
KNR Wealth Management
-controlled portfolio management with consideration of taxes and income needs. - We offer full service financial planning by accounts, including 401(k), IRAs, annuities, and company stock accounts held at other firms.

Waddell & Reed, Denver Tech Center
all aspects of your financial life such as income, investments, and retirement savings. Investments are an important of investments available vary, but they can include stocks, bonds, mutual funds, REITs, and exchange-traded funds

The Retirement Solution
distribution plans that take into account your income, taxes, and stock market fluctuations. Our experienced planners have diverse

TLC Action Income Tax Service
Luke, Enrolled Agents, own and operate TLC Action Income Tax Service based in Placentia, California. Established in. The company specializes in gig economy, cryptocurrency taxes, stock reconciliation, ride share, servers, rentals, and complex returns

Smart Portfolio Management
election options, minimize taxes while maximizing your retirement income, and ensure that you are investing your savings in retirement and protect your retirement savings from stock market declines. Additionally, we can provide comprehensive advice

The Retirement Solution
goals. Our plans are designed to protect your income from stock market volatility and provide you with a

Dimov Tax Specialists
clients with their taxes, bookkeeping, auditing, reviews, compilations, income projections and more. We specialize in a variety also have expertise in cryptocurrency taxation, RSU and stock option taxation, resolving IRS or state notices such

Atkinson Wealth Strategies
wealth accumulation and retirement income strategies, cash flow and budgeting strategies, tax-efficient investments, stock option/stock award

GG Accounting & Taxation Services
members). Additionally, we provide income tax filing services for W2 and 1099 forms, stocks, capital gains, retirement accounts

Solid Rock Wealth Mangement
to reduce taxes on the sale and create passive retirement income. For over 25 years, Chris has put

Calvert Research and Management
funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, fixed-income strategies, and asset

Bud's Tax Office
tax issues. These include cancellation of debt, foreign income, rental properties, small business Schedule C forms, sale of homes, sale of small businesses, stock sales and sale of investments. Our team of

Kiesha Nicole Curtis, Realtor
able to help her clients build wealth, generate passive rental income, and find the ideal investments to meet

Kelley Accounting and Tax Advisors
proprietorship/schedule C income, foreign income, out of state income, 1099 investments or contractor income, stock options, master

DeWitt and Dunn
and Safe Money Talk Radio for smart retirement income planning solutions. Cathy has assisted thousands of people inheritance to future generations without taking on any stock market risk. DeWitt & Dunn is the leading retirement

Savvy Tax and Bookkeeping
C (sole proprietors), Schedule E (rentals, supplemental income and loss), Restricted Stock Sales, ESPP, Stock Options, Property Disposition

SG Inc CPA
a company that specializes in tax planning and income tax filing for both individuals and businesses. We filing, reporting foreign income, rental income, and complex stock transactions such as ESPP. We also offer IRS

Bogdan & Frasco
a certified public accounting firm that specializes in income tax preparation and projections. We are dedicated to, S-Corporations, C-Corporations, Gift tax returns, and Stock Options. We also specialize in California Registered Domestic

Fleming & Associates, LLC
, Long Term Care Insurance, Investment Management (fee only), Income Enhancement, as well as custom solutions to unique) focuses on dividend-paying stocks and blue chip stocks to increase and protect income. Income Enhancement can be ways to keep investments in line with the stock market while guaranteeing principal.

South Austin Tax Service
and businesses alike. We specialize in filing individual income tax returns, as well as sole-proprietorship and can assist with 1040X amended tax returns, investment, stock, and rental property reporting, Schedule K-1 reporting