Tax management and consulting in Harrisonburg, VA
38 results found
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Shen Valley Tax & Bookkeeping Inc
● ClosedShen Valley Tax & Bookkeeping Inc is a leading accounting and finance institution located at 40 Southgate Court in Harrisonburg, Virginia, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, and financial consulting. Our goal is to help individuals and businesses manage their finances effectively and achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
40 Southgate Ct STE 101, Harrisonburg, VA 22801, United States -
Good Wealth Management - Financial Advisors
● ClosedGood Wealth Management is a trusted financial advisory institution located at 544 South Main Street in Harrisonburg, Virginia. Our team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services, investment advice, retirement planning, and estate planning. At Good Wealth Management, we prioritize our clients' financial well-being and provide expert guidance to help them make informed decisions. Contact us today to schedule a consultation and take the first step towards financial success.
544 S Main St, Harrisonburg, VA 22801, United States -
Larson Wealth Management
● ClosedLarson Wealth Management is a finance institution located at 124 Newman Avenue in Harrisonburg, Virginia, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Larson Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
124 Newman Ave #101, Harrisonburg, VA 22801, United States -
Loomis Wealth Management
● ClosedLoomis Wealth Management is a reputable finance institution located the heart of Harrisonburg, Virginia. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. With a focus on long-term growth and financial security, we offer a range of services including investment planning, retirement planning, estate planning, and more. Trust Loomis Wealth Management to guide you towards a secure financial future.
1954 Evelyn Byrd Ave, Harrisonburg, VA 22801, United States -
Dell Tax
● ClosedDell Tax is a reputable accounting and finance institution located in Harrisonburg, Virginia, United States. With a team of experienced professionals, Dell Tax provides a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. The institution is committed to providing personalized and efficient solutions to meet the diverse needs of their clients. Whether you are looking for assistance with your taxes or need help managing your finances, Dell Tax is dedicated to helping you achieve your financial goals.
Harrisonburg, VA 22801, United States -
MIM Taxes
● ClosedMIM Taxes is a reputable accounting and finance institution located at 1951 Evelyn Byrd Avenue in Harrisonburg, Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses. Whether you need assistance with filing your taxes or managing your finances, MIM Taxes is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
1951 Evelyn Byrd Ave E, Harrisonburg, VA 22801, United States -
DB Accounting and Brokerage LLC
● ClosedDB Accounting and Brokerage LLC is a reputable financial institution located at 3200 Peoples Drive in Harrisonburg, Virginia, United States. Specializing in accounting and finance services, our team of skilled professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience and expertise in the industry, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are looking to streamline your accounting processes or grow your investment portfolio, DB Accounting and Brokerage LLC is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.
3200 Peoples Dr, Harrisonburg, VA 22801, United States -
Elite Bookkeeping and Payroll Service
● ClosedElite Bookkeeping and Payroll Service is a top-tier accounting and finance institution located at 3811 South Main Street in Harrisonburg, Virginia, United States. With a team of highly skilled professionals, we provide exceptional bookkeeping and payroll services to businesses of all sizes. Our commitment to accuracy, efficiency, and confidentiality sets us apart as a trusted partner for managing your financial needs. Contact us today to experience the elite level of service we offer.
3811 S Main St Suite 2612, Harrisonburg, VA 22801, United States -
Medical Billing & Management
● OpenMedical Billing & Management is a reputable institution located at 370 Neff Avenue in Harrisonburg, Virginia, United States. Specializing in accounting and finance, we provide top-notch services in medical billing and management. Our team of experts is dedicated to ensuring accurate and efficient billing practices for healthcare providers, helping them streamline their financial operations. With a commitment to excellence and customer satisfaction, Medical Billing & Management is the go-to institution for all your medical billing and financial management needs.
370 Neff Ave, Harrisonburg, VA 22801, United States -
Bender Daniel J CPA
● OpenBender Daniel J CPA is a financial institution located at 725 Jackson Street in Fredericksburg, Virginia, United States. Specializing in accounting and finance, the institution is led by Dan Bender, a Certified Financial Planner and Certified Public Accountant with over 23 years of experience in the industry. Dan's main objective is to help clients achieve positive results through strategic planning, ensuring they are fully prepared for the future. Please note that Bender Daniel J CPA offices will be closed from December 25, 2023, to January 1, 2024, and will reopen on January 2, 2024. Additionally, the website is scheduled for maintenance on December 27, 2023, and may be offline for a period of time.
725 Jackson St # 210, Fredericksburg, VA 22401, United States -
Park View Financial Advisors
● ClosedPark View Financial Advisors is a reputable finance institution located at 1675 Virginia Avenue in Harrisonburg, Virginia. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, our experts are here to guide you every step of the way. Trust Park View Financial Advisors to provide you with expert advice and reliable solutions for all your financial needs.
1675 Virginia Ave, Harrisonburg, VA 22802, United States -
Hess Financial
● ClosedHess Financial is a reputable finance institution located at 380 East Market Street in Harrisonburg, Virginia, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Hess Financial offers a wide range of financial solutions including investments, retirement planning, insurance, and more. Our team of experienced financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us at our convenient location to learn more about how we can assist you with your financial needs.
