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TOP 30 Tax advisory and planning services in Washington, VA
38 results found
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MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors
Wealth Management is a trusted financial advisory firm located in Washington, DC, offering a range of wealth management services to high-net-worth individuals and families. Led by experienced advisor David Kassir, Manna Wealth Management upholds a fiduciary duty to prioritize clients' best interests. Services include investment management, estate planning, and cryptocurrency advising. With a holistic approach to wealth management, Manna creates personalized plans tailored to each client's unique goals and needs. In collaboration with third parties, Manna also provides tax planning, retirement planning, and asset protection services. Through market analysis, performance evaluation, and ongoing portfolio management, Manna Wealth Management helps clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.
Stock Plan Advisory Group LLC
Stock Plan Advisory Group LLC, located in Alexandria, Virginia, is a finance institution that specializes in providing holistic, progressive, and unbiased financial planning services to individuals and families. As a fee-only, independent firm, we focus on retirement planning and executive compensation for Fortune 500 corporate employees. Our team of Certified Financial Planners™ and Registered Investment Advisers are committed to serving as fiduciaries, always putting our clients' best interests first. From investments to retirement, income tax, insurance, and estate planning, we offer comprehensive financial planning services. With evidence-based investment strategies and a professional network of CPAs and estate planning attorneys, we ensure that our clients receive expert guidance in all financial decisions. Stock Plan Advisory Group is dedicated to providing objective, independent advice and never accepts commissions or compensation from third parties. As a fee-only state registered investment advisory firm, we are committed to serving our clients with the highest level of integrity and transparency.
Churchill Management Group - Washington DC
Churchill Management Group in Washington DC is a renowned institution offering top-notch financial advisory and wealth management services. Located at 1300 I Street Northwest, our team of experienced financial advisors, led by Jeff Glozer, is dedicated to helping clients achieve their unique financial goals. With a personalized approach to wealth management, retirement planning, and financial advice, we strive to create a secure and prosperous future for our clients. Whether you're looking for comprehensive financial planning or tailored investment strategies, our team is here to assist you every step of the way. Contact us today to schedule an appointment and start planning for a brighter financial future with Churchill Management Group.
Gregory J. Kight - UBS Financial Services Inc.
Gregory J. Kight - UBS Financial Services Inc. is a reputable financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in finance, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Gregory J. Kight - UBS Financial Services Inc. offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management, this institution is dedicated to providing top-notch service and expertise to help you secure your financial future.
Christina Parra - UBS Financial Services Inc.
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
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
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.
Quality Tax Service
Quality Tax Service is a reputable accounting and finance institution located at 3663 Georgia Avenue Northwest in Washington, District of Columbia. With a team of experienced professionals, we provide top-notch tax services to individuals and businesses alike. Our services are tailored to meet the specific needs of our clients, ensuring accuracy and efficiency in every transaction. Whether you need help with tax preparation, planning, or filing, our knowledgeable staff is here to assist you every step of the way. Trust Quality Tax Service for all your financial needs.
Washington Tax & Public Policy Group
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.
American Law & Tax Counsel, PLLC
American Law & Tax Counsel, PLLC is a comprehensive institution specializing in accounting, finance, and legal services. Located in Washington, District of Columbia, our team carefully researches your business activity to identify proper deductions with the IRS for tax optimization. We specialize in tax relief strategies for businesses of all sizes and can negotiate payment plans to fit your budget. Our tax practice covers Federal, State, Local, and Foreign taxes for individuals, businesses, partnerships, trusts, estates, and nonprofit organizations. We offer tax return preparation, planning, and representation for IRS audits, appeals, and litigation. As a debt relief agency, we assist individuals in filing for bankruptcy relief under the Bankruptcy Code when debts exceed the ability to repay. Our services include filing for Chapter 7 debt discharge and preventing cancellation of debt liability. We also handle non-dischargeable debts, student loan debt relief, and employment-related legal matters, including Federal Employment Attorney representation and Whistleblower Protection Act cases.
Empire Office Services
Empire Office Services, located at 922 Longfellow Street Northwest in Washington, DC, is a trusted accounting and finance institution owned by Pamela Fullerton. With a focus on providing bookkeeping and advisory services to new and growing businesses, Empire Office Services is dedicated to helping clients get their financial affairs in order. Specializing in Accounting, Tax Preparation, Bookkeeping, Account Reconciliation, Financial Counseling, and Payroll Services, Empire Office Services serves clients in Washington DC, Baltimore, Maryland, and Fairfax, Virginia. With a reputation for excellence in handling tax and accounting needs for a diverse range of businesses, the team at Empire Office Services is well-equipped to assist with all financial matters.
