Tax return review in Independence, Ohio
23 results found
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Lorain County Tax Services
Lorain County Tax Services, located at 5333 Meadow Lane Court in Elyria, Ohio, is a trusted resource for income tax preparation. Part of JL Financial Services, Lorain County Tax has a team of experienced tax preparers with over 20 years of experience on average. The institution also offers retirement and investment planning services, led by Series 7 registered investment advisor representative Jason Leppla. In addition to tax services, Lorain County Tax has recently added Medicare advisor Kevin Kovach to the practice, who specializes in Medicare Supplements, Medicare Advantage Plans, and Prescription Drug Plans. Jason Leppla, the owner of JL Financial Services, American Tax Service, and Lorain County Tax Service, has a unique skill set that combines financial planning with tax planning.
Just Taxes
Just Taxes is a locally owned and operated accounting and finance institution located at 8240 Beckett Park Drive in Ohio, United States. We specialize in preparing individual and business tax returns, as well as offering bookkeeping and small business consulting services. Our team of experienced and friendly associates caters to business owners, executives, and independent professionals, providing affordable rates and personalized service. At Just Taxes, we make the tax filing process convenient and easy for our clients. By signing up and accessing our online document portal, you can securely send and receive tax documents and completed returns. We encourage you to share any changes you have experienced in the past year to ensure accuracy in your tax filings. Once your tax return is completed and reviewed, you can make a payment online for the final step in our process.
H&R Block
H&R Block is a renowned accounting and finance institution located at 50811 Valley Plaza Drive in Saint Clairsville, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting solutions. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial services, H&R Block is dedicated to providing expert advice and guidance to help you achieve your financial goals. Visit their office today to learn how they can help you navigate the complexities of tax and finance.
Lou Ramirez
Lou Ramirez is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Our goal is to help you maximize income distributions off an existing asset base. We will work closely with you to understand your goals, values, current financial status, income needs, and the future you imagine for yourself. Our team will develop a written plan or proposal outlining recommended income, strategies, and benchmarks that we will measure. We will select the tools and resources needed to implement your strategy and help meet your unique needs and goals.
Brian Hamilton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.
Budget Truck Rental
Welcome to Budget Truck Rental, your trusted partner for convenient and affordable truck rental services in Cincinnati, Ohio. Located at 8782 Colerain Avenue, our facility is dedicated to providing reliable truck rental solutions to meet all your transportation needs. Whether you're moving, hauling, or transporting goods, we offer a wide range of trucks and towing equipment to ensure a seamless rental experience. At Budget Truck Rental of Colerain, we pride ourselves on offering flexible rental options tailored to both individual and commercial clients. Our fleet includes well-maintained trucks suitable for various purposes, ensuring that you find the perfect vehicle for your task. Additionally, we provide towing equipment such as tow dollies and car carriers to complement your rental needs.
Budget Truck Rental
Welcome to Budget Truck Rental, your trusted partner for convenient and affordable truck rental services in Mentor, Ohio. Located at 8696 Tyler Boulevard, near the gas station, we offer a wide range of trucks and equipment to meet all your moving needs. Our facility is designed for your convenience, featuring after-hours drop-off options. Simply park your rental vehicle in any available open space outside the gate for easy returns at any time. At Budget Truck Rental, we pride ourselves on offering exceptional service and accessibility to our diverse clientele. We provide rental services in both English and Spanish, ensuring seamless communication for all our customers. Our fleet includes trucks equipped with LiftGates for effortless loading and unloading, and we offer additional boxes and supplies to make your move as smooth as possible.
Budget Truck Rental
Welcome to Budget Truck Rental, your go-to destination for reliable and affordable truck rentals in Sharonville, Ohio. Conveniently located at 11590 Reading Road, near a gas station for easy refueling, we offer a range of services to meet your moving and transportation needs. Whether you're relocating across town or embarking on a long-distance journey, our fleet of well-maintained trucks is ready to support your venture. At Budget Truck Rental, we understand the importance of flexibility and convenience. That's why our location offers liftgates to make loading and unloading easier, and after-hours drop-off options to accommodate your schedule. Our commitment to customer satisfaction ensures that you have a seamless rental experience from start to finish.
Merrill Lynch Financial Advisor McKenzie Allen
Merrill Lynch Financial Advisor McKenzie Allen is a finance institution located at 294 Front Street, Marietta, Ohio, United States. The institution focuses on managing your wealth by creating flexible strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, McKenzie Allen can help you pursue personalized wealth management strategies. As a dedicated financial advisor, McKenzie Allen believes in building long-lasting relationships with clients by understanding their priorities and goals. By providing personalized financial plans and regular check-ins to discuss any changes in your life or financial situation, McKenzie Allen aims to help you achieve your financial aspirations. With a focus on personalized service and comprehensive financial solutions, McKenzie Allen is committed to helping you navigate the complexities of your financial life. Contact Merrill Lynch Financial Advisor McKenzie Allen to start designing a customized investment approach to address your needs and reach your financial goals.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 124 Gross Street in Marietta, Ohio, United States. With a strong focus on providing personalized financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The institution is known for its experienced financial advisors who are dedicated to providing expert guidance and support to clients. Whether you are looking to invest, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to helping you make informed financial decisions.
Capital Advisory Services, LLC
Capital Advisory Services, LLC is a finance and insurance agency located at 211 South Walnut Street in Van Wert, Ohio, United States. Our services include retirement planning, asset management, college planning, insurance, and small business retirement plans. We offer securities through Berthel Fisher & Company Financial Services Inc. and investment advisory services through our independent firm, Capital Advisory Services, LLC. Please note that we do not provide legal or tax advice and there are risks involved with investing, including market fluctuation and potential loss of principal value. Visit our website to watch informative videos and use helpful calculators. Be sure to check the background of our investment professionals for your peace of mind.
