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TOP 30 Customized tax strategies in Seattle, WA
18 results found
Search for local businesses, places and services near you
Hunter Tax Resolution
Hunter Tax Resolution, located at 711 Saint Helens Avenue in Tacoma, Washington, is a leading institution in the field of accounting and finance. Our dedicated team believes that taxpayers have rights, and we are committed to helping you exercise those rights effectively. With expertise in navigating the complexities of IRS forms, we provide personalized strategies tailored to your unique situation. Our licensed tax professionals will work closely with you to resolve any tax issues you may be facing. Servicing clients in Tacoma, Puyallup, Renton, Olympia, Seattle, and surrounding areas, Hunter Tax Resolution offers a range of tax services to meet your needs. Our fee structure is based on the approach we take towards resolution, ensuring that representation is accessible to all facing IRS collection actions. From evaluating your situation to filing outstanding returns, our goal is to help you achieve freedom from tax burdens.
Tax Hack Accounting Group
Tax Hack Accounting Group, located at 107 Spring Street in Seattle, Washington, is a leading institution in the field of accounting and finance. With a focus on understanding your business, industry, and objectives, we develop customized strategic plans to lower your tax liability and maximize cash savings tailored to your specific stage of business. Our team of experienced professionals provides tax advisory services and accounting for businesses of all sizes, with a specialty in R&D tax services for optimal compliance and tax benefits. With a track record of handling audits with over $1,000,000 in proposed adjustments, our advisors, who are former Big-4 consultants, apply innovative tax and advisory strategies to generate specific results for our clients. We believe in continuous support and empowering businesses across diverse industries, from e-commerce to manufacturing and beyond. Our On-Ramp programs offer ongoing advice and strategy to monitor key performance indicators and financial data throughout the year, seeking credits, reimbursements, and deduction opportunities.
COLLIER Sustainable Wealth Management
COLLIER Sustainable Wealth Management is a finance institution located at 1833 North 105th Street in Seattle, Washington, United States. Specializing in financial planning and investment management, our goal is to help you align your wealth with your values and ambitious goals. Our comprehensive approach goes beyond traditional financial planning, empowering you to envision and achieve a future that reflects who you are and what you care about. We understand the unique challenges faced by individuals in the vibrant Seattle community, and our commitment to fostering lifelong relationships means that we stand by you through every life moment, consistently earning your trust. Our team of experts conducts rigorous investment research, minimizes taxes and fees, and leverages a disciplined global strategy to help you grow and preserve your wealth over time.
Salmon Bay Wealth Management
Salmon Bay Wealth Management is a reputable finance institution located at 5708 26th Avenue Northwest in the vibrant city of Seattle, Washington, United States. With a team of experienced financial experts, Salmon Bay Wealth Management offers a wide range of services including investment management, financial planning, retirement planning, and wealth preservation strategies. Clients can trust in the institution's dedication to providing personalized and comprehensive financial solutions to help them achieve their financial goals. Whether you are looking to grow your wealth or plan for a secure future, Salmon Bay Wealth Management is committed to guiding you towards financial success.
Lucid Advisors
Lucid Advisors is a leading finance institution located at 2101 4th Avenue in Seattle, Washington, United States. With a team of experienced financial experts, Lucid Advisors provides tailored financial solutions to individuals and businesses. Whether you are looking for investment advice, financial planning, or wealth management services, Lucid Advisors is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and experience the difference that our personalized approach to finance can make for you.
Pacific Portfolio Consulting, LLC
Pacific Portfolio Consulting, LLC is a finance institution located at 701 5th Avenue in Seattle, Washington, United States. Established in 1992, we are a team of experienced advisors dedicated to providing investment and wealth advisory services to high net worth families and institutions. With over $4 billion of assets under advisement, our goal is to help our clients increase their Value of Time® by managing their financial affairs efficiently. Our Institutional Advisory Services cater to businesses with employee retirement programs, acting as their Chief Investment and Retirement Officers. We specialize in trust management and are committed to serving our clients' interests over multiple generations. Our team of Seattle-based financial advisors offers tailored financial guidance to help clients spend more time doing what they love and less time worrying about financial matters.
Powers Consulting Group - UBS Financial Services Inc.
Powers Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 925 4th Avenue in Seattle, Washington, United States. With a strong focus on providing personalized financial solutions, their team of experts offers a wide range of services including wealth management, investment planning, retirement planning, and more. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Powers Consulting Group - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.
Markow Financial Group Inc
Markow Financial Group Inc, located at 2015 West Dravus Street in Seattle, Washington, is a finance institution specializing in goal-based wealth and tax management. As an independent firm, they focus on providing personalized solutions tailored to each client's individual goals and needs. With a commitment to unbiased and objective advice, Markow Financial Group works closely with clients to develop financial plans that align with their ambitions. Their investment planning approach is disciplined and long-term, ensuring strategies are tailored to each client's unique needs. Additionally, they offer comprehensive insurance services to help clients secure their future and navigate the complexities of the tax system. Registered with Cambridge Investment Research, Inc., Markow Financial Group Inc is dedicated to providing transparent and customized financial solutions to residents of several states.
