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106 results for Personal Tax Planning in Dallas, TX
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Emmy Niece, MBA
Providing services: Financial Advisory, Financial Planning, Insurance, Retirement Planning, Wealth Management, Personal Tax Planning, Career Development Coaching, Leadership Development, Financial Consulting, Life Insurance
Dallas, TX
Summary: Emmy Niece, MBA, is a dynamic and results-oriented Regional Vice President with Lemnis Capital. With a passion for serving others and helping them pursue their best futures, Emmy brings a unique blend of expertise and enthusiasm to her role. Emmy's professional journey has been marked by a commitment to excellence and a drive to make a positive impact. With her extensive experience in the financial industry and her strategic mindset, she has consistently delivered exceptional results for her clients. Emmy's ability to understand their unique needs and provide tailored solutions has earned her a reputation as a trusted advisor. Outside of the office, Emmy enjoys an active lifestyle. You can often find her on the golf course, honing her skills and enjoying the camaraderie of the game. She also loves lacing up her running shoes and hitting the pavement, pushing herself to new limits. As a soccer enthusiast, Emmy embraces the teamwork and competitive spirit that the sport brings. And when she's not pursuing her own passions, Emmy cherishes spending quality time with her loved ones, both human and furry, creating memories that will last a lifetime. Emmy's engaging and lighthearted approach to life shines through in everything she does. Her infectious energy and genuine desire to make a difference make her a valuable asset to both her clients and her team. If you're looking for a dedicated professional who knows how to have fun while achieving results, Emmy is the person to connect with
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Cassie Gonzalez, CPA
Providing services: Tax Preparation, Small Business Tax, Personal Tax Planning, Accounting, Financial Accounting, Bookkeeping
Dallas, TX
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Tawanda Diba
Providing services: Accounting, Financial Advisory, Personal Tax Planning, Tax Preparation, Budgeting, Financial Reporting, Invoice Processing, Payroll Services, Financial Analysis
Harare, Zimbabwe
Summary: As a highly skilled Accounting Professional with over four years of experience, I excel in financial accounting, reconciliations, AP/AR, and reporting. My expertise spans across managing general accounting functions, ensuring compliance with international standards, and leveraging technology to enhance accuracy and efficiency. I have a proven track record of success, having worked on high-value projects with UNICEF, WFP, and the Ministry of Transport, valued at over USD 10 million. My role at Independence Dental Services involves managing accounting for multiple client portfolios, providing insightful financial analysis, and streamlining processes to boost productivity. With a strong foundation in financial systems and a knack for analytical thinking, I am dedicated to driving business growth and ensuring meticulous financial management. My goal is to continue contributing to dynamic teams where I can apply my skills in financial accounting, strategic analysis, and process improvement to deliver impactful results.
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Desie Horton
Providing services: Accounting, Personal Tax Planning, Financial Advisory, Tax Preparation, Small Business Tax, Financial Analysis, Financial Accounting, Tax Advisory
Dallas, TX
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Loic LeMener, CFP, CFA
Providing services: Financial Advisory, Financial Planning, Retirement Planning, Insurance, Life Insurance, Personal Tax Planning
Dallas, TX
Summary: Opus Wealth Management is an independent and comprehensive wealth management firm with the following specialties: Charitable Planning, Estate/Asset Protection Strategies, Investment Planning, Insurance, Financial Independence Planning, Business Owner Planning, Business Benefits, Business Succession Planning Information posted should not be seen as a recommendation to buy, sell or hold any security. Investment advisory and financial planning services are offered through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Visit OpusWealth.net/disclosures for full disclosures.
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Andrea Winters
Providing services: Estate Planning Law, Trust and Estate Litigation, Personal Tax Planning, Financial Advisory
Dallas, TX
Summary: Andrea Winters, P.C. provides services to implement a dispositive plan for your assets and for the preservation and transfer of wealth. We provide comprehensive services to our clients in estate and trust planning, estate administration and probate, business formation and management, and business succession planning. We are licensed to practice in the State of Texas, and we serve clients throughout the Dallas-Fort Worth metroplex and the surrounding counties in North Texas.
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Newzad Brifki
Providing services: Commercial Real Estate, Real Estate, Tax Preparation, Small Business Tax, Business Consulting, Writing, Public Speaking, Political Consulting, Personal Tax Planning, Leadership Development
United States
Summary: I am not a born leader but a made one. My education and experiences have made me the motivated person I am. I say it's all about risks. If you don't try you won't know. Remember the people who made history failed many times before succeeding. Don't judge me if you don't know me and you should use that for everything else.
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Paula Mavridis, CPA
Providing services: Accounting, Bookkeeping, Financial Accounting, Financial Advisory, Personal Tax Planning, Small Business Tax, Tax Preparation
Dallas, TX
Summary: Experienced CPA with a demonstrated history of working in the restaurant and semiconductors industries. Skilled in Tax Preparation, Account Reconciliation, Accounting, and General Ledger. Strong professional with a Bachelor of Science in Accounting from New Jersey City University. Certified Public Accountant in New Jersey and Texas.
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Philip Fasoro, CPA
Providing services: Loans, Commercial Lending, Mortgage Lending, Real Estate, Real Estate Marketing, Accounting, Small Business Tax, Tax Preparation, Personal Tax Planning
Dallas-Fort Worth Metroplex
Summary: Mortgage Professional & CPA NMLS ID: 2222520 UMortgage LLC NMLS ID: 1457759 Texas Notice for Texas Consumers - https://www.umortgage.com/licensing