Pacific Life Insurance Co
Pacific Life Insurance Co, located at 5005 Rockside Road in Independence, Ohio, is an insurance agency dedicated to providing retirement and life insurance solutions for over 150 years. With a focus on strength, stability, and expertise, Pacific Life helps you protect what matters most and enjoy a life well-lived. The institution is committed to creating a meaningful future for stakeholders through corporate social responsibility efforts. From innovative integrations to hiring top talent, Pacific Life is dedicated to helping you reach your financial goals and protect generations of families. Remember, it's what happens after you buy your policy that truly matters. Trust Pacific Life to provide the income you need, when you need it most.
Structured Wealth Management
Structured Wealth Management is a finance institution located at 2778 Centennial Road, Toledo, Ohio, United States. We specialize in comprehensive financial services for soon-to-be-retired and retired residents in Northwest Ohio and Southeast Michigan. Our team helps clients effectively plan and prepare for their retirement journey, taking into account their unique requirements and risk tolerances. At Structured Wealth Management, we provide customized financial strategies to help clients achieve their long-term goals and enjoy a more secure retirement. Our services include income strategies for guaranteed lifetime income, wealth management plans, tax strategies, Medicare and long-term care planning, as well as legacy and estate planning.
McKinley Carter Wealth Services
McKinley Carter Wealth Services, located at 10050 Innovation Drive in Miamisburg, Ohio, is a finance institution that believes confidence is your most valuable asset. They work with clients to sharpen their financial instincts and knowledge, empowering them to take control of their wealth and future. The institution offers retirement plans designed for peak return and helps clients stay true to their values without sacrificing financial returns. Every conversation with McKinley Carter is an energizing experience, aimed at taking clients' financial instincts and confidence to the next level. As an SEC registered independent wealth management firm, McKinley Carter provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services. Be sure to check out their 4Q2023 Market Review and Investment Outlook for 2024.
Journey Advisory Group, LLC
Journey Advisory Group, LLC is a finance institution located at 1065 East Centerville Station Road in Centerville, Ohio, United States. Specializing in providing expert financial advice and guidance, our team of professionals is dedicated to helping individuals and businesses navigate their financial journeys. With a focus on personalized service and tailored solutions, we strive to empower our clients to make informed decisions and achieve their financial goals. Contact us today to learn more about how Journey Advisory Group, LLC can help you on your financial journey.
SMCFO
SMCFO is a leading finance institution located at 25550 Chagrin Boulevard in Beachwood, Ohio, United States. Our team of expert financial professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, budgeting, or financial planning, SMCFO is here to help. Contact us today to learn more about how we can help you achieve your financial goals.
George Malaska - Financial Advisor, Ameriprise Financial Services, LLC
George Malaska - Financial Advisor, Ameriprise Financial Services, LLC, located at 2 Summit Park Drive in Independence, Ohio, offers personalized financial advice, investment solutions, and progress tracking to help clients achieve their financial goals. With a focus on risk tolerance and potential returns, George Malaska can assist in creating a sound strategy for a more confident financial future. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through proper registration. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Please refer to FINRA's BrokerCheck website for more information on George Malaska's qualifications and registered states.
Wendy L Swantek - Financial Advisor, Ameriprise Financial Services, LLC
Wendy L Swantek is a financial advisor at Ameriprise Financial Services, LLC located at 6100 Oak Tree Boulevard, Independence, Ohio, United States. She offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Wendy documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts securely from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, contact Wendy. She is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Member FINRA and SIPC.
Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC
Joel D. Matthews II is a seasoned financial advisor affiliated with Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a commitment to providing personalized financial advice and comprehensive asset management, Joel brings a wealth of expertise backed by numerous professional certifications and designations.
Merrill Lynch Financial Advisor William J Miner
At Merrill Lynch Financial Advisor William J Miner, we provide expert financial guidance and personalized wealth management services designed to help you achieve your financial goals and secure your family's future. Located conveniently at 4137 Boardman-Canfield Rd, Canfield, OH, our team is dedicated to offering you the insights and strategies you need to navigate the financial landscape with confidence.
Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC
Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC Located at 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States, Elizabeth M Van Dyke offers a comprehensive suite of financial advisory services under Ameriprise Financial Services, LLC. Specializing in personalized financial planning and asset management, Elizabeth leverages a robust portfolio of certifications to provide expert advice tailored to meet the unique needs of her clients.
David Dieter - Ameriprise Financial Services, Inc.
David Dieter - Ameriprise Financial Services, Inc., located on State Route 5 in Cortland, Ohio, is a trusted provider of comprehensive financial planning and advisory services. Specializing in personalized financial strategies, David Dieter and his team are committed to helping clients achieve their financial goals through tailored advice and expert guidance. Services Offered:
Tina Soutar - Intuit TurboTax Verified Pro
Welcome to Tina Soutar - Intuit TurboTax Verified Pro, your trusted partner for tax preparation and financial guidance in Middletown, Ohio. Conveniently located at 203 Alamo Road, we specialize in helping you navigate the complexities of tax laws to minimize your tax liability, ensuring you keep more of your hard-earned money. With over 20 years of experience in taxation, Tina Soutar offers expertise in individual, small business, corporate, and payroll tax returns. As part of TMS Tax Accounting Services Inc, Tina's extensive knowledge and personalized service guarantee accuracy and peace of mind. Each tax return is meticulously reviewed to ensure it is 100% correct before filing.
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