Tax Services in Leominster, MA

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Top Leominster, MA Tax Preparers

Sontag & Associates, CPA's PC
5 out of 5
Location 87 Merriam Ave, Leominster, MA 01453, USA
Phone (978) 537-8322
Directions
Fraticelli & Co., Inc.
4 out of 5
Location 40 West St, Leominster, MA 01453, USA
Phone (978) 537-0709
Directions
Siciliano Roger R
Location 19 Water St, Leominster, MA 01453, USA
Phone (978) 537-0716
Directions
Mullan Bernard R CPA
Location 1000 Brooks Pond Rd # 309, Leominster, MA 01453, USA
Phone (978) 840-0199
Directions
Letarte Richard H CPA
1 out of 5
Location 87 Merriam Ave, Leominster, MA 01453, USA
Phone (978) 537-8322
Directions
Lauren R. Vorse, CPA
Location 23 Mill St Suite 2, Leominster, MA 01453, USA
Phone (978) 751-8199
Directions
Legendary Accounting Resources LLC
5 out of 5
Location 42 Clubhouse Dr, Leominster, MA 01453, USA
Phone (978) 906-1632
Directions
Francis S Wyman & Co
Location 19 Water St, Leominster, MA 01453, USA
Phone (978) 537-0716
Directions
Venning & Jacques PC
5 out of 5
Location 33 Electric Ave STE B11, Fitchburg, MA 01420, USA
Phone (978) 345-1377
Directions
Tax Accountant in Leominster, MA

Where Tax Accountants in Leominster, MA Serve

Leominster, MA is a city located in north-central Massachusetts, boasting a rich history and a vibrant community. Some of the city's most notable landmarks include the Johnny Appleseed Visitor Center, the Doyle Conservation Center, and the Leominster State Forest. As for top employers, Leominster is home to a diverse range of businesses, including plastics manufacturer Nypro, healthcare provider UMass Memorial HealthAlliance-Clinton Hospital, and retail giant Walmart. In terms of major highways and streets, Leominster is situated at the intersection of Route 2 and Route 12, making it easily accessible from all directions. Leominster is also home to a number of distinct neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include North Leominster, which features a mix of residential and commercial properties, and the historic downtown area, which is home to a variety of shops, restaurants, and entertainment venues.

Financial Services Related to Tax Planning in Leominster, MA

Banks and Credit Unions

Leominster, MA residents can benefit from a bank in numerous ways. For instance, a bank can provide them with financial advice and guidance on how to manage their money effectively. Moreover, they can access a range of banking services such as checking accounts, savings accounts, and loans. In particular, residents of Leominster, MA can benefit from banks that offer special programs to support small businesses. Leominster, MA is home to a vibrant community of small business owners, and many of them require financial assistance to grow their businesses. Therefore, banks that offer small business loans, assistance with business plans, and other resources can be invaluable to the residents of Leominster, MA. Additionally, banks can provide residents with access to online banking services, which can be particularly helpful for those who have busy schedules and cannot visit a bank branch during regular business hours. Overall, banks can play a critical role in helping residents of Leominster, MA manage their finances and achieve their financial goals.

Insurance Broker

Residents of Leominster, MA can benefit from the services of an insurance broker in a variety of ways. Firstly, an insurance broker can help residents understand the complex insurance policies available to them, especially with regards to the unique risks and challenges of living in Leominster, such as the frequent snowstorms and harsh winters that can cause damage to homes and vehicles. Additionally, an insurance broker can help residents find the most affordable insurance policies that still provide adequate coverage, which can be especially important for those living in a city with a higher cost of living like Leominster. Finally, an insurance broker can provide personalized recommendations based on the specific needs and circumstances of each individual resident, ensuring that they have the best insurance coverage possible.

Retirement Planning

Residents of Leominster, MA can benefit greatly from the services of a retirement planner. With an aging population and a median age of 41 years old, the need for retirement planning is becoming increasingly important. A retirement planner can assist residents in creating a plan to ensure they have enough money to live comfortably during their golden years. This may include developing a budget, creating investment strategies, and maximizing social security benefits. Additionally, Leominster has a diverse population, with a significant number of immigrants. A retirement planner can help these individuals navigate the complexities of retirement planning, including language barriers and cultural differences. With the help of a retirement planner, residents of Leominster can feel confident in their financial future and enjoy their retirement years with peace of mind.

Wealth Management

Residents of Leominster, MA could greatly benefit from the services of a wealth manager. With a population of over 40,000 people, Leominster is a bustling city that is home to a diverse range of individuals and families. A wealth manager can help these residents navigate the complexities of financial planning, investment management, and retirement planning. For example, a wealth manager can help Leominster residents create a personalized investment strategy that takes into account their unique financial goals and risk tolerance. They can also provide guidance on tax planning and estate planning, which can be particularly important for residents who own property or have significant assets. Additionally, a wealth manager can help Leominster residents stay up-to-date on the latest financial news and market trends, which can be especially valuable in a rapidly changing economy. Ultimately, a wealth manager can provide the expertise and support that residents need to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Leominster, MA could greatly benefit from the expertise of a financial advisor. With a population of over 40,000 people, many individuals and families are looking for guidance on how to manage their finances effectively. One specific challenge faced by residents of Leominster is the high cost of living, which can make it difficult to save for long-term goals such as retirement or college education. A financial advisor can help residents create a personalized budget and investment strategy that takes into account their unique financial situation and goals. Additionally, a financial advisor can provide advice on how to navigate the local real estate market, which has seen a surge in demand in recent years. With their knowledge and experience, a financial advisor can help residents of Leominster, MA make informed decisions about their finances and achieve their financial goals.

Mortgage Loan Officer

Residents of Leominster, MA can benefit from the assistance of a mortgage loan officer in several ways. Firstly, the officer can provide guidance and advice on the different types of mortgage loans available in the area, such as fixed-rate, adjustable-rate, and government-backed loans. This is particularly important in Leominster, where the median home value is $244,000, which is slightly higher than the national average. Secondly, the loan officer can help residents navigate the complex application process and ensure that they meet the necessary requirements to qualify for a loan. Additionally, the officer can assist in finding the best interest rates and repayment terms, which can save residents thousands of dollars over the life of the loan. Lastly, the loan officer can help residents understand the various financial implications of homeownership, such as property taxes and insurance, and provide advice on how to manage these expenses effectively.

Estate Planning Lawyer

Residents of Leominster, MA could greatly benefit from the services of an estate planning lawyer. With a population of over 40,000 people and a median age of 40 years old, many individuals in this city are likely considering their long-term financial and legal plans. An estate planning lawyer could assist with creating wills, trusts, and other legal documents that ensure assets are distributed according to an individual's wishes. Additionally, given that Leominster is located in Worcester County, which has a higher than average number of nursing homes and assisted living facilities, an estate planning lawyer could also help families navigate the complexities of Medicaid planning and asset protection. With a range of legal services available, an experienced estate planning lawyer could provide peace of mind to residents of Leominster, MA.

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