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Estate Planning

195 Listings returned
128 Financial is a full-service financial planning firm offering comprehensive services to individuals and families. They help clients define financial goals and develop strategies to achieve them, covering retirement, investment, tax, and estate planning….
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128 Financial is a CPA firm providing a wide array of accounting and financial services to individuals and businesses. We offer comprehensive tax preparation and planning services, ensuring our clients are compliant with all applicable tax laws and regulations while minimizing their tax liability.

Our bookkeeping services help businesses maintain accurate and up-to-date financial records, providing valuable insights into their financial performance. We also offer a range of other services designed to support our clients’ financial well-being.

We strive to build strong relationships with our clients, providing personalized service and support tailored to their specific needs. Our team of experienced professionals is dedicated to providing high-quality service and exceeding client expectations.

We are committed to providing our clients with the highest level of professional service and support. We believe in building strong, long-term relationships with our clients based on trust, integrity, and mutual respect. We are dedicated to helping our clients achieve their financial goals.

Our commitment to excellence is reflected in our dedication to providing personalized service, staying current with the latest tax laws and regulations, and utilizing the most advanced technology and techniques. We are passionate about helping our clients succeed, and we are committed to providing them with the resources and support they need to achieve their financial goals.

Bethesda
Burstein Associates is a full-service accounting firm offering tax preparation, accounting, bookkeeping, payroll, financial and business consulting, estate planning, and QuickBooks support to individuals and businesses. They provide personalized attention and expert advice to help clients achieve their financial goals….
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Burstein & Associates LLC is a law firm specializing in “representing injured people.” They handle cases involving “serious personal injury, medical malpractice, wrongful death, and nursing home neglect.”

Their commitment is to “provide aggressive and effective legal representation to our clients.” The firm prides itself on its “dedication to achieving the best possible outcome for each client.” They understand that “being injured in an accident or suffering from medical malpractice can be a devastating experience,” and they strive to “make the legal process as smooth and stress-free as possible.”

Burstein & Associates LLC is dedicated to “providing personalized attention and support to each client.” They work closely with their clients to “understand their needs and goals” and to “develop a legal strategy that is tailored to their specific circumstances.”

The firm’s success is built on “a foundation of hard work, dedication, and a commitment to excellence.” They are committed to “fighting for the rights of the injured” and to “securing the compensation they deserve.” They offer a free consultation to discuss your case. Contact them today to learn more about how they can help you.

Atlanta
Atlanta Tax and Estate Planning offers comprehensive tax and estate planning services to individuals and businesses in Atlanta. Their expert team provides advice and solutions for tax preparation, planning, estate administration, and wealth preservation….
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Morris Legal and Tax, a firm located in Atlanta, Georgia, provides comprehensive legal and tax services. We are dedicated to providing our clients with the highest quality legal and tax advice and representation.

Our team of experienced attorneys and tax professionals is committed to helping our clients achieve their financial and legal goals. We offer a wide range of services to meet the diverse needs of our clients, including tax planning, tax preparation, tax representation, estate planning, and probate.

We pride ourselves on our personalized approach to client service. We take the time to understand our clients’ individual needs and goals, and we work closely with them to develop customized solutions that meet their specific circumstances. We believe that open communication and collaboration are essential to building strong client relationships.

We strive to keep our clients informed every step of the way, and we are always available to answer their questions and concerns. Our goal is to provide our clients with peace of mind, knowing that their legal and tax matters are in good hands. We are committed to providing our clients with the highest level of service and expertise. We are confident that we can help you achieve your financial and legal goals. Contact us today to learn more about our services.

3.7
(3 reviews)
Kapaʻa
Kapaʻa
Hurst Group is a full-service financial planning firm providing comprehensive wealth management strategies for individuals and families. We offer personalized plans to meet unique needs and goals, covering financial planning, investments, retirement, and taxes….
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Hurst Group is a full-service financial planning firm providing comprehensive wealth management strategies for individuals and families.

We offer a wide range of services, including financial planning, investment management, retirement planning, and tax planning.

Our team of experienced advisors works closely with clients to develop personalized plans that meet their unique needs and goals.

4.4
(16 reviews)
Atlanta
Atlanta
DMGCPA’s is a full-service CPA firm offering accounting, tax, and consulting services to individuals and businesses. They provide high-quality, personalized service to help clients reach their financial goals. Their team of experienced professionals stays current on tax laws and regulations….
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DMG CPAs is a full-service accounting firm providing a wide range of services to businesses and individuals. We are committed to providing high-quality, personalized service to each of our clients.

Our team of experienced professionals is dedicated to helping our clients achieve their financial goals. We offer a variety of services, including tax preparation, accounting, auditing, and consulting. We pride ourselves on our ability to build strong relationships with our clients and to provide them with the support they need to succeed.

We strive to provide our clients with the highest level of service and expertise. Our goal is to help our clients achieve their financial goals by providing them with the best possible accounting and tax services. We are dedicated to providing our clients with the personalized attention they deserve. We believe that our clients’ success is our success.

