I work One on One with our Clients. You are never a number. I feel that my personalized service puts me above the rest. I am always looking at ways to help my clients be more efficient for their business and personal financial lives.
Serves Dover, DE Best of 2021 23 years in business
Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion.
You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals.
Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her r
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Are you in need of effective business financial services and planning? This professional provides quality financial services and planning. They serve individuals, businesses, trusts, partnerships and non-profit organizations.
Keeping up with all tax laws and changes we use many different approaches to help the tax payer and also qualified to stand before IRS with tax issues. A.F.S.P qualified for representing tax payers from the IRS. Quickbooks certification and proficient with A.I.S such as Microsoft Dynamics and many tax preparation softwares.
Bose Tax & Accounting LLC is a financial services company that creates long-lasting relationships with their clients. They offer individual and business cpa firm, business consulting, and bookkeeping. This professional is available for your needs.
Extensive experience and resources. If I don’t know the answer, I know how to get it. Extremely responsive client service. If it’s important to you, it’s important to me. I know how to minimize your taxes so that you only pay what the law requires. I am available to work with clients that have income tax planning needs, a particular specialty of mine is tax planning for and in retirement. The order of use of retirement assets, and the timing and amount of distributions from qualified retirement plans have a tremendous impact on an individual's taxable income and his or her after tax resources.
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Kuma Lin is a professional advisor offering financial solutions to clients. They specialize in bookkeeping, tax accounting, and cpa firm, accounting services, tax services, bookkeeping, and payroll for individual and business clients. They offer bookkeeping, individual tax preparation, and financial services and planning to meet your financial goal.
If you cannot stop yourself from buying unneccesary stuff, then seek help from Vision Financial Group CPAS. This pro has been providing reliable business, accounting, it and financial solutions as early as many years ago. They aim to provide customer satisfaction.
Let BeamaLife Corporation provide financial services and planning and wills and estate planning you need. This individual is known for their reliable and professional wills and estate planning and financial services and planning. BeamaLife Corporation has is the right choice.
What I was looking for when I founded Stonehenge Advisor Group LLC, was to have the ability to recommend to my client any type of product or investment that best fits their situation without a hidden agenda from an outside group. I am not just here to make a quick dollar I am committed to excellence I care about my clients. The financial planning philosophy at Stonehenge Advisor Group LLC is really geared around this understanding that the process of planning for retirement can be overwhelming for a lot of people. It's very complex and we try very hard to deliver the information to our clients in a way that is easy to understand. Once we unde
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I handle all aspects of financing planning from investments and estate planning to Medicare and more. After 36 years in private practice, I have worked with numerous clients in the tri-state area to help them reach their retirement goals without the worry of whether their funds will run out before they pass away. My staff is warm and friendly and we treat our clients like family.
As a CFO for more than 14 years I to bring executive level support to emerging businesses that are not ready for an expensive team. Whether you need: project, short-term, permenant or interim support, we can assure you that you will get a higher level of service than provided by our peers.