It can be reached by dialing () Full Phone Report, and you could get in touch with their sales team in Dallas Pkwy, Dallas, Texas TX Tax firm Financial Equation from Dallas TX information in the national directory of licensed tax preparers. Tax Preparer ; Name: Carlos Ortiz Picazo ; DBA: Financial Equation ; Address: Dallas Parkway, Ste Dallas, Texas - ; Phone: () FOR HELPER FOREX EXCELLENT WORK Contains information proprietary to Interworks and a backup dialog, animals out there, Filter Keys, and only specific devices. The key to the state you're of support was. There will probably described in detail the plus sign on the left.
Felipe Picazo is not a professional at all. They made a mistake in filing my taxes, my information and documents were never sent to the IRS and I find out 9 months later. Instead of receiving an apology I was told it was my fault and when I asked for a partial refund I was bluntly told no. I wouldn't recommend them, they were very unprofessional and unorganized.
Carlos is very professional and explains what would be best for your family. He is very considerate of your time and offers suggestions. After many years of doing it myself or using other outside agencies he gets us a greater return. Awesome company, i been doing my taxes with Mr. Carlos for about 5 years already and Im satisfied with his knowledge and customer service. He definitely knows what he is doing. I highly recommend him for youre future taxes , CPA etc.
Thank you keep up the great work Mr. Veronica M not a verified client Dallas Tx. Antonio G. H not a verified client Farmers branch Tx. Click on the star that represents your rating for each item. The Tax Buzz this week : Millionaires asking to be taxed more, property taxes, tax refunds, inflation, and more. Owning a second home is a dream for some, and a source of income for others.
With the summer vacation season approaching, it is important that you have a firm grasp of how rental income is or is not taxed, what write-offs are available to you, and how your personal use of the property will impact your ability to get tax benefits from your property. You just have to hope that they calculated the amount that the IRS will take before they ever get their money.
Find a professional Advanced Search. Carlos Picazo. Thank you! Your appointment request has been forwarded. Phone optional. Text Number optional. Your privacy is important to us. Your contact information will only be used for sending appointment reminders. Carlos Picazo can assist you with your tax return preparation and planning needs.
Review March 23, Overall Rating. Review August 20, Overall Rating. Review August 19, Overall Rating. Review March 31, Overall Rating. Review February 11, Overall Rating. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Carlos Ortiz Picazo can be of assistance to you. You can find complete profile of Carlos Ortiz Picazo below with all the required details like complete name, credentials, address, contact number, website and AFSP participation status etc.
Similar Tax Preparers in Dallas, Texas. Dallas Parkway, Suite , Dallas Phone: Aaron Boeglin Address: N. Pearl St Suite , Dallas Phone:
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Paladini Financial Management also has services focused on dental professionals, including personal planning sessions and practice transition assistance. Perennial Financial Solutions, Inc. Green, offers financial planning for retirement, investment management, family risks, college funding, and charitable giving. The company also assists clients in brokerage accounts, group retirement plans, pension plans, mutual funds, stocks, and bonds.
Perryman Financial Advisory, Inc. It assists individuals, families, and businesses with their financial planning and investment needs through a fiduciary relationship. Its team of advisors provides personalized services to track the performance of each client's portfolio. Provident Financial Planning is an investment advisor firm with multiple locations in Texas, including Dallas.
Its experienced advisors spend time with clients to learn more about them, analyze their goals and agendas, and help create strategies that build wealth. It provides assistance in managing and generating retirement cash flow, minimizing investment taxes, and developing, managing, and safeguarding wealth.
Provident Financial Planning was established in by Paul S. Quest Capitall Management, Inc. The firm provides a number of services, including cash management, tax planning, wealth management, and risk management. In addition, its financial advisors help clients set their goals before developing comprehensive financial plans adjusted to the life stages they are in. Co-founder and chairman emeritus E.
It offers various wealth advisory services to assists individuals in pursuing their financial goals. These services include estate planning, bill processing, foundation management, portfolio construction, and life insurance consulting. It also handles personal financial statements, business investments, and corporate trustee services.
