Tax specialists in Charlotte, NC
18 results found
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South Park Advisors - Business Valuation Specialists
● OpenSouth Park Advisors is a finance institution specializing in business valuation services, located at 3623 Latrobe Drive in Charlotte, North Carolina. We are dedicated to approaching your business with passion, dedication, and critical thinking to ensure a credible and well-reasoned outcome. As independent and unbiased third-party advisors, we work closely with private, closely held businesses in areas such as mergers and acquisitions, ownership transition, ESOPs, and business damages. Our team of experts, including Robert C. Hilton Jr., ASA, provide comprehensive valuation services and work with attorneys, wealth planners, and other trusted advisors to develop a plan that fosters continuity and ease of transition. Trust South Park Advisors for a 360-degree view of ESOPs and expert guidance in navigating complex financial details. Visit us at our locations in Charlotte, Rochester, and Phoenix to experience our commitment to excellence in business valuation.
3623 Latrobe Dr STE 209, Charlotte, NC 28211, United States -
Gerald Yarborough, Certified Public Accountant and Tax Resolution Specialist
● OpenGerald Yarborough, Certified Public Accountant and Tax Resolution Specialist, is a reputable institution located at 8045 Corporate Center Drive in Charlotte, North Carolina. Specializing in accounting and finance services, this institution provides expert tax resolution services to individuals and businesses in need of financial guidance and support. With a focus on accuracy and professionalism, Gerald Yarborough is dedicated to helping clients navigate the complexities of tax laws and regulations to achieve optimal financial outcomes. Trust in Gerald Yarborough for all your accounting and tax resolution needs in the United States.
8045 Corporate Center Dr Suite #300 J, Charlotte, NC 28226, United States -
Neighborhood Tax Center
● OpenThe 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 -
Saare Tax Service
● OpenSaare Tax Service is a reputable accounting and finance institution located at 2706 Freedom Drive in Charlotte, North Carolina. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses with their tax preparation, financial planning, and bookkeeping needs. Our commitment to excellence and personalized service sets us apart from other firms in the area. Contact us today to learn more about how we can assist you with your financial goals.
2706 Freedom Dr Suite B, Charlotte, NC 28208, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 1520 West Boulevard in Charlotte, North Carolina, United States. While their tax advance loans have ended for this year, their Tax Pros are still available to help you maximize your refund. You can drop off your tax documents and have a Tax Pro handle the rest, including a quick call to review your final return and convenient e-signing process. A Refund Advance loan allows you to receive money before your tax refund arrives, helping you avoid waiting weeks for the IRS to send your refund. Appointments can be made for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Walk-ins are also welcome at their office on West Blvd. Their Tax Pros are fluent in English and are dedicated to ensuring that every dollar counts when it comes to your taxes. Book an appointment online or call (704) 398-8640 to reserve time with a Tax Pro at Jackson Hewitt Tax Service.
1520 West Blvd Suite F, Charlotte, NC 28208, United States -
Musinguzi Law Group, LLC
● OpenMusinguzi Law Group, LLC is a professional legal and financial services firm located in Charlotte, North Carolina. Our team of experienced lawyers and financial experts are dedicated to providing high-quality, personalized services to our clients. Whether you need assistance with accounting, financial planning, or legal representation, we are here to help. Visit us at 1977 J N Pease Place to learn more about how we can assist you with your legal and financial needs.
1977 J N Pease Pl STE 101, Charlotte, NC 28262, United States -
Norwood, Armstrong & Stokes, PLLC
● OpenNorwood, Armstrong & Stokes, PLLC is a leading law firm specializing in real estate closings, located at 4806 Park Road in Charlotte, North Carolina. Our team of experienced attorneys are dedicated to providing exceptional legal representation for all clients, whether you are a first-time home buyer or a seasoned real estate professional. We pride ourselves on our ability to deliver smooth and effective services, keeping you informed every step of the way. With a focus on client needs, we have built a strong reputation as trusted attorneys in the Charlotte area, serving individuals and families throughout North and South Carolina. Voted as the Top Real Estate Closing Firm in Charlotte in 2018 and 2019, we offer electronic recording for same-day key access, quick wire transfers for commissions and sale proceeds, in-house title searching for efficient closings, and access to attorneys and paralegals for personalized assistance.
