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34 results for Personal Tax Planning in Raleigh, NC
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George Lambert
Providing services: Accounting, Bookkeeping, Financial Accounting, Tax Preparation, Personal Tax Planning, Small Business Tax
Raleigh, NC
Summary: Experienced Partner with a demonstrated history of working in the accounting industry. Skilled in Tax Preparation, Generally Accepted Accounting Principles (GAAP), Income Tax, Financial Accounting, and QuickBooks. Strong entrepreneurship professional with a Bachelor of Arts (B.A.) focused in Accounting from N.C. State University. At Williams Overman Pierce, we offer our clients the best of both worlds - the experience and expertise of a multi-office firm, combined with the attention and focus of a dedicated local firm. We are large enough to meet your needs, yet small enough to deliver the responsive service you expect. Whether you or your firm seeks certified public accountants (CPAs), auditing and assurance expertise, tax preparation and planning, litigation support, business valuation, forensic accounting or other consulting services, our experienced professionals are ready to earn your trust as a valued member of your team of advisors.
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Clay Blue, CPA
Providing services: Accounting, Bookkeeping, Financial Accounting, Personal Tax Planning, Small Business Tax
Raleigh, NC
Summary: My mission is to make a meaningful and positive impact on clients’ personal and business financial success. In addition to serving individuals with tax reporting and financial planning, I work with entrepreneurs that own businesses generating revenue of $100,000 to $50 Million. With over 20 years of certified training and education, I have the necessary skills, qualifications and expertise to get the job done, providing clients with the personalized attention and care they need in order to ensure reporting and planning are completed on time. Whether you’re looking for a tax planner or a financial advisor, I can guide you every step of the way and help you make the right decisions
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Richard Hill, CRPC®, AIF®
Providing services: Financial Planning, Financial Advisory, Wealth Management, Retirement Planning, Personal Tax Planning
Raleigh, NC
Summary: No one can be good at everything. The financial industry is full of generalists that are pretty good at a lot of things; investments, insurance, college planning, etc. I’ve spent the last 3 decades honing my expertise in one thing – helping professionals transition into retirement and designing a plan to help them stay there. I don’t dabble in retirement planning, it’s what I do. This focus has allowed me to develop a specialization in the things that matter to retirees such as risk management, social security optimization and retirement income strategies. I’ve been doing this through recessions and booming economies, bear markets and stock market bubbles. As a result, I have the experience and knowledge to assess your situation, provide prudent recommendations and help steer you through whatever economic or market scenarios we might encounter. My experience in the retirement space extends to helping businesses with designing their retirement and executive benefit plans. As an Accredited Investment Fiduciary, I partner with businesses in the southeastern US to provide plan design assistance and consulting services on 401k plans, 403(b)’s, ESOP’s, defined benefit pensions and non-qualified deferred compensation plans. I also work closely with their employees to ensure they understand their benefits, helping them to prepare to become “retirement ready”. My areas of expertise include Retirement planning, Investment management, ERISA consulting, SS optimization, Estate Planning, 401(k) and 403(b) plans, Employer Benefits. I’m located in the Raleigh/Durham area but serve clients all over the US. Feel free to contact me at richard.hill@compassfinancialgrp.com if you want to talk retirement planning, investment management or Carolina Panthers football.
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Michael Phillips, CPA
Providing services: Tax Preparation, Personal Tax Planning, Small Business Tax, Payroll Services, Bookkeeping, Financial Analysis
Raleigh, NC
Summary: Results-driven professional with expertise with a broad range of accounting experience including budgeting, internal auditing, risk management, financial analysis and tax in both public and government sectors.
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Deborah Goff
Providing services: Tax Preparation, Accounting, Personal Tax Planning, Bookkeeping
Raleigh, NC
Summary: A healthy business requires a regular financial check-up.
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Simon Karmarkar, MBA/DM
Providing services: Personal Tax Planning, Change Management, Corporate Training, Diversity & Inclusion, Interview Preparation, Life Coaching, Public Speaking, Training, Business Consulting, HR Consulting
Raleigh, NC
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Keith Robertson
Providing services: Tax Preparation, Accounting, Personal Tax Planning, Financial Accounting, Small Business Tax, Bookkeeping, Payroll Services
Raleigh, NC
Summary: I Solve Tax Problems
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Shana Faucette
Providing services: Accounting, Bookkeeping, Financial Accounting, Personal Tax Planning, Tax Preparation, Financial Planning, Financial Analysis
Raleigh, NC
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Glenda Jensen
Providing services: Financial Advisory, Retirement Planning, Personal Tax Planning
Raleigh, NC
Summary: 𝐋𝐚𝐝𝐢𝐞𝐬!🌈™ If you believe that a MAN is NOT a financial plan, let's just say... you've come to the right place! Regardless of your marital situation, have you ever felt lost when it comes to your finances? 🤷 🤦 Or maybe you just don't have the time to think about it because you've already got a 𝐁𝐀𝐙𝐈𝐋𝐋𝐈𝐎𝐍 irons in the fire! 𝐒𝐨𝐮𝐧𝐝 𝐚𝐛𝐨𝐮𝐭 𝐫𝐢𝐠𝐡𝐭? Now more than ever, it’s important for women to embrace financial responsibility. The financial industry is historically male dominated. But that’s starting to change. 🌸ꗥ～ꗥ🌸 𝐁𝐞 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐜𝐡𝐚𝐧𝐠𝐞! 🌸ꗥ～ꗥ🌸 Women and men typically approach, think about, and manage money differently. It’s time for the financial industry to work to embrace the new reality, and get to know women as the financial powerhouses, decision-makers, business owners, executives and empowered consumers they are. Now that we've got that out of the way.. ❝𝐇𝐨𝐰, 𝐰𝐡𝐞𝐧, 𝐰𝐡𝐞𝐫𝐞 𝐝𝐨 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝?!❞ These are the questions I usually get at first: ☝What's the best type of account for retirement? ☝When should I start contributing to my accounts? ☝How much money can I put in? Take out? ☝How can I get my money to grow without losing any? ☝Will I have enough for retirement? The list goes on..... You can research these questions on your own, without really knowing if the answers are right for you. After all, Google knows everything, right? 😝 My greatest strength is in helping others find the right solutions and strategies to reach their dreams and goals. Before I can help anyone, I need to get to know them. I help manage money, but I also build relationships with my clients. Finances are very personal, so I prefer to take a personal approach: 💥 What are your desires and priorities? 💥 What do you want your future to look like? 💥 How much money will you need? 💥 How much money will you want? 💥What risk level is most comfortable for you? Are ANY of these a concern? Just request a no cost discovery call with me to see: where you're at and where you want to be. 919-827-1684 or Email me at JensenFinancialGroup@gmail.com Feel free to reach out to me - I'm here to help! Specialties: Investment Adviser Representative, Series 65 licensed Fiduciary, Retirement Planning Specialist, Insurance licensed, Social Security, money management, stock market, index annuities, life insurance, income for life, ways to minimize taxes.
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Brian Cook
Providing services: Wealth Management, Financial Planning, Retirement Planning, Financial Accounting, Personal Tax Planning, Tax Preparation, Small Business Tax, Insurance
Raleigh, NC