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My passion is to make sure that each person that I speak with is knowledgeable about their finances, including their taxes. I educate my customers so that they know what to look for during the course of the tax year that may change their financial outlook. I have been preparing individual taxes for over 10 years and I love what I do. I make sure that I am current with the latest tax laws and I have to become certified an registered each year with IRS via my PTIN. ... View Profile
Deciding when to retire is based on more than reaching an age or date. We aim to help our clients plan, save and prepare for retirement, manage risk, and preserve accumulated wealth. Our approach is simple--consider each client's individual situation and objectives, and offer the most suitable unbiased advice in the best interest of the client. We aim to take the mystery out of retirement, investments, and income planning. Our advisors will help you create a customized financial plan that suits your objectives and individual circumstances, considers your federal retirement income, and forms a taxation strategy. And we can he ... View Profile
Harry H. Horning Financial Services was founded in 1978 with the goal of guiding our clients in every aspect of their financial lives in order to help them achieve financial confidence and independence. We are dedicated to you. We work one on one with you to analyze your financial situation, determine a best course of action, and establish a plan designed to build your wealth so you can ultimately enjoy the fruits of your labor. It's this formula that has helped us become one of the most successful financial services firms in Northern Virginia. ... View Profile
Fee-Only - We Do Not Accept or Solicit Commissions Individual Securities Practice Tax preparation as part of service Financial Planning as a compliment to Investment Management Served as a Commissioner on the CFP(R) Board of Standards Disciplinary & Ethics Commission
Successful tax-professional with 17 years experience in small-scale tax-preparation and accounting firm. Implement knowledge measure to ensure tax-preparation remain within Tax Law . Maximizing clients credit to reduce tax liability within the frame works of tax law and regulation. Dynamic and highly qualified Enrolled Agent with extensive knowledge of accounting principles, taxation policies and income tax procedures. ... View Profile
Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients.In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President.Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD.Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth. ... View Profile
Daya is an affiliate member of ICF (International Coaching Federation) accredited Accomplishment Coaching. She began “The Success Partner” program specifically to support attorneys better their lives and enhance their careers. With offices in Washington, DC and New Orleans, LA and the ability to serve clients on-site and virtually through ZoomPro, Daya tailors each program to the needs of the individuals, companies and firms.Daya is also an experienced neutral, resolving conflicts primarily in the construction and real estate arenas. ... View Profile
Most people I meet with for the first time have an idea of what they want and what they have. Most have not ever coordinated their assets to take what they have and turn it in to what they want. My goal is to help clients coordinate their assets and develop an over all Financial Plan so they can achieve their goals in an efficient way. As life happens and goals change, your financial plan should evolve as well. Your Financial Advisor should be their to educate you and help you stay on track. My goal is to have a long term relationship with my clients and be the last Financial Advisor they ever have. ... View Profile
At Jasmine Rose, we can help. The world of taxes and finances is becoming increasingly complex, so why not let us take care of all that for you. You work hard, and so do we. The last thing you need is more headaches. So, if you are working to preserve and enhance your quality of life, then you've come to the right place. At Jasmine Rose, you're more than just a number to us; you're one of us - a hardworking American with financial dreams, goals, and ambitions. We want to help you achieve them. That's why we specialize in reducing your taxes, preserving and protecting your income, and increasing your wealth, so you can have more cash in your p ... View Profile
I will provide experienced, professional investment advice to you on: 401k and IRA RolloversRetirement PlanningAsset Allocation StrategiesMutual Funds Individual Stocks and BondsVariable and Fixed AnnuitiesSmall Business Retirement Plans (SEPs, SIMPLE IRAs)Health and Life Insurance We are accepting new clients with investable assets of $50 thousand to $50 million and anywhere in between! ... View Profile
When it comes to effectively managing one's finances, knowing when, where and what to do can be quite daunting and complex. It requires a sound knowledge of the latest tax laws and various regulations as well as a well thoughtout, proven and pragmatic planning solution. At CPAWS Insurance and Financial Services, we do more than taxes. Through a wide array of service we aim to remove the complexity of financial well-being planning for the everyday, ordinary hardworking individual. Our Liberty Tax franchise is one component of the 360 financial services we provide our clients. By understanding our clients needs and goals ... View Profile
We help our clients meet all of their financial, personal and business goals. We help them deliver on their dreams, whatever that may be. Certified Public Acountant Certified Internal Auditor Certified Management Accountant Certified Fraud Examiner Certified Government Financial Manager https://www.jsmorlu.com https://www.facebook.com/jsmorlullc https://twitter.com/JSMorlu https://www.linkedin.com/company/js-morlu-llc-cpa ... View Profile
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Specialized in accounting, tax, payroll, business compliance and Tax resolutions services for small business, real estate investors/developers. TaxBizUSA is a full service accounting and payroll firm for self-employed and small businesses servicing the DMV area. We strive to provide outstanding services to our clients by dedicating ourselves to the three underlying principles of professionalism, responsiveness and quality. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. You can find us at 9300 Livingston Rd., Suite 160, Fort Washington, MD 20744 ... View Profile
Financial services has overlooked underserved communities in the U.S. today. MyTaxx Office, LLC (through innovative products, entrepreneurial opportunities, ans an emphasis on financial education) helps those underserved communities experience the generational benefits of a strong financial strategy. In other words, we help you become a better, financially stronger you!
I work with financially motivated individuals who seek to accumulate wealth through their businessprofits and income generated from their salaries through out their professional career. I createWealth Planning strategies that strive to provide the desired income to be financially independentand focus on enjoying their lifestyles.
Lionheart Financial Planning, Inc. is a fee-only Registered Investment Advisory firm providing financial planning and portfolio management services to residents of Virginia and Maryland for 18 years. We are especially proud to be a firm specializing in the financial needs of those employed by, or retired from, the Military, Federal, State and Local Government agencies. Whether you need assistance planning for retirement, taxes, education, investing, or with budgeting Lionheart Financial Planning, Inc. is available to assist you with your financial needs. Richard S. Gardner, CFP®, RFC® enjoyed a rewarding 26 year career in law enforce ... View Profile
Sterling Accounting and Tax Services is a company that provides a range of accounting and tax services for small businesses and individuals in the Washington DC, Maryland, and Virginia area. We have been providing our services since 2003 and have been growing each since. The mission for Sterling Accounting is to provide these services to local small businesses and individuals that need help to organize their financial records and/or their own personal finances. We ensure that our work is of the highest quality and we provide the best service to our clients. We make sure our clients understand that we are there for them and will p ... View Profile
Emmanuel K. Idowu & Company P.A. CPA. was established as a Maryland / Washington D.C. CPA firm to provide accounting, tax, and business advisory services to corporations, small businesses and individuals throughout the Maryland / Virginia / Washington D.C. metro area and all over the United States of America. We provide quality service for our clients by staying abreast of accounting and tax law changes and by taking a proactive interest in the smooth financial management of your business. At Emmanuel K. Idowu & Company P.A. CPA., we make it our goal to understand the individual needs of every client including addressing industr ... View Profile
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