Tax consultancy in Seattle, WA
175 results found
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Falcon Wealth Planning
● ClosedFalcon Wealth Planning is a finance institution located at 1700 7th Avenue, Seattle, Washington, United States. At Falcon Wealth, we help you live the life you want by providing personalized and transparent fiduciary advice to help you reach your financial goals. Our reviews contain testimonials from users who have had real-life experiences with our services, reflecting their personal opinions. We offer wealth management solutions tailored to fit your financial needs and unique lifestyles, strategizing to effectively manage your wealth for generations to come. Our focus is on harmonizing your personal finances with your corporate lifestyle, ensuring financial stability while meeting the economic stipulations of your company.
1700 7th Ave #2100, Seattle, WA 98101, United States -
Greenfield Financial Advising
● OpenGreenfield Financial Advising, located at 701 5th Avenue in Seattle, Washington, is a finance institution that is a member of D.A. Davidson & Co., member SIPC. Their motto is "Envisioning Your Financial Future: Stronger. Smarter. Better." They offer securities, investment services, annuity, and insurance products through D.A. Davidson & Co. While clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional, the institution does not provide tax, accounting, or legal advice. Clients are advised to verify all information with their own tax advisor, accountant, or attorney. The Financial Professionals at Greenfield Financial Advising are registered and licensed to transact business only in certain states and jurisdictions. Not all securities, products, and services mentioned may be available in every state. The information on their website is not investment advice and does not constitute an offer. It is important to note that neither the information nor any opinion on their site constitutes a solicitation or offer to buy or sell securities or provide investment advice. Some content on their site is provided by a third party and may not necessarily reflect the expertise of their Financial Professionals. For more information, visit their website and check the background of their investment professionals.
701 5th Ave, Seattle, WA 98104, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors is a finance institution located at 1301 5th Avenue in Seattle, Washington, United States. Our priority is to help you achieve your financial goals through an in-depth planning-based approach tailored to your unique needs. As an independent financial advisor, we offer objective investment recommendations through our fee-only approach. With EP Wealth Advisors, you will experience a personalized touch and deep expertise, allowing you to focus on what truly matters to you. Our team of Certified Financial Planners, tax and estate professionals, and portfolio managers will work together to build and manage your personalized financial plan.
1301 5th Ave #1350, Seattle, WA 98101, United States -
Merrill Lynch Financial Advisor Alexander L. Ainsley
● ClosedMerrill Lynch Financial Advisor Alexander L. Ainsley is a reputable finance institution located at 401 Union Street in Seattle, Washington, United States. With a focus on providing expert financial advice and services, Alexander L. Ainsley offers personalized investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Merrill Lynch Financial Advisor Alexander L. Ainsley is dedicated to helping you make informed choices and secure your financial future.
401 Union St, Seattle, WA 98101, United States -
Fritz Financial Services, CPA
● ClosedFritz Financial Services, CPA is a tax services and tax consulting institution located at 903 East Main Street in Auburn, Washington, serving clients in Auburn, Kent, and the Greater Seattle Area. With over 80,000 pages of constantly changing tax code, Fritz Financial Services partners with clients to identify opportunities to meet long term goals and minimize tax liability over their lifetime. As a licensed CPA since 2009 and CFA Charter holder since 2011, Fritz Financial Services offers a unique perspective in tax planning and investments. The institution offers tax consulting sessions throughout the year to develop comprehensive tax strategies and maximize client value.
903 E Main St suite 213, Auburn, WA 98002, United States -
Markow Financial Group Inc
● ClosedMarkow 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.
2015 W Dravus St #103, Seattle, WA 98199, United States -
The Aviv Group - Morgan Stanley
● OpenThe Aviv Group - Morgan Stanley is a leading finance institution located at 601 Union Street in the bustling city of Seattle, Washington. With a strong presence in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and advisory services. The team at The Aviv Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complex world of finance with confidence and expertise. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Aviv Group - Morgan Stanley is here to provide tailored solutions to meet your needs.
