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TaxDome overview

TaxDome overview

One platform to streamline,
scale, and grow your practice.

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Firm management

Oversee both strategic planning and manage day-to-day tasks easily and efficiently.

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and tasks in a secure, centralized location.

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Small firms (2-4 staff)
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Find a financial advisor

The right financial advisor doesn’t just manage money. They keep you informed, explain what’s changing, and make the process feel organized instead of overwhelming. Every advisor listed here delivers that experience, whether you need help with retirement planning, investment strategy, estate planning, or navigating a major life transition. Use the filters to find someone who specializes in your situation.

Browse financial advisors to find the right fit

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Harman CPAs & Associates

4.8 Google Maps
  • McKinney, Texas

    McKinney, Texas

    McKinney, Texas
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • 401(k) & IRA Management, Asset Allocation, Education Planning, +11

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management
  • Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, +12

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
  • Hourly: $360/hour tax services $160/hour bookkeeping
Connect with a firm

The Fox Alliance Tax Advisors LLC

Google Maps
  • Austin, San Antonio and Seguin, Texas

    Austin, San Antonio and Seguin, Texas

    Austin, San Antonio and Seguin, Texas
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • 401(k) & IRA Management, Asset Allocation, Education Planning, +11

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management
  • Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, +12

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
Connect with a firm

S&A Professional Solutions

Where Expertise Meets Personalized Tax Solutions
5.0
  • Houston, Texas

    Houston, Texas

    Houston, Texas
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • 401(k) & IRA Management, Financial Planning, Retirement Planning, +2

    401(k) & IRA Management, Financial Planning, Retirement Planning, Stock Option Planning, Tax Planning & Strategy

    401(k) & IRA Management, Financial Planning, Retirement Planning, Stock Option Planning, Tax Planning & Strategy
  • Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, +9

    Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Automotive, Construction, +25

    Advertising & Marketing, Automotive, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Healthcare, Home Services, HVAC, Insurance, Landscaping, Legal, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Sports, Technology & Software, Transportation

    Advertising & Marketing, Automotive, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Healthcare, Home Services, HVAC, Insurance, Landscaping, Legal, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Sports, Technology & Software, Transportation
  • 300/hour
Connect with a firm

PREMIÉR ACCOUNTING, TAX & BUSINESS

PREMIĒR Accounting, Tax & Business is a Brooklyn-based advisory firm serving entrepreneurs, professionals, and growth-stage businesses with proactive tax planning, year-round accounting, and strategic business advisory. We work with a select roster of clients who want a true financial partner — not just a once-a-year tax preparer.
4.8 Google Maps
  • New York City, New York

    New York City, New York

    New York City, New York
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • 401(k) & IRA Management, Asset Allocation, Education Planning, +11

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management
  • Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, +12

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
  • 1,500/month
Connect with a firm

Hanlon CPA, LLC

Our mission is to help you gain the clarity, time, and profitability you need to grow your business — and enjoy the rewards of ownership.
4.8 Google Maps
  • Norwood, Massachusetts

    Norwood, Massachusetts

    Norwood, Massachusetts
  • English

    English

    English
  • Accountant, Financial advisor

    Accountant, Financial advisor

    Accountant, Financial advisor
  • Stock Option Planning, Tax Planning & Strategy

    Stock Option Planning, Tax Planning & Strategy

    Stock Option Planning, Tax Planning & Strategy
  • Business Executives, Business Owners/Entrepreneurs, Equity Compensation, +2

    Business Executives, Business Owners/Entrepreneurs, Equity Compensation, HENRYs (High Earners Not Rich Yet), Pre-Retirees (5-10 years out)

    Business Executives, Business Owners/Entrepreneurs, Equity Compensation, HENRYs (High Earners Not Rich Yet), Pre-Retirees (5-10 years out)
  • Consulting, Professional Services

    Consulting, Professional Services

    Consulting, Professional Services
  • 200/month
Connect with a firm

Castellon Professional Services PC

Castellon Professional Services PC is a CPA firm offering tax, accounting, bookkeeping, and financial advisory services for individuals and businesses. The firm focuses on personalized support to help clients stay compliant and improve their financial performance.
5.0 Google Maps
  • Sunnyvale, California

    Sunnyvale, California

    Sunnyvale, California
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor

    Accountant, Bookkeeper, Financial advisor

    Accountant, Bookkeeper, Financial advisor
  • 401(k) & IRA Management, Asset Allocation, Financial Planning, +4

    401(k) & IRA Management, Asset Allocation, Financial Planning, Investment Management, Retirement Planning, Social Security Planning, Tax Planning & Strategy

    401(k) & IRA Management, Asset Allocation, Financial Planning, Investment Management, Retirement Planning, Social Security Planning, Tax Planning & Strategy
  • Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, +6

    Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, Multi-generational Families, Pre-Retirees (5-10 years out), Retirees, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, Multi-generational Families, Pre-Retirees (5-10 years out), Retirees, Young Professionals
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
  • 250/hour
Connect with a firm

Edward Torres, CPA PC

ETCPA PC is a full service CPA firm that provides accounting and income tax services for individuals, businesses, Estate and Trust filing along with many other services. We are professionals with decades of experience making clients happy with our extensive service offerings.
4.8 Google Maps
  • Forest Hills, New York

    Forest Hills, New York

    Forest Hills, New York
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor

    Accountant, Bookkeeper, Financial advisor

    Accountant, Bookkeeper, Financial advisor
  • 401(k) & IRA Management, Asset Allocation, Education Planning, +11

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management
  • Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, +11

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Architecture & Engineering, Automotive, +31

    Advertising & Marketing, Architecture & Engineering, Automotive, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Government, Healthcare, Home Services, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Architecture & Engineering, Automotive, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Government, Healthcare, Home Services, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Sports, Technology & Software, Tourism, Transportation, Travel
  • 200/month
Connect with a firm

JBS CORP

Financial firm assisting businesses and individuals with tax preparation, plus financial and management advice.
4.9 Google Maps
  • Methuen, Massachusetts

    Methuen, Massachusetts

    Methuen, Massachusetts
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor

    Accountant, Bookkeeper, Financial advisor

    Accountant, Bookkeeper, Financial advisor
  • Financial Planning, Tax Planning & Strategy

    Financial Planning, Tax Planning & Strategy

    Financial Planning, Tax Planning & Strategy
  • Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, +9

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, High Net Worth Individuals, Multi-generational Families, Pre-Retirees (5-10 years out), Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, High Net Worth Individuals, Multi-generational Families, Pre-Retirees (5-10 years out), Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
Connect with a firm

Lan & Song CPAs LLP

Trusted bilingual CPA firm with 50+ years of combined experience delivering comprehensive tax, accounting, and advisory solutions for businesses and individuals.
5.0 Google Maps
  • Artesia, California

    Artesia, California

    Artesia, California
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • 401(k) & IRA Management, Asset Allocation, Education Planning, +11

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management
  • Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, +11

    Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
Connect with a firm

Koleda Capital LLC

“Proactive, Not Reactive” approach — identifying tax-saving opportunities, risks, and financial inefficiencies before they become expensive problems.
5.0 Google Maps
  • Turnersville, New Jersey

    Turnersville, New Jersey

    Turnersville, New Jersey
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • 401(k) & IRA Management, Asset Allocation, Education Planning, +11

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management
  • Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, +12

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Architecture & Engineering, Automotive, +28

    Advertising & Marketing, Architecture & Engineering, Automotive, Construction, Consulting, Dental, Education, Electrical, Financial Services, Food & Beverage, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Architecture & Engineering, Automotive, Construction, Consulting, Dental, Education, Electrical, Financial Services, Food & Beverage, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
  • Compliance + Proactive Tax Savings starting at 1,500
Connect with a firm

J&E Advisory Group

J&E Advisory Group is a CPA firm specializing in tax planning, compliance, and strategic advisory services for individuals and businesses. We work with professionals, entrepreneurs, and multi-entity structures to ensure accurate reporting, proactive planning, and optimized tax outcomes.
5.0 Google Maps
  • Miami, Florida

    Miami, Florida

    Miami, Florida
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor

    Accountant, Bookkeeper, Financial advisor

    Accountant, Bookkeeper, Financial advisor
  • Tax Planning & Strategy

    Tax Planning & Strategy

    Tax Planning & Strategy
  • Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, +12

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, Multi-generational Families, Pre-Retirees (5-10 years out), QSBS Holders, Real Estate Investors, Retirees, Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
  • 250/hour
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McCarthy Wealth & Tax Advisors

At McCarthy Wealth & Tax Advisors, we are dedicated to providing exceptional wealth and tax management services to our valued clients. With our expertise and personalized approach, we strive to help individuals achieve financial security and peace of mind.
5.0 Google Maps
  • Springboro, Ohio

    Springboro, Ohio

    Springboro, Ohio
  • English

    English

    English
  • Accountant, Financial advisor

    Accountant, Financial advisor

    Accountant, Financial advisor
  • 401(k) & IRA Management, Asset Allocation, Education Planning, +11

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

    401(k) & IRA Management, Asset Allocation, Education Planning, Estate Planning, Family Wealth Transfer, Financial Planning, Insurance Planning, Investment Management, Portfolio Management, Retirement Planning, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management
  • Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, +7

    Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, Multi-generational Families, Pre-Retirees (5-10 years out), Ultra High Net Worth Individuals, Young Professionals

    Business Executives, Business Owners/Entrepreneurs, Divorced Individuals, Equity Compensation, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, Multi-generational Families, Pre-Retirees (5-10 years out), Ultra High Net Worth Individuals, Young Professionals
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
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