4806 Park Rd, Charlotte, NC 28209, United States -
Buckingham Strategic Wealth
● OpenBuckingham Strategic Wealth, located at 3545 Whitehall Park Drive in Charlotte, North Carolina, has been serving physicians, executives, business owners, retirees, and their families since 1993. The institution focuses on building lasting relationships with clients and providing comprehensive wealth management plans, in-house tax preparation, and strategic planning services to improve the quality of their lives and provide peace of mind. The Charlotte team, previously known as Carolina Capital Consulting, works closely with clients to understand their financial goals and create evidence-based, tax-efficient plans to help them achieve their objectives and create the legacy they envision. As fiduciaries and fee-only advisors, Buckingham Strategic Wealth does not receive commissions, referral fees, or expense reimbursements based on their recommendations.
3545 Whitehall Park Dr Suite 180, Charlotte, NC 28273, United States -
McGill & Hill Group
● OpenLocated in Charlotte, North Carolina, the McGill & Hill Group is a leading institution offering legal services for dentists and specialists. Their team of tax experts provides comprehensive solutions to help clients achieve financial security and success. From webinars on tax strategies to personalized financial planning, the McGill & Hill Group guides professionals in the dental industry every step of the way. With a deep understanding of the dental industry, their experienced team provides the legal expertise needed for practice transitions and business planning. Members can access exclusive resources and advice tailored to dentists and specialists, aimed at boosting profits and managing practices effectively. Whether it's navigating tax changes or planning for retirement, the McGill & Hill Group is dedicated to helping clients reach their business and financial goals.
8816 Red Oak Blvd #240, Charlotte, NC 28217, United States -
Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®|ChFC®|AAMS™
● OpenEdward Jones - Financial Advisor: Benjamin C Asseff, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 8133 Ardrey Kell Road in Charlotte, North Carolina, United States. Specializing in finance, this institution offers expert financial advice and services to help clients manage their investments and plan for their financial future. With certifications in Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), Benjamin C Asseff is a highly qualified and experienced advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Benjamin C Asseff and his team at Edward Jones are here to provide personalized solutions tailored to your unique financial needs.
8133 Ardrey Kell Rd STE 105, Charlotte, NC 28277, United States -
Melissa Saleeby - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMelissa Saleeby - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4521 Sharon Road, Charlotte, North Carolina, United States. Melissa Saleeby 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®, 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 Melissa's expertise in various areas of financial planning, investment management, estate planning, retirement planning, and more. Melissa Saleeby is committed to providing comprehensive and ethical financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Melissa Saleeby at Ameriprise Financial Services, LLC for expert financial guidance tailored to your specific needs.
4521 Sharon Rd Ste 300, Charlotte, NC 28211, United States -
Hogan Fulghum - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenHogan Fulghum - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 4500 Cameron Valley Parkway in Charlotte, North Carolina, United States. Specializing in finance, the institution offers a range of certifications and designations to ensure that their advisors are equipped with the knowledge and skills necessary to provide top-notch financial services to their clients. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. The institution prides itself on its commitment to excellence and providing comprehensive financial planning services to individuals and businesses.
4500 Cameron Valley Pkwy Ste 250, Charlotte, NC 28211, United States -
Bank of America Private Client Advisor Stratford Newitt Kiger
● OpenBank of America Private Client Advisor Stratford Newitt Kiger, located at 620 South Tryon Street in Charlotte, North Carolina, is a finance institution led by Senior Vice President Stratford Kiger. With over 30 years of experience in financial services and law, she works with a team of specialists to provide customized wealth management solutions for high-net-worth families, business owners, endowments, and foundations. Stratford holds multiple certifications and licenses, including as a Certified Financial Planner and a Specialist in Elder Law. She is actively involved in community initiatives and serves on various boards, demonstrating her commitment to making a positive impact. Bank of America Private Bank has a long history of helping clients manage significant wealth, offering personalized strategies and innovative solutions to meet financial objectives. Please note that the institution does not provide legal or tax advice. For more information about their services and privacy policies, you can visit their website or contact their team of experienced professionals.
