Strategic tax management in Washington, Virginia

The Independence Wealth Management Group at Morgan Stanley is a prestigious financial institution located in the heart of Washington, D.C. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With our commitment to independence and integrity, we strive to provide our clients with the highest level of service and expertise. Visit us at 1775 I Street Northwest to learn how we can help you secure your financial future.

Matthew Brudniak is a dedicated financial advisor at RBC Wealth Management, located at 2100 Pennsylvania Avenue Northwest in Washington, DC. With a focus on providing personalized financial solutions for clients, Matthew Brudniak offers expert advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Matthew Brudniak can help you navigate the complexities of the financial world. Trust in his expertise and experience to help you make informed decisions and secure your financial future.

ABG Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, ABG Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized wealth management solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, ABG Wealth Management - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you succeed in reaching your financial goals.

Washington Tax & Public Policy Group is a leading institution located in the heart of Washington, D.C. Our team of experts specializes in tax and public policy issues, providing comprehensive analysis and strategic advice to clients from a wide range of industries. With our deep understanding of government regulations and legislative processes, we help our clients navigate complex policy challenges and achieve their advocacy goals. Visit us at 505 9th Street Northwest to learn more about how we can assist you in shaping tax and public policy decisions.

Buckingham Strategic Wealth, located at 112 West Washington Street in Middleburg, Virginia, is a finance institution that offers a customized and comprehensive wealth management process. Their team combines financial planning with an evidence-based, disciplined investment philosophy to manage and enhance clients' entire financial lives. The advisors at Buckingham Middleburg take the time to thoroughly understand each client's overall financial picture, rather than just relying on questionnaires. They specialize in working with clients facing financial transitions such as retirement, divorce, loss of a spouse, and sudden wealth, offering strategies to help achieve their goals.

Riggs & Company Investment Management is a reputable finance institution located at 323 West Washington Street in Petersburg, Virginia, United States. With a focus on providing expert investment management services, Riggs & Company is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. The institution prides itself on its commitment to excellence and customer satisfaction, making it a trusted partner for individuals and businesses seeking professional financial guidance.

The I Street Group - Morgan Stanley is a prominent finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-tier financial services, The I Street Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The I Street Group - Morgan Stanley is committed to delivering exceptional service and results.

Michael Best & Friedrich LLP is a renowned institution located in Washington, District of Columbia. With a focus on water resources management, technology, litigation, and strategic partnerships, our team of experienced professionals provides top-notch legal services to clients across various industries. As an exclusive member firm in Wisconsin for Lex Mundi, the world's leading network of independent law firms, we have in-depth experience in over 100 countries worldwide. From guiding clients through complex regulatory frameworks to representing them in high-stakes litigation, we are committed to accelerating value and innovation for our clients. Contact us today to learn more about how we can assist you in achieving your legal goals.

East West Financial Services Ltd is a leading finance institution located at 1717 Rhode Island Avenue Northwest in Washington, District of Columbia. With a strong presence in the United States, East West Financial Services Ltd offers a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, insurance services, or assistance with wealth management, East West Financial Services Ltd is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Katz-Moses Financial is a finance institution located at 420 Oneida Place Northwest in Washington, DC, United States. Founded by a former DC Public Schools staff member who was shocked by the unnecessary fees in his 403(b) plan, Katz-Moses Financial now specializes in providing financial planning services to educators and government employees in the DC area. As a CERTIFIED FINANCIAL PLANNER™ professional, Katz-Moses Financial offers a range of services including ongoing, one-time, and hourly financial planning. While the costs may seem high, the institution believes that high-quality financial advice is invaluable and well worth the investment for the peace of mind it brings.

Balfour Hamilton | WEALTH & Assets Marketplace is a finance institution located at 1732 Connecticut Avenue Northwest in Washington, District of Columbia, United States. Specializing in real estate investing and development consulting, Balfour Hamilton LP is dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on building long-term relationships, the professionals at Balfour Hamilton offer personalized services to individuals, companies, and families. In addition to providing architectural and engineering services, Balfour Hamilton LP operates a marketplace for buying and selling tangible and intangible assets. Sellers must submit their assets for approval before listing them on the website or other platforms. The firm's programs aim to help clients, families, and businesses achieve capital gains through strategic investment opportunities.

