Tax Services in White Stone, VA

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Top White Stone, VA Tax Preparers

Rivers Accounting
5 out of 5
Location White Stone, VA 22578, USA
Phone (804) 436-9211
Directions
Dehnert Clarke & Co
5 out of 5
Location 309 Steamboat Rd, Irvington, VA 22480, USA
Phone (804) 438-5656
Directions
Steven S Hollberg CPA PC
Location 131 Cross St, Urbanna, VA 23175, USA
Phone (804) 758-1272
Directions
Kilmarnock Tax & Accounting
Location 22 E Church St, Kilmarnock, VA 22482, USA
Phone (804) 436-0829
Directions
Dunton Simmons & Dunton, LLP
3 out of 5
Location 678 Rappahannock Dr, White Stone, VA 22578, USA
Phone (804) 435-4000
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Tax Accountant in White Stone, VA

Where Tax Accountants in White Stone, VA Serve

Nestled in the heart of Virginia's Eastern Shore, White Stone is a quaint town with a rich history and vibrant community. From its charming Main Street to its picturesque waterfront, there's no shortage of landmarks to explore. The iconic Windmill Point Lighthouse stands tall as a beacon of the town's maritime heritage, while the Steamboat Era Museum offers a glimpse into the area's past as a hub of transportation and commerce. White Stone is home to a diverse range of top employers, including the Chesapeake Bay Foundation, which works to protect and restore the bay's ecosystem, and the Rappahannock General Hospital, which provides comprehensive healthcare services to the region. Major highways like Route 3 and Route 200 make it easy to access White Stone from nearby cities like Richmond and Norfolk, while local streets like Irvington Road and Rappahannock Drive wind through charming neighborhoods and offer stunning views of the water.

Financial Services Related to Tax Planning in White Stone, VA

Banks and Credit Unions

As a small town in Virginia, White Stone residents rely heavily on their local bank for a variety of financial services. For example, many residents may need assistance with managing their personal finances and budgeting effectively. Additionally, the bank can provide loans and lines of credit to help residents purchase homes, start businesses, or make other large purchases. Given the town's proximity to the Chesapeake Bay, many residents may also need specialized financial services related to commercial fishing or boating. Furthermore, the bank can provide investment advice and help residents plan for retirement. With its focus on personalized service and community involvement, the local bank in White Stone plays an important role in helping residents achieve their financial goals and build a secure future for themselves and their families.

Insurance Broker

Residents of White Stone, VA can greatly benefit from the services of an insurance broker. With the town's proximity to the Chesapeake Bay, it is important for residents to have adequate coverage for potential flood damage to their homes. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have the appropriate coverage for their specific situation. Additionally, with the town's reliance on tourism, small business owners in White Stone may require specialized insurance coverage to protect their livelihoods. An insurance broker can assist these business owners in finding the right policies to protect their assets and provide peace of mind. Overall, an insurance broker can provide valuable guidance and expertise to the residents of White Stone, VA in navigating the often confusing world of insurance.

Retirement Planning

Residents of White Stone, VA could greatly benefit from the assistance of a retirement planner. With the town's population being primarily composed of retirees, a retirement planner could provide guidance on how to effectively manage their financial resources in order to maintain a comfortable lifestyle throughout their golden years. Specifically, a retirement planner could help residents navigate the complexities of Social Security benefits, which can be especially confusing for those who are not well-versed in finance. Additionally, a retirement planner could offer advice on investment strategies and long-term care planning, which are both critical components of a successful retirement plan. Overall, the expertise of a retirement planner could prove invaluable to the residents of White Stone, VA as they seek to achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of White Stone, VA could benefit from the services of a wealth manager in a multitude of ways. One specific example is the management of retirement accounts. With the median age in White Stone being 54 years old, many residents are likely approaching retirement age or have already retired. A wealth manager could assist in creating a comprehensive retirement plan, including investment strategies and risk management. They could also provide guidance on Social Security benefits and help navigate the complex tax laws surrounding retirement accounts. Additionally, a wealth manager could assist in estate planning, ensuring that assets are distributed according to the individual's wishes and minimizing tax implications for their heirs. With the complexities of retirement planning and estate management, a wealth manager could provide invaluable assistance to the residents of White Stone, VA.

Financial Advisor

Residents of White Stone, VA could benefit from the services of a financial advisor in a variety of ways. For instance, many individuals in this area may be looking to retire soon and need assistance in creating a comprehensive retirement plan that takes into account their unique financial situation and goals. Additionally, with the recent economic downturn, some residents may be struggling to manage their debt and could benefit from the guidance of a financial advisor in creating a plan to pay off their debts and improve their credit score. Furthermore, White Stone, VA is a coastal town, and as such, many residents may be interested in investing in properties or businesses related to the water. A financial advisor could provide valuable insights and advice on the risks and potential rewards of such investments. Ultimately, a financial advisor can help residents of White Stone, VA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of White Stone, VA can benefit from a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents secure a mortgage loan to purchase a home or refinance an existing mortgage. With White Stone being a small town, the real estate market may be limited, and a mortgage loan officer can help residents navigate the available options. Additionally, a mortgage loan officer can provide guidance on the various loan programs available and help residents choose the one that best suits their needs. They can also assist with the application process, ensuring that all necessary documentation is completed accurately and submitted on time. Furthermore, a mortgage loan officer can help residents understand the terms and conditions of their loan, including interest rates and repayment schedules, and provide advice on how to manage their finances effectively. Overall, a mortgage loan officer can be a valuable resource for residents of White Stone, VA looking to purchase or refinance a home.

Estate Planning Lawyer

Residents of White Stone, VA could greatly benefit from the services of an estate planning lawyer. In this small town, where the population is just over 350 people, many residents have close-knit family relationships and strong ties to the land. An estate planning lawyer could assist these families in creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes after they pass away. Additionally, since White Stone is located in the Chesapeake Bay watershed, an estate planning lawyer could help residents with conservation easements and other tools that protect their land from development and preserve it for future generations. With the help of an estate planning lawyer, residents of White Stone can have peace of mind knowing that their loved ones and their land will be taken care of when they are no longer able to do so themselves.

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