Business Tax Accountants Lewisville TX

Welcome to the GlobalBx Local Pages. Here you can find local information about Business Tax Accountants in Lewisville, TX. We have compiled a list of businesses and services around Lewisville, including Tax Preparation that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Tax Preparers in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Kris Maksimovich
18170 Dallas Pkwy.
Dallas, TX
Company
Title: President
Company: Global Wealth Advisors
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Missouri State/Finance
University of TX/Finance
Texas Tech/Finance
Years Experience
Years Experience: 25
Service
Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies

Data Provided By:
Michael David Kolacz (RFC®), CEP, LUTCF
(972) 404-9300
6860 N Dallas Pkwy Ste 200
Plano, TX
Company
Chase Warner Financial, LLC
Qualifications
Years of Experience: 28
Membership
IARFC, MDRT, FPA, SFSP, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
John E. Lee (RFC®), CFP
(214) 808-7063
10907 Gable Drive
Dallas, TX
Company
John Lee Agency
Qualifications
Education: CFPRFC
Years of Experience: 35
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance,

Data Provided By:
Mrs. Lisa Dionne Randle (RFC®), EA
(214) 526-3335
12770 Coit Rd Ste 708
Dallas, TX
Company
Waddell and Reed
Qualifications
Years of Experience: 5
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Taxmaster Tax Refund Center
(972) 436-3786
150 W Main St Ste 2A
Lewisville, TX

Data Provided By:
Alan D. Pepperdine (RFC®), CPAPFS, CSA
(972) 241-4170
14445 Webb Chapel
Dallas, TX
Company
Cornerstone Retirement Group, LLC
Qualifications
Years of Experience: 18
Membership
IARFC, SCSA, AICPA
Services
Invoice, Business Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Annuities, Life Insurance, Long Term Care Insurance

Data Provided By:
Mr. Jack Shea (RFC®), MBA
(972) 596-6730
6407 Villa Road
Dallas, TX
Company
Shea WealthCare
Qualifications
Education: Bachelor of Science, Business and Economics, University of Dayton, OhioMasters in Business Administration, Management, Xavier University, Ohio
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided By:
Roger Asel
5485 Belt Line
Dallas, TX
Company
Company: Certified Financial Strategies Corp.
Type
Registered Investor: Yes
Education
SMU - BBA Major in Accounting
Years Experience
Years Experience: 30
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retiremen

Data Provided By:
ANDROMEDA'S INCOME TAX SERVICES
(972) 221-9999
418 N. STEMMONS FWY
LEWISVILLE , TX
 
Data Tex Svc
(469) 671-5000
107 Hillside Dr Ste 2
Lewisville, TX

Data Provided By:
Data Provided By: