TOP 30 Tax advisor in Lexington, South Carolina

30 results found

Liberty Tax is a finance institution located at 1123 South Lake Drive in Lexington, South Carolina, United States. We specialize in providing tax preparation services to individuals and businesses, ensuring that our clients receive accurate and efficient assistance with their financial needs. Our team of experienced professionals is dedicated to helping you navigate the complexities of tax laws and regulations, ensuring that you receive the maximum refund possible. Visit us today to experience the Liberty Tax difference.

Global View Investment Advisors is a leading finance institution located at 102 Longford Court in Lexington, South Carolina, United States. With a focus on providing top-notch investment advice and services to clients worldwide, our team of experienced professionals is dedicated to helping individuals and organizations achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Global View Investment Advisors is here to guide you every step of the way. Trust us to provide you with expert advice and personalized solutions tailored to your unique needs.

Cola Wealth Advisors in Lexington, SC is a reputable finance institution located at 4580 Sunset Boulevard. With a strong presence in the community, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or simply manage your wealth, Cola Wealth Advisors is here to provide personalized and comprehensive financial solutions. Contact us today to schedule a consultation and take the first step towards financial success.

Core Advisors Ltd is a premier accounting and finance institution located at 510 Lexington Avenue in Chapin, South Carolina, United States. With a team of experienced professionals, Core Advisors Ltd offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, investment management, or financial consulting, Core Advisors Ltd is dedicated to providing personalized solutions to help you achieve your financial goals. Trust in Core Advisors Ltd for expert guidance and unparalleled expertise in the world of accounting and finance.

Jackson Hewitt Tax Service located at 1780 South Lake Drive in Lexington, South Carolina, offers finance services to help you get your biggest refund. While tax advance loans are no longer available this year, our Tax Pros are ready to assist you in maximizing your refund. Our location in Walmart allows you to conveniently drop off your tax documents while you shop, ensuring a hassle-free experience. Our Tax Pros are proficient in both English and Spanish, catering to a diverse range of clients. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, our team is here to help. Book an appointment online or call us at (803) 216-8500 to secure time with a Tax Pro. Trust Jackson Hewitt Tax Service in Walmart for expert tax preparation services that prioritize your financial well-being.

Jackson Hewitt Tax Service, located at 1240 South Lake Drive in Lexington, South Carolina, is a finance institution that specializes in helping individuals with their tax needs. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in getting your biggest refund possible. Whether you prefer in-person tax preparation, drop-off services, or help with IRS letters, Jackson Hewitt has you covered. Their Tax Pros are proficient in both English and Spanish, making it convenient for Spanish-speaking clients to receive assistance. Book an appointment online or give them a call to reserve time with a Tax Pro, or simply walk in to their office on South Lake Drive. When it comes to your taxes, trust Jackson Hewitt - because when every dollar matters, it matters who does your taxes™.

Jackson Hewitt Tax Service located at 5556 Sunset Boulevard in Lexington, South Carolina offers expert tax preparation services to help you get your biggest refund. Although tax advance loans are no longer available this year, our Tax Pros are ready to assist you with all your tax needs. Conveniently located inside Walmart, you can drop off your tax documents while you shop and have a Tax Pro take care of the rest. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. Book an appointment online or call us at (803) 920-4477 to reserve time with a Tax Pro. Trust our English-speaking Tax Pros at Jackson Hewitt to help you make every dollar count when it comes to your taxes.

Jackson Hewitt Tax Service is a finance institution located at 5609 Sunset Boulevard in Lexington, South Carolina, United States. Our tax advance loans may have ended this year, but our Tax Pros are still here to help you maximize your refund! Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan allows you to get money before your tax refund arrives, as the IRS can sometimes take weeks to send your refund. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Carolina Tax Advisor is a trusted accounting and finance institution located at 734 Deertrack Run in Lexington, South Carolina. With a focus on personal and business tax filings, as well as bookkeeping services, Carolina Tax Advisor has been serving clients for several years. Clients praise the founder, John, for his professionalism, dedication, and ability to provide expert financial advice. Whether you are looking to reduce tax liability, file back taxes, or plan for the future, Carolina Tax Advisor is there to help. With a commitment to client satisfaction and a track record of success, Carolina Tax Advisor comes highly recommended for all your accounting and finance needs.

Carolina Wealth Management is a leading finance institution located at 468 Old Cherokee Road in Lexington, South Carolina, United States. Our dedicated team of financial experts provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Carolina Wealth Management is committed to helping individuals and families secure their financial future. Contact us today to learn more about our comprehensive financial planning services.

The Dooley Law Firm, PA is a well-established institution located at 218 East Main Street in Lexington, South Carolina. As one of the most respected law firms in the Midlands, we have a proud history of providing professional and experienced legal representation to individuals and businesses in areas such as real estate, estate planning, probate, and other civil matters. Our longevity in the field of law allows us to offer our clients the valuable asset of experience, ensuring that their legal needs are met with the highest level of expertise and care. Trust The Dooley Law Firm for all your legal needs in the Lexington area.

Gettys Law Firm LLC, located at 811 South Lake Drive in Lexington, South Carolina, is a trusted institution specializing in legal matters, particularly in probate issues. Led by Katherine Gettys, the firm provides effective and compassionate representation for personal representatives and other family members dealing with estate administration and probate court processes. Katherine, a Certified Circuit Court Mediator, offers creative problem-solving and guidance in amicable probate matters as well as contested litigation. With a focus on crafting personalized legal documents based on individual situations and choices, Katherine ensures thorough legal research, drafting creativity, and careful preparation. Clients benefit from in-person consultations to address questions, issues, and options that may not be adequately covered by pre-made online forms. The firm also assists clients seeking guardianship or conservatorship authority from the probate court, advocating for the wishes of incapacitated family members.

Beckett Financial Group, located at 825 Meeting Street in West Columbia, South Carolina, is a finance institution dedicated to helping individuals achieve financial success. With a personalized approach, they start by getting to know their clients, understanding their current financial situation, and discussing their dreams and goals. They conduct a thorough analysis and create a plan to help clients accomplish their financial objectives, including managing risks and planning for retirement. Beckett Financial Group believes in empowering individuals and embracing confidence in retirement, offering guidance and support every step of the way. They are not affiliated with the Social Security Administration or any government agency, and act as fiduciaries for their clients. Awards such as the Lexington’s Best 2023 and Best of Columbia 2023 recognize their commitment to excellence, but they emphasize that past success is not a guarantee of future results. Beckett Financial Group is dedicated to helping clients navigate the complexities of financial planning and investment strategies with transparency and integrity.

Kurtz - D.A. Davidson Wealth Management is a finance institution located at 4586 Sunset Boulevard in Lexington, South Carolina, United States. As a member of SIPC, Kurtz Wealth Management Advisor with D.A. Davidson & Co. proudly serves clients in the Lexington, Columbia, and Lake Murray area. At Kurtz - D.A. Davidson Wealth Management, we believe in successful investing through proper diversification and tailored solutions. Our team is committed to understanding each client's objectives and tolerance for investment risk in order to provide appropriate recommendations and personalized financial solutions.

The Sturkie Wealth Management Group of Stratos Wealth Partners is a premier financial institution located in Lexington, South Carolina. With a focus on providing personalized wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. From retirement planning to investment strategies, we offer a comprehensive range of services to meet the unique needs of each individual. Visit us at 1315 North Lake Drive to learn more about how we can help you secure your financial future.

Crescent Financial Group is a reputable finance and insurance agency located at 416 West Main Street in Lexington, South Carolina, United States. Our experienced team of professionals is dedicated to providing top-notch financial services and insurance solutions to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Crescent Financial Group is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in securing your financial future.

CMC Wealth Management, LLC is a finance institution located at 955 East Main Street in Lexington, South Carolina, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, CMC Wealth Management, LLC is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Cornerstone Wealth is a finance institution located at 201 West Main Street in Lexington, South Carolina, United States. Our dynamic financial planning strategies and fiduciary financial advisors are dedicated to helping you make the most of your hard-earned money. As fiduciaries, we are committed to acting in your best interest and guiding you towards achieving your financial goals. Our team offers creative solutions and personalized services to help you avoid financial regrets and pave the way towards your aspirations. Partner with us to develop a clear roadmap towards your desired financial destination and confidently make strides towards realizing your best financial life. Explore the Cornerstone Wealth difference with our customizable offerings, including evaluations of IRAs, retirement plans, insurance coverage, tax reduction strategies, and more. Let us be your trusted financial guide on your journey to financial success. Contact us at 16810 Kenton Drive, Suite 200, Huntersville, NC 28078 to discover the Cornerstone Wealth advantage.

