC 27606, United States -
Mary Wilson - State Farm Insurance Agent
● OpenMary Wilson - State Farm Insurance Agent is a second-generation NC State Farm Insurance Agent located at 9212 Falls of Neuse Road in Raleigh, North Carolina. The agency offers a variety of personal property and casualty insurance options including automobile, homeowners, watercraft, condo, renters, and more. They also provide information on preventing drowsy driving and the dangers of drunk driving. The team at Mary Wilson State Farm is dedicated to finding personalized insurance options for you and your family. With over 30 years of experience, Mary Wilson is proud to serve her neighbors in the city she loves. For more information or assistance, please call (919) 872-1225. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm does not endorse or approve the content of third-party sites and recommends consulting a tax or legal advisor for personalized advice.
9212 Falls of Neuse Rd Ste 101, Raleigh, NC 27615, United States -
Chad Richards - State Farm Insurance Agent
● OpenChad Richards - State Farm Insurance Agent is an insurance agency located at 5300 Six Forks Road in Raleigh, North Carolina, United States. Conveniently situated north of North Hills, across the street from Dunkin' Donuts and Honey Baked Ham on Six Forks Rd, the agency offers a range of insurance services to help you save money and protect your family. Established in 2003, Chad Richards' office serves the Raleigh, Wake Forest, Rolesville, Clayton, Cary, and Apex areas. Chad is actively involved in the community, participating in various organizations and youth sports leagues. The agency is recognized for its exceptional service and has received numerous industry awards.
5300 Six Forks Rd STE 109, Raleigh, NC 27609, United States -
Kelly Lefcheck - State Farm Insurance Agent
● OpenKelly Lefcheck - State Farm Insurance Agent is an insurance agency located at 3221 Blue Ridge Road in Raleigh, North Carolina, United States. We offer personalized plans to coordinate with work benefits, discounts for combining auto and home insurance policies, as well as assistance with small business and life insurance options. Our services include personalized property insurance quotes for items such as jewelry, artwork, and computers. We are dedicated to providing excellent service to the Raleigh community. If you are relocating to Raleigh, we are here to help move your State Farm policies with you through text, email, phone, or in-person consultations. Our team can assist with making windows energy efficient with DIY updates and provide tips for applying for college scholarships. We also offer advice on DIY auto maintenance to combat rising repair costs.
3221 Blue Ridge Rd Suite 109, Raleigh, NC 27612, United States -
Gibson & Gibson Licensed Financial Professional, LLC.
● ClosedGibson & Gibson Licensed Financial Professionals, LLC. is a finance and insurance agency located at 4801 Glenwood Avenue in Raleigh, North Carolina, United States. Led by owner Dr. Rita Renee', our institution is dedicated to doing the right thing for our clients every single time. We believe in educating individuals about their financial choices, regardless of their income, so they can make informed decisions about their finances. Our goal is to help our clients understand financial strategies and find solutions that best fit their needs and goals. We are committed to guiding our clients towards financial independence, allowing them to focus on creating a better quality of life for themselves and their loved ones. Through tax-free strategies and life insurance, we help families build and protect their wealth, leaving a legacy instead of a liability. At Gibson & Gibson Licensed Financial Professionals, LLC., we believe that your money should work hard for you, and we strive to put this philosophy into action every day.
4801 Glenwood Ave Suite 200, Raleigh, NC 27612, United States -
Dara McMillan
● OpenDara McMillan is an insurance agency located at 4000 Westchase Boulevard in Raleigh, North Carolina, United States. Dara McMillan is a registered representative of Lincoln Financial Securities Corporation, offering securities through Lincoln Financial Securities, a broker-dealer (member SIPC). Insurance is also offered through Lincoln affiliates and other reputable companies. Dara is licensed solely as a registered representative of Lincoln Financial Securities and not as an investment adviser representative. Dara can provide advice and recommendations in a broker-dealer capacity. Customers can access Lincoln Financial Securities' Form CRS Customer Relationship Summary for information on services, fees, conflicts of interest, conduct standards, and disciplinary history. Lincoln Financial Securities and its representatives do not provide tax or legal advice, and individuals should consult their own professionals for specific circumstances. Customers can also check the background of Dara McMillan as an investment professional.
