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Shirley Luu Finance

Shirley Luu Finance

5.0 (6)
Specialized Guaranteed lifetime income. Safe guard retirement from loss. Bonus on roll over. Tax free income.
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Rowan Financial LLC

Rowan Financial LLC

5.0 (4)
www.RowanFinancial.com https://www.linkedin.com/in/dave-rowan-64941/ Dave Rowan, MBA, CFP® is the founder of Rowan Financial, LLC.  He is passionate about helping individuals and entrepreneurs discover and implement the money decisions that they can make NOW and in the next 1-2 years that will enable them to pursue their dreams and create the lives they were meant to lead.   Rowan Financial attracts clients who are currently contemplating or experiencing a financial transition.  This can include starting up or expanding your small business, embarking on your encore career in semi-retirement, or giving birth to your first ch ... View Profile
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Mark Sullivan CPA

Mark Sullivan CPA

5.0 (3)
I have helped thousands over the years with tax and financial planning.  Reviews of prior years returns often result in filing amended income tax returns which result in refunds.
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MyTaxx Office

MyTaxx Office

5.0 (2)
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!
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Stephen & Associates, CPA  P.C.

Stephen & Associates, CPA P.C.

We are a Certified Public Accounting and Certified Management Accounting firm . As such, we are a full service accounting firm. Our philosophy and approach is to provide client  organizational accounting support from the two optimal points of everyday internal accounting (Certified Management Accounting) and external accounting/reporting (Certified Public Accounting). Our approach is particularly effective as we are able to understand our clients' needs more deeply. We are therefore able to offer the most relevant services that satisfy each client's unique needs. CERTIFICATIONSCertified Business Enterpr ... View Profile
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TaxBiz USA

TaxBiz USA

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
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Carrington Financial Planning, LLC

Carrington Financial Planning, LLC

Learn how you can manage your money better by hiring financial services advisors like William Carrington. They also offer long-term care, financial education, and more. They do excellent and quality financial services and planning.
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SMB Advisors Corporation

SMB Advisors Corporation

Our firm offers virtually automated A/P, A/R, Payroll and Bookkeeping Services through to Corporate and Personal Tax Preparation and Financial Planning all through triple secure cloud technology and utilizes mobile apps for bill payment approvals and time keeping for employees. We can be your back office so you can focus on your front office and making profits. Get back to doing what you love most.  
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Aronson LLC

Aronson LLC

Aronson LLC provides a comprehensive platform of assurance, tax, and consulting solutions to today’s most active industry sectors and successful individuals. For more than 50 years, we have purposefully expanded our service offerings and deepened our industry specialties to better serve the needs of our clients, people, and community. From startup to exit, we help our clients maximize opportunity, minimize risk, and unlock their full potential. ... View Profile
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The Success Partner

The Success Partner

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
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Caldwell & Company

Caldwell & Company

Caldwell & Company provides individuals and businesses with the expertise, relliability and experience of a well-established firm, but the custom, high-touch service of a family friend. We provide tax planning, tax preparation services, audit review, estate planning, financial planning, small business management advisory services, and outsourced bookkeeping – all tailored to your needs. Our metropolitan Washington, D.C. location is close to embassies and multinational organizations. This proximity, our multilingual tax experts and our deep expertise in the financial challenges faced by foreign nationals working in the U.S. allows us ... View Profile
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Independent Financial Group

Independent Financial Group

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
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Charles Carroll Financial Partners

Charles Carroll Financial Partners

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
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Mazer & Mayr, PA

Mazer & Mayr, PA

 I spent 8 years working as an IRS Revenue Agent. In addition to normal audits, I spent 2 years in a special frauds group. Additionally, I was an on the job trainer and classroom instruction for new agent hires. I was also a fiduciary tax speclist for MD and DC. I taught graduate and under graduate level courses at Loyola College and Towson University. I am an Enrolled Agent, Accredited Tax Advisor and  Certified Tax Professional. Im hold a BS in Accounting and a Masters of Science Degree in Taxation. In addition to may tax expertise, I hold a Series 6, 22 and 63 security license along with a MD Insurance license. I am a very outgoi ... View Profile
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Scarborough Capital Management

Scarborough Capital Management

CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor™ providing wealth management & flat-fee 401(k) help to individuals across America.SPECIALTIES:-Our Savings Plan Management program offers personalized management of your workplace 401(k), 403(b) or TSP-Financial Planning for Individuals and Business Owners-Investment & Wealth Management -Pension Buyout Analysis-401(k) / IRA Rollover Specialist-Retirement Income PlanningACTIVITIES:-Forbes.com & US News & World Report contributor-US News & World Report contributor-Served as panelist on AARP's LifeTuner.org, teaching Millenn ... View Profile
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Linthicum Tax Service

Linthicum Tax Service

Business and Personal Accounting. Visit out website at LinthicumTax.com We have a staff of three CPAs to handle the day-to-day activities of our practice. I handle the IRS audit representation work and am admitted to practice before the IRS at all levels, including Appeals, in all 50 states. I hope that I have the pleasure of speaking with you personally in the near future. Call me directly if you would like to confidentially discuss your situation further. Paul Mianulli EA, CFP Managing Partner 410-949-7673 direct ... View Profile
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Largo Financial Services LLC

Largo Financial Services LLC

We have a unique approach to financial planning by helping our clients find money in places they might be throwing money away unknowingly and unnecessarily for example we find money in the way they contribute to a qualified retirement plan , the way that they pay taxes , the way that they make their mortgage payment , the way that they save for their Children’s  college and the way they make major capital purchases like cars , weddings, travel .  We also help them get out of debt in 9yrs or less including mortgages and student loans without them having to spend any additional money that they are currently spending . ... View Profile
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Ridley  Wealth Strategies

Ridley Wealth Strategies

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. 
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Glass Jacobson Financial Group

Glass Jacobson Financial Group

Glass Jacobson has played a proactive role in creating financial success for businesses and individuals since 1962. Unlike other full-service accounting firms, Glass Jacobson offers a proactive, integrated approach to financial services. Our integrated services include tax preparation & planning, accounting & audit, strategic business consulting, divorce & litigation support, investment advisory, financial planning, and 401(k) services. Bringing these services together under one roof allows you and our advisors to see the big picture as you make decisions for your business and life. The result is a cohesive approach to your financ ... View Profile
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