TOP 30 Tax planning strategies in Brevard, North Carolina

8 results found

Carolina Tax Inc. is a trusted accounting and finance institution located at 275 Carolina Avenue in Brevard, North Carolina, United States. Our team of tax professionals is dedicated to providing quality, personalized service to our clients. We specialize in preparing income tax returns for individuals and small businesses, as well as offering tax planning services to help you make informed financial decisions. Founded in 1985 by Bob and Hazel Tucker, Carolina Tax Inc. has been serving the community for over 30 years. In 2014, their daughter Jan Wilson took over the business and continues to uphold their commitment to accuracy, up-to-date knowledge of tax laws, and personalized service. As an enrolled agent, Jan Wilson is qualified to represent you before the Internal Revenue Service and specializes in income tax matters.

Strauss Attorneys PLLC is a law firm located in Hendersonville, North Carolina, specializing in estate planning and administration. Their team of experienced attorneys offers strategies to achieve tax savings and simplify the estate administration process. They also assist clients in qualifying for Medicaid to cover living expenses and provide guidance on creating, running, transferring, or selling a business. The firm takes a holistic approach to estate planning, working closely with clients to identify their needs and objectives. They offer customized estate plans to grant peace of mind and remain in constant communication with clients throughout the process. In addition, they assist clients in qualifying for Medicaid for long-term nursing care and provide guidance on VA disability benefits for veterans.

Strauss Attorneys, PLLC is a law firm located at 77 Central Avenue in Asheville, North Carolina. Specializing in estate planning, the firm offers strategies to achieve tax savings and simplify estate administration. They also assist clients in qualifying for Medicaid to cover living expenses, and provide guidance on creating, running, transferring, or selling a business. The firm takes a team-oriented approach to estate planning, working with clients to identify their needs and objectives, and bringing in other professionals as needed. With a focus on communication and personalized plans, Strauss Attorneys aims to provide peace of mind for their clients. Additionally, they offer assistance with Medicaid for long-term care, VA disability benefits for veterans, and business formation and succession planning. The firm has been recognized for their excellence in estate planning and elder law, and serves clients throughout North Carolina, including Asheville, Hendersonville, Brevard, and beyond.

Symington & Associates, located at 9 West Morgan Street in Brevard, North Carolina, is a trusted accounting and finance institution dedicated to helping businesses and individuals make sound financial decisions. Our experienced team offers a full range of services including accounting, tax planning, and consulting to ensure that your financial management needs are met. With a commitment to minimizing taxes, maximizing cash flow, and providing clarity on your financial situation, Symington & Associates is the go-to accounting firm for many satisfied clients. Our impeccable reputation among accounting firms speaks to our dedication to providing top-notch service.

Executive Planners NC is a finance institution located at 29 West French Broad Street in Brevard, North Carolina, United States. Our team of experienced financial planners are dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Executive Planners NC is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Encompass Advisors is a leading financial institution located at 10 Encompass Plaza West in Brevard, North Carolina, United States. Specializing in finance, Encompass Advisors offers a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Encompass Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about our services and how we can help you navigate the complex world of finance.

Edward Jones - Financial Advisor: Lindsey R Caughel is a leading financial institution located at 1301 Asheville Highway in Brevard, North Carolina, United States. As a trusted advisor, Lindsey R Caughel provides personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, this institution offers a wide range of financial services, including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Lindsey R Caughel at Edward Jones is dedicated to helping you make informed decisions and achieve financial success.

Petersen & Associates, Inc. is a reputable accounting and finance institution located at 160 East Main Street in Brevard, North Carolina, United States. With a team of experienced professionals, they provide expert financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, Petersen & Associates, Inc. is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you with your financial needs.