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TOP 30 Tax attorney consultation in Ohio
256 results found
A convenient service for searching for businesses, places and services
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company, located at 2620B North Wooster Avenue in Dover, Ohio, is an insurance agency ready to help you plan for your financial future. With a range of products and personalized guidance, we can assist you in achieving your financial goals, whether for yourself or your business. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your finances. At Western & Southern Life, we are committed to providing the highest quality products and services to meet all your family's life insurance and financial needs. Our comprehensive rewards package, world-class training, and development opportunities demonstrate our dedication to your personal success. Securities are offered through W&S Brokerage Services, Inc., and all companies are members of the Western & Southern Financial Group.
Weinstein & Associates' Akron Office
Welcome to Weinstein & Associates' Akron Office, located at 3634 West Market Street in Fairlawn, Ohio, United States. Our health institution is dedicated to providing top-quality healthcare services to the local community. Our team of experienced professionals is committed to helping you achieve optimal health and wellness. Visit us today and experience the difference at Weinstein & Associates' Akron Office.
Koenig Herman F
Koenig Herman F is a reputable health institution located at 733 Market Avenue South in Canton, Ohio, United States. Specializing in providing top-quality healthcare services, Koenig Herman F is dedicated to improving the well-being of its patients. With a team of skilled and compassionate medical professionals, this institution offers a wide range of medical services to address various health needs. Patients can expect personalized care and treatment plans tailored to their individual requirements. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Koenig Herman F is committed to delivering exceptional healthcare services to help you lead a healthier life.
Lebanon Theatre Company
Lebanon Theatre Company is located at 10 South Mechanic Street in Lebanon, Ohio, United States. The company offers a variety of performances, including The Complete Works of William Shakespeare [Abridged]. In addition to providing entertainment, Lebanon Theatre Company also allows for charitable contributions, with the opportunity for donors to receive an above-the-line charitable tax deduction. This new tax benefit does not apply to gifts of appreciated stock or donations directly to a DAF. It is important to consult with an attorney or tax advisor for legal or tax advice, as tax rates and laws may vary. Visit Lebanon Theatre Company for a unique theatrical experience and the chance to support the arts through charitable giving.
Bashore Reineck Stoller & Waterman Inc
Bashore Reineck Stoller & Waterman Inc is a reputable accounting and finance institution located at 117 North Main Street in Paulding, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.
Schroeder Blankemeyer and Clinton LLC
Schroeder, Blankemeyer and Clinton LLC is a well-established law firm located at 315 East Main Street in Ottawa, Ohio, United States. With decades of experience in handling legal issues that are important to individuals and families, our firm specializes in estate planning, wills, trusts, elder law, Medicaid planning, estate administration, trust administration, and real estate matters. Our team of attorneys takes a personalized approach to each case, treating clients as neighbors and taking the time to truly understand their needs and concerns. We have been serving the Ottawa community since 1954, building long-lasting relationships with families over multiple generations.
Beebe Financial Services
Beebe Financial Services is a finance institution located at 1683 Woodlands Drive, Maumee, Ohio, United States. Specializing in comprehensive financial planning, the team at EBF Financial Group works with professional advisors to ensure that clients achieve their financial goals and peace of mind. With a collaborative approach, they coordinate a team of experts including bankers, attorneys, stockbrokers, and accountants to provide the best possible outcomes for their clients. Larry E. Beebe, CLU®, CHFC®, AEP®, Thomas J. Fields, Megan L. Evans, and Alicia Monday are licensed to sell insurance through New York Life and offer securities products and services through NYLIFE Securities LLC. Additionally, they are registered as investment adviser representatives under Eagle Strategies LLC. Evans, Beebe & Fields Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Please consult your own tax, legal, or accounting professional for personalized advice.
Greg Durivage - Thrivent
Greg Durivage - Thrivent is a finance institution located at 36 North 2nd Street in Waterville, Ohio, United States. Licensed in multiple states including AZ, CO, FL, IA, IN, KY, MI, MN, NC, OH, PA, RI, and WI, the institution provides clarity and confidence for individuals and business owners. Pilot Wealth Advisors, the team at Greg Durivage - Thrivent, is dedicated to helping clients achieve their goals and live a life of meaning. They believe that money is a tool that can be used effectively to accomplish what is most important to each individual. By getting to know each client's goals, values, and financial situation, the team at Pilot Wealth can create a roadmap for success and provide guidance for the future. Pilot Wealth believes in educating clients so they can make informed decisions that have a positive impact on their lives. Their dedicated planning process covers a range of financial aspects and is personalized for each client. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers advice and guidance through its Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee, which results in written recommendations.
Golden Reserve
Golden Reserve, located at 1925 Indian Wood Circle, Maumee, Ohio, is a finance institution dedicated to helping retirees in Lucas County protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to ensure clients can enjoy their retirement years with peace of mind. The institution has been recognized for its expertise and growth, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. With over 1,000 Ohio retirees already benefiting from their services, Golden Reserve is a trusted partner in retirement planning. Contact their Maumee team today to schedule a consultation and start planning for a secure retirement future.
