Tax - Trust & Estate Services

As a high-net-worth individual, you will want to work with an accountant who has experience with trust and estate taxation, family offices, succession planning, and philanthropic-giving plans.

Hayes McColloch & Vickerman CPA Group

At Hayes McColloch & Vickerman CPA Group, we are dedicated to exemplary client service and we genuinely enjoy getting to know our clients. We bring the knowledge and expertise from our national firm experience and pair it with the small firm personal attention to bring value to our clients. We are committed to quick response times and a thorough understanding of your needs in order to build strong and lasting relationship to work with you for years to come.


Thunderegg Accounting, LLC

The days of the stodgy accountant are over. We go beyond the cold numbers, providing tax services and planning with a personal connection to our clients.

Updated from firm website on 04/26/2022


Oak Hill Tax and Accounting

Oak Hill Tax and Accounting LLC is a professional corporation built on the cornerstones of Knowledge, Respect, Integrity, and Trust. We firmly believe in these cornerstones and employ them in everything that we do – from our Clients, Consultations, Strategy Sessions, Tax Compliance, and Work Products.

Updated form firm website on 04/26/2022


Dawson and Souter, LLC

We specialize in tax compliance and planning for individuals, small businesses, trusts and estates, and nonprofits. We also perform reviews and compilations of financial statements.

Updated from firm website on 04/22/2022


Brannen CPA Services PA LLC

We provide client-centered services and apply modern, creative solutions to traditional accounting, tax, bookkeeping, and CFO services. BCS specializes in serving individuals, including their trusts and estates, small businesses, cannabis-related businesses, and employee benefit plans.

Updated from firm website on 04/22/2022


Dakers & Hall LLC

We’re here to help with all of your tax planning and preparation needs, as well as business advisory services. We combine refined tax planning with innovative thinking to minimize taxes with a long-term approach. We look forward to learning more about you!

Updated from firm website on 04/22/2022


Kristina Thibodaux, CPA, L.L.C.

Based out of Thibodaux, LA, Kristina offers a range of tax and accounting services for all individuals, businesses and organizations.

Updated form firm website on 04/22/2022


Topp CPA Firm, PC

ETHICAL, RELIABLE, PROFESSIONAL

Updated from firm website on 04/22/2022


Basile CPA Firm, Inc.

Basile CPA Firm, Inc. provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location.

Updated from firm website on 04/20/2022


Naomi C Jackson CPA, LLC

At Naomi C. Jackson, CPA we take a practical, results-oriented approach to helping our clients achieve their financial goals. Because we understand that every client comes to us with a unique set of circumstances, we always take time to listen to your specific accounting needs. Whether your business is just starting out or well-established, our Jacksonville, FL CPA firm is ready to help you realize your company’s full financial potential.

Updated from firm website on 04/20/2022


Matthew Blumberg CPA PLLC

We understand that each business has unique needs. We can create a custom accounting, document management, and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs.

Updated from firm website on 04/20/2022


Alpine Mar LLC

As Certified Public Accountants, and champions of entrepreneurship, we’re focused on the numbers and the people behind them. Their stories are challenges faced, and obstacles overcome. We’ve created an innovative, people-driven business to bring our clients some of the best the industry has to offer.

Updated from firm website on 04/20/2022


Lindstrom Tax & Business Services PLLC

Lindstrom CPA is a full-service Accounting Firm located in Orlando, Florida. Lindstrom CPA focuses on its client’s needs and wants to be a partner along your journey to success. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 04/15/2022.


Pokorny and Associates, PC

At Pokorny & Associates, PC, we've been serving the accounting needs of Folsom, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Updated from firm website on 04/15/2022.


American CPA Professional Corporation

American CPA Professional Corporation is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.

Updated form firm website 04/15/2022.


Roos & McNabb CPA’s PC

We do more than manage “the books”. The goal of our team is to make your life easier by seeking the best growth opportunities and profit maximizing strategies for you. When it comes to tax planning, we’re here with the answers you need to help minimize your business’ tax burden and maximize your profits.

Updated from firm website on 04/15/2022.


Valley Oak Asset Group

Valley Oak Asset Group offer a variety of services for the management and administration of your trust or future estate

They manage every trust as if it is for another member of their family. Sometimes clients or their beneficiaries need coaching, suggestions or referrals; sometimes, unfortunately, they need a dose of reality

Updated from firm website on 04/15/2022.


