JD's Tax-Smart Wealth Management

JD's Tax-Smart Wealth Management

JD's Tax-Smart Wealth Management is devoted to providing peace of mind to the prosperous. We help our clients plan for retirement in an individualized way while safeguarding their wealth, pursuing their goals, and minimizing their taxes. We put our clients first, taking the time to get to know and understand their needs, hopes, and long-term objectives. We develop strategies specific to each person's unique situation and then work to implement and monitor them.At JD's Tax-Smart Wealth Management, we are aware of the financial difficulties many families face today. Whether it is managing debt, saving for college, or planning for retirement, these personal monetary issues can be daunting. Our goal is to use all our resources to assist you in reaching your goals. We do not accept conventional wisdom at face value and are always looking for new methods of investing and preserving wealth for our clients. Our entire staff puts all their energy, commitment, and effort into helping you succeed and making sure you are satisfied with our services.

Smart Path Wealth Management

Smart Path Wealth Management is a financial planning and investment management company based in the East Bay Area for technology professionals. We offer tailored strategies to help our clients reach their financial goals. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Aspire Wealth Management & Tax Center

At Aspire Wealth Management & Tax Center, we take the time to understand your business and unique financial situation in order to build personalized strategies that will benefit you the most. With us, you can be sure that we exhaust all possible options while striving to optimize your return.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Erickson Wealth & Tax Management

Erickson Wealth & Tax Management is a Seattle-based CPA and financial investment firm dedicated to helping small businesses, retirement planners and individual taxpayers reach their goals. Our team of fee-only fiduciaries are committed to providing comprehensive tax and investment guidance so that our clients can feel secure and prosperous. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Financial Fitness Center

We specialize in working with small business and real estate owners. Our minimum tax prep fee is $650. Celebrating over 30 years of business, the Financial Fitness Center specializes in tax-smart wealth management, strategic tax planning and tax preparation (tax prep). The dedicated staff is knowledgeable and here to serve your financial needs with the personal attention that is our hallmark.

Chicago Tax & Accounting

At Chicago Tax & Accounting, we are dedicated to helping our clients make the best possible tax decisions. Through close professional relationships, our team of experienced professionals provide comprehensive analysis and research to ensure our clients' financial goals are met. Our strategies help minimize tax liabilities, maximize cash flow and plan for the future. We are knowledgeable in the current tax laws and can efficiently review receipts, bills and notices. For business owners, we provide services such as profit optimization, increased efficiency and succession planning. For individual clients, our focus is on tax planning, wealth management, retirement and estate planning. Our clients come from a variety of small businesses including manufacturing, wholesale distribution, retail, sales, rentals, land development, general contractors, medical practices and legal services. We value the relationships we build with our clients and strive to ensure their success.

Scalco Financial

Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their tax and financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation. No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training. We are continually investing time and resources in professional continuing education and state of the art computer technology. Take a look at our list of services, and contact us to discuss how we can help you. We care about you and your business. Services include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business Planning.

SMD Consulting & Accounting

At SMD Consulting & Accounting, LLC, we provide families and business owners with the latest and most advanced accounting and financial strategies. Our multidisciplinary approach goes beyond the scope of single financial professionals, combining tax, law, wealth management and insurance services to create a unique family office experience. Our team is dedicated to delivering innovative solutions to meet our clients' needs and help them reach their goals. Our experienced professionals have extensive knowledge in the field and are committed to providing top-notch customer service. With our creative strategies, we strive to find the best approach to fulfill our clients’ individual needs and assist them in taking their financial situation to the next level. We are proud to offer a tailored experience that can help our clients achieve their financial objectives.