380 E Market St, Harrisonburg, VA 22801, United States -
Kelly Burkholder - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKelly Burkholder is a Financial Advisor at Ameriprise Financial Services, LLC located at 560 Neff Avenue in Harrisonburg, Virginia, United States. Kelly Burkholder holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kelly Burkholder specializes in providing financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and comprehensive knowledge of asset management, investment strategies, estate planning, risk management, and retirement planning, Kelly Burkholder is dedicated to helping clients achieve their financial goals.
560 Neff Ave Ste 400, Harrisonburg, VA 22801, United States -
Strategent Financial LLC
● ClosedStrategent Financial LLC is a leading finance institution located at 185 Neff Avenue in Harrisonburg, Virginia, United States. Specializing in providing expert financial services, including investment management, retirement planning, and wealth management, Strategent Financial LLC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust in the expertise and guidance offered by this reputable institution.
185 Neff Ave #102, Harrisonburg, VA 22801, United States -
Stern & Heatwole Financial Group
● ClosedStern & Heatwole Financial Group is a leading finance institution located at 305 Lucy Drive in Harrisonburg, Virginia, United States. With a strong commitment to providing personalized financial solutions, our team of experts offers a wide range of services including investment management, retirement planning, and wealth preservation. Whether you are looking to grow your wealth or secure your financial future, Stern & Heatwole Financial Group is here to help you achieve your goals. Contact us today to schedule a consultation and take the first step towards financial success.
305 Lucy Dr, Harrisonburg, VA 22801, United States -
Wells Fargo Advisors
● ClosedWells Fargo Advisors is a financial institution located at 5700 South High Street in Harrisonburg, Virginia, United States. As a trusted provider of financial services, Wells Fargo Advisors offers a range of banking and investment solutions to help individuals and businesses manage their finances effectively. Whether you need assistance with retirement planning, investment strategies, or simply want to withdraw cash from an ATM, Wells Fargo Advisors is here to help you achieve your financial goals.
5700 S High St #300, Harrisonburg, VA 22801, United States -
Being Financial
● ClosedBeing Financial is a reputable finance institution located at 320 South Main Street in Harrisonburg, Virginia, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, loans, or other financial needs, Being Financial is here to help. Visit us today to learn more about how we can assist you in managing your finances effectively.
320 S Main St Suite 1E, Harrisonburg, VA 22801, United States -
Tate Financial Services Corporation
● OpenTate Financial Services Corporation, located at 1910 Erickson Avenue in Harrisonburg, Virginia, offers a full range of cost-effective accounting and finance services. Our well-organized financial records ensure that your business operations run efficiently on a daily basis. From general ledger to payroll, we can handle all aspects of your bookkeeping needs, providing reports for management analysis. Tax planning is a priority at TFS, with a focus on developing IRS-compliant plans to build personal and business wealth. We prepare and review tax returns to maximize benefits and deductions, while also protecting your private information and serving as your advocate in tax matters.
1910 Erickson Ave # 8, Harrisonburg, VA 22801, United States -
MassMutual Commonwealth
● ClosedMassMutual Commonwealth is a finance institution located at 57 South Main Street in Harrisonburg, Virginia, United States. As a trusted financial partner, MassMutual Commonwealth offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for retirement planning, investment management, or insurance services, MassMutual Commonwealth is committed to helping you secure a stable financial future.
57 S Main St #409, Harrisonburg, VA 22801, United States -
Daugharty & Company, P.C.
● ClosedDaugharty & Company, P.C. is a reputable accounting and finance institution located at 370 Neff Avenue in Harrisonburg, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Contact Daugharty & Company, P.C. for all your financial needs.
370 Neff Ave Ste F, Harrisonburg, VA 22801, United States -
Brown Edwards: Jeffrey A. Smith, CPA
● ClosedBrown Edwards: Jeffrey A. Smith, CPA is a reputable accounting and finance institution located at 1909 Financial Drive in Harrisonburg, Virginia, United States. With a team of over 350 professionals, Brown Edwards is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. The institution offers a wide range of services including accounting, assurance, tax, and management advisory services. At Brown Edwards, the core mission is to provide clients with the highest quality service by understanding their unique situations and exceeding their specific needs. The institution has helped thousands of companies with financial management, tax preparation, and strategic planning. They continually develop their capabilities by staying updated on industry trends through trade shows, conferences, and continuing education programs.
1909 Financial Dr, Harrisonburg, VA 22801, United States -
Landmark Business Solutions
● ClosedLandmark Business Solutions is a reputable institution specializing in accounting and finance services. Located at 1463 Brookhaven Drive in Harrisonburg, Virginia, United States, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and personalized service, Landmark Business Solutions is the go-to destination for all your accounting and finance needs. Contact us today to learn more about how we can help you achieve your financial goals.
