Summit Tax and Accounting
At Summit Tax and Accounting, we understand the power of numbers and are dedicated to helping out solopreneurs, small businesses, and non-profits with their accounting and tax needs. Our services include tax planning for wealth creation as well as lowering your tax bill, tax compliance, tax resolution when things don't go as planned, tax audit representation, bookkeeping and accounting, and monthly CFO services to guide you in leveraging your financials to reach your goals. Our primary goal is to provide top-notch service and we take pride in our work. Contact us now to see how we can help you.
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.
Related Merchants
Summit Tax and Accounting
At Summit Tax and Accounting, we understand the power of numbers and are dedicated to helping out solopreneurs, small businesses, and non-profits with their accounting and tax needs. Our services include tax planning for wealth creation as well as lowering your tax bill, tax compliance, tax resolution when things don't go as planned, tax audit representation, bookkeeping and accounting, and monthly CFO services to guide you in leveraging your financials to reach your goals. Our primary goal is to provide top-notch service and we take pride in our work. Contact us now to see how we can help you.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.
True Root Financial
At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.
Derive Wealth
Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.
Asset Preservation Wealth & Tax
Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.
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.
San Diego Business Advisors
San Diego Business Advisors offers a personalised and comprehensive approach to accounting, bookkeeping and tax planning for each of its clients. With Steven's wealth of expertise and knowledge, he ensures that his clients receive the best advice possible to help minimise their tax burdens and enjoys a loyal following throughout the San Diego area. This tailored approach sets San Diego Business Advisors apart from other firms in the region and customers can count on Steven's responsiveness and expertise. The team at San Diego Business Advisors takes a unique approach to each engagement, avoiding generic templates and taking the time to understand the individual needs of each business and owner. With years of experience in the field, Steven and the team are well equipped to provide sound advice and guidance to make sure businesses remain successful and tax compliant.