Tax Services in Ormond Beach, FL

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Top Ormond Beach, FL Tax Preparers

Jerry's Accounting & Tax Services
Location 49 Rivocean Dr, Ormond Beach, FL 32176, USA
Phone (386) 441-0270
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Olivari & Associates CPA
5 out of 5
Location 141 Sagebrush Trail D, Ormond Beach, FL 32174, USA
Phone (386) 672-0775
Language http://www.olivaricpa.com/
Directions
Camputaro and Associates PA
5 out of 5
Location 136 N Orchard St Suite #8, Ormond Beach, FL 32174, USA
Phone (386) 255-2511
Language http://www.camputaro.com/
Directions
Tax Accountant in Ormond Beach, FL

Where Tax Accountants in Ormond Beach, FL Serve

Ormond Beach, FL is a picturesque city located in Volusia County, Florida. This charming city boasts of several landmarks that are worth visiting, including the Ormond Memorial Art Museum and Gardens, Tomoka State Park, and the Ormond Beach Historical Society Museum. The city is also home to many top employers, such as the Halifax Health Medical Center, the City of Ormond Beach, and the Ormond Beach Police Department. Major highways like Interstate 95 and US Route 1 pass through the city, providing easy access to other parts of Florida. The city's neighborhoods are also diverse, with some of the popular ones being the Ormond Lakes, Plantation Bay, and the Trails. With its beautiful beaches, friendly locals, and rich history, Ormond Beach, FL is a great place to visit or call home.

Financial Services Related to Tax Planning in Ormond Beach, FL

Banks and Credit Unions

Residents of Ormond Beach, FL can benefit from a bank in numerous ways. For instance, a bank can help them with mortgage loans to purchase homes in the area. With the city's proximity to the Atlantic Ocean, many residents may be interested in investing in beachfront properties. Moreover, a bank can offer financial advice on how to manage their finances, especially during hurricane season, which is common in this region. In addition, a bank can provide small business loans to entrepreneurs looking to start a business in Ormond Beach. The city has a thriving tourism industry, and with the right guidance from a bank, entrepreneurs can tap into this market and create successful businesses. Furthermore, a bank can provide safe deposit boxes for residents to store valuable items, such as jewelry or important documents, especially during hurricane season. Overall, a bank can be a valuable resource for residents of Ormond Beach, FL, providing them with the necessary support to achieve their financial goals.

Insurance Broker

Residents of Ormond Beach, FL would be greatly assisted by an insurance broker in a variety of ways. With the city's proximity to the Atlantic Ocean, residents may be concerned about flood insurance and hurricane coverage. An insurance broker can help navigate the complexities of these policies and ensure that residents are adequately protected. Additionally, Ormond Beach is home to a large retiree population, who may require specialized insurance coverage for healthcare and long-term care. An insurance broker can assist in finding the right policies to meet these specific needs. Finally, with the city's growing economy and increasing number of small businesses, an insurance broker can help entrepreneurs find the right coverage for their companies, protecting their investments and ensuring their continued success.

Retirement Planning

Residents of Ormond Beach, FL could greatly benefit from the expertise of a retirement planner. With the town's proximity to the ocean, many residents may have invested in beachfront properties or other real estate investments. A retirement planner could assist in managing these investments and ensuring a steady stream of income in retirement. Additionally, Ormond Beach is home to a large retiree population, and a planner could help navigate the complex world of Medicare and Social Security benefits. With the town's growing population and booming economy, a planner could also provide guidance on how to best allocate funds for future expenses such as healthcare costs or long-term care. Overall, a retirement planner could provide invaluable assistance to residents of Ormond Beach as they plan for a secure and fulfilling retirement.

Wealth Management

Residents of Ormond Beach, FL can benefit greatly from the services of a wealth manager. With its beautiful beaches, vibrant community, and growing economy, Ormond Beach is a sought-after location for both retirees and young professionals. A wealth manager can help these individuals navigate the complexities of investing, retirement planning, and estate planning. For example, Ormond Beach is known for its high property values, which can make estate planning particularly challenging. A skilled wealth manager can help residents create a comprehensive plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can provide guidance on tax planning, risk management, and charitable giving, all of which can have a significant impact on a person's financial well-being. By working with a wealth manager, residents of Ormond Beach can feel confident that they are making informed decisions about their finances and are on track to achieve their long-term goals.

Financial Advisor

Residents of Ormond Beach, FL could greatly benefit from the guidance of a financial advisor. With a population of over 40,000 and a median household income of $55,000, many individuals may struggle with managing their finances effectively. A financial advisor could assist with budgeting, retirement planning, and investment strategies. Additionally, with Ormond Beach being a popular retirement destination, a financial advisor could provide specialized advice on Social Security benefits and Medicare options. Furthermore, with the city's proximity to the Atlantic Ocean, a financial advisor could also offer guidance on insurance policies for hurricane and flood protection. Overall, a financial advisor could help residents of Ormond Beach, FL navigate the complexities of personal finance and make informed decisions for their financial future.

Mortgage Loan Officer

Residents of Ormond Beach, FL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can assist in finding the best mortgage rates and terms for homebuyers, taking into consideration the specific needs of the Ormond Beach community. For instance, the loan officer can provide information on the local housing market trends and the availability of different types of properties, such as beachfront homes or properties in gated communities. Additionally, the loan officer can help residents navigate the complex mortgage application process, including gathering necessary documentation and providing guidance on credit requirements. Furthermore, the loan officer can offer advice on refinancing options for existing homeowners in Ormond Beach, helping them to take advantage of lower interest rates or to access equity in their homes for renovations or other expenses. Overall, working with a knowledgeable mortgage loan officer can be a valuable resource for residents of Ormond Beach, FL looking to achieve their homeownership goals.

Estate Planning Lawyer

Residents of Ormond Beach, FL can benefit from the services of an estate planning lawyer in a variety of ways. One specific example is the lawyer's ability to help individuals navigate the complex Florida probate process. This process can be particularly challenging in Ormond Beach due to the city's large retiree population and high number of vacation homes. An estate planning lawyer can help residents ensure that their estates are properly managed and distributed after their passing, providing peace of mind and security for both themselves and their loved ones. Additionally, an estate planning lawyer can assist with the creation of wills, trusts, and other legal documents that can help protect assets and minimize tax liabilities. By working with an experienced estate planning lawyer, residents of Ormond Beach can ensure that their wishes are carried out and their loved ones are provided for in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Income Tax Preparation FAQs

Ormond Beach, FL offers a variety of tax services to cater to the needs of its residents. From tax preparation to tax planning, the tax services in Ormond Beach, FL are designed to meet the diverse needs of individuals and businesses alike. One specific feature of the tax services in Ormond Beach, FL is their emphasis on providing personalized solutions to clients. The tax professionals in Ormond Beach, FL take the time to understand the unique circumstances of each client and tailor their services accordingly. This personalized approach ensures that clients receive the best possible advice and support to help them achieve their financial goals. Whether you are an individual looking to file your taxes or a business owner seeking tax planning advice, the tax services in Ormond Beach, FL have got you covered.

For Ormond Beach, FL residents, hiring a tax services provider can bring numerous advantages. Firstly, with the complex tax laws and regulations, a professional tax services provider can help navigate the intricate process of filing taxes. Secondly, Ormond Beach is known for its high-income residents and businesses, which can make tax preparation even more complex. A tax services provider can help ensure that all deductions and credits are maximized, resulting in potential tax savings. Additionally, with the recent changes in tax laws, a professional tax services provider can help residents stay updated and compliant with the latest regulations. Overall, hiring a tax services provider can alleviate the stress and confusion of tax preparation, especially for those living in Ormond Beach, FL.