1463 Brookhaven Dr, Harrisonburg, VA 22801, United States -
Arehart Rhonda K CPA
● ClosedArehart Rhonda K CPA is a reputable accounting and finance institution located at 209 North High Street in Harrisonburg, Virginia, United States. With a focus on providing expert financial services, this institution is dedicated to helping individuals and businesses manage their finances effectively. The experienced team at Arehart Rhonda K CPA is committed to delivering high-quality accounting services tailored to meet the unique needs of each client. Whether you are looking for tax preparation, financial planning, or other accounting services, you can trust Arehart Rhonda K CPA to provide reliable and professional assistance.
209 N High St, Harrisonburg, VA 22802, United States -
Brown Edwards: Alan G. Landes, CPA
● ClosedBrown Edwards: Alan G. Landes, CPA is a reputable accounting and finance institution located at 1909 Financial Drive in Harrisonburg, Virginia, United States. With a team of over 350 professionals, Brown Edwards is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. The institution offers a wide range of services including accounting, assurance, tax, and management advisory services. At Brown Edwards, the core mission is to provide clients with the highest quality service by listening and learning about each client's unique situation. The institution has helped thousands of companies with financial management, tax preparation, and strategic planning. The team continually develops their capabilities by attending trade shows, conferences, and continuing education programs to stay informed on industry trends.
1909 Financial Dr, Harrisonburg, VA 22801, United States -
Schrock Financial
● OpenSchrock Financial, located at 4145 Quarles Court in Harrisonburg, Virginia, is a finance institution that believes in making finances less stressful and more approachable. With a team that has diverse backgrounds in economics, education, engineering, and banking, we offer a holistic approach to managing your finances. We believe in discussing financial strategies around a table, not behind a desk, to ensure that your financial decisions align with your values and goals. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact us at info@schrockfin.com or (540) 437-9929 to schedule a consultation and take the first step towards financial peace of mind.
4145 Quarles Ct, Harrisonburg, VA 22801, United States -
Brown Edwards
● ClosedBrown Edwards is a leading accounting and finance institution located at 1909 Financial Drive in Harrisonburg, Virginia, United States. With a team of over 350 professionals, we offer a wide range of services including accounting, assurance, tax, and management advisory. Our core mission is to provide high-quality service tailored to each client's unique needs. We have helped thousands of companies with financial management, tax preparation, and strategic planning. At Brown Edwards, we prioritize continuous learning and development by attending trade shows, conferences, and continuing education programs. We specialize in serving financial institutions and have over 100 years of experience providing counsel to more than 60 institutions. Our team includes former bank management and lenders with various certifications.
1909 Financial Dr, Harrisonburg, VA 22801, United States -
Sarah Sunde - Thrivent
● ClosedSarah Sunde - Thrivent is a financial institution located at 1141 Chestnut Drive in Harrisonburg, Virginia, United States. Licensing for insurance products is available through the State Insurance Department's website, as indicated by the National Association of Insurance Commissioners. 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 Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
1141 Chestnut Dr, Harrisonburg, VA 22801, United States -
Couric Financial
● ClosedCouric Financial is a reputable finance institution located at 320 South Main Street in Harrisonburg, Virginia, United States. With a strong focus on providing personalized financial solutions, Couric Financial offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Couric Financial is committed to providing expert guidance and support every step of the way.
320 S Main St #1c, Harrisonburg, VA 22801, United States -
Graves Light Lenhart
● OpenGraves Light Lenhart is a finance institution located at 100 South Mason Street in Harrisonburg, Virginia, United States. As your financial advisor for managing assets and protecting wealth, Graves Light Lenhart takes a comprehensive approach to financial planning by collaborating with your attorney, accountant, and insurance agent. Our experienced team-based approach ensures that we consider all options for long-term financial well-being. With the ability to create and manage investment portfolios in-house, we eliminate the cost of third-party investment managers. The Principal | Director of Wealth Strategies & Chief Compliance Officer at Graves Light Lenhart leads a highly educated and experienced team that provides peace of mind through comprehensive wealth management services. We customize strategies to protect your wealth and preserve your legacy, always working in your best interest.
100 S Mason St STE C, Harrisonburg, VA 22801, United States -
JS Replogle & Associates
● ClosedJS Replogle & Associates is a finance institution located at 107 Breezewood Terrace in Bridgewater, Virginia, United States. Specializing in financial and investment planning, we use the innovative Nitrogen platform to help our clients invest with confidence. Nitrogen, a Nobel Prize-winning framework, calculates the exact level of risk needed in a portfolio to reach financial goals, replacing subjective terms with a personalized Risk Number® between 1 and 99. Our team of experienced financial professionals work to align your portfolio with your Risk Number and create a clear path towards achieving your objectives. Recognized as one of the world's most innovative companies in finance, Nitrogen has been featured in Fast Company Magazine and Forbes FinTech50 list. Our advisors at JS Replogle & Associates have been helping clients with investment, tax, retirement, and estate planning since 2000. We offer transparent fee structures, unbiased recommendations, and personalized guidance to ensure ethical and integral financial services.
107 Breezewood Terrace, Bridgewater, VA 22812, United States
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