Limehouse Financial is a well-established finance institution located at 140 Whiteford Way in Lexington, South Carolina, United States. With a reputation for providing expert financial services, Limehouse Financial offers a range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, the dedicated team at Limehouse Financial is here to help you achieve your financial goals. Trust in Limehouse Financial for sound financial advice and personalized service that you can rely on.

Winstead Beverly C CPA is a reputable accounting and finance institution located at 203 West Main Street in Lexington, South Carolina, United States. With years of experience in the industry, they provide expert financial services to individuals and businesses alike. Their team of certified public accountants offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust Winstead Beverly C CPA for all your accounting and finance needs.

Dooley & Company, LLC is a reputable accounting and finance institution located at 330 West Main Street in Lexington, South Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Dooley & Company, LLC to provide personalized and reliable financial solutions to help them achieve their goals.

Luke Harris - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Unlike most advisors, we take a comprehensive approach to help Christians save and invest wisely. We are licensed in multiple states including AL, FL, GA, KY, MN, NC, SC, and TX. Our institution provides investment advice for Christians seeking long-term relationships with their Financial Advisor. Licensing information can be found through your State Insurance Department’s website.

Alan Hyatt - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Committed to creating values-based financial plans, they offer services such as Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice but offers advice and guidance through their Financial Planning Framework. Licensed through the State Insurance Department and affiliated with Thrivent Financial for Lutherans, they offer insurance products, securities, and investment advisory services. Thrivent Investment Management Inc., a registered investment adviser, is a subsidiary of Thrivent and offers services to clients. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Raz Bradley - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized planning and investment strategies. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us today to learn more about how Raz Bradley - Thrivent can help you secure a brighter financial future.

Generational Strategic Design - Ameriprise Financial Services, LLC is a finance institution located at 947A East Main Street, Lexington, South Carolina, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution offers a Client Relationship Summary Disclosure and background and qualification information is available at FINRA's BrokerCheck website. Discover what factors are driving the positive backdrop for stock prices and whether the current bull market rally will extend further into 2024. Retirement planning questions such as financial stability, market fluctuations, and inflation concerns are addressed through the Retirement InteractiveSM tool. Ameriprise financial advisors are registered to do business in certain U.S. states only. The institution cannot guarantee future financial results. Users of the site agree to adhere to Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a Member of FINRA and SIPC. The institution values the opportunity to assist friends and family members in achieving their financial goals. Referrals can expect to hear from Ameriprise Financial Services soon. The institution emphasizes privacy and security through its Privacy and Security Center, Online Security Guarantee, and information about Email Fraud.

David Wealth Management Group is a leading finance institution located at 801 North Lake Drive in Lexington, South Carolina, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With a focus on building long-term relationships and providing expert financial advice, we strive to empower our clients to make informed decisions and secure their financial future. Contact us today to learn more about how David Wealth Management Group can help you reach your financial goals.

Frank Douglass, CPA CFP is a reputable accounting and finance institution located at 123 Library Hill Lane in Lexington, South Carolina, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our certified public accountants and certified financial planners are here to assist you every step of the way. Trust Frank Douglass, CPA CFP for all your accounting and finance needs.

Cummings & Associates, LLC is a reputable accounting and finance institution located at 801 North Lake Drive in Lexington, South Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Clients can trust Cummings & Associates, LLC to provide accurate and reliable financial guidance to help them achieve their financial goals.

H&R Block is a renowned accounting and finance institution located at 734 West Main Street in Lexington, South Carolina, United States. With a team of highly skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions to help you achieve your goals. Visit us today and experience the expertise and professionalism that sets H&R Block apart from the rest.

H&R Block is a reputable accounting and finance institution located at 5086 Sunset Boulevard in Lexington, South Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.