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Phoenix Financial Tax Services

Phoenix Financial Tax Services

4.9 (18)
We put clients first by "Helping them to get the most out of their money". Though our Professional staff, we help Individuals a nd business owers save on taxes though our tax planning service, also help them though the Tax preparation  process of their tax return. We provide financial education to help individuals solve their problems and build a legacy. We look at our clients as family instead of just a number. 
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Sovereign Wealth Management

Sovereign Wealth Management

5.0 (7)
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 ... View Profile
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Diamond Tax Services

Diamond Tax Services

4.7 (3)
I am enrolled to practice before the IRS and a Certified Financial Planner with over 25 years experience.  Specializing in all phases of  individual, business, estate and trust tax returns.  Individualized attention with proven results!
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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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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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Phoenix Financial Tax Services

Phoenix Financial Tax Services

Phoenix financial tax services  have professional staff that can help our client with individual and Business Tax Planning, Tax Prep, Accounting service, and Financial Education. Since we have so many services we can offer though our firm you can have the convenience of geetting everything done in one place. We educate our clients on how to get the most out of their money. While growing a legacy for their future. We treat all clients like family. Come and enjoyable our high energy, exciting, positive environment here at Phoenix Financial  tax services.  ... View Profile
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NOW4THEGOOD

NOW4THEGOOD

Degrees and Certifications BA CSUF/CA Psychology/Business Advanced Certifications/Taxation. Finance. Insurance CA .Certified Tax Practitioner/CTEC IRS PTIN Tax Preparer Licensed CA Health. Life Broker//VA Life HEALTH & Annuity//FL Life, HEALTH CMS ACA VA REFERRAL AGENT COVCA MKTPLACE CA REFERRAL AGENT CERTIFIED BROKER COVCA MKTPLC, US AFFORDABLE CARE ACT HEALTHCARE.GOV MEDICAID MEDICARE ELIGIBILITY VA RE Agent License /REALTOR 2000-2010 INACTIVE Specialists in All Business and Personal Tax, Accounting and Financial Development. All Accounting and Tax Compliance Functions. Gross income generator structures. Financial compliance, Individ ... View Profile
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Dominion Financial Partners, LLC

Dominion Financial Partners, LLC

I listen to my clients needs, concerns and goals and design a plan that addresses where they want to be.  I have been in the financial services business for over 30 years.  I have a fiduciary responsibility to my clients as I am a CFP. Certified Financial Planner. I also have the following professional degrees, ChFC, CLU, CRPS, and AEP.  Please visit my website www.dominionfinancialpartners.com. 
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