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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.

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

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.

Jeff Pesta
Verified NAEA Member
6920 Santa Teresa Blvd Ste 103

San Jose, California 95119
United States

Map & Directions

view phone(408) 227-2700

view fax(408) 227-2704

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

If you are challenged with a complex tax issue, Adap Tax Financial can adapt your tax challenge into a simple resolution:

Gregory Crofton
Verified NAEA Member NTPI Fellow
4725 1st St Ste 264

Pleasanton, California 94566
United States

Map & Directions

view phone(925) 218-2301

view fax(925) 397-3061

Roland C. Manuel
Verified NAEA Member
44 Cocoanut Row Ste T5

Palm Beach, Florida 33480
United States

Map & Directions

view phone(561) 655-5777

view fax(561) 655-5054

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

Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974.

Steven Mark Clott CPA EA CFP® Owner
Verified NAEA Member
2024 Darby Rd

Havertown, Pennsylvania 19083
United States

Map & Directions

view phone(610) 446-0440

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.

Rehan Merchant
Verified NAEA Member
5315-B CYPRESS CREEK PKWY #504

Houston, Texas 77069
United States

Map & Directions

view phone(832) 791-1459

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.

Verified NAEA Member
518 Prospect Ave Ste 1

Little Silver, New Jersey 07739
United States

Map & Directions

view phone(732) 945-7600

view fax(732) 559-9550