Jurnex Advisors is a leading accounting and finance institution located in the heart of Washington, D.C. Our team of experienced professionals provides expert financial advice and consultation to help clients achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or financial management, our dedicated team is here to help. Visit us at 1300 I Street Northwest to learn more about how Jurnex Advisors can support your financial success.

Wharf Financial is a leading finance institution located at 639 Water Street Southwest in Washington, DC. We provide a wide range of financial services to individuals and businesses, including investment management, wealth planning, and lending solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Wharf Financial can help you reach your financial objectives.

LPL Financial is a leading financial institution located at 1717 K Street Northwest in Washington, D.C. They offer a wide range of financial services including investment planning, wealth management, and retirement planning. With a team of experienced financial advisors, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their commitment to providing personalized and comprehensive financial solutions sets them apart in the industry. Visit LPL Financial today to start planning for a secure financial future.

Christina Parra - UBS Financial Services Inc. is a finance institution located at 1501 K Street Northwest in Washington, D.C. They offer a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides personalized advice and tailored solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement planning services, Christina Parra - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

Potomac Advisory Group is a leading institution located in the heart of Washington, D.C. at 1050 Connecticut Avenue Northwest. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch guidance and support to individuals and businesses alike. With a focus on personalized solutions and strategic planning, Potomac Advisory Group is committed to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in navigating the complexities of finance and insurance.

Matthews Business Associate Services (MBA Services) is a leading accounting and finance institution located at 1426 G Street Southeast in Washington, District of Columbia. With a team of experienced professionals, MBA Services offers a wide range of financial services to businesses and individuals, including tax preparation, bookkeeping, and financial consulting. Whether you are a small business owner or an individual looking for expert financial advice, MBA Services is committed to providing top-notch service and helping you achieve your financial goals.

Chedick Financial is a consulting firm located at 1000 Otis Street Northeast in Washington, DC, specializing in tax planning and small business consulting. At Chedick Financial, we prioritize our clients' overall financial health to minimize tax risk and optimize financial resources. Our team works closely with each client to develop a strategic plan tailored to their specific needs and then assists in executing the plan. We are dedicated to providing quality service and a lifetime of knowledge to our clients. Contact Chedick Financial to see how we can help you manage your finances effectively.

Miller & Company LLP is a leading accounting and finance institution located at 700 Pennsylvania Avenue Southeast in Washington, District of Columbia. With a team of experienced professionals, we provide a wide range of services including tax planning, auditing, financial consulting, and more. Our commitment to excellence and client satisfaction sets us apart in the industry. Contact us today to see how we can help with your accounting and finance needs.

Non Profit Accounting is a leading institution located at 1025 Connecticut Avenue Northwest in Washington, District of Columbia, United States. Our organization specializes in providing expert accounting services tailored specifically for non-profit organizations. With years of experience and a dedicated team of professionals, we are committed to helping non-profits thrive by ensuring accurate financial reporting, compliance with regulations, and strategic financial planning. Trust Non Profit Accounting to handle all your accounting needs with precision and care.

Accounting Hawks is a prestigious institution located at 700 K Street Northwest in Washington, District of Columbia, United States. Specializing in accounting and finance, Accounting Hawks offers cutting-edge education and training in the fields of financial management, auditing, taxation, and more. Our expert faculty and industry connections provide students with the knowledge and skills needed to succeed in the competitive world of accounting. Join us at Accounting Hawks and soar towards a successful career in finance.

B J Kane & Co PC is a CPA Firm located in Annandale, Virginia, just fifteen minutes from Washington, DC. Established in 1986, we specialize in providing accounting and finance services to healthcare professionals in the Washington Metropolitan area. Our team has expertise in tax planning, business consulting, estate and financial planning, and management advisory services. We have strategic business alliances to benefit our clients and are known for cultivating long-term relationships. Our sister company, Health Care Advisors, Inc. (HCA), offers health care reimbursement, compliance, and practice management consulting services. HCA also provides subcontracted services to CPA's, attorneys, and other entities seeking healthcare specialists.