It specializes in wealth management assistance which involves building portfolios that respond to long-term financial and economic market trends. Its team regularly reviews portfolios to check whether they still reflect clients' short-term needs and long-term objectives. SFMG's other services comprise retirement, estate, insurance, and tax planning. Its chief compliance officer Crystal Billing, who joined the firm in , has served high-net-worth individuals and families for more than 15 years.
The financial advisory firm provides financial planning services to help build, manage, grow, and protect its clients' assets. Its services include college funding, estate planning, evaluation of employee benefits, cash flow and income needs management, retirement planning, and insurance planning.
The independent firm offers retirement assistance, which includes planning and social security counseling. Its investment solutions cover k advising, asset allocation, and HSA investments. The Mather Group is a fiduciary registered investment adviser that serves the residents of Dallas and the surrounding areas.
Its team of professionals provides complete retirement planning services, which include estate planning, investment management, and risk management. It also offers tax planning services, which help clients minimize investment losses and tax liability.
The firm also provides specialized financial services for corporate executives and expatriates. True North Advisors is a professional wealth management firm in Dallas, Texas with one focus: helping each client lead a more a fulfilled life. Since , they have grown to be one of North Texas' most trusted wealth management advisory companies serving individuals, foundations and corporations throughout the country. True North Advisors is comprised of highly skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth.
True North Advisors provides many services including wealth planning, investment management, growth allocation, and capital preservation. He is a graduate of the University of Texas, and he has more than 20 years of industry experience. His firm was founded with a mission to become one of the most trusted and respected financial advisory firms in the area, and to serve his clients with respect, integrity, and honesty.
Waterford Capital Investment Advisory Services, LLC provides many services such as investment discipline, asset management, structured finance, portfolio construction, and strategic growth. Your Richest Life is a fiduciary financial advisory firm that serves Dallas-based business and medical professionals. The firm provides clients with a comprehensive financial plan befitting their goals.
In addition, it offers financial coaching and monitoring to help clients stay on target. Investment management services are also available. She also speaks for diverse audiences like Recreating You. We did the research for you! Brighton Jones. Reputation: A More Info.
Online Profiles: 1 Good. Total Reviews: 1 Good. Score Consistency: Consistent Best. SmartAdvisor by SmartAsset. Visit Website Leave Feedback. Total Reviews: 4 Good. Professionalism: A More Info. Price: Free consultation. Beaird Harris. Butler Consultants. CFO 4 Life. Clintsman Financial Planning.
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Q: Should I hire a financial advisor before buying a house? A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals. Q: What experience should I look for in a financial advisor? A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes? However, they may be able to provide tax-related advice to help you optimize your returns and deductions. Wrong city? Here are some nearby places: Irving. Health Insurance in Dallas, TX. Strict Dallas building codes can limit your ability to choose your preferred design. Do your research to familiarize yourself with the specific parameters and specifications in which you can work. Start by having an engineer assess if the foundation of your home can hold up under the weight of a totally new addition.
For some homeowners, one of the most surprising aspects of building a second floor addition is the trouble they run into when attempting to provide access to it. Many times, homeowners have to solve the conundrum of allotting enough space for a corresponding staircase in a home cramped enough to require an additional floor. To provide access with minimal fuss, consider building a second floor and staircase over a garage, since garages have solid foundations and can provide the necessary wiggle room for staircases with little intrusion.
Having to consider major renovations on plumbing and heating and cooling systems can put second floor addition plans on ice for most folks. Similarly, the expenses associated with new electrical work can shock even the most gung-ho home improvement enthusiasts. Matching the original part of your house can present a logistical and financial challenge. It may be difficult and expensive to gather all of the same materials that make up your main floor to create your new one.
The complexity and intricacy of creating a new level of your home requires the knowledge, expertise, and input of several different types of professionals. Expect to work with local engineers, electricians, HVAC specialists, and many others who will, in essence, be building an entirely new home on top of your old one. Dive into the details with each of the contractors you consult, and understand that devising good plans can save you time, effort, and headaches along the way.
In the end, your attention to detail can leave you raising the roof. If you live in an area near the woods or next to the water, adding an additional story can provide the perk of an amazing view to future home buyers. Samantha Gonzales is a copywriter specializing in marketing, business, and educational publishing. Name required. Email required. Cancel Reply. Subscribe Categories About coldwellbanker. Dallas Fort Worth Local Pages. Balancing the Second Floor Addition Equation.