
Kate M O'Dea, CPA
Account Reconciliation, Bookkeeping Services, Business Planning, Business Tax Returns, Corporations Tax Returns, Individual Tax Returns, Information Return Preparation (Personal Tax Returns, Sales Tax Preparation and Filing, Sub Chapter S Tax Returns, Tax Planning, Tax Return Preparation Services, Trusts & Estates, and

Fiscal Focus Partners
individuals, partnerships, corporations, non-profit and tax exempt organizations, and trusts and estates. We also provide attest services entities, nonprofit organizations, and special district governments. Our tax planning services can help you navigate complex financial decisions

Creative Planning
house team of financial planners, CPAs, estate planning attorneys, and insurance specialists. This meansone place. As a fiduciary, Creative Planning puts the client's interests management, investment management, retirement planning, trust and estate planning, tax planning, succession planning and more services. All

Kristin Dittus, JD, LLM
Protection, working with Blended Families, Probate and Estate Administration, Elder Law, Tax Planning, Small Business Law, Special Needs Trusts complex assets and need to reduce your taxable estate and pass wealth on to the next generations

Robert J. Hopp - Denali Law Firm
Preservation & Administration Services, Corporate Services, Intellectual Property, Real Estate, and Litigation. Wealth Preservation & Administration Services include elder law, family limited partnerships, succession planning, liability planning & asset protection, and tax planning. Our Corporate Services take care of

Miller & Urtz
transactions, bankruptcy, commercial and construction litigation, family law, estate and tax planning. Our goal is to provide our clients

CTS Financial Group
Corporations * Representation for tax audits and resolution of IRS notices * Help with estate planning issues and trust tax matters * Accounting and payroll taxes for small businesses * Retirement and estate tax planning.

Valor Advisers
services designed to help them with their financial planning, management, and protection needs. No matter what life of services, including investing, real estate, budgeting, debt management, retirement planning, college savings, tax planning, and more. We make sure

Mike C. Manoloff, PC
support, income tax preparation, tax planning, payroll tax, merger and acquisition assistance, audit assistance, financial planning, estate and trust planning, succession planning and more

Kevin Chou, CPA
to help our clients minimize their tax liability through strategic tax planning and the preparation and electronic filing of services, retirement planning services, small business advising, cost-segregation, real estate, insurance, patent royalties capital gains, 45L tax credit

101 Loan
mortgage needs. Our team of expert professionals in estate planning, tax planning, financial planning and divorce matters have the expertise and

Fitzpatrick & Tucker Inc.
to tax preparation, we take a proactive approach and focus on tax planning to reduce current and future tax liabilities. Estate and trust planning is also part of

John M Plaza Investment Advisor
John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and recommendations for pre-retirement and retirement planning, assistance with college savings plans, estate and tax-planning issues, insurance-related needs, and

McKinnon Patten & Associates
to large enterprises. Our services include business consulting, tax planning and compliance, and audit and accounting. We have acquisitions, succession and shareholder planning, wealth management, individual tax planning, trust and estate planning, international tax, state and local tax, and business accounting

Retirement Planners of America
approach to retirement planning that includes Invest and Protect™ strategies, tax planning, estate planning and more to taking a tailored approach to retirement planning. With our Invest and Protect™ strategy, growing your wealth. We also offer tax planning and estate planning services to ensure you are able

Kristine A. Munaretto, CPA
firm that specializes in tax planning and preparation services for individuals, businesses, partnerships and trusts/estates. Our team strives experienced in providing comprehensive tax planning and preparation services for individuals, corporations, partnerships and trusts/estates. We strive to

Lifetime Capital Group
such as Wealth Management, Financial Planning, Investment Management, Tax Planning, Risk Management, Business Counseling, and Estate Planning. With our personalized approach

Genesis Business and Tax Services
, ranging from corporate to estate, individual, partnership and federal, local and state taxes. We stay up-tocustomers informed on the recent updates to tax laws and tax planning strategies. Let us make your life easier client newsletter which has plenty of helpful tax planning tips and reminders of upcoming deadlines.

NG Advisory Group
finances. Our services include tax preparation and representation, auditing, bookkeeping, comprehensive financial planning, and notary services. comprehensive financial planning services, ranging from budgeting, risk management, and tax planning to estate planning, retirement planning, college planning, and investment

Lawrence W Burns, CPA
his son, Aaron Burns, offer year-round tax services. They provide both businesses and bookkeeping, business tax returns, individual tax returns, and tax planning. They also help with trust and estate tax returns. Larryhave the experience to help individuals plan for their taxes and prepare their returns. In addition