Tax Services in Burlington, VT

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Top Burlington, VT Tax Preparers

Tapia Wallace w CPA
Location 131 Main St, Burlington, VT 05401, USA
Phone (802) 863-6370
Thomas Tax Services, Inc.
Location 66 Vesthaven Dr, Burlington, VT 05408, USA
Phone (802) 864-0838
Professional Tax Services LLC
5 out of 5
Location 125 College St 4th Floor, Burlington, VT 05401, USA
Phone (802) 377-1347
Montgomery & Granai PC
5 out of 5
Location 110 Main St #2A, Burlington, VT 05401, USA
Phone (802) 864-6565
GHP Advisors PC
Location 131 Main St, Burlington, VT 05401, USA
Phone (802) 863-5099
Tax Accountant in Burlington, VT

Where Tax Accountants in Burlington, VT Serve

Burlington, VT is a bustling city nestled in the heart of the Green Mountains, with a rich history and vibrant culture. The city is home to a number of landmarks, including the stunning Lake Champlain waterfront, the historic Church Street Marketplace, and the iconic Flynn Center for the Performing Arts. Top employers in the area include the University of Vermont Medical Center, GlobalFoundries, and Major highways and streets include Interstate 89, Route 7, and Main Street, which runs through the heart of downtown. The city is also divided into several distinct neighborhoods, each with its own unique character and charm, including the trendy South End, the historic Old North End, and the scenic Hill Section. With its stunning natural beauty, thriving arts scene, and diverse array of businesses and neighborhoods, Burlington truly has something for everyone.

Financial Services Related to Tax Planning in Burlington, VT

Banks and Credit Unions

Residents of Burlington, VT can benefit from a bank in multiple ways. Firstly, a bank can provide financial assistance to individuals who are looking to purchase a home in Burlington, which is known for its high cost of living. Additionally, a bank can offer loans to entrepreneurs who are looking to start or expand their businesses in the city. With Burlington being a hub for outdoor activities, a bank can also offer investment opportunities in the tourism industry. Furthermore, a bank can provide financial education and resources to help residents manage their money effectively, especially with the rising cost of healthcare in the area. Lastly, with Burlington being a college town, a bank can offer student loans and scholarships to support the education of the city's youth.

Insurance Broker

Residents of Burlington, VT can greatly benefit from the services of an insurance broker. These professionals are trained to navigate the complex world of insurance and find the best policies for their clients. In Burlington, where the weather can be unpredictable and harsh, an insurance broker can help residents find comprehensive coverage for their homes and vehicles. Additionally, with the city's thriving tourism industry, many residents may rely on their homes or apartments as short-term rental properties. An insurance broker can help ensure that these properties are properly insured and protected against any potential liabilities. Furthermore, with the city's growing population and diverse workforce, an insurance broker can assist residents in finding health insurance plans that meet their unique needs and budgets. Overall, an insurance broker can provide invaluable support and guidance to Burlington residents as they navigate the often confusing world of insurance.

Retirement Planning

Residents of Burlington, VT can benefit from the services of a retirement planner in various ways. Firstly, a retirement planner can help them to develop a comprehensive financial plan that takes into account their specific needs and goals. This is particularly important in Burlington, VT, where the cost of living is relatively high, and residents need to plan carefully to ensure that they can maintain their lifestyle in retirement. Secondly, a retirement planner can assist residents in understanding the various investment options available to them and help them to make informed decisions about where to invest their money. Burlington, VT residents can also take advantage of the retirement planner's expertise in tax planning, estate planning, and risk management, which can help them to minimize their tax liability, protect their assets, and manage their financial risks. Overall, a retirement planner can provide valuable guidance and support to Burlington, VT residents as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Burlington, VT can benefit greatly from the expertise of a wealth manager. With the city's thriving economy and high cost of living, many individuals may struggle to effectively manage their finances. A wealth manager can provide guidance on investment strategies, retirement planning, and tax optimization. Additionally, with Burlington's proximity to Lake Champlain and the Green Mountains, residents may have unique financial considerations related to recreational activities and property ownership. A skilled wealth manager can navigate these complexities and provide tailored solutions to help residents achieve their financial goals. Whether it's creating a comprehensive financial plan or managing investments for long-term growth, a wealth manager can provide invaluable support to the residents of Burlington, VT.

Financial Advisor

Residents of Burlington, VT can benefit from the services of a financial advisor in several ways. One specific area where they can be helped is in managing their finances for retirement. With the city's aging population, many residents are approaching retirement age and may not have saved enough to maintain their lifestyle. A financial advisor can help them create a retirement plan that takes into account their current financial situation, their desired retirement lifestyle, and any potential obstacles that may arise. Additionally, with Burlington being a college town, many residents may have student loan debt that they need help managing. A financial advisor can assist them in developing a plan to pay off their student loans while also saving for their future. Overall, a financial advisor can provide residents of Burlington with the guidance and support they need to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Burlington, VT can benefit greatly from the services of a mortgage loan officer. A mortgage loan officer can help individuals navigate the complex process of obtaining a mortgage, which can be especially challenging in a city like Burlington where the housing market is highly competitive and prices are on the rise. Additionally, a mortgage loan officer can help residents of Burlington access a variety of mortgage options, including fixed-rate mortgages, adjustable-rate mortgages, and government-backed loans. Furthermore, a mortgage loan officer can assist residents in finding the best interest rates and loan terms to fit their unique financial situation. With the help of a mortgage loan officer, residents of Burlington can achieve their dream of homeownership and secure a stable future for themselves and their families.

Estate Planning Lawyer

Residents of Burlington, VT can benefit from the services of an estate planning lawyer in a multitude of ways. For instance, an estate planning lawyer can help residents create a comprehensive estate plan that includes wills, trusts, and powers of attorney. This is especially important in Burlington, VT, where the population is aging, and many residents are concerned about their future healthcare needs. Additionally, an estate planning lawyer can assist residents with probate and estate administration, ensuring that their loved ones are taken care of after they pass away. The lawyer can also help residents navigate complex estate tax laws, which can be particularly challenging in Vermont, where state estate taxes apply to estates valued at over $2.75 million. By working with an estate planning lawyer, Burlington, VT residents can have peace of mind knowing that their assets and loved ones are protected.

Burlington, VT Financial Resources

Burlington, VT Chamber of Commerce

Burlington, VT City Hall

Burlington, VT Public Library


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