Matthew Theriot

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.

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

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.

J. Washington Company

At J. Washington Company, we are dedicated to providing financial services that offer simple solutions for individuals, executives and small business owners. Our commitment to our core principles and expertise has earned us a great reputation for providing excellent service to our clients. We offer an extensive range of services, from routine bookkeeping to complex financial matters, and specialize in creating the right kind of financial planning that helps our clients reach their financial goals. With over 25 years of experience in business and consulting, we have become one of the most respected companies in the industry. Our team of experts works closely with clients to analyze financial data, suggest tax-saving strategies and provide sound advice on making decisions. At J. Washington Company, we understand how difficult it can be for small business owners to manage their finances. That's why our team is here to take the burden off your shoulders and help you focus on growing and managing your business. Whether you need help with bookkeeping, payroll, tax preparation or financial planning, we've got you covered. Trust us to handle your accounting and rest assured that your finances are in good hands.

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.

Noel Cajigas - Private Wealth Manager

Financial planning is the process of creating a plan to meet your long-term financial goals. It incorporates various aspects of personal finance such as budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating how much money you’ll need to save for retirement and determining when you will be able to retire. Investment management involves analyzing and selecting the best investments and managing those assets to reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio to minimize your risk and maximize potential returns. Lastly, alternative investments are investments that fall outside the traditional stock, bond, and real estate categories and offer potentially higher returns, but also come with higher risks. Creating a comprehensive financial plan can help you make informed and effective decisions about your money. Working with a professional financial advisor can be a great way to get started with financial planning and develop long-term strategies to reach your goals.

Badu Tax Services

Badu Tax Services is the best accountant in Chicago, providing top-notch tax services to individuals and businesses. Whether you have a fairly simple tax situation or require more in-depth analysis, our team can help you maximize your financial security. We offer a wide range of tax preparation services such as Form 1040 (Individual Tax Return), Form 1065 (Partnership), Form 1120 (Corporation), Form 1120S (S Corporation), and Form 990 (Tax Exempt Organizations). We also provide tax planning services which can help you save money. Our team can help you determine the tax implications of specific transactions or multiple transactions within a specified period of time. For those facing issues with the IRS, Badu Tax Services has your back. We are certified CPAs and can represent you on any matters before the IRS. No matter the size of your tax problem, we will help you minimize your tax liability and maximize your tax savings. Contact us today for the best business tax consultant service in Chicago.

Sloan Financial Group

Angela Sloan, the President and owner of Sloan Financial Group, is dedicated to helping her clients secure their financial future. Through her responsible financial advice and tax-saving strategies, she has enabled them to grow and protect their retirement portfolios, even in times of economic turbulence. As a result, Sloan Financial Group has developed an integrated portfolio of products and services to provide comprehensive financial security. With offices in Clover and Charlotte, they strive to serve and educate the people of York County and its surrounding areas with complimentary educational programs. Sloan Financial Group offers a full range of financial services, such as investments, financial planning, tax services, and insurance. Their team of associates provides the expertise and knowledge that their clients need to ensure their financial future is safeguarded and on track for success.