Yount, Hyde & Barbour is a trusted accounting and finance institution located at 50 South Cameron Street in Winchester, Virginia, United States. Our mission is centered around delivering excellence and earning the trust of our clients every day. We listen, learn, and strategize with our clients at the forefront of everything we do. Whether you are a business owner, a non-profit organization, or an individual, we provide customized solutions to help you grow confidently. With over 75 years of experience, we offer a range of services including accounting, tax, wealth management, assurance, and advisory services. Our team of experts are dedicated to minimizing your tax liabilities and positioning you for success. We are not just your accountants, we become your partners in achieving your goals. Visit one of our locations in Virginia, Maryland, Washington D.C., Pennsylvania, and West Virginia to experience the Yount, Hyde & Barbour difference.

Cherry Bekaert is a leading CPA firm located in Tysons, Virginia, United States. We provide a comprehensive range of accounting, tax, audit, and advisory services to a diverse client base, including multinational corporations, private businesses, nonprofit organizations, and more. Our team of certified public accountants and tax advisors has been delivering high-quality accounting services for over 75 years. We offer innovative, digitally-enabled solutions and industry-aligned services to help guide middle market companies on their path to digital transformation. Our risk management consulting services for the financial services industry are designed to assist clients in navigating complex compliance regulations and audit requirements. Additionally, we provide guidance through the loan forgiveness documentation process and offer assistance with the Expanded Employee Retention Credit (ERC).

Carbon Accounting Group CPAs, PLLC, located at 1050 Connecticut Avenue Northwest in Washington, DC, is a leading institution in the accounting and finance industry. Established in 2020, our team of dedicated professionals provides personalized financial consulting and tax accounting services to clients across all 50 states. With a wealth of experience in the financial sector, we are equipped to handle complex financial issues with ease, making accounting stress-free for our clients. Trusted for diverse tax and accounting needs, our specialties include strategic advice, management accounting, tax preparation, auditing, and bookkeeping services. We are committed to ensuring compliance, optimizing tax strategies, and enhancing transparency in financial operations. Our expertise extends across various industries, offering comprehensive support tailored to each client's unique business needs.

Yount Hyde & Barbour: Thompson Curtis CPA is a trusted accounting and finance institution located at 4405 Cox Road in Glen Allen, Virginia, United States. Our mission is to deliver excellence and earn the trust of our clients every day. We listen, learn, and strategize with you at the center of it all. Whether you are a business owner, non-profit organization, or individual, we provide customized solutions to help you grow confidently. With over 75 years of experience, we offer accounting, tax, wealth management, assurance, and advisory services to clients in Virginia, Maryland, Washington D.C., Pennsylvania, and West Virginia. Our team of experts takes a proactive approach to tax services, working to minimize your tax liabilities and position you for success. At YHB, we blend technical expertise with cutting-edge solutions to keep you ahead of the curve. We care about you, your organization, and our communities, making us the values-oriented accounting firm you've been looking for. Visit one of our locations in Falls Church, Fredericksburg, Leesburg, Roanoke, Winchester, Middleburg, Owings Mills, or Rockville to discover how we can help you thrive.

Yount Hyde & Barbour is an accounting and finance institution located at 4405 Cox Road, Glen Allen, Virginia, United States. Our mission is to deliver excellence and earn the trust of our clients every day. We listen, learn, and strategize with you at the center of it all. Whether you are a business owner, non-profit organization, or individual, we tailor our services to meet your goals and provide proactive solutions to earn and keep your trust. With over 75 years of experience, we offer accounting, tax, wealth management, assurance, and advisory services to help you grow confidently. Our team of experts are more than just accountants, they become partners in your success. We have multiple locations throughout Virginia, Maryland, Washington D.C., Pennsylvania, and West Virginia to serve you better. Discover how YHB can provide customized solutions to help you thrive.