4.3
(80 reviews)
Naperville
Naperville
Lewis CPA is a full-service accounting firm offering tax preparation, financial planning, and business consulting services to individuals and businesses. They provide personalized attention and expert advice to help clients achieve their financial goals….
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Susan S. Lewis Ltd. is a CPA firm offering a wide range of accounting and tax services to individuals and businesses. We are committed to providing high-quality, personalized service to each of our clients.

Our team of experienced professionals is dedicated to helping you achieve your financial goals. We pride ourselves on building strong relationships with our clients based on trust and mutual respect. We understand that every client is unique, and we tailor our services to meet their specific needs.

Our services include tax preparation and planning, accounting and bookkeeping, financial statement preparation, and business consulting. We use the latest technology and techniques to ensure that our clients receive the most accurate and efficient service possible. We are committed to staying current on all tax laws and regulations so that we can provide our clients with the best possible advice.

We believe in providing our clients with the highest level of service and expertise. We are dedicated to helping our clients succeed financially. We are committed to providing our clients with the best possible experience. We strive to build long-term relationships with our clients based on trust and mutual respect. We are a team of experienced professionals who are dedicated to helping our clients achieve their financial goals.

CNRIbner Atty is a full-service law firm offering legal services to individuals and businesses in the US, specializing in business, real estate, estate planning, and family law. They prioritize client relationships built on trust and communication, aiming for the best possible outcomes while upholding ethical standards….
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Clifford N. Ribner, Tax Attorney, provides comprehensive legal services to individuals and businesses, specializing in tax controversy. He represents clients before the IRS and state taxing authorities in audits, appeals, and litigation.

Mr. Ribner’s expertise covers various tax issues, offering effective and strategic guidance. The firm is dedicated to high-quality legal representation and personalized service, leveraging his extensive experience and commitment to achieving optimal outcomes for clients.

His approach involves thorough preparation, aggressive advocacy, and a commitment to transparency. Clients receive a clear understanding of their tax liabilities and options, enabling informed decisions. The firm aims for efficient and effective tax issue resolution, minimizing tax burdens and protecting client interests.

Mr. Ribner’s legal expertise and dedication make him a trusted advisor for individuals and businesses facing tax challenges.

4.6
(18 reviews)
Los Angeles
Los Angeles
Prolific Financial offers comprehensive financial planning and wealth management services to individuals and families, helping them achieve their financial goals through personalized strategies and exceptional client service. They build long-term relationships based on trust and transparency….
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Prolific Financial is a full-service financial planning firm providing comprehensive financial planning and wealth management services to individuals and families.

We help our clients achieve their financial goals through personalized strategies and exceptional client service.

We are committed to building long-term relationships based on trust and transparency.

4.0
(4 reviews)
Topeka
Topeka
Mize CPAs & Advisors is a full-service accounting firm offering tax preparation, planning, accounting, financial planning, and business advisory services to individuals and businesses. They provide personalized attention and expert advice to help clients achieve their financial goals….
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Mize CPAs Inc. is a full-service CPA firm providing accounting, tax, and consulting services to businesses and individuals. We are committed to providing exceptional service and building long-term relationships with our clients.

Our team of experienced professionals is dedicated to helping our clients achieve their financial goals. We offer a wide range of services, including tax preparation and planning, accounting and bookkeeping, financial statement preparation, and business consulting. We pride ourselves on our personalized approach and our ability to understand our clients’ unique needs.

We strive to provide proactive, insightful advice and support to help our clients make informed decisions. Our philosophy is built on the principles of integrity, professionalism, and client satisfaction. We believe in building strong relationships with our clients based on trust and mutual respect.

We are committed to providing our clients with the highest quality of service and support and are dedicated to helping our clients succeed. We are a team of experienced and dedicated professionals who are passionate about helping our clients achieve their financial goals. We are proud to be a part of the community and are committed to giving back. We are always looking for ways to improve our services and better serve our clients.

Alpha1 Wealth is a comprehensive financial planning firm offering personalized strategies for individuals and businesses. Services include tax preparation, investment management, retirement planning, and estate planning, helping clients achieve their financial goals….
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Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors is dedicated to providing comprehensive financial planning and tax services. We are committed to building long-term relationships with our clients based on trust, integrity, and exceptional service. Our team of experienced professionals offers a wide range of services designed to help individuals and families achieve their financial goals.

We understand that everyone’s financial situation is unique, and we tailor our services to meet the specific needs of each client. We take a holistic approach to financial planning, considering all aspects of our clients’ financial lives. This includes retirement planning, investment management, tax planning, and estate planning. Our goal is to help our clients make informed decisions about their finances so they can achieve financial security and peace of mind.

We strive to provide our clients with the highest level of service and support. We are committed to staying up-to-date on the latest financial and tax laws and regulations so we can provide our clients with the most current and accurate information. We believe that open communication is essential to a successful client-advisor relationship.

We work closely with our clients to understand their goals and objectives and to develop a financial plan that is tailored to their specific needs. We are committed to providing our clients with the knowledge and resources they need to make informed decisions about their finances. We are a team of experienced professionals who are passionate about helping our clients achieve their financial goals. We are committed to providing our clients with the highest level of service and support. We believe that everyone deserves access to quality financial planning and tax services, and we are committed to making our services accessible to all.