“They are thoughtful and take all of your investment goals into consideration.”
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Ironclad Wealth Management
“Patrick knows that he can't do it all alone. He has partnered with One Seven to help realize his and his clients' dreams. One Seven provides compliance, technology, and investment resources to help support Ironclad Wealth Management's daily activitie...”
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Gibbs Financial Group & Gibbs Wealth Management
(30)
Knowledge
Integrity
Retirement
“I've spent countless hours with Bo Gibbs in both professional and casual settings and I can attest to his integrity, honesty and commitment to his clients.”
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Investor Friendly CPA
(30)
Business Services, Bookkeeping, Tax Services
“Ashish and his team have been extremely helpful in advising on wealth building strategies by investing in short-term rentals to reduce tax on earned income and how to reduce our tax on capital gains from commercial property sales using opportunity zo...”
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Fricke & Associates
(29)
Tax Returns & Plannings, Tax Resolution, Representation Before Taxing Authorities
“After a couple years of less than satisfactory experiences from a large chain tax preparation service, I was referred to Fricke & Associates, not only because of their stellar reputation, but also their expertise in aiding film and TV industry profes...”
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MMA CPA Accounting Firm
(30)
Services For Quickbooks, Services For Individuals, Industries
“They've got the patience to figure out complicated tax situations and have successfully navigated me through the painful process of taxes for several years.”
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Manay CPA INC
(23)
, Services For Quickbooks
“Joshua was able to answer my question, but what was very impressing to me about Mr Joshua was his deliverence and how he was very knowledgeable and pleasant on the phone.”
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Fortune Financial Accounting
(18)
Industries, Business Services, Services For Individuals
“Before meeting Lindsee I was struggling with my payroll and taxes for my small business but with her expertise and competence I can now focus more on building and growing my business.”
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Ross Lane & Company
(1)
Services For Quickbooks, Services For Individuals, Industries
“If you want it done right, go to Ross Lane.”
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Supreme Financial Group
(23)
Tax Resource Center, SFG Client Portal Login, Track Your Refund
“This is why they have me as a client and a customer for the rest of time and I will definitely recommend to everyone, and I have recommend them to everyone I know as a matter of fact.”
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Ellsworth Hawkins Tax & Accounting
(1)
Quicktuneup, Why Quickbooks, Tax Preparation
“Great tax preparers!”
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Solley Financial Services
(30)
Market Trends
Managing
Investments
“My wife and I have worked with Bob for nearly 10 years and he has been the utmost professional in helping us plan and strategize for long term growth and risk management.”
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Wiser Wealth Management
(30)
Communication
Goals
Family
“I had an initial consultation at no cost, had a 2nd phone meeting at no cost, they provided superb financial advise, are a fiduciary company, and their fees are completely reasonable.”
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David Bradford: Financial Advisor – Drive Planning
(30)
Taxes
Success
Goals
“David Bradford and his team at Drive Planning helped us to really understand some new financial strategies that have us on our way to a successful retirement.”
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AEI Accounting & Tax Services
(22)
Tax Planning, Payroll Services, Accounting
“Had a great experience Ms Amy has done my taxes for years pleasant work on time very efficient great work I would recommend for anyone who wants taxes or any accounting done”
“Jonathan and Daniel Bill at Sound Business Services exceeded our wildest dreams in efficiency, honesty, "bean-counting" and really caring about our small business.”
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Ty J. Young
(25)
Portfolio
Mind
Call
“Great value excellent quality super professional and honest employees from start to finish on each and every meeting for the pass 20yrs God Bless and keep on keeping own the the way you do business.”
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Steele Law Firm
(25)
Communication
Family
Estate Planning
“The professionalism that was shared during the process for establishing my last will and testament was exceptional and what one can expect from this group.”
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Cumberland Financial Group
(4)
Meet the Team
“Carey has been my CPA for years.”
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Jimmy Terrazas
(24)
Taxes
Understanding
Questions
“I've been going to Jimmy for years to do my taxes, and he's the only guy I trust!”
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Incompass Financial Partners
(3)
Who We Serve
“I've come to know and appreciate Karen over the past six months, and I'm very impressed with her expertise and knowledge.”
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Loyal Communications
(4)
Services For Quickbooks, Services For Individuals, Industries
“Thank you for assisting me with getting my taxes done, I appreciate you going above and beyond to straighten out my medical expenses with one of my employers and helping me find that 1095 form.”
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Protax Plus Financial Services
(16)
Non-Profit Organizations, Bank Financing, Part-Time CFO Services
“We want to thank Protax Plus Financial Services for a great presentation at Riverside Community Baptist Church Virtual Tax and Finamcial Freedom workshop.”
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Moore Colson Cpas and Advisors
(2)
“Would not want to work for another public accounting firm.”
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Retirement Planning and Investment Management Services in Brookhaven, GA Cost Estimates