Lifeguard Financial
Lifeguard Financial is a comprehensive financial institution located at 7536 Mentor Avenue in Mentor, Ohio, United States. Specializing in accounting, finance, and legal services, Lifeguard Financial recognizes the challenges individuals face in today's ever-changing financial landscape. With factors such as market volatility, taxes, low interest rates, and increasing healthcare costs, planning for retirement has never been more crucial. At Lifeguard Financial, we offer a Five Star Retirement Planning system that guides you through important steps in retirement planning. From managing risk exposure to income planning, legacy planning, and tax reduction strategies, our holistic approach ensures that you have a tailored plan to thrive now and in the future. Our team is dedicated to providing financial peace of mind and helping you achieve your potential success.
Pinnacle Financial Associates
Pinnacle Financial Associates, located at 1195 Meadow Bridge Drive in Dayton, Ohio, is a finance institution dedicated to providing financial security for families and businesses. Since its founding in 2002, Pinnacle Financial Associates has been helping clients uncover opportunities and turn their financial goals into a realistic plan. The institution offers comprehensive financial planning and retirement income planning services, working closely with clients' CPAs, attorneys, and other professionals to align with their financial goals. The team at Pinnacle Financial Associates is committed to building long-term relationships with clients, focusing on integrity, quality, and responsiveness to unique needs. The institution offers services such as risk-based planning, insurance, wealth preservation, estate planning strategies, and investment management to help clients achieve their personal, business, and financial goals.
Jim Daria & Associates
Jim Daria & Associates is a renowned accounting and finance institution located at 6568 Glenway Avenue in Cincinnati, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized and efficient solutions to their financial needs. Whether you are an individual or a business, Jim Daria & Associates is dedicated to helping you achieve your financial goals.
McCarley & Cook
McCarley & Cook is a reputable finance institution located at 6910 Miami Avenue in Cincinnati, Ohio, United States. With a team of experienced professionals, they provide a range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Their personalized approach and commitment to excellence have earned them a strong reputation in the industry. Whether you are looking to grow your wealth or secure your financial future, McCarley & Cook is dedicated to helping you achieve your goals.
MDR Financial Group, LLC
MDR Financial Group, LLC is a finance institution located at 201 East 5th Street in Cincinnati, Ohio, United States. This institution provides a range of financial services to clients, but does not offer legal, accounting, or tax advice. Visitors to the institution's website should consult with a qualified attorney, tax advisor, or accountant for any legal, accounting, or tax-related concerns.
Susan Bennett - Thrivent
Susan Bennett - Thrivent is a finance institution located at 4055 Executive Park Drive, Cincinnati, Ohio, United States. They offer comprehensive financial guidance to help individuals confidently plan for their future. Specializing in serving those 5-10 years from retirement, Susan Bennett helps clients create a plan to transition into their next chapter with confidence. Their approach focuses on developing goals and creating a thoughtful financial strategy to help clients live the life they desire. While money is seen as a tool to attain goals rather than the end goal itself, Susan Bennett also helps clients maximize their legacy and generosity in the Greater Cincinnati area. Serving areas such as Sharonville, Colerain, Loveland, Mason, Liberty Township, and the entire Tri-State Area, Susan Bennett provides financial guidance and tax efficiency planning to help clients achieve their financial objectives.
Carroll Financial
Carroll Financial is a finance institution located at 2142 Alpine Place in Cincinnati, Ohio, United States. Specializing in divorce advisors and financial planning in Cincinnati and Northern Kentucky, Bob Carroll CPA, CFP®, CFDA™ works with clients to provide expert financial guidance. While Carroll Financial does not replace the need for an attorney, Bob collaborates with legal counsel to ensure seamless service for clients. Terry Savage, author and personal financial columnist, emphasizes the importance of couples discussing money together in a podcast featuring Bob Carroll. Recently, The Scout Guide Cincinnati interviewed Bob Carroll to gain his insight during these uncertain times. Visit Carroll Financial for comprehensive financial services and expert advice."
Forensic Accounting Corp
Forensic Accounting Corp, located at 6 South Ludlow Street in Dayton, Ohio, is a leading institution in the field of accounting and finance. Specializing in forensic accounting solutions, FAC serves Dayton's legal and insurance communities with expertise in identifying, preserving, and reporting on digital evidence and electronically stored information (ESI). In addition to forensic accounting services, FAC's Dayton office offers litigation support for business disputes, shareholder and partner disputes, and business income loss matters. With over 15 years of experience in the industry, our team of professionals brings a wealth of business and legal knowledge to the litigation process, providing attorneys and clients with financial and investigative expertise.
CPN Legal
CPN Legal, located at 9624 Cincinnati Columbus Road in Cincinnati, Ohio, is a trusted advisor to attorneys and law firms for over a decade. Specializing in accounting and finance, CPN Legal offers value-added advisory services to help clients focus on the success of their business. With a team of 20 professionals, CPN Legal provides accounting, bookkeeping, and KPI analysis services to over 300 clients nationwide. The institution offers a full menu of law firm accounting and bookkeeping services, tailored to the specific needs of solo practitioners, boutique firms, and large partnerships. CPN Legal is experienced in implementing QuickBooks Online and integrating it with Clio practice management system, providing comprehensive training on legal compliance and trust accounting.