The I Street Group - Morgan Stanley
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.
The Independence Wealth Management Group - Morgan Stanley
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.
Glazer Honigman Ellick
Located in Washington, DC, Glazer Honigman Ellick is a prestigious law firm that offers expert legal counsel to both domestic and international clients. Established in 1993, the firm prides itself on providing high-quality services at a reasonable cost, with a focus on personalized attention and direct partner involvement. Specializing in real estate, banking, litigation, corporate law, and succession and estate planning, the firm represents a wide range of clients including real estate owners, developers, investors, lenders, corporations, and high net-worth individuals. Their real estate practice covers the acquisition, development, financing, leasing, and sale of various properties, while their banking practice focuses on structuring and documenting asset-based loans. The litigation practice supports the firm's other areas of expertise, while the corporate practice assists clients with entity formation and documentation.
Paz Law Firm PC
Paz Law Firm PC is a beacon of resilience, reconciliation, and resistance located at 2001 L Street Northwest in Washington, District of Columbia, United States. We fight tirelessly for those harmed by the negligence of others, specializing in various types of accidents including car, truck, motorcycle, bicycle, and pedestrian accidents, as well as injuries in the workplace and on someone else's property. We also handle cases involving wrongful death, landlord/tenant disputes, debt collection, credit repair, and immigration matters. Our team of dedicated personal injury, consumer rights, and immigration lawyers is committed to championing the cause of those seeking justice. Whether you need help reclaiming what is rightfully yours in a landlord/tenant dispute or navigating the complexities of the U.S. immigration system, Paz Law Firm PC is here to support you every step of the way. Stand up for yourself and your family with our assistance, fostering a legacy of financial empowerment and justice.
Birchstone Moore LLC
Birchstone Moore LLC is a reputable law firm located at 2233 Wisconsin Avenue Northwest in Washington, D.C. They specialize in providing a wide range of legal services to individuals and businesses in the District of Columbia and beyond. With a team of experienced and dedicated attorneys, Birchstone Moore LLC is committed to providing high-quality legal representation and personalized service to their clients. Whether you are in need of assistance with litigation, corporate law, real estate transactions, or any other legal matter, Birchstone Moore LLC is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Bill DuBose, CFP ~ Heritage Financial, LLC
Bill DuBose, CFP ~ Heritage Financial, LLC is a finance institution located at 6803 Whittier Avenue, McLean, Virginia, United States. At Heritage Financial, we work with individuals and families nationwide, providing wealth management and financial planning services. Our team of wealth advisors is not only knowledgeable but also compassionate and attentive, ensuring that your needs and goals are at the forefront of our recommendations. As a Registered Investment Advisory firm based in Gainesville, Virginia, we serve clients in Northern Virginia, Washington, D.C., and surrounding areas. We offer fiduciary guidance, always putting your interests first, and strive to empower you to make informed financial decisions. Contact us for a complimentary introductory conversation to explore how we can assist you in achieving your financial goals. Please note that HF does not provide tax or legal advice, and past performance is not indicative of future results. We are proud to have Certified Financial Planners on our team, demonstrating our commitment to excellence in financial planning.
Balfour Hamilton | WEALTH & Assets Marketplace ~ Real Estate Investing & Development Consulting
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.
Kathleen Finn, LLC
Kathleen Finn, LLC, located at 1316 Q Street Northwest in Washington, DC, is a finance institution that operates under the name Finn Financial Advisory Group, Inc. As an independent Registered Investment Advisor (RIA), we provide personalized financial advice and planning services to clients in the DC, MD, and VA area, as well as Americans living abroad. Our goal is to offer simple yet comprehensive solutions that take into account various factors such as income, investments, taxes, fees, and interest rates. We believe in a common-sense approach to financial planning, focusing on coordinated and integrated advice. Finn Financial Advisory Group, Inc. is registered under the Investment Advisers Act of 1940, and our team is dedicated to providing high-quality services to our clients. We are licensed to offer securities in MD, VA, and DC, and we are registered with the U.S. Securities and Exchange Commission as an RIA. Our ADV Part 2, which details our investment strategies, fees, and objectives, is available upon request. Please note that this is not an offer to sell securities in any other state or jurisdiction.
