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Financial Planners in Dallas ready to help


GO Federal Credit Union

GO Federal Credit Union

GO Federal Credit Union is a full-service financial institution, proudly serving the Dallas community since 1937. GO offers a full complement of financial services including FREE Kasasa® checking, a variety of auto and home loan options, and Visa® credit and debit cards. At GO, you will find some of the most competitive dividend and loan rates in the DFW area. Simplify your life….conduct business with ease anytime, anywhere using GO’s cutting-edge online banking services featuring bill pay, eStatements and remote check deposit. Deposits up to $250,000 are federally insured by the National Credit Union Administration (NCUA). Contact Details: 10501 N Central Exwy, Suite 300, Dallas, Texas 75231 Local: 214.742.6551 Outside Local Area / Toll Free: 888.742.6551 Fax: 214.453.0717 Email: info@mygofcu.org 

Patterson CPA LLC

Patterson CPA LLC

CPA Firm focused on small business owners. We do bookkeeping, accounting, payroll, sales tax, property tax renditions and year end 1120/1120S/1065/sched C.  

Assuras

Assuras

 

The Accfin Group

The Accfin Group

The Accfin Group is capable to support your company’s bookkeeping and finance functions through strategies customized to meet the specific needs of your business. We have the flexibility for your business to outsource your bookkeeping, controller or CFO function, or we can provide services on part time or needful basis. When business requires a higher level of financial and managerial oversight, financial analysis, management and consultation, you will greatly profit from our controller services. Call us now 8665284337. 

Hilal El Marraki

Hilal El Marraki

 

Azimuth Financial Services

Azimuth Financial Services

In creating Azimuth Financial Services, Gabe Garcia, founder, and CEO, envisioned a company that empowers others to chase their dreams. Many of these dreams are only possible in our modern world with the peace of mind that comes with healthy financing. Whether it is traveling the world, saving for your first or forever home, becoming debt free or anything else you can imagine, Azimuth Financial Services can help you achieve that goal. My mission is simple. It is to educate individuals and small businesses on the steps they can take today to grow wealth and become financially independent. My approach is straight forward. I partner with my clients, listen to their concerns, help set goals and answer questions regarding their financial health and future. I analyze the client’s current situation and create recommendations and strategies. My fee structure is fully transparent. Azimuth Financial Services is a fee-only advisory firm. This means I am hired by my clients and work only for my clients. I have no hidden fees and do not collect or accept commissions for products I recommend. I strive to be a trusted partner and have a fiduciary responsibility to put the interests of my clients first. 

Rick Kinnison, Inc.

Rick Kinnison, Inc.

 

Uday Patil CPA

Uday Patil CPA

 

Lynette Sullivan

Lynette Sullivan

 

Zhang CPA PC

Zhang CPA PC

 

Phillip L James, CPA PLLC

Phillip L James, CPA PLLC

 

LeninThomas@CPA PLLC

LeninThomas@CPA PLLC

 

BankersLife

BankersLife

 

Master Level Accounting

Master Level Accounting

I provide accounting and a variety of other business services for start ups and other small businesses. I also provide services to individuals, as well. I specialize in the start up phase of businesses and assisting entrepreneurs with their journeys. 

Thrivent Financial

Thrivent Financial

 

I Love Numbers

I Love Numbers

I Love Numbers is a financial application for Quickbooks users. It’s beautiful. It’s automated.I Love Numbers is a business intelligence system that collects data from QuickBooks giving business owners the dashboards, key performance indicators (KPI), reports, benchmarks, and prescriptive analytics they need to make better business decisions. It only work with QuickBooks Online and QuickBooks Desktop versions only. Instant dashboards, reports, and a scorecard allows business owners to have better visibility and visual performance of small business reporting data integration. You can see your entire financial picture at a glance. We give you the most important financial metrics and key performance indicators (KPIs) in an easy to read and understand format that includes dashboards, scorecards, benchmarks, goals, advanced reports, and prescriptive analytics. Become BETA tester today! Click "BETA SIGN UP" button to sign up. 