Jeff Walker - Thrivent
Jeff Walker - Thrivent is a finance institution located at 4748 Hollyview Drive, Vermilion, Ohio, United States. They are licensed in multiple states including FL, KS, MI, MN, NC, OH, SC, and VT. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and professional designations.
Stratos Wealth Partners
Stratos Wealth Partners is a finance institution located at 1929 East Royalton Road, Broadview Heights, Ohio, United States. They believe in fully aligning with your needs and goals to provide experienced and knowledgeable assistance on your journey to financial freedom. Clients choose Stratos Wealth Partners because they prioritize their interests in every decision and action. They offer guidance on a wide range of financial concerns, from retirement planning to business growth and estate protection, aiming to simplify the complexity of managing multiple financial considerations. Stratos Wealth Partners has access to independent research on the economy and markets, allowing them to offer professional financial guidance and impartial strategies for wealth accumulation and management. They work closely with other advisers, such as tax professionals and attorneys, to develop holistic solutions for their clients. Their approach is always aligned with the clients' needs, delivered in an objective manner. Stratos Wealth Partners was ranked 29th in 2023 and received an award for their commitment to client interests and holistic financial guidance.
Golden Reserve
Golden Reserve, located at 6133 Rockside Road in Independence, Ohio, is a finance institution dedicated to helping retirees protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to clients in Cuyahoga County and beyond. The institution has been recognized for its growth and success, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. More than 1,000 Ohio retirees have entrusted Golden Reserve to provide the support they need to enjoy a secure retirement. The team at Golden Reserve is committed to advocating for their clients and helping them reach their retirement goals. With a personalized Roadmap for Retirement, clients can address the biggest risks to their retirement and plan for a secure future. Golden Reserve also offers insurance products and services in multiple states, as well as investment advisory services. The institution is affiliated with AlerStallings LLC and Golden Reserve Tax, LLC, which provide legal and tax advice. Golden Reserve is dedicated to acting in the best interests of its clients and making full disclosure of any conflicts of interest. Follow Golden Reserve on social media for updates and information on retirement planning.
Integrated Retirement Plan Solutions, LLC
Integrated Retirement Plan Solutions, LLC is a finance institution located at 812 Huron Road East, Cleveland, Ohio, United States. Our mission is to ensure the financial well-being of our customer owners and their employees by offering advanced design and administration of individually-designed, qualified retirement plans for closely held businesses. We stay up to date with the latest changes in retirement planning legislation, including the SECURE Act, the CARES Act, and the SECURE Act 2.0. These acts have brought significant changes to retirement planning, such as increasing the Required Minimum Distribution age and providing tax credits for employer contributions to defined contribution plans.
Golden Reserve
Golden Reserve, located at 302 North Cleveland Massillon Road in Akron, Ohio, is a finance institution that specializes in helping retirees protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to clients in Summit County and beyond. The institution has been recognized for its expertise in retirement planning, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. More than 1,000 Ohio retirees have trusted Golden Reserve to provide the support they need to safeguard their savings. The team of Retirement Planners at Golden Reserve is dedicated to helping clients navigate the risks of retirement and create personalized Roadmaps for Retirement℠ to address their specific needs.
Colin Bell - Thrivent
Colin Bell - Thrivent, located at 3922 Clock Pointe Trail in Stow, Ohio, is a finance institution that offers personalized financial guidance tailored to your goals and values. As a licensed Financial Representative, I am dedicated to establishing a long-term relationship with you to help you achieve your financial objectives. Specializing in retirement income planning, investment management, insurance protection, charitable giving, and college planning, my office in Northeast Ohio is conveniently located to serve clients in the surrounding area. Please feel free to contact me to learn more or schedule an appointment. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers a comprehensive Financial Planning Framework and Dedicated Planning Services for clients seeking written recommendations for a fee.
Phillip Summersett - Thrivent
Phillip Summersett - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. Licensing for this institution is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which typically involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Carl Etzler - Thrivent
Carl Etzler - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. They are licensed in multiple states including AZ, FL, IN, KY, MI, MN, OH, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through their Dedicated Planning Services. They do not provide legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA’s Broker Check.
Doug Kossow - Thrivent
Doug Kossow - Thrivent is a finance institution located at 20 355 County Road X, Ridgeville Corners, Ohio, United States. Licensing for insurance products is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are advised to consult their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on the institution's financial advisors and professional designations.
Timothy Bracy - Thrivent
Timothy Bracy - Thrivent is a finance institution located at 820 North Main Street, Findlay, Ohio, United States. With state licenses in CA, MI, and OH, as well as an additional location at 1244 Ridgewood Drive Ste 4 Bowling Green, OH 43402, Timothy Bracy - Thrivent offers a range of financial services. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Mick Sayen - Thrivent
Mick Sayen - Thrivent is a finance institution located at 429 West College Avenue, Pemberville, Ohio, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Derek Cipiti - Thrivent
Derek Cipiti - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. They offer licensing through the State Insurance Department's website and provide financial advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. They have licensed agents and representatives to provide these services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.
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