Rhodes & Litchfield, LLP

At Rhodes & Litchfield we focus on our clients long term goals as well as their annual filing and compliance needs.  Our business consulting and tax planning strategies will minimize your tax liability while streamlining business operations to maximize wealth.  Contact us today to learn more.

Updated from firm website on 04/15/2022.


TKZ Accounting Solutions

TKZ Accounting Solutions is a small firm that provides accounting, tax, and consulting services. We specialize in serving the needs of small businesses, nonprofit organizations, and individuals. We serve clients in Northern California and throughout the United States.

Updated from firm website on 04/15/2022.


Alliance CPA PLLC

I understand how complicated accounting can be, which is why I strive to make matters as easy as possible. I specialize in many areas of tax preparation, consulting and accounting, and am equipped to handle whatever issues or situations you’re facing.

Updated from firm website on 03/31/2022.


Rudisill Accountancy, APC

Rudisill Accountancy, APC provides you with respectable and certified accounting services that you deserve. The services we offer meet a wide range of both corporate and personal needs. After working with us, you’ll be able to leave your accounting worries behind and get back to focusing on the things that matter most in your life.

Updated form firm website on 03/31/2022


KFK CPA, INC.

Our mission is to provide exceptional tax, accounting, and business consulting services with integrity, expertise, and professionalism. We help each client navigate immediate needs and achieve their long-term financial goals.

Updated from firm website on 03/31/2022.


Thomas H Mang & Sai K Lau, CPA’s, APC

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Updated from firm website on 03/31/2022.


Sierra Business Advisors, Inc.

At Sierra Business Advisors Inc., we've been serving the accounting needs of El Dorado Hills, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Updated from firm website on 03/31/2022.


Andrea R. Bains CPA Inc.

I am a full-service Tax and Accounting firm licensed in California. I offer a broad range of services for business owners, executives, and independent professionals. I am affordable, have over 16 years of experience, and friendly.

Updated from firm website on 03/31/2022.


Stefani Espinoza, Inc.

My firm provides outstanding service to my clients because of my dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism, Responsiveness, Quality.

Updated from firm website on 03/31/2022.


Lyons, CPA

Lyons, CPA is dedicated as a trusted provider of high-quality tax and accounting expertise, and in developing long-term client relationships. Driven by professional services that result in consistent client satisfaction. It is understood that each client is unique, which is why services are tailored to the specific goals of each client.

Updated from firm website on 03/29/2022.


Ghoreishi CPA, PLLC

As a trusted advisor, we are dedicated to adding value for dentists as your go-to specialist for all things financial.

Update from firm website on 03/29/2022.


Merryman Accounting Services, CPA, PLLC

Our mission is to retain and expand our customer base through superior, personalized service.

To fulfill this mission, we are committed to doing the following:

· Providing competitively priced products and high-quality service

· Being up to date on new technologies that may benefit us

· Rewarding employee achievement

· Serving and supporting the community

· Building partnerships

· Exceeding customer expectations

Updated from firm on 7/5/21


Dahm, Knapp & Associates, PC

Whether you’re looking for business or personal assistance, you can rely on us. We are a locally-owned accounting firm servicing Cedar Rapids and the surrounding area. Our emphasis on customer service sets us apart from other accounting firms. We believe our personal relationships with our clients are our strongest assets. Contact us today to see what we can do for you.

Updated from firm on 8/17/21


Jay Elstad CPA LLC

Jay Elstad CPA LLC is a full-service accounting firm serving clients throughout the Minneapolis Metro area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Updated from firm on 8/17/21


Gogerty & Associates PLC

Gogerty & Associates PLC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Updated from firm on 8/17/21


DAWN LAMSA CPA PLLC

Committed to providing superior accounting and tax services at affordable rates while providing close personal attention to individual and business clients.

Updated from firm on 8/17/21


Helms, DeWitt & Associates, PLLC

Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Updated from firm on 8/17/21


Haley Gardner CPA PLLC

At Haley Gardner CPA PLLC, we know you want to be confident in your finances. We’ve spent the last decade providing accounting and tax preparation services for individuals and small businesses. You need someone who knows tax laws, meets deadlines, and actually listens to your financial goals. You'll find all of those things with our team.

Updated from firm website 6/28/2021




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