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Tax Planning & Advisory Services CPAs

Proactive tax planning strategies to minimize tax burden through financial situation analysis, identifying tax-saving opportunities, and developing year-round strategies for individuals and businesses.

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Showing 131 to 140 of 450014 Tax Planning & Advisory Services CPAs
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John J. Lampiris
Certified Public Accountant
Verified Licensed
Location Ashland, Massachusetts 01721
Located in Ashland, Massachusetts, John J. Lampiris is a certified public accountant with over 15 years of experience serving family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. He specializes in providing basic accounting services, small business accounting, and individual tax services, helping clients navigate complex financial situations. Lampiris prepares individual and business tax return preparations and ensures sales tax compliance, catering to the diverse needs of his clients in the Ashland area and beyond.
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MJ
Marc J. Rosen
Certified Public Accountant
Verified Licensed
Location Saint James, New York 11780
Based in Saint James, New York, Marc J. Rosen provides expert accounting services to individuals and families. With over 15 years of experience in financial planning and individual tax services, he specializes in basic accounting services and retirement account tax reporting for small and medium-sized businesses and individuals. His services include individual and business tax return preparation, as well as retirement account tax reporting, serving the needs of a diverse clientele.
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Shawn W. Tolley
Certified Public Accountant
Verified Licensed
Location Key Largo, Florida 33037
Shawn W. Tolley, a certified public accountant based in Key Largo, Florida, has over 15 years of experience providing financial services to entrepreneurs and individuals. His expertise includes tax planning and consulting, bookkeeping, and financial statement compilation, with a focus on individual and small business accounting. Tolley specializes in providing basic accounting services to small businesses, individual tax services, and financial guidance to entrepreneurs and startups, helping them navigate the complexities of tax laws and financial regulations.
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Riley J. Walters
Certified Public Accountant
Verified Licensed
Location Playa Del Rey, California 90293
Riley J. Walters is a certified public accountant serving clients in the southwestern Los Angeles area, specifically in Playa Del Rey, California. With over 8 years of experience, Walters specializes in providing bookkeeping and financial statement compilation services to small and medium-sized businesses. As a seasoned professional in tax compliance, individual tax services, and basic accounting services, Walters also prepares individual and business tax return preparations for a variety of clients. Her diverse client base includes various business structures, such as S-Corporations, partnerships, and LLCs, in addition to small and medium-sized businesses across industries.
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David B. Gardiner
Certified Public Accountant
Verified Licensed
Location Bethesda, Maryland 20817
David B. Gardiner, a seasoned accountant with over 15 years of experience in Bethesda, Maryland, provides a range of services to meet the diverse needs of his clients. Based in Maryland, he offers general accounting and advisory services, as well as comprehensive tax planning and consulting expertise. Specializing in basic accounting services, individual tax services, and tax compliance, Gardiner has a strong focus on supporting family-owned enterprises and individuals and families. With a deep understanding of tax laws and accounting principles, Gardiner helps clients navigate complex financial situations and achieve their long-term goals.
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John R. Taylor, Jr.
Certified Public Accountant
Verified Licensed
Location Parsippany, New Jersey 07054
John R. Taylor, Jr. is a certified public accountant practicing in Parsippany, New Jersey, with over 15 years of experience in financial planning and tax compliance. His expertise includes basic accounting services, tax planning, and financial analysis for small and medium-sized businesses and family-owned enterprises. Notably, he provides specialized tax reporting services for retirement accounts, assisting clients in adhering to IRS regulations and minimizing tax liabilities. Mr. Taylor maintains active involvement in the accounting community, staying up-to-date on industry developments and changes in tax laws and regulations.
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Marc I. Sherman
Certified Public Accountant
Verified Licensed
Location Hauppauge, New York 11788
Marc I. Sherman is a certified public accountant (CPA) based in Hauppauge, New York. With over 15 years of experience in public accounting, Sherman specializes in providing basic accounting services to family-owned enterprises and individuals and families. His expertise includes IRS representation, bookkeeping, and financial statement compilation, as well as individual and business tax services. Sherman's experience serving a diverse range of clients has equipped him to navigate complex accounting and tax matters with precision and efficiency.
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James K. Tamke
Certified Public Accountant
Verified Licensed
Location South Bend, Indiana 46617
James K. Tamke, a certified public accountant in South Bend, Indiana, brings over 15 years of experience in providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. His expertise extends to consulting services, small business accounting, and tax compliance, making him a valuable resource for family-owned enterprises and lawyers. Tamke's practice includes IRS representation, as well as bookkeeping and financial statement compilation services, helping clients navigate complex financial issues and achieve compliance with regulatory requirements.
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Daniel C. Carey
Certified Public Accountant
Verified Licensed
Location Mountain City, Tennessee 37683
Based in Mountain City, Tennessee, Daniel C. Carey provides expert accounting services to individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs. With over years of experience, Mr. Carey specializes in basic accounting services, individual tax services, and small business accounting, helping clients navigate complex tax regulations and financial management. He stays up-to-date on changing tax laws and regulations, offering valuable tax planning and consulting services to ensure clients' financial stability and compliance with sales tax regulations.
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Jonathan R. Gordon
Certified Public Accountant
Verified Licensed
Location Hopkins, Minnesota 55305
Based in Hopkins, Minnesota, Jonathan R. Gordon is a seasoned accountant with over 15 years of experience providing bookkeeping and financial statement compilation services to various business structures, including S-Corps, partnerships, and LLCs. His specialization lies in offering customized accounting solutions for small businesses and entrepreneurs, with a focus on business tax services and general accounting advisory services. With expertise in basic accounting services, Jonathan assists clients in navigating complex financial situations, ensuring accurate financial reporting, and making informed business decisions.
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