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47 Results in category Financial Planning

We have developed a unique virtual system that makes it quick and easy to file your taxes. Whether you live locally, or simply prefer to work with a professional remotely, our services are the right fit. We provide a higher level of service.

Kathie Muhler, EA, MBA, CFS
Verified NAEA Member
851 Burlway Rd Ste 600

Burlingame, California 94010
United States

Map & Directions

view phone(650) 684-0800

view fax(888) 959-3353

David St. John
Verified NAEA Member NTPI Fellow
9500 N 129th East Ave Ste 122

Owasso, Oklahoma 74055
United States

Map & Directions

view phone(918) 272-7200

view fax(918) 274-0605

Insights Financial & Tax Strategies provides integrated advice leading to a successful retirement outcome for business owners and their employees. Elizabeth Merk, our Founder, is recognized in Who's Who of America for lifetime achievement

Elizabeth Thole Merk
Verified NAEA Member
68-1779 Pohakala Pl

Suite 1000

Waikoloa, Hawaii 96738
United States

Map & Directions

view phone(800) 356-2953

WE CHANGE LIVES AND INSPIRE “TRUE WEALTH” – ONE PERSON, ONE FAMILY, ONE BUSINESS AT A TIME.

WEALTH MANAGEMENT
FINANCIAL PLANNING
TAX PLANNING & PREPARATION
BUSINESS ACCOUNTING & PAYROLL

David A. Shaw
Verified NAEA Member NTPI Fellow
950 Tharp Rd Ste 101

Yuba City, California 95993
United States

Map & Directions

view phone(530) 674-1150

view fax(530) 674-7241

Tracey Ann Gordineer
Verified NAEA Member
3634 Old Oakwood Rd Ste 5

Oakwood, Georgia 30566
United States

Map & Directions

view phone(678) 707-8044

view fax(800) 878-0429

I strive to create an open environment with each and every one of my clients. Life's financial seasons can be stressful but they do not have to be! As my client, you will experience a world of difference!

Carlton P. Johnson
Verified NAEA Member NTPI Fellow
12640 W Cedar Dr Ste 100

Lakewood, Colorado 80228
United States

Map & Directions

view phone(303) 987-3626

view fax(303) 986-1717

My client base is spread over the North Texas area where I have served in the Financial Services area since 1981. I am a certified member of the National Ethics Association. My firm is an RIA and is listed with the BBB of North Central Texas.

John Mark Canada
Verified NAEA Member
12686 Glenwood Trl

Forney, Texas 75126
United States

Map & Directions

view phone(972) 564-4063

view fax(972) 564-4099

EA Tax Relief, Inc.
IRS Representation for Individual and Business Taxpayers.
Offices:
Long Island : (516) 539-0829
Midtown: (212) 941-0829
New Jersey: (732) 451-0829

Michael D. Tamsett
Verified NAEA Member NTPI Fellow
200 Broadhollow Rd Ste 207

Melville, New York 11747
United States

Map & Directions

view phone(516) 539-0829

view fax(631) 393-5025

I am passionate about helping my clients navigate the complexities of our tax system. I offer tax preparation, planning and representation services. I pride myself on thoroughness and attention to detail, offering service to meet your needs.

Phyllis Jo Kubey
Verified NAEA Member NTPI Fellow
255 W 108th St Apt 8D1

New York, New York 10025
United States

Map & Directions

view phone(212) 866-8385

view fax(212) 932-2395

Individual and Business tax preparation, IRS Representation, Financial Planning, Bookkeeping

Verified NAEA Member
3205 Grand Lakes Dr

Louisville, Kentucky 40299
United States

Map & Directions

view phone(502) 295-0266