620 S Tryon St, Charlotte, NC 28202, United States -
Merrill Lynch Private Wealth Advisor William Van Smith Jr.
● OpenMerrill Lynch Private Wealth Advisor William Van Smith Jr. is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution, originally founded as BCG Private Wealth Management in 1994 by Suzanne Bledsoe and Dave Cathcart, has been serving wealthy families exclusively for over twenty-five years. The partners at BCG Private Wealth Management work with individuals, families, business owners, and executives to provide personalized strategies designed to help achieve financial goals.
620 S Tryon St, Charlotte, NC 28202, United States -
Merrill Lynch Financial Advisor Matthew Evans
● OpenMerrill Lynch Financial Advisor Matthew Evans, located at 620 South Tryon Street in Charlotte, North Carolina, offers a family-office-style approach to financial services. Specializing in serving accomplished individuals such as venture capitalists, private equity executives, medical specialists, and business owners, the institution focuses on providing personalized strategies for key financial decisions. With a strong emphasis on estate planning, tax minimization, and alternative investments, the team at Johnson Evans and Associates aims to mitigate investment risk and maximize opportunities for their clients. By limiting the number of clients they assist, they are able to provide proactive stewardship of wealth and personalized attention to each individual's needs. With a focus on education, trust, and transparency, Merrill Lynch Financial Advisor Matthew Evans is dedicated to helping clients achieve their financial goals and secure their financial legacy for future generations.
620 S Tryon St, Charlotte, NC 28202, United States -
Edward Jones - Financial Advisor: Stephen M Herbert, ChFC®|AAMS™
● OpenEdward Jones - Financial Advisor: Stephen M Herbert, ChFC®|AAMS™ is a reputable financial institution located at 1185 Charlotte Highway in Fairview, North Carolina, United States. With a focus on providing personalized financial planning and investment services, Stephen M Herbert, a Chartered Financial Consultant and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or prepare for the future, Edward Jones is committed to helping you make informed decisions and secure your financial future. Contact Stephen M Herbert today to schedule a consultation and take the first step towards financial success.
1185 Charlotte Hwy Suite I, Fairview, NC 28730, United States -
Klaystone Business Solutions, Inc
● OpenKlaystone Business Solutions, Inc. is a professional accounting and finance institution located in Charlotte, North Carolina, United States. With over 20 years of experience, we offer a range of services including Bookkeeping, Payroll, Tax Preparation, IRS Representation, Financial Planning, and Business Entity Selection for small businesses and individual professionals in various industries. Our team of meticulous specialists ensures compliance with all Federal and State regulations, providing high-quality management of official business procedures. We specialize in IRS and State Tax agency representation, managing and settling claims, audits, payments, or debt with the Internal Revenue Service. Our vision is to deliver exceptional business solutions tailored to help our clients succeed, while our mission is to support them with top-notch financial, bookkeeping, tax solutions, and consulting services to achieve their profit goals.
7808 Pineville-Matthews Rd #12, Charlotte, NC 28226, United States -
IPX1031: Whitney Brennan
● OpenIPX1031: Whitney Brennan is a leading finance and real estate agency located at 200 South Tryon Street in Charlotte, North Carolina, United States. Specializing in 1031 exchange services, Whitney Brennan provides expert guidance and support to clients looking to maximize their investment opportunities in the real estate market. With a strong reputation for professionalism and integrity, IPX1031: Whitney Brennan is dedicated to helping clients achieve their financial goals through strategic and innovative solutions. Contact them today to learn more about their services and how they can assist you in navigating the complexities of real estate investments.
200 S Tryon St Suite 800, Charlotte, NC 28202, United States
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