Wharf Financial
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.
Merrill Lynch Financial Advisor David Anthony Powell
Merrill Lynch Financial Advisor David Anthony Powell, located at 1152 15th Street Northwest, Washington, DC, is a finance institution with over 25 years of industry experience. David brings a wealth of personal knowledge and shared client experiences to provide understandable and executable financial solutions. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Supported by global resources, David's team is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on simplifying wealth management, making the intimidating task of planning for the future an exciting journey for clients. With access to investment insights and banking convenience, the team works with clients to develop strategies tailored to their financial needs. Through conversations and the Investment Personality Assessment, the institution gets to know clients better to customize financial approaches. With tools to track life changes, the institution helps clients stay on track to achieve their goals. David believes in making investment-related decisions that align with clients' meaningful goals, whether it's planning for retirement, saving for a home, or funding education. The institution puts clients first, offering personalized investment strategies and comprehensive financial solutions. David Powell is registered to do business in multiple states and holds certifications in financial planning. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of services, including brokerage and investment advisory, tailored to clients' needs and objectives.
Merrill Lynch Financial Advisor James F O'Sullivan
Merrill Lynch Financial Advisor James F O'Sullivan is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. James focuses on delivering a comprehensive approach to managing personal wealth by proactively listening to client needs and intentions. He works closely with clients to ensure their investment strategy is aligned with their desired outcomes. In addition to his financial advisory services, James is an active member of the Federalist Society, the Alexander Hamilton Society, and supports the Center for New American Security. He offers Merrill Personal Wealth Analysis™ to build personalized plans centered around clients' goals and aspirations.
BMD Professional Consulting CPAs
BMD Professional Consulting CPAs is a renowned accounting and finance institution located in the heart of Washington, D.C. Founded in 2008 by a seasoned financial specialist with over two decades of experience, BMD offers top-notch services comparable to those of large accounting firms, but with the personalized attention and cost-effective rates of a smaller firm. Whether you need assistance with accounting, finance, or tax planning, BMD's dedicated team will work closely with you to tailor a solution that meets your specific needs and helps you achieve your financial goals. With a strong commitment to excellence and client satisfaction, BMD Professional Consulting CPAs is your trusted partner in financial success.
Marcum LLP
Marcum LLP is a leading accounting and finance institution located at 1899 L Street Northwest in Washington, District of Columbia. With a strong reputation for providing top-notch financial services, Marcum LLP offers a wide range of accounting solutions to businesses and individuals alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax planning, audits, or financial consulting, Marcum LLP is committed to providing expert guidance and personalized service to meet your needs.
BDO
BDO is a renowned accounting and finance institution located at 799 9th Street Northwest in Washington, District of Columbia, United States. With a strong reputation for excellence in financial services, BDO offers a wide range of accounting and advisory services to clients in various industries. Their team of experienced professionals provides personalized solutions to help businesses achieve their financial goals. Whether you are looking for auditing, tax planning, or consulting services, BDO is committed to delivering top-notch expertise and exceptional customer service.
J Arthur Brown & Associates
J Arthur Brown & Associates is a reputable accounting and finance institution located at 1421 Marion Barry Avenue SouthEast in Washington, District of Columbia. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their dedication to providing personalized and high-quality services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, J Arthur Brown & Associates is committed to helping you achieve your financial goals.
Miller & Company LLP
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.
Mitchell & Titus LLP
Mitchell & Titus LLP is a leading accounting and finance institution located at 1101 New York Avenue Northwest in Washington, District of Columbia. With a strong reputation for excellence in financial services, they provide a wide range of accounting and advisory services to clients in the United States. Their team of professionals is dedicated to delivering high-quality solutions tailored to meet the unique needs of each client. Whether you are looking for tax planning, audit services, or financial consulting, Mitchell & Titus LLP is committed to helping you achieve your financial goals.
Accounting Hawks
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.
Make My Day CPA
Make My Day CPA is a reputable accounting and finance institution located at 450 North Washington Street in Falls Church, Virginia, United States. Our team of experienced and knowledgeable Certified Public Accountants (CPAs) are dedicated to helping individuals and businesses with all their financial needs. From tax preparation and planning to bookkeeping and financial consulting, we strive to provide top-notch services that will make your day. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
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