
- 775-277-7752 (Pin: 79037)
- Waxhaw, NC

- 973-850-4353 (Pin: 69061)
- Raleigh, NC
From the Business: I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer ...
From the Business: Dhawal Patel Financial Advisor preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worke...
From the Business: The D'Agostino Group is a full-service accounting and insurance firm serving clients throughout New York state. We are dedicated to providing our clients with professional and personalized services, as well as guidance in a wide variety of financial and business needs. Our expertise, experience and the team mentality of our staff assure that every...
From the Business: Parag Patel CPA, Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial ...
From the Business: NSD Tax & Accounting Services You can count on us to take care of your tax and accounting needs so you can use your time to do what you do best, grow your business. Your satisfaction and quality service are our priorities. Our remote capabilities enable our office staff to access your systems as needed, custom tailored to your specifications....
From the Business: At Billy Barton–Accountant LLC, we believe that great accounting is more than numbers—it’s the foundation of confident decisions, steady growth, and long-term financial health. With over 40 years of accounting experience, Billy Barton brings a seasoned, practical, and business-focused approach to every client relationship. Over the decades, Billy ...
From the Business: I am one of the most distinguished Financial and tax professionals in Charlotte, NC. I specialize in Business Entity Selection, business succession planning, financial advisory, financial planning, retirement planning, insurance protection, business strategies, college funding, long-term Care, life insurance, legacy strategies, and disabi...
From the Business: Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prosp...
From the Business: We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! Our Values Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
From the Business: We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides. We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results. We are your trusted partner in success. Our firm is large ...
From the Business: Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prosp...
From the Business: K&M Tax Services specializes in preparing business and individual tax returns for Charlotte and Carolina tax payers. Over the years we have developed considerable expertise in planning and preparing Small Business Taxes and helping our clients in Charlotte and the Carolinas to get maximum tax deductions and reduce their tax liability.
From the Business: As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning ...
From the Business: Originally started as a one-person operation, for almost 10 years, Sharma & Associates has been advising and assisting on tax, accounting, and consulting needs in a way which delivered a unique value to our clients in the Aiken area. Building a reputation for consistency and results led to the practice growing into a full-fledged accounting fi...
From the Business: Vivek Shah is the Associate Partner within the Real Estate Valuation practice at IndeGlobal. He brings vast knowledge of valuation services with a focus on hotel, office, and retail properties. His experience and expertise in valuation analysis and reporting provides value opinions that are delivered on time and tailored to each client’s specif...
From the Business: Raymond James believes financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Because as your needs become more complex, sophisticated advice and a relationship built for the long term become even more important...
From the Business: Welcome to Gigi Brady, CPA LLC. We are a full-service accounting firm located in Summerville, SC, serving Summerville and the surrounding Charleston area. The professionals at our firm have the necessary experience and education to meet all your accounting and tax preparation needs. I have 38 years of experience working as an accountant - 6 fo...
From the Business: At our core, we are committed to helping both consumers and businesses secure the financing they need to grow, thrive, and succeed. Our approach begins not with a transaction, but with a relationship. We believe that understanding your unique goals, challenges, and financial situation is essential to providing the right lending solution. That’s wh...
From the Business: Rapid Tax Service, LLC offers a wide range of services to our individual and business clients. We provide Individual and Business Income Tax filing services. Our clients come from all professions and income levels and with unique circumstances and requirements. We offer our clients personalized quality service. Our Team is comprised of profession...
From the Business: Affluent Financial Services LLC (AFS), Certified Public Accountants is a professional financial services firm headquartered in Rockville, Maryland, providing audit and assurance, tax, accounting, financial advisory and consulting services to domestic and international commercial companies and not-for-profit organizations. Affluent Financial Servic...
From the Business: We, the professionals at Accounting and Tax Associates understand the impact of these changes and prepare to provide a total solution to your business and individual needs. Our firm offers comprehensive accounting, financial reporting, business and individual tax services. We are focused on providing financial & tax planning services as well a...
From the Business: We are a full-service Accounting firm licensed in IL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us.
From the Business: MyTaxFiler was founded by professionals with over 70 years of combined experience at industry-leading companies, including Infosys, Jackson Hewitt, and KPMG. We’re celebrated experts in finance, bookkeeping, taxation, and business consulting. We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from the worry o...
From the Business: We provide a wide range of services for individual and business clients. Our custom designed start-to-end service model helps small and mid-size business firms to significantly reduce their overhead operating costs with a professional degree of efficiency and accuracy. Our Tax CPA & Accounting Services, LLC is one of the few professionally run...
From the Business: I am an esteemed financial and taxation expert based in Duluth, GA. My areas of expertise encompass a wide range of services, including Business Entity Selection, Finance & Accounting Training, Financial Advisor services, Financial Planning, Tax Consultants Services, Tax Preparation Services, Retirement Planning, and Life Insurance. Moreover, ...







