Merrill Financial Group

Merrill Financial Group

 

RKA FINANCIAL SERVICES

RKA FINANCIAL SERVICES

 

Tax Preparation and Financial Planning

Tax Preparation and Financial Planning

 

Commercial Capital Lending

Commercial Capital Lending

 

Colleen Bell Consulting

Colleen Bell Consulting

Professional services tailored to your business needs: Business start-up, scaling and turnaround consulting with high-value results. Management solutions for training, tracking and assessment across all facets of your business including systems building, project/product management, financial management, Board relations, sales and marketing, HR, supply chain management, and more. Technological and operations solutions to make business more efficient, accurate and productive. High-return coaching, perspective, and personal/professional management development for Executives, Stakeholders and Boards. Decades of diverse industry impact will generate meaningful outcomes for your business: 25 years’ experience building amazing customer experiences, in a variety of industries spanning sports, education, food service, automotive, salons, retail, and more. 15 years working with small business owners solving for scaling and growth, with a focus on developing the quality and authenticity of the customer experience, and resulting high perceived value of services and products.  

Chad Drake, Financial Advisor

Chad Drake, Financial Advisor

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. 

3itax

3itax

As a group of professionals, we have emphasized the development of unique skills and expertise among our owners and personnel in our DFW based CPA practice in order to meet our client's wide variety of tax, accounting, payroll and consulting needs. Our emphasis includes the desires of the business as well as their owners and related family members. We assure that our clients receive the highest level of professional Tax accounting services and authoritative advice all around. Our CPA firm in Plano, Texas has expertise in the following industry areas: • Aviation • Construction • Dentistry • Food Service Industry • E-Commercial • International Corporations • Manufacturing • Real Estate Development • Retail 

West Nile Tax Solutions LLC

West Nile Tax Solutions LLC

 

www.taxfighters.net

www.taxfighters.net

Founded by a seasoned CPA and a highly regarded Tax Attorney, our company is no stranger to small business or the entrepreneur life. In fact, we were raised by entrepreneurs so we know that time is a limited commodity. Our goal is making your small business back office work run smoothly so you can grow your business and spend time with your family. We provide cloud based solutions that dynamically maintain your books and records and track against your tax plan.  

Kimball Parks Ramey, CPA, PLLC

Kimball Parks Ramey, CPA, PLLC

 

Book-keeping by ashley

Book-keeping by ashley

 

Elite Tax Prep

Elite Tax Prep

 

CPA FIRM

CPA FIRM

We offer an array of services to fit each client's situation from tax preparation, bookkeeping, payroll, insurance, mortgage to property management. Save your time and let us help you navigate the process. 

Rapid Merchant Capital

Rapid Merchant Capital

 

JVMA Financial Services, LLC

JVMA Financial Services, LLC

 

Israel Duran & Associates, LLC

Israel Duran & Associates, LLC

The No #1 Growth Business Development and Web Agency. We are engaged in offering a wide range of digital marketing services, including Web Design and Development, Ditigal Marketing, Graphic Design, SEO, PPC, Video Editing, Logo Design & Branding services. Our talented and dynamic team carries out a series of innovative proprietary tools and algorithms to offer a high level of service experience. 

Portnoy Group of Companies

Portnoy Group of Companies

 

Chaconia Services

Chaconia Services

 

IMPEX TAX & FINANCIAL

IMPEX TAX & FINANCIAL

 

KAS Acounting Solutions

KAS Acounting Solutions

 

ScaleFactor

ScaleFactor

Bookkeeping and tax compliance are some of the biggest concerns for business owners. ScaleFactor provides them peace of mind by automating their bookkeeping tasks and helping them stay compliant all year round through a mixture of our software and team of finance professionals. Also access real time insights into the cash flow of your business to make sure you are reaching your financial goals. Spend more time on what makes your business profitable and let us take care of the tedious tasks.  

Accountable CFO

Accountable CFO

 

PNW Financial

PNW Financial

 

Ronnie L Herrera - San Antonio Small Biz Insurance

Ronnie L Herrera - San Antonio Small Biz Insurance

As a licensed Broker/Agent I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to Healthcare Strategy’s, Payroll solutions/Software, Key Man Programs, Life Insurance, college funding, retirement, managing costs for extended periods of care and lifetime income strategies, Tax Mitigation strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I also specialize in "Worksite" Employee Benefits programs : Aflac, New York Life, United Healthcare, Blue Cross Blue Shield, Humana, Aetna. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. Address: 8000 IH-10, suite 800, San Antonio, Texas, 78230  

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