Edward Jones - Financial Advisor: Nariman Nadirli
Edward Jones - Financial Advisor: Nariman Nadirli is a reputable finance institution located at 13540 Lake City Way Northeast in Seattle, Washington, United States. As a dedicated financial advisor, Nariman Nadirli provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust Edward Jones to help them navigate the complexities of investing and financial planning. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Nariman Nadirli is committed to helping you secure a prosperous financial future.
Timothy H Khin - Associate Financial Advisor, Ameriprise Financial Services, LLC
Timothy H Khin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1080 West Ewing Place, Seattle, Washington, United States. Timothy holds several certifications including 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®, CFP®, 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®. These certifications demonstrate Timothy's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. With a focus on asset management, retirement planning, estate planning, and investment strategies, Timothy is dedicated to helping clients achieve their financial goals.
Edward Jones - Financial Advisor: Justin P Schuessler, CFP®
Edward Jones - Financial Advisor: Justin P Schuessler, CFP® is a reputable financial institution located at 6041 California Avenue Southwest in Seattle, Washington, United States. Justin P Schuessler, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is a trusted partner in wealth management and financial planning. Contact Justin P Schuessler today for expert guidance on investment strategies, retirement planning, and more.
Frederick Gibbs - Financial Advisor, Ameriprise Financial Services, LLC
Frederick Gibbs - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 520 Pike Street, Seattle, Washington, United States. Specializing in providing expert financial advice and services, Frederick Gibbs holds various certifications including 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®. These certifications demonstrate Frederick Gibbs' commitment to excellence and expertise in various areas of finance, ensuring clients receive top-notch financial planning and management services. Whether you are a retiree, small business owner, high net worth individual, or have specific financial needs, Frederick Gibbs is equipped to provide tailored solutions to help you achieve your financial goals.
Mark O'Neil - RBC Wealth Management Financial Advisor
Mark O'Neil - RBC Wealth Management Financial Advisor is a trusted finance institution located at 401 Union Street in Seattle, Washington, United States. As a dedicated financial advisor, Mark O'Neil provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Mark O'Neil - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Neale Foody - RBC Wealth Management Financial Advisor
Neale Foody - RBC Wealth Management Financial Advisor is a reputable financial institution located at 401 Union Street in Seattle, Washington. As a trusted advisor, Neale Foody provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Neale Foody offers comprehensive financial solutions tailored to each client's individual needs. With expertise in the field of finance, Neale Foody is dedicated to helping clients build and preserve their wealth for a secure financial future.
Dave Levine - Financial Advisor, Ameriprise Financial Services, LLC
Dave Levine - Financial Advisor at Ameriprise Financial Services, LLC is a trusted and experienced financial institution located at 1200 Westlake Avenue North in Seattle, Washington. As a leading provider of financial services, Dave Levine offers personalized and comprehensive financial planning to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Dave Levine - Financial Advisor is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
John Bender - Financial Advisor, Ameriprise Financial Services, LLC
John Bender - Financial Advisor at Ameriprise Financial Services, LLC, located at 520 Pike Street in Seattle, Washington, offers expert financial advice and services to help clients achieve their financial goals. With a focus on retirement planning and investment strategies, John Bender aims to provide a positive backdrop for stock prices and extend the current bull market rally into 2024. Clients can explore the Retirement InteractiveSM tool to address common retirement concerns such as income stability, market fluctuations, and inflation risks. For those seeking a more confident financial future, a complimentary initial consultation is available to discuss financial planning concepts and strategies.
Joseph & Hetrick, LLC
Joseph & Hetrick, LLC is an accounting and finance institution located at 1037 Northeast 65th Street in Seattle, Washington, United States. Specializing in navigating complex IRS tax problems, the firm offers assistance with late filings and audit correspondence. Using proactive tax planning and strategic financial coaching, they help high-value employees leverage equity compensation to their benefit. The firm utilizes TaxDome, a secure client portal for document sharing and secure messaging, and offers consultations via Zoom or phone. Founded by Randy and her daughter Deva, the firm focuses on equity compensation with a small team to provide personalized service. Randy, with a background in tax auditing and accounting, brings over 23 years of experience to the firm. Deva, a former professional poker player turned Enrolled Agent, enjoys blending math and strategy with a human touch to help clients transform stress into calm. Valerie, another member of the team, offers customized tax advice to businesses and their owners.
Collaborative Business Solutions, LLC
Collaborative Business Solutions, LLC is a financial institution located in Seattle, Washington, United States. We specialize in providing accounting and finance services to entrepreneurs who are looking to build companies of value that make a lasting impact on the world. Whether you are just starting out or rapidly scaling your business, we offer expert insights and tailored solutions to help you achieve your goals. Our team of experienced professionals can help you access the resources you need to define your income and lifestyle, while alleviating the pressures of running a business so you can focus on your core strengths.
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