4000 Westchase Blvd, Raleigh, NC 27607, United States -
Sam Djeniah - State Farm Insurance Agent
● OpenSam Djeniah - State Farm Insurance Agent is a trusted insurance agency located at 5860 Faringdon Place in Raleigh, North Carolina, United States. Whether you are looking to protect your assets, drive safely on rural roads, or increase the value of your home, we are here to help. We offer life insurance, annuities, and pet insurance products to meet your unique needs. Please remember not to include sensitive personal information when contacting us. If you have any difficulties with our website, feel free to give us a call at (919) 803-6909. Our team is dedicated to providing you with the best insurance options and advice. Remember that State Farm is a separate entity from the companies that provide pet insurance products, and we do not endorse third party sites referenced in this material. For personalized advice on your insurance needs, please consult a tax or legal advisor. Let us help you protect what matters most.
5860 Faringdon Pl Ste 117, Raleigh, NC 27609, United States -
Brian Rothert - State Farm Insurance Agent
● OpenBrian Rothert - State Farm Insurance Agent is a trusted insurance agency located at 2001 Widewaters Parkway in Knightdale, North Carolina. Our dedicated team values relationships, service, and attention, providing comprehensive insurance solutions for individuals and businesses throughout North and South Carolina. Whether you prefer in-office consultations, phone calls, or video conferences, we are here to meet your insurance needs. With over 20 years of experience, our professionals have earned respected insurance and finance designations to ensure competence in protecting and planning for what's important to you. We offer a Personal Price Plan that helps you insure against potential risks so you can focus on what can go right, all at a reasonable price.
2001 Widewaters Parkway Ste O, Knightdale, NC 27545, United States -
Foursquare Property Management
● OpenFoursquare Property Management is a finance and real estate agency located at 2500 Regency Parkway in Cary, North Carolina, United States. As investors and landlords first, we approach property management with an owner mentality to ensure our clients' success. Our comprehensive solutions include marketing tools to publicize vacancies, careful tenant screening, maintenance coordination, rent collection, regular inspections, accounting services, legal guidance, and compliance with regulations. We prioritize building partnerships with our clients to help them meet their investment goals. Our team aims to maintain tenant satisfaction to reduce problems and turnover rates. We are transparent in our operations and strive to provide reliable, trustworthy service. With years of experience in the local rental market, we help homeowners in Greater Raleigh maximize their real estate investments.
2500 Regency Pkwy, Cary, NC 27518, United States -
Joshua MacNamara, Attorney
● OpenJoshua MacNamara, Attorney is a comprehensive institution located at 3915 Beryl Road in Raleigh, North Carolina, United States. Specializing in accounting, finance, and legal matters, the institution is at the forefront of providing justice for Camp Lejeune Water Contamination Victims. Joshua MacNamara leads the Mitigation, Resolution & Tax Relief/Controversy practice, offering representation before various administrative agencies and courts such as the IRS, NC Department of Revenue, U.S. Tax Court, and federal and state courts. With over 30 years of business ownership and management experience, Joshua MacNamara navigates complex personal and commercial workouts and restructurings to avoid bankruptcy proceedings. He excels in handling complex commercial real estate transactions, lease negotiations, and operational management, ensuring maximum profitability and compliance with various agencies.
3915 Beryl Rd Suite 130, Raleigh, NC 27607, United States -
Lisa Davis - State Farm Insurance Agent
● OpenLisa Davis - State Farm Insurance Agent is an insurance agency located at 8201 Rowlock Way in Raleigh, North Carolina, United States. Situated off of Glenwood Ave behind CarMax in the Cornerstone Commons Shopping Center, Lisa Davis and her team are dedicated to treating you like family. With a focus on needs-based conversations, they aim to uncover any gaps in your coverage, advise on how to fill them, and help you manage the risks of everyday life. Lisa Davis has been with State Farm since 1994 and takes pride in being able to serve as a State Farm Agent. As a military spouse, she has lived in various places and opened her Raleigh, NC office in 2006 and her Louisburg, NC office in 2017. Her team is licensed and trained to help you create an insurance plan that fits your needs and budget, ensuring that your family is protected.
