Money Box Tax Services

Edward Jones - Dylan King

As a financial advisor for Edward Jones - Dylan King, I consider it essential to invest my time in understanding your objectives before you invest your money. It's important to comprehend the level of risk you are willing to take when investing, so that we can balance it with the steps necessary to accomplish your long-term goals. Whether you are planning for retirement, saving for college for your children or grandchildren, or just trying to secure the financial future of those you care for, we can collaborate to craft specific strategies to help you realize your aims. We can also keep track of your progress to make sure you're on track or if any changes are needed. Throughout the process, we are committed to providing you with excellent client service. Our office is supported by thousands of people and advanced technology to ensure you are receiving up-to-date and comprehensive advice. Additionally, we are glad to join forces with your lawyer, accountant or other trusted professionals to form a comprehensive strategy that can maximize everyone's expertise. Working together, we can develop a tailored strategy to help you achieve your financial goals.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Bercovitch Tax Law Legal Law Guidance

Introduction: Provided professional services and legal guidance to clients and their financial advisors for more than 30 years. A model of leveraged assistance and expert support to both small and mid-size public accounting firms, law firms, high net worth individuals closely held companies in management of SALT issues. Experiences: A graduate of New York University School of Law, Juris Doctorate, and of the University of California, Berkeley, Bachelor of Arts, History, Cum Laude. A member of the New York State Bar and the New York City Bar Association State & Local Tax Committee. Services: A highly regarded, practiced state and local tax attorney. Both large public accounting firm and Fortune 500 corporate industry background. A full range of state and local tax support and consulting, tax planning, and audit defense work. Clients include individuals, closely held corporations, as well as other professionals: tax law firms, accounting firms, and tax consultants. Cost-effective and reliable SALT expertise in state sales/use, income/franchise, and payroll taxes.

Latitude Financial Group

At our firm, we understand the importance of having a trusted financial advisor for all the stages and milestones of life. That's why we strive to serve as lifelong partners in your financial life, creating relationships that last generations. We provide comprehensive investment and financial management services to individuals, families, professionals and business owners. Our team of experienced advisors are here to provide you with objective guidance and help you manage your investments and finances. We bring a wide variety of knowledge to the table and can assist you with every aspect of financial planning. By working with us, we believe you can take control of your financial future. We will create a plan tailored to your unique situation and help you make informed decisions about your money. With our help, you can look towards tomorrow with confidence.

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

LPL Financial - Loren Morrison

LPL Financial, led by Loren Morrison, is a major player in the financial services industry and the biggest independent broker/dealer in the country. The company has been helping financial advisors for more than four decades to protect and grow their clients' assets. Its mission is to make it simpler to manage a financial services practice, which allows advisors to concentrate on their true aim: helping their customers reach their fiscal objectives and realize their dreams.LPL Financial offers a full suite of services to advisors, such as clearing and custody services, access to research and investment products, technology solutions, and portfolio management services. The firm also provides comprehensive operations support, compliance guidance, and business-building resources. With their expertise and dedication to client service, LPL Financial's team is committed to delivering an exceptional experience for advisors and their clients.

Marquis Wealth Group

Cristinha Furtado, a financial advisor for over two decades, has been providing guidance to those going through life's transitions. She has seen how elderly parents often require help when their children are nearing retirement or are retired. From sudden medical issues to cognitive diseases like Alzheimer's and dementia, being able to provide financial strategies for families facing an elder-care crisis is her mission. Her goal is to optimize resources, reduce asset depletion and minimize risk. At the Marquis Wealth Group, Ms. Furtado is a professional in the field of elder-care finance, providing tailored plans that best suit each family's needs. With her help, families can access resources and handle complex situations with peace of mind knowing that their investments are secure. Her team is experienced in estate, inheritance, and retirement planning, which has enabled them to develop a comprehensive approach to financial planning.

Earn Into Wealth

Earn Into Wealth Strategies (EIWS) became a Registered Investment Advisory firm in 2016. EIWS is a fee-only financial planning firm: * No conflicts of interest, no commissions, sales charges, or referral fees from anyone or products * Our priority is whatever is in your best interest, we act as a fiduciary and put your needs first * Our revenue is only what (you) our clients pay us * Our aim is to be your trusted financial advisor for as long as you want Our clients receive a customized road-map plus the accountability and support to optimize their cashflow, reduce debt, and invest for the future.

AATC

We service individual financial needs ranging from preparing individual taxes to financial planning.   We also specializes in small to medium businesses and startups. We help the development of businesses regardless what stage it may be at. From starting a brand new business to growing an established business. Our services include: * Accounting * Advisory * Consulting * Business Taxes * Income Taxes * Notary * Bookkeeping * Business Planning * Financial Planning. Our tax preparation services are second to none. We comb through your return thoroughly as we prepare it. When preparing individual tax return we ask all the questions so your taxes can be minimized and your refund maximized. When we prepare business taxes we make sure to see if you qualify for any credits and get every deduction your entitled to. We also provide tax planning so you can find out how to qualify for certain credits or deductions for future tax preparation sessions.   With us you get a complete and thorough tax prep