601 Union St Suite 2900, Seattle, WA 98101, United States -
Raymond Lyle CPA PLLC
● ClosedRaymond Lyle CPA PLLC is a reputable accounting and finance institution located at 4701 Southwest Admiral Way in Seattle, Washington, United States. With a team of highly skilled and experienced professionals, they offer a wide range of accounting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Raymond Lyle CPA PLLC is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your accounting and finance needs in the Seattle area.
4701 SW Admiral Wy #128, Seattle, WA 98116, United States -
Cairncross & Hempelmann PS
● ClosedCairncross & Hempelmann PS is a prestigious law firm located in the heart of downtown Seattle, Washington. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to clients in various industries. From corporate law to real estate transactions, their expertise and commitment to excellence make them a top choice for clients seeking legal representation. Visit their office at 524 2nd Avenue to learn more about how they can help with your legal needs.
524 2nd Ave #500, Seattle, WA 98104, United States -
Edward Jones - Financial Advisor: Nariman Nadirli
● OpenEdward 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.
13540 Lake City Way NE Suite 100, Seattle, WA 98125, United States -
Timothy H Khin - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenTimothy 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.
1080 W Ewing Pl #200, Seattle, WA 98119, United States -
Edward Jones - Financial Advisor: Justin P Schuessler, CFP®
● ClosedEdward 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.
6041 California Ave SW Suite 103, Seattle, WA 98136, United States -
Frederick Gibbs - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedFrederick 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.
520 Pike St Ste 2725, Seattle, WA 98101, United States -
Mark O'Neil - RBC Wealth Management Financial Advisor
● ClosedMark 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.
401 Union St Suite 3600, Seattle, WA 98101, United States -
Neale Foody - RBC Wealth Management Financial Advisor
● ClosedNeale 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.
401 Union St Suite 3600, Seattle, WA 98101, United States -
Albert Israel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAlbert Israel is a Financial Advisor at Ameriprise Financial Services, LLC located at 520 Pike Street in Seattle, Washington, United States. Albert holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Albert is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, insurance products, tax planning, or retirement income strategies, Albert Israel is here to help. Contact him today for a comprehensive financial plan tailored to your unique needs.
520 Pike St Ste 2725, Seattle, WA 98101, United States -
Dave Levine - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDave 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.
1200 Westlake Ave N Ste 501, Seattle, WA 98109, United States -
Bank of America Private Client Advisor Thomas (Tom) M Witte
● OpenBank of America Private Client Advisor Thomas (Tom) M Witte, located at 401 Union Street in Seattle, Washington, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. With over four decades of experience in banking and wealth management, Tom provides personalized financial services to a diverse group of client families. He leads a team of specialists to understand the unique financial circumstances of senior-level corporate executives, successful business owners, homebuilders, developers, real estate investors, and wealthy families. Tom has a strong commitment to community involvement and has served on several non-profit boards and committees. He is dedicated to helping clients achieve their financial goals, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personalized experience.
401 Union St, Seattle, WA 98101, United States -
John Bender - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn 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.
520 Pike St Ste 2725, Seattle, WA 98101, United States -
Merrill Lynch Financial Advisor Colin Igawa
● ClosedMerrill Lynch Financial Advisor Colin Igawa is a dedicated and experienced finance professional located at 401 Union Street in Seattle, Washington. Colin values both results and relationships, serving a diverse group of clients across the Northwest, Hawaii, and Nevada. He approaches each client relationship with open ears, an open heart, and an open mind. Colin's clients include successful tech entrepreneurs, business owners, individuals going through life changes like divorce, families, and non-profit organizations. Colin is committed to helping his clients lead healthy lives and build wealth for future generations. With a focus on long-term legacies, he assists business owners with exit and succession planning strategies. Colin holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Financial Consultant® (ChFC®) designation, bringing a high level of expertise to his client relationships.
