“They have helped me stay on top of my finances and stayed in compliance with my taxes.”
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Blessed Financial
(2)
Financial Services
“It's been two years of doing business with Blessed Financial Services, and there's no going back because it's tested and trusted, good in handling any IRS issues, A trial will convince you.”
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Foundation Asset Management
Account Access, Planning Questionnaire, Disclosure Information
“Our goal at Foundation Asset Management is to be your most trusted advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Areas that we help clients include inves...”
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Anthony Petsis & Associates
(13)
Advisor
Company
Question
“I've worked with the Petsis team for several years and cannot say enough good things about their level of professionalism, responsiveness, and knowledge.”
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Lear & Pannepacker
(49)
Bookkeeping & Support, Audit & Assurance, Business Advisory
“He is one of the few advisors I have met in the US who has insights, or seeks insights, for non-citizen residents to comply with US and overseas tax regulation.”
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Joseph J. Gormley CPA
(26)
Tax Problems, Business Valuation, Internal Controls
“Met with Joe to review my 2016 and 2017 tax returns which were prepared by two other accountants (neither of which was a CPA) as I thought I may need to file an amended return for 2016.”
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Isakov Planning Group
(46)
Business Financial Services, Individual Financial Planning Services, Life Insurance Services
“You don't have to be rich to have a financial advisor - in fact the best way to grow your wealth is with a financial advisor, so no investor is too small for Eugene.”
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Yardley Wealth Management
(40)
Decision
Goals
Estate Planning
“They answer promptly to emails, or phone calls, and never hesitate to make the time for you, should you have questions or need to meet one of them for a particular issue.”
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KSM Group Cpas
(15)
Crypto Tax Accounting, Quickbooks Services, Business Services
“Rich, Jennifer and staff are the best in the industry, handling everything from business and personal taxes, to providing expert advice at every juncture.”
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Humphreys & Kosek Accounting & Tax Services Inc
Quickbooks Pro Advisor Start Ups, Close Outs, Tax Problems
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
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Enlight Financial
(1)
Sample Plan, Info to Collect, Cash Flow
“Shah has been thorough, consistent, meticulous, and more than just a financial planner or advisor; she's your advocate.”
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Thomas McNulty CPA
(21)
Business Services, Individual Services
“Sound advice, integrity and solid work ethic has earned and kept our business; to the point that he manages multiple family members, colleagues and friends of ours.”
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Rooney & Hodgens
(18)
Cash Flow Management, Why Quickbooks, Buy Quickbooks and Save
“During this 7 year time frame, I went from a standard tax return filing with some minor complexities to now filing corporate returns as well as other side businesses with payroll.”
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Tax Brilliance Cfo's and Tax Accountants
(10)
Services For Quickbooks, Industries, Business Services
“Many times being an entrepreneur and/or business owner we feel as though we have the weight of the world on our shoulders; noone to really talk to, Noone who really understands what's its like running a company and everything we have to deal with day...”
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Five Points Financial
(4)
Business Services, Services For Quickbooks, Services For Individuals
“2020 is a perfect example of how they put their clients'' needs ahead of their own.”
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Khatri & Company
(14)
Tax Returns
“For the past 3 years I have been looking for someone who can help do my taxes in a timely fashion and explain tax regulations on real estate as I am a real estate investor.”
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My Divorce Solution
(15)
Divorce Course, Divorce Financial Portrait, Divorce Support Group
“All group members have been found to share in a compassionate and understanding way to my situation and have professionally formulated a financial strategy that I feel shall be of benefit to me upon finalization of my divorce.”
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SEC Financial Services
(18)
Needs
Attention
“Since mid-2020, I have been using SEC FINANCIAL SERVICES, such as: increase and repair of my credit line, loan, advice, educational preparation in Quickbooks and personal taxes.”
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Thomas Colitsas & Associates PA
(2)
“Excellent service and top notch knowledge of business process, tax and accounting - a pleasure to work with.”
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Mason Financial Services
(7)
“Bill Mason recently sent out a letter indicating that he is transferring more of the workload to his son and wife.”
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Duvall Wealth & Tax Planning
(11)
Fee
Structure
Financial Advisor
“He truly cares about not only financial health but the mental/spiritual health of his client!”
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Hofmann Law Firm
(9)
Child Support/Custody, Civil Union & Domestic Partnership, Divorce
“Helped me out a lot with my Divorce, hired him for more the 2 years and did good work the whole time, very knowledgeable about the kind of divorce I had gone though and enlightened me about a lot of the nuances that I had no clue about.”
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Kolenda & Associates Cpas
(2)
“Very Professional as well as very very smart and easy to work with.”
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Retirement Planning and Investment Management Services in Trenton, NJ Cost Estimates