Tax Services in Montgomery, AL

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Top Montgomery, AL Tax Preparers

SEC File# 801-119566
CRD# 309790
5 out of 5
Location 575 S Lawrence St, Montgomery, AL 36104, USA
Phone (334) 230-9676
Directions
Phenix Tax Solutions WE ARE NOT affiliated to any other business with similar names
5 out of 5
Location 1101 Adams Ave, Montgomery, AL 36104, USA
Phone (334) 293-9910
Directions
The Tax Express LLC
5 out of 5
Location 4144 Carmichael Rd #20, Montgomery, AL 36106, USA
Phone (334) 538-0328
Directions
American Tax Services
5 out of 5
Location 3409 Atlanta Hwy, Montgomery, AL 36109, USA
Phone (334) 265-9722
Directions
Prudence Tax & Accounting Consulting
Location 8424 Crossland Loop, Montgomery, AL 36117, USA
Phone (334) 215-5100
Directions
Unlimited Tax Services
5 out of 5
Location 3608 Debby Dr, Montgomery, AL 36111, USA
Phone (334) 649-2800
Directions
B & B Tax & Accounting
5 out of 5
Location 1401 I-85 Pkwy Suite F Building 1, Montgomery, AL 36106, USA
Phone (334) 260-8441
Directions
Sea & Sea Accounting-Sttstcl
5 out of 5
Location 2908 Chestnut St, Montgomery, AL 36107, USA
Phone (334) 264-1165
Directions
Kim Clenney & Co., Inc.
4 out of 5
Location 1761 Taliaferro Trail, Montgomery, AL 36117, USA
Phone (334) 262-0424
Directions
R & D Tax Services
Location 5510 Wares Ferry Rd, Montgomery, AL 36117, USA
Phone (334) 356-3517
Directions
Tax Accountant in Montgomery, AL

Where Tax Accountants in Montgomery, AL Serve

Montgomery, AL, the capital city of Alabama, is a vibrant hub of culture and history that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Civil Rights Memorial to the historic Alabama State Capitol, Montgomery is a city that is steeped in history and culture. The city is home to several top employers, including Hyundai Motor Manufacturing Alabama, Maxwell Air Force Base, and the Alabama Department of Corrections, among others. Major highways and streets in the city include Interstate 65, Interstate 85, and U.S. Route 231, which provide easy access to other cities and towns in the region. Montgomery is also home to several neighborhoods, including Cloverdale, Old Cloverdale, and Capitol Heights, each of which has its unique character and charm. Whether you're a history buff, a culture enthusiast, or a nature lover, Montgomery has something to offer everyone.

Financial Services Related to Tax Planning in Montgomery, AL

Banks and Credit Unions

Residents of Montgomery, AL can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who are in need of loans or mortgages to buy homes or start businesses. Montgomery, AL has a growing economy with several businesses and industries, and a bank can help residents take advantage of these opportunities by providing them with the necessary capital. Secondly, a bank can help residents manage their finances by offering savings and checking accounts, as well as investment options. This is especially important in Montgomery, AL, where many residents may not have access to financial education or resources. Lastly, a bank can offer financial advice and guidance to residents, helping them make informed decisions about their money. This is crucial in a city like Montgomery, AL, where many residents may be facing economic challenges and need support to navigate the financial landscape. Overall, a bank can be a valuable resource for residents of Montgomery, AL, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Montgomery, AL can benefit greatly from the services of an insurance broker. With the city's population of over 200,000 people, it can be difficult for individuals to navigate the complex world of insurance on their own. An insurance broker can help residents find the right policies for their needs, whether it be health insurance, car insurance, or home insurance. In Montgomery, where the summers can be sweltering and tornadoes are a common occurrence, it's especially important for residents to have adequate coverage for their homes and property. An insurance broker can help residents understand the specific risks they face in Montgomery and find policies that provide the right level of protection. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or negotiating better rates with insurance companies. Overall, an insurance broker can provide invaluable assistance to residents of Montgomery, helping them navigate the complex world of insurance and find the right policies for their needs.

Retirement Planning

Residents of Montgomery, AL could greatly benefit from the guidance of a retirement planner. Specifically, with the city's median household income being lower than the national average, a retirement planner can assist in creating a personalized financial plan to ensure a secure retirement. The planner can help navigate the complexities of Social Security benefits, pensions, and 401(k) plans to maximize retirement income. Additionally, with Montgomery's cost of living being lower than the national average, a planner can help residents understand how to make the most of their retirement savings while still enjoying a comfortable lifestyle. Moreover, a planner can provide guidance on healthcare costs, which can be a significant expense for retirees. With the help of a retirement planner, Montgomery residents can feel confident in their financial future and enjoy their retirement years without worrying about money.

Wealth Management

Residents of Montgomery, AL can benefit from the expertise of a wealth manager in several ways. Firstly, the wealth manager can assist in creating a comprehensive financial plan that aligns with the resident's long-term goals. Montgomery, AL is a city with a diverse population that includes both young professionals and retirees. Therefore, a wealth manager can help young professionals plan for their future by creating an investment strategy that maximizes returns while minimizing risks. At the same time, the wealth manager can also assist retirees in managing their assets and ensuring that their retirement funds are sufficient to sustain their lifestyle. Additionally, residents of Montgomery, AL can benefit from a wealth manager's knowledge of tax laws and regulations. The state of Alabama has unique tax laws that can be complex and confusing. Hence, a wealth manager can help residents navigate these laws and optimize their tax savings. Overall, a wealth manager can provide valuable financial guidance to residents of Montgomery, AL, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Montgomery, AL can benefit from the guidance of a financial advisor in various ways. One specific challenge that Montgomery residents face is the high poverty rate. In 2019, the poverty rate in Montgomery was 22.2%, which is significantly higher than the national average. A financial advisor can help residents create a budget, manage debt, and plan for long-term financial goals, such as retirement. They can also provide education on financial literacy and help residents understand their options for saving and investing. Additionally, a financial advisor can assist residents in navigating the complex tax laws and regulations that apply to Montgomery residents. With the help of a financial advisor, Montgomery residents can work towards achieving financial stability and security, despite the challenges they may face.

Mortgage Loan Officer

As the capital of Alabama, Montgomery has a diverse population with varying financial needs. A mortgage loan officer can help residents in numerous ways, including providing advice on the best mortgage options available to them, assisting with the application process, and helping them secure the necessary funds to purchase their dream home. With its rich history and vibrant culture, Montgomery has a unique real estate market that requires a knowledgeable and experienced loan officer to navigate. Whether it's a first-time homebuyer or a seasoned investor, a mortgage loan officer can provide the necessary guidance and support to ensure that residents of Montgomery can achieve their homeownership goals. From navigating the complex regulations and requirements to securing the best possible interest rates, a mortgage loan officer can help residents of Montgomery achieve their dreams of homeownership.

Estate Planning Lawyer

Residents of Montgomery, AL can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that accounts for their unique circumstances. This can include drafting a will, setting up trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Montgomery, which can be particularly challenging for those with significant assets. Moreover, with Montgomery being the capital city of Alabama, an estate planning lawyer can help residents ensure that their estate plan complies with the state's laws and regulations, which may differ from those in other parts of the country. Overall, working with an estate planning lawyer can provide Montgomery residents with peace of mind, knowing that their assets will be distributed according to their wishes and that their loved ones will be taken care of after they pass away.

Montgomery, AL Financial Resources

Montgomery, AL Chamber of Commerce

https://www.montgomerychamber.com/

Montgomery, AL City Hall

https://www.montgomeryal.gov/

Montgomery, AL Public Library

https://www.mccpl.lib.al.us/

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