By State
Checkbox Services (cpa page)

Estate Planning

195 Listings returned
Saegert Law is a St. Louis-based full-service law firm offering comprehensive legal counsel to individuals and businesses. They provide high-quality, cost-effective services in various areas, including personal injury, family law, and criminal defense….
read more...

Michael Saegert, Attorney at Law, is a dedicated legal professional committed to providing comprehensive legal services.

The firm’s philosophy centers on building strong client relationships based on trust and open communication. They strive to understand each client’s unique circumstances and goals to develop effective legal strategies.

While specific details about the types of legal services offered aren’t explicitly listed on the website, the firm’s commitment to personalized service suggests a tailored approach to various legal matters. The website emphasizes the importance of clear communication and proactive legal counsel, indicating a focus on client education and involvement throughout the legal process.

Further information regarding the firm’s history or specific areas of practice is not readily available on the website.

4.4
(7 reviews)
Port Charlotte
Port Charlotte
Welcome to Koehler International, Inc. your German CPA in Florida. We are offering our services as CPA and International tax consultant to you in beautiful Port Charlotte, Florida….
read more...

We will help you with all aspects of FIRPTA withholding, taxes for vacation or other rental properties, US Tax IDs (ITIN), foreign bank account reporting (FBAR), as well as all other areas of concern in the field of US taxation.

Whether you are business owner, Green card holder, US VISA holder, or proud US real property owner, we will advise you in all applicable matters. We are serving customers from anywhere in Florida, especially if you are located in Marco Island, Naples, Miami, Fort Myers, Cape Coral, North Port, Venice, Palm Beach, Punta Gorda, Orlando or Sarasota. We want to share all our knowledge and experience with you, as not just any CPA, but your CPA.

Herzlich Willkommen bei Koehler International, Inc., dem deutschen Steuerberater in Florida. Wir bieten unsere Leistungen als CPA und International Tax Consultant in unserem Büro hier im wunderschönen Port Charlotte an. Koehler International berät Sie gerne in allen Angelegenheiten bezüglich FIRPTA Steuern, Steuern für die Ferien- oder Vermietungsimmobilien, US Steuernummern (ITIN), FBAR Meldung sowie alle anderen Angelegenheiten rund um das US Steuerrecht.

Ob Business Owner, Greencard Resident, Visa-Halter oder stolzer Immobilienbesitzer, wir beraten sie gerne. Wir betreuen unsere Kunden überall in Florida, insbesondere wenn Sie aus Marco Island, Naples, Miami, Fort Myers, Cape Coral, North Port, Venice, Palm Beach, Punta Gorda, Orlando oder Sarasota kommen. All unser Wissen und all unsere Erfahrungen möchten wir an Sie weitergeben, nicht nur als irgendein Steuerberater, sondern als Ihr Steuerberater. Dafür stehe ich mit meinem Namen.

Kernutt Stokes is a full-service accounting and consulting firm offering tax preparation, accounting, business consulting, and financial planning services to individuals and businesses. They provide personalized attention and proactive strategies to help clients achieve their financial goals….
read more...

Kernutt Stokes is a certified public accounting and consulting firm with an office in Eugene, Oregon. We are committed to providing exceptional service to our clients.

Our Eugene office is located at 2000 Willamette Street, Suite 200, Eugene, OR 97401. We offer a wide range of services to individuals and businesses, including tax planning and preparation, accounting and bookkeeping, business consulting, and financial planning.

We strive to build long-term relationships with our clients based on trust, integrity, and mutual respect. Our team of experienced professionals is dedicated to providing personalized service and expert advice, staying current on the latest tax laws and regulations to ensure accurate, up-to-date information for our clients.

We are proud to be a part of the Eugene community and are committed to giving back through involvement in various charitable organizations. Our dedication is to helping our clients achieve their financial goals and providing the highest quality service and advice possible.

5.0
(10 reviews)
Houston
Houston
Flourish Finance, LLC empowers individuals and families to achieve their financial goals through comprehensive financial planning services, including retirement planning, investment management, and tax planning. We create personalized strategies for financial security and long-term success….
read more...

Flourish Finance, LLC is a financial planning firm committed to empowering individuals and families to achieve their financial goals.

We provide comprehensive financial planning services, including retirement planning, investment management, and tax planning, tailored to meet each client’s unique needs and aspirations.

Our team of experienced financial advisors works collaboratively with clients to develop personalized strategies that promote financial security and long-term success.

Brian Thompson Law provides comprehensive legal services in estate planning, probate, real estate, business law, contract review, and mediation. They emphasize clear communication and personalized attention to help clients navigate complex legal issues effectively and efficiently. The firm is dedicated to providing strong legal representation….
read more...

Brian J. Thompson, CPA and Attorney, offers a unique blend of legal and financial expertise. As a CPA and attorney, he brings a comprehensive understanding of both the financial and legal aspects of business and personal matters.

He is uniquely qualified to assist clients with a wide range of issues, providing integrated legal and financial advice. The firm’s philosophy centers on providing clients with personalized service and attention, striving to understand each client’s individual needs and goals and tailoring their approach to achieve the best possible outcome.

This commitment to personalized service is a cornerstone of their practice. While the website does not detail specific services offered beyond this general description of integrated legal and financial advice, it emphasizes the firm’s dedication to providing comprehensive and tailored solutions. The firm’s approach is characterized by a commitment to understanding the client’s unique circumstances and developing strategies that align with their objectives.

