Tax Services in Rehoboth Beach, DE

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Top Rehoboth Beach, DE Tax Preparers

Clear Portal Accounting & Tax
Location 179 Rehoboth Ave, Dewey Beach, DE 19971, USA
Phone (302) 515-5055
SAGE Consulting & Wealth Management
Location 707 Bayard Ave, Rehoboth Beach, DE 19971, USA
Phone (610) 462-4348
Morris James LLP
5 out of 5
Location 19339 Coastal Hwy Suite 300, Rehoboth Beach, DE 19971, USA
Phone (302) 260-7290
Black Diamond Financial Solutions
5 out of 5
Location 19409 Plantation Rd Building 2 Unit 1, Rehoboth Beach, DE 19971, USA
Phone (302) 265-2236
Mark Hocker PA
Location 750 Kings Hwy # 105, Lewes, DE 19958, USA
Phone (302) 644-1995
Pruitt Jeffery D CPA
Location 1143 Savannah Rd Suite 1, Lewes, DE 19958, USA
Phone (302) 645-5757
Simple Process
Location 18585 Coastal Hwy Unit 10 # 1011, Rehoboth Beach, DE 19971, USA
Phone (888) 260-4154
First State Tax Services
Location 18421 Coastal Hwy # 2, Lewes, DE 19958, USA
Phone (302) 644-1443
Payroll Professionals
Location 33815 Clay Rd, Lewes, DE 19958, USA
Phone (302) 645-5700
Diehl Foraker CPAs
5 out of 5
Location 18306 Coastal Hwy, Lewes, DE 19958, USA
Phone (302) 644-4441
Steven W. Falcone CPA
3 out of 5
Location 17662 Beaver Dam Rd, Lewes, DE 19958, USA
Phone (302) 644-8634
Thomas P Gogarty Jr CPA
Location 705 Westchester Ct, Dagsboro, DE 19939, USA
Phone (302) 541-0610
Tax Accountant in Rehoboth Beach, DE

Where Tax Accountants in Rehoboth Beach, DE Serve

Rehoboth Beach, DE is a charming coastal town that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Rehoboth Beach Boardwalk that stretches for a mile along the Atlantic Ocean to the Tanger Outlets, which features over 130 brand-name stores, there's something for everyone in this vibrant community. Additionally, Rehoboth Beach is home to some of the top employers in the area, including Beebe Healthcare, the Cape Henlopen School District, and the Rehoboth Beach Country Club. When it comes to getting around town, major highways such as Route 1 and Route 24 make it easy to navigate, while streets like Rehoboth Avenue and Coastal Highway offer plenty of dining, shopping, and entertainment options. And with neighborhoods ranging from the quaint and historic Old Landing to the upscale and exclusive North Shores, there's a place for every lifestyle in Rehoboth Beach.

Financial Services Related to Tax Planning in Rehoboth Beach, DE

Banks and Credit Unions

Residents of Rehoboth Beach, DE can benefit from a bank in several ways. Firstly, a bank can provide them with access to various financial products and services, such as loans, mortgages, and credit cards. This is particularly important in Rehoboth Beach, which is a popular vacation destination and retirement community that experiences a high influx of visitors and retirees. Therefore, residents may need to finance their homes, businesses, or personal expenses, and a bank can offer them competitive rates and terms. Secondly, a bank can help residents manage their money more effectively by offering them savings and checking accounts, online banking, and mobile apps. This is especially relevant in Rehoboth Beach, which has a thriving tourism industry and a diverse economy that includes retail, hospitality, and real estate. As a result, residents may need to track their expenses, pay bills, and transfer funds quickly and securely, and a bank can provide them with the tools and resources to do so.

Insurance Broker

Residents of Rehoboth Beach, DE can benefit from the expertise of an insurance broker in several ways. For instance, a broker can help them navigate the complexities of flood insurance, which is particularly relevant for residents of a coastal town like Rehoboth Beach. A broker can also help residents find the most appropriate coverage for their needs and budget, whether it's for their home, car, or business. Additionally, a broker can provide guidance on how to maximize discounts and minimize risks, such as by bundling policies or improving safety measures. With an insurance broker's help, residents of Rehoboth Beach can feel more secure and confident in their insurance choices, even in the face of unexpected events or emergencies.

