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81 Results in category Financial Planning

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

We are a full service tax and financial consulting firm. 2018 will mark our 30th year in business!

Wes Parker
Verified NAEA Member
Trinity Place Center

7990 Trinity Rd Ste 110

Cordova, Tennessee 38018
United States

Map & Directions

view phone(901) 794-3528

view fax(901) 794-8354

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

Nicole Green
Verified NAEA Member NTPI Fellow
704 Washington St Unit 214

South Easton, Massachusetts 02375
United States

Map & Directions

view phone(508) 205-9344

I started Hoboken Tax with the taxpayer in mind. My approach is that every tax payer has a right to only pay the appropriate amount in taxes.

Ryan T. Mitchell
Verified NAEA Member
51 Newark St Ste 205

Hoboken, New Jersey 07030
United States

Map & Directions

view phone(201) 266-0025

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

We provide the highest quality income tax preparation, IRS representation and financial services. Our goal is for clients to pay the least taxes legally possible and to resolve IRS issues. We are dedicated to personal client service and integrity.

Lee Slater
Verified NAEA Member NTPI Fellow
313 E Houston St

New York, New York 10002
United States

Map & Directions

view phone(212) 677-8783

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

Waikoloa, Hawaii 96738
United States

Map & Directions

view phone(800) 356-2953

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

Taxes on time is peace of mind! We provide accurate, affordable, and timely tax preparation and Tax Planning services for individuals, families, and small businesses. Exceptional client service is at the forefront of our agenda.

Vid Ponnapalli
Verified NAEA Member
999 Palmer Ave Ste 5

Holmdel, New Jersey 07733
United States

Map & Directions

view phone(732) 615-0380

view fax(732) 615-0384