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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 341 to 350 of 450014 Tax Planning & Advisory Services CPAs
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Peter Lowry
Certified Public Accountant
Verified Licensed
Location Manhattan Beach, California 90266
Located in Manhattan Beach, California, Peter Lowry is a seasoned accountant with extensive experience in providing tax and accounting services. With over 15 years of experience in the field, Peter specializes in serving entrepreneurs and startups, as well as family-owned enterprises, offering tailored Basic Accounting Services and Business Tax Services to meet their unique needs. His services include Retirement Account Tax Reporting and individual and business tax return preparation, ensuring clients remain compliant with tax laws and regulations. His expertise spans a wide range of accounting disciplines, positioning him as a trusted advisor for business owners navigating complex financial decisions.
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Ronald J. Plankis
Certified Public Accountant
Verified Licensed
Location Mokena, Illinois 60448
Ronald J. Plankis, a seasoned CPA based in Mokena, Illinois, has over 15 years of experience providing expert accounting services. His practice focuses on serving the unique financial needs of entrepreneurs and startups, as well as individuals and families in the region. Plankis specializes in basic accounting services, financial planning, and small business accounting, with a particular emphasis on bookkeeping and financial statement compilation.
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Russell L. Dotson
Certified Public Accountant
Verified Licensed
Location Memphis, Tennessee 38133
Russell L. Dotson is a certified public accountant (CPA) based in Memphis, Tennessee, with extensive experience serving clients in the southeastern United States. With over 10 years of experience in providing accounting and financial planning services, his expertise spans basic accounting, individual tax services, and financial planning for individuals, families, and businesses. His services include sales tax compliance and general accounting, as well as specialized support for S-Corps, partnerships, and LLCs. He holds advanced knowledge of tax laws and regulations, allowing him to effectively navigate complex financial situations and provide tailored guidance to his clients.
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Jeffrey S. Lerner
Certified Public Accountant
Verified Licensed
Location Hopedale, Massachusetts 01747
Based in Hopedale, Massachusetts, Jeffrey S. Lerner is a certified public accountant with over 15 years of experience serving the tax and accounting needs of entrepreneurs and startups, as well as small and medium-sized businesses. As a seasoned professional in tax planning and consulting, Lerner provides expert guidance on individual and business tax return preparation, ensuring accurate and timely submissions. Specializing in basic accounting services, tax compliance, and small business accounting, Lerner's expertise helps clients navigate financial complexities and stay compliant with regulatory requirements.
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Donna Respondek
Certified Public Accountant
Verified Licensed
Location Boerne, Texas 78015
Based in Boerne, Texas, Donna Respondek brings over 20 years of experience in accounting and taxation to her clients. Her expertise encompasses a range of services, including payroll processing and compliance as well as tax planning and consulting. Operating primarily in the individual and family sectors, as well as serving family-owned enterprises, Donna's services focus on basic accounting, individual tax services, and business tax services.
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Mark Vander Starre
Certified Public Accountant
Verified Licensed
Location Ada, Michigan 49301
Located in Ada, Michigan, Mark Vander Starre has over 15 years of experience providing accounting services to entrepreneurs and startups across various business structures. His practice specializes in basic accounting services, tax compliance, and financial planning, supporting the unique needs of S-Corps, partnerships, and LLCs. Vander Starre also assists with sales tax compliance and retirement account tax reporting, ensuring accurate and timely submissions.
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Cheryl A. Chapman
Certified Public Accountant
Verified Licensed
Location Steubenville, Ohio 43953
Based in Steubenville, Ohio, Cheryl A. Chapman has over 20 years of experience in public accounting. Her areas of specialization include basic accounting services, tax compliance, and individual tax services, catering to family-owned enterprises and small to medium-sized businesses. Chapman's services encompass tax planning and consulting, as well as bookkeeping and financial statement compilation, providing comprehensive support for business owners and individuals.
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Nicole L. Ton
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28202
Based in Charlotte, North Carolina, Nicole L. Ton is a certified public accountant with a broad range of experience. With over 15 years of expertise in providing comprehensive accounting services, she serves a diverse client base, including entrepreneurs and startups with various business structures. Her specialization includes basic accounting services, financial planning, and individual tax services, in addition to sales tax compliance and IRS representation.
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Julius E. Vanis
Certified Public Accountant
Verified Licensed
Location Winter Park, Florida 32789
Based in Winter Park, Florida, Julius E. Vanis provides accounting and tax services to family-owned enterprises and entrepreneurs. With over 15 years of experience, Vanis specializes in basic accounting services, small business accounting, and individual tax services. His professional services include IRS representation, bookkeeping, and financial statement compilation, catering to the needs of startups and established businesses in the region.
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Shannon R. Fischer
Certified Public Accountant
Verified Licensed
Location Liverpool, New York 13088
Based in Liverpool, New York, Shannon R. Fischer provides accounting and tax services to family-owned enterprises and small to medium-sized businesses in the local area. With over 10 years of experience in financial planning and tax compliance, Fischer offers specialized expertise in IRS representation and retirement account tax reporting. Her services include basic accounting, financial planning, and tax preparation for businesses and individuals, helping them navigate complex tax laws and regulations.
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