Retirement Planning

Residents of Rehoboth Beach, DE would benefit greatly from the services of a retirement planner. Specifically, with the town's high cost of living, a retirement planner can help residents create a budget and develop a savings plan to ensure they can maintain their lifestyle in retirement. Additionally, with the town's large population of retirees, a retirement planner can provide advice on healthcare and long-term care options, as well as help residents navigate the complex world of Medicare and Social Security. Furthermore, with the town's proximity to the beach and outdoor activities, a retirement planner can assist residents in planning for leisure activities and travel, while also ensuring they have a solid financial plan in place for unexpected expenses or emergencies. Overall, a retirement planner can provide invaluable guidance to residents of Rehoboth Beach, DE as they navigate the complexities of retirement planning in a town with a high cost of living and a large population of retirees.

Wealth Management

Residents of Rehoboth Beach, DE could benefit from the services of a wealth manager in several ways. For instance, they could receive guidance on how to invest their money wisely to achieve their long-term financial goals. Wealth managers could also help them develop a comprehensive financial plan that takes into account their current financial situation, their future goals, and any potential risks they may face. Additionally, wealth managers could provide advice on how to minimize their tax liabilities and maximize their returns. In particular, Rehoboth Beach, DE residents may need assistance in managing their finances due to the high cost of living in the area, which can make it challenging to save for retirement or other major life events. With the help of a wealth manager, they could achieve a greater sense of financial security and peace of mind.

Financial Advisor

Residents of Rehoboth Beach, DE could benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor could offer valuable guidance is in navigating the unique real estate market of Rehoboth Beach. With its prime location on the coast, Rehoboth Beach attracts a high volume of seasonal residents and vacationers, making property values and rental rates fluctuate throughout the year. A financial advisor could help residents make informed decisions about purchasing or renting property, as well as provide advice on managing rental income and property taxes. Additionally, a financial advisor could assist with retirement planning, investment strategies, and debt management, all of which are important considerations for residents of Rehoboth Beach, where the cost of living can be higher than in other areas of Delaware. Overall, a financial advisor could be a valuable resource for residents looking to achieve their financial goals and navigate the unique financial landscape of Rehoboth Beach.

Mortgage Loan Officer

Residents of Rehoboth Beach, DE can benefit from the services of a mortgage loan officer in various ways. One of the most common ways is to obtain financing for their dream homes in this coastal town, which is known for its charming boardwalk and beautiful beaches. With the help of a mortgage loan officer, residents can secure a loan that suits their financial needs and preferences, whether it's a fixed-rate or adjustable-rate mortgage. Additionally, a mortgage loan officer can assist residents in refinancing their existing mortgages to take advantage of lower interest rates or to access equity for home improvements. Given the high demand for properties in Rehoboth Beach, DE, a mortgage loan officer can also help residents navigate the competitive real estate market and make a competitive offer on a property. Overall, the expertise and guidance of a mortgage loan officer can be invaluable for residents of Rehoboth Beach, DE who are looking to achieve their homeownership goals.

Estate Planning Lawyer

Residents of Rehoboth Beach, DE can benefit greatly from the services of an estate planning lawyer. These professionals can help them create and execute a comprehensive estate plan that will ensure their assets are distributed according to their wishes. Specifically, residents of Rehoboth Beach, DE may need an estate planning lawyer to help them navigate the unique tax laws and regulations that apply to the state of Delaware. Furthermore, an estate planning lawyer can help residents of Rehoboth Beach, DE protect their assets from potential creditors and ensure that their loved ones are taken care of in the event of their passing. By working with an estate planning lawyer, residents of Rehoboth Beach, DE can have peace of mind knowing that their affairs are in order and their wishes will be carried out.


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