8201 Rowlock Way Ste 112, Raleigh, NC 27613, United States -
State Farm Kuan Ho
● OpenState Farm Kuan Ho is an insurance agency located at 9581 Chapel Hill Road in Morrisville, North Carolina, United States. Established in 1990, Kuan Ho is a State Farm Agent with a MA from the University of Oklahoma. Specializing in Auto, Home, Renters, and Life Insurance, the agency serves the Cary, Chapel Hill, Durham, Raleigh, Research Triangle Park area. Kuan Ho is fluent in Mandarin and Cantonese and has been with the agency since 2015. At State Farm Kuan Ho, the mission is to help clients understand the risks they face every day and provide them with the best insurance solutions. The agency offers tips on teaching teens to drive safely, rural road driving safety, and writing effective rental ads.
9581 Chapel Hill Rd, Morrisville, NC 27560, United States -
Gina Tickle - State Farm Insurance Agent
● OpenGina Tickle - State Farm Insurance Agent is a reputable insurance agency located at 9131 Anson Way in Raleigh, North Carolina. Situated near the intersection of Six Forks Rd. and Strickland Rd., the agency is conveniently located just one street east of Whole Foods and Panera. At Gina Tickle - State Farm Insurance Agent, clients can receive valuable information on a variety of insurance topics, including the consequences of letting someone else drive your car and the dangers of drunk driving. The agency also offers tips on preparing to sell your home and staging it effectively while still living in it.
9131 Anson Way Ste 210, Raleigh, NC 27615, United States -
H & M Financial Group LLC - LPL Financial
● OpenH & M Financial Group LLC - LPL Financial is a leading finance and insurance agency located at 8309 Six Forks Road in Raleigh, North Carolina, United States. With a strong focus on providing comprehensive financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, we are here to provide personalized and tailored solutions to meet your needs. Contact us today to learn more about how we can help you secure your financial future.
8309 Six Forks Rd Suite 107, Raleigh, NC 27615, United States -
Heirloom Advisors
● OpenHeirloom Advisors is a trusted finance and insurance agency located at 1201 Edwards Mill Road in Raleigh, North Carolina, United States. Our team of experienced advisors is dedicated to helping individuals and families plan for their financial future and protect their assets. Whether you are looking to invest for retirement, secure insurance coverage, or create a comprehensive financial plan, Heirloom Advisors is here to provide personalized guidance and support. Contact us today to learn more about our services and how we can help you achieve your financial goals.
1201 Edwards Mill Rd Ste 200A, Raleigh, NC 27607, United States -
TruOptions
● OpenTruOptions is a trusted finance and insurance agency located at 9162 Wooden Road in Raleigh, North Carolina, United States. Our experienced team is dedicated to providing personalized financial solutions and insurance options to meet the unique needs of our clients. With a focus on transparency and customer service, TruOptions is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Visit us today to learn more about how we can help you secure your financial future.
9162 Wooden Rd, Raleigh, NC 27617, United States -
AIM Advisors
● OpenAIM Advisors is a respected finance and insurance agency located at 421 North Harrington Street in Raleigh, North Carolina, United States. With a team of experienced advisors, AIM Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, AIM Advisors is dedicated to providing personalized solutions to meet your unique needs. Trust AIM Advisors to guide you towards a secure financial future.
421 N Harrington St Suite 630, Raleigh, NC 27603, United States -
IPX1031: Whitney Brennan
● OpenIPX1031: Whitney Brennan is a reputable finance and real estate agency located at 421 Fayetteville Street in Raleigh, North Carolina, United States. With a strong focus on providing top-notch services in 1031 exchange transactions, Whitney Brennan and her team are dedicated to helping clients navigate the complex world of real estate investments. Whether you are looking to defer capital gains taxes or maximize your investment potential, IPX1031: Whitney Brennan is the go-to institution for all your financial and real estate needs.