5.0
(13 reviews)
Cedar Hill
Cedar Hill
ABT Financial LLC is a full-service financial planning firm providing tax preparation, investment management, retirement and estate planning, and personalized financial advice to individuals and families to help them achieve their financial goals….
read more...

AB&T Financial Services, LLC is a full-service financial planning firm dedicated to helping clients achieve their financial goals. We offer a wide range of services designed to meet the diverse needs of our clients, from retirement planning and investment management to insurance and estate planning.

Our team of experienced professionals is committed to providing personalized service and guidance to help you make informed financial decisions. We believe in building long-term relationships with our clients based on trust, integrity, and mutual respect.

We are committed to providing our clients with the highest level of service and expertise. Our goal is to help our clients achieve financial security and peace of mind. We work closely with our clients to develop customized financial plans that are tailored to their specific needs and goals.

We take a holistic approach to financial planning, considering all aspects of our clients’ financial lives. We believe that financial planning is an ongoing process, and we are committed to providing our clients with the support and guidance they need to achieve their financial goals. We are dedicated to providing our clients with the highest quality financial advice and services. We are committed to helping our clients achieve their financial goals and dreams. We are a team of experienced and dedicated professionals who are passionate about helping our clients succeed financially. We are committed to providing our clients with the best possible financial planning experience.

Houston
Floris & Floris, PLLC is a full-service law firm offering comprehensive legal services to individuals and businesses. They provide high-quality representation in various legal areas, aiming for timely and cost-effective solutions….
read more...

Floris & Floris, PLLC is a full-service law firm providing comprehensive legal services to individuals and businesses in the United States.

We are committed to providing high-quality legal representation in a timely and cost-effective manner. Our attorneys have extensive experience in a wide range of legal areas, and we are dedicated to achieving the best possible results for our clients.

5.0
(13 reviews)
Beltsville
Beltsville
AgBusiness Agency is a full-service accounting and business consulting firm specializing in agricultural businesses. They provide expert guidance and support in areas such as tax planning, financial management, and strategic consulting, helping agricultural operations thrive….
read more...

AG Business Agency is a full-service marketing agency specializing in agriculture. We understand the unique challenges and opportunities facing businesses in this industry, and we’re dedicated to helping our clients achieve their marketing goals.

Our team combines deep agricultural knowledge with cutting-edge marketing expertise to deliver results. We offer a wide range of services, including branding, website design, digital marketing, content creation, and public relations.

We work closely with our clients to develop customized strategies that meet their specific needs and objectives. Our philosophy is simple: to provide our clients with the highest quality marketing services possible, while building strong, lasting relationships.

We believe that open communication and collaboration are essential to success, and we’re committed to working closely with our clients every step of the way. We are passionate about agriculture and dedicated to helping our clients succeed. We’re confident that we can help your business grow and thrive. Contact us today to learn more about how we can help you achieve your marketing goals.

Grand Rapids
CBH Attorneys is a full-service US law firm offering comprehensive legal services to individuals and businesses. Their attorneys have extensive experience across various practice areas, prioritizing client relationships and achieving optimal results….
read more...

CBH Attorneys and Counselors is a law firm dedicated to providing comprehensive legal services. We are committed to providing our clients with the highest quality legal representation and advice.

Our team of experienced attorneys and counselors works collaboratively to achieve the best possible outcomes for our clients. We pride ourselves on our ability to understand our clients’ needs and tailor our services to meet their specific circumstances.

We believe in building strong relationships with our clients based on trust, communication, and mutual respect. We strive to create a supportive and collaborative environment where our attorneys and staff can thrive. Our commitment to excellence is reflected in our dedication to providing exceptional legal services and building lasting relationships with our clients.

Summit Financial Group offers comprehensive financial planning and investment management to individuals and families. They help clients achieve their financial goals through personalized strategies and exceptional service, with expertise in retirement, investment, tax, and estate planning….
read more...

Summit Financial Group is a full-service financial planning firm dedicated to helping individuals and families achieve their financial goals. We provide comprehensive financial planning services, including retirement planning, investment management, and estate planning.

Our team of experienced professionals works closely with our clients to develop personalized financial plans that meet their unique needs and objectives. We believe in building long-term relationships with our clients based on trust, integrity, and mutual respect. Our philosophy is centered around understanding our clients’ individual circumstances and aspirations, and then crafting a tailored financial strategy to help them achieve their dreams.

We take a holistic approach to financial planning, considering all aspects of our clients’ financial lives. This includes not only investments, but also retirement planning, estate planning, tax planning, and risk management. We strive to provide our clients with the knowledge and tools they need to make informed financial decisions. We are committed to providing exceptional service and building lasting relationships with our clients.

We believe that financial planning is an ongoing process, and we are here to support our clients every step of the way. Our goal is to help our clients achieve financial security and peace of mind. We are a team of dedicated professionals with extensive experience in the financial services industry. We are committed to providing our clients with the highest level of service and expertise.

We are passionate about helping our clients achieve their financial goals. We believe that everyone deserves access to quality financial planning, and we are committed to making our services accessible to all. We are proud to serve our community and help our clients build a brighter financial future.