401 Union St, Seattle, WA 98101, United States -
Internal Revenue Service (IRS) Taxpayer Assistance Center
● ClosedThe Internal Revenue Service (IRS) Taxpayer Assistance Center located at 915 2nd Avenue in Seattle, Washington, United States, is a local government office that provides accounting and finance assistance to taxpayers. Whether you need help with filing your taxes, understanding tax laws, or resolving tax issues, the knowledgeable staff at the IRS Taxpayer Assistance Center is there to help. Visit the center to receive personalized assistance and guidance on all your tax-related matters.
915 2nd Ave #3260, Seattle, WA 98174, United States -
Department of Finance and Administrative Services
● ClosedThe Department of Finance and Administrative Services is a local government office located at 700 5th Avenue in Seattle, Washington, United States. This institution is responsible for managing the financial affairs and administrative functions of the city, ensuring efficient and effective use of resources to support the community. From budget planning and accounting to procurement and facility management, the department plays a crucial role in maintaining the operations of the city government. With a focus on transparency, accountability, and innovation, the Department of Finance and Administrative Services works to provide quality services and support to residents and businesses in the Seattle area.
700 5th Ave Suite 4200, Seattle, WA 98104, United States -
Karchesy & Company
● OpenKarchesy & Company is a reputable accounting and finance institution located at 7282 Stinson Avenue in Gig Harbor, Washington. Our team is highly experienced in navigating the complexities of business formation and finances, and we are dedicated to helping our clients achieve success. We specialize in keeping your books in line, leveraging your time, and ultimately contributing to your prosperity. Serving the greater Seattle Tacoma & Gig Harbor area, we are committed to providing collaborative and personalized services to meet your specific needs. Trust Karchesy & Company to help you achieve your financial goals and thrive in the competitive business world.
7282 Stinson Ave suite c, Gig Harbor, WA 98335, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 3864 Delridge Way Southwest in Seattle, Washington. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you need help with your personal taxes or managing your business finances, H&R Block is dedicated to helping you achieve your financial goals. Visit their office today to receive expert advice and assistance with all your accounting needs.
3864 Delridge Wy SW Ste 614, Seattle, WA 98106, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 3717 California Avenue Southwest in Seattle, Washington, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is here to help. Trustworthy and reliable, H&R Block is committed to providing top-notch financial services to clients in the Seattle area.
3717 California Ave SW Ste 101 Unit N, Seattle, WA 98116, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 9648 16th Avenue Southwest in Seattle, Washington, United States. With a team of experienced professionals, H&R Block provides expert tax preparation and financial services to individuals and businesses alike. Whether you need assistance with tax planning, bookkeeping, or financial consulting, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to experience top-notch accounting services in a welcoming and efficient environment.
9648 16th Ave SW, Seattle, WA 98106, United States -
Courtesy Accounting
● ClosedCourtesy Accounting is a leading accounting and finance institution located at 4411 California Avenue Southwest in the bustling city of Seattle, Washington. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses manage their financial affairs effectively. From bookkeeping and tax preparation to financial planning and consulting, our experts are dedicated to providing top-notch solutions tailored to meet our clients' needs. Trust Courtesy Accounting to navigate the complexities of the financial world with precision and professionalism.
4411 California Ave SW, Seattle, WA 98116, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located on Rainier Avenue South in Seattle, Washington, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you're an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals. Visit us today to experience the difference our expertise can make in managing your finances effectively.
9305 B, Rainier Ave S Ste 119, Seattle, WA 98118, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 12003 Des Moines Memorial Drive South in Seattle, Washington, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance. Visit us today to see how we can help you achieve your financial goals.
12003 Des Moines Memorial Dr S, Seattle, WA 98168, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 12727 Renton Avenue South in Seattle, Washington, 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 looking for assistance with your personal taxes or a business owner in need of accounting support, H&R Block is here to help. Trustworthy, reliable, and dedicated to helping you achieve your financial goals, H&R Block is a trusted partner for all your accounting and finance needs.
12727 Renton Ave S, Seattle, WA 98178, United States
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