421 Fayetteville St, Raleigh, NC 27601, United States -
Mr. Best Financial
● ClosedMr. Best Financial is a reputable finance and insurance agency located at 3901 Capital Boulevard in Raleigh, North Carolina, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Mr. Best Financial is here to provide personalized assistance and guidance every step of the way. Trust us to help you secure your financial future.
3901 Capital Blvd #139, Raleigh, NC 27604, United States -
Bowers Private Wealth Management
● OpenBowers Private Wealth Management is a prestigious finance and insurance agency located at 260 West Millbrook Road in Raleigh, North Carolina, United States. With a reputation for providing top-notch financial services tailored to individual needs, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Trust Bowers Private Wealth Management for personalized wealth management solutions that prioritize your financial well-being and peace of mind.
260 W Millbrook Rd, Raleigh, NC 27609, United States -
AXA Advisors, LLC - Andrew D. Zimmerman
● OpenAXA Advisors, LLC - Andrew D. Zimmerman is a finance and insurance agency located at 3201 Beechleaf Court in Raleigh, North Carolina, United States. With a focus on providing personalized financial planning and insurance solutions, the institution offers a range of services to help individuals and businesses achieve their financial goals. Led by Andrew D. Zimmerman, a knowledgeable and experienced financial advisor, AXA Advisors is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
3201 Beechleaf Ct, Raleigh, NC 27604, United States -
Parrott Benefit Group
● OpenParrott Benefit Group is a finance, health, and insurance agency located at 100 East Six Forks Road in Raleigh, North Carolina, United States. Our institution specializes in providing comprehensive services to large employers, ensuring that they offer qualifying health coverage to their full-time employees and dependents to avoid tax penalties. Additionally, our experts can support your HR team or serve as your company's HR department at a cost-effective rate. Parrott Financial acts as a bridge between your business and various investment and insurance options, creating custom financial plans tailored to your unique needs and goals. We prioritize mental wellbeing as a key aspect of employee health and productivity, offering solutions to combat absenteeism and presenteeism. In the face of inflation pressures, we focus on affordability and financial wellness, helping employers navigate rising healthcare costs.
100 E Six Forks Rd, Raleigh, NC 27609, United States -
Ryan Villiger - State Farm Insurance Agent
● OpenRyan Villiger - State Farm Insurance Agent, located at 211 East Six Forks Road in Raleigh, North Carolina, is your go-to insurance agency for all your coverage needs. Whether you're a long-time resident or new to the area, our experienced team is here to help you understand and feel confident about your insurance policies. With 7 years of experience with State Farm, Ryan and his team are dedicated to explaining your coverage options for auto, homeowner's, renter's, and life insurance. We stand behind our policies and are committed to being there for you when you need us most.
211 E Six Forks Rd Ste. 201, Raleigh, NC 27609, United States -
Miles Cooper - State Farm Insurance Agent
● OpenMiles Cooper - State Farm Insurance Agent is a trusted insurance agency located at 12333 Strickland Road in Raleigh, North Carolina. Our agency is conveniently situated at the Intersection of Ray Road and Strickland Road, right beside NoRa Cafe. As your State Farm Agent, I have 8 years of experience in the insurance industry and am proud to serve Raleigh, Durham, Chapel Hill, Cary, Wake Forest, and Garner. Whether you need Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, or Business Insurance, we are here to help. Our team can assist with relocations throughout North Carolina and offer personalized insurance plans to meet your needs. We also provide valuable information on topics such as college visits, rural road driving, and collectibles protection. Contact us today for a Personal Price Plan tailored to you. Please note that for your protection, sensitive personal information should not be shared. If you have any accessibility issues with our website, please call (919) 329-2913 for assistance. Remember that investing involves risk and it's important to consult a tax or legal advisor for personalized advice. Trust in Miles Cooper - State Farm Insurance Agent for all your insurance needs in the Raleigh area and beyond.
12333 Strickland Rd Suite 106, Raleigh, NC 27613, United States
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