Tax Services in Sarasota, FL

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Top Sarasota, FL Tax Preparers

Pellegrino & McFarland, PA
4 out of 5
Location 1800 2nd St, Sarasota, FL 34236, USA
Phone (941) 365-1172
West Coast Accounting Inc
5 out of 5
Location 3569 Webber St, Sarasota, FL 34239, USA
Phone (941) 921-1500
Miles & Thirion
5 out of 5
Location 2050 Proctor Rd UNIT F, Sarasota, FL 34231, USA
Phone (941) 929-7725
Tax Accountant in Sarasota, FL

Where Tax Accountants in Sarasota, FL Serve

Sarasota, FL is a city located in Sarasota County on the Gulf Coast of Florida. It is known for its white sand beaches and crystal-clear waters. The city has many notable landmarks, including the Ringling Museum of Art, the John and Mable Ringling Mansion, and the Sarasota Opera House. The top employers in Sarasota are health care providers and government agencies. Major highways and streets in Sarasota include I-75 and US 41. The city's neighborhoods include Downtown, Burns Court, Fruitville, Indian Beach, Lido Key, Marina Jacks, Osprey, Payne Park, St. Armands Circle, and Whitfield.

Financial Services Related to Tax Planning in Sarasota, FL

Banks and Credit Unions

Banks in Sarasota, FL provide a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, banks offer a variety of other services, such as online banking, bill pay, and investment advice. By choosing a bank that offers the services you need, you can make your life much easier.

Retirement Planning

Sarasota, FL is a great place to retire. There are plenty of activities and amenities that cater to retirees, and the cost of living is relatively low. In addition, the weather in Sarasota is wonderful year-round.However, before you can retire in Sarasota, FL, you need to do some planning. You need to make sure you have enough money saved up to cover your expenses, and you should also look into which retirement communities in Sarasota would be best for you.

Wealth Management

Wealth management in Sarasota, FL is a process that helps individuals and families protect and grow their wealth. A wealth manager will work with you to create a financial plan that suits your needs and goals, and help you implement it. They can also offer advice on investing, saving, and estate planning.

Financial Advisor

A financial advisor in Sarasota, FL helps individuals and businesses make financial decisions. They can provide advice on investments, insurance, retirement planning, and other financial matters. Financial advisors may work for a bank, investment firm, or other financial institution. They may also be self-employed.

Insurance Broker

An insurance broker in Sarasota, FL is a professional who helps clients find the best insurance policies for their needs. They work with a variety of carriers to find coverage that fits each client's unique situation and budget. Insurance brokers are licensed in Florida and must pass an exam in order to sell insurance products.

Mortgage Loan Officer

A mortgage loan officer in Sarasota, FL helps people buy homes. They work with banks and other lenders to find the best mortgage products for their clients. They help people get approved for mortgages, and work with them to ensure they understand the terms of their loans.

Estate Planning Lawyer

An estate planning lawyer in Sarasota, FL can help you protect your assets and plan for the future. They can create a will or trust to ensure that your property is distributed according to your wishes after you die. They can also help you establish guardianship for your children in case something happens to you, and they can advise you on tax implications of estate planning. If you're looking for peace of mind about the future, an estate planning lawyer in Sarasota, FL is a great resource.


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