68 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.
Jeff is a graduate of San Jose State University with a degree in Business Finance and a Minor in Economics. Jeff is an Enrolled Agent preparing tax returns and representing clients and their tax issues before the IRS.
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
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.
Rehan Merchant Consulting LLC is a leading professionally managed firm offering comprehensive services which include Accounting & Bookkeeping, Business & Financial Consulting and Tax Planning & Preparation by a licensed Enrolled Agent.
Former Internal Revenue Agent and Instructor. Specializing in Tax Planning, Tax Structuring of acquisitions and sales of businesses, and real estate, Tax Representation before Internal Revenue Service and State Agencies of Taxation.