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Tax & Financial Services in Rhode Island

46 investor-friendly Tax & Financial Services found in Rhode Island as of November 6, 2025

  • Cliff Benner's profile image

    Cliff Benner

    Benner Stride

    Tax & Accounting

    5.0 stars
    2 Reviews
    380 forum posts

    Tax & Accounting

    We help Entrepreneurs who are just starting out on their Journey, those whose Journey's has come to a Crossroad, and those who need help cleaning up their bookkeeping. We Strive to help push your business forward and free up your time throughout the day so you can focus on the things that matter most to you! Set up a time with us for to meet through this link: https://www.bennerstride.com/booking-calendar/bookkeeping-onboarding-1?referral=service_list_widget. view more
  • Josh St Laurent's profile image

    Josh St Laurent

    Wealth In Yourself

    Financial Planning

    5.0 stars
    7 Reviews
    121 forum posts

    Financial Planning

    As a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Therapist, I help first-generation entrepreneurs and real estate investors achieve more than just financial success—I help them design the life they’ve always envisioned. If you have a net worth of 500k or more (excluding your primary residence) and you’re ready to take control of your financial future, my team and I at Wealth In Yourself can guide you every step of the way. Whether you’re looking to grow your real estate portfolio,... view more
  • Marcus Gendke's profile image

    Marcus Gendke

    Noren, Nordling, and Associates

    Tax & Accounting

    4.8 stars
    67 Reviews
    1 forum post

    Tax & Accounting

    Noren, Nordling, and Associates, is a Certified Public Accountant (CPA) firm with more than 75 years of combined experience. Our seasoned professionals, boasting backgrounds from the Big 4 accounting firms, specialize in audit, tax, and Office of Finance services. view more
  • Ben Day's profile image

    Ben Day

    Lionshare Bookkeeping LLC

    Tax & Accounting

    80 forum posts

    Tax & Accounting

    REI Exclusive Bookkeeping Firm with dedicated teams serving landlords, wholesalers, houseflippers, STR/MTR operators, & syndication/funds. We work in tandem with your existing team (PMs, tax pros, lenders, etc.) to keep your books accurate every month, and keep clients confident in their financial status. view more
  • Karlton Dennis's profile image

    Karlton Dennis

    Tax Alchemy

    Tax & Accounting

    4.6 stars
    44 Reviews

    Tax & Accounting

    We are team of elite high level CPA's and Enrolled Agents specializing in Strategic Tax Planning, Cost Segregation Studies, The Short Term Rental Strategy, Real Estate Professional Status, Advanced LLC formation and Asset Protection for all 50 States. Most taxpayers need tax strategies that are effective, powerful, and repeatable. Here at Tax Alchemy, we look to do just that. Karlton Dennis is one of the largest tax strategy experts in America. With over 725,000 Youtube subscribers, ... view more
  • Joseph Palmiero's profile image

    Joseph Palmiero

    Palmiero CPA, LLC

    Tax & Accounting

    5.0 stars
    1 Review
    151 forum posts

    Tax & Accounting

    Most real estate investors pay too much in taxes. As a CPA, real estate investor, and former CFO, Joe helps real estate investors optimize their taxes and build wealth through tax planning. He has been in the real estate industry for over two decades, both as an investor and as a CFO of a real estate company. Joe founded Palmiero CPA, LLC, a virtual CPA firm that specializes in serving real estate investors across the country. He handles complex tax issues such as the real estat... view more
  • Matt Haddock's profile image

    Matt Haddock

    Innovative Wealth Managers

    Financial Planning

    11 forum posts

    Financial Planning

    Creative planning for a lifetime. At Innovative Wealth Managers we are committed to providing quality comprehensive financial planning and active portfolio management to individual investors, business owners, foundations and other institutions. We use a sophisticated range of strategies that we custom design specific to your needs. Wherever your journey may take you, we are here to help you navigate the challenging decisions you face along the way. Securities and advisory services offere... view more
  • Bette Hochberger's profile image

    Bette Hochberger

    Bette Hochberger, CPA, CGMA

    Tax & Accounting

    4.8 stars
    18 Reviews
    57 forum posts

    Tax & Accounting

    Specializing in real estate and short-term rentals, we help high-income professionals like doctors, lawyers, technology entrepreneurs, international investors, and corporate executives optimize their investments for strategic tax planning. As a boutique Miami firm, we provide tailored solutions to maximize your wealth and achieve your financial goals. view more
  • Alexis Gallati's profile image

    Alexis Gallati

    Cerebral Tax Advisors

    Tax & Accounting

    5.0 stars
    1 Review

    Tax & Accounting

    !!$400,000 in taxable income is the minimum requirement to become a Cerebral client!!! Check out our 80+ five-star reviews on Google to see why our clients love working with us! At Cerebral Tax Advisors, we are focused on minimizing your tax obligations and helping you build financial independence. With over 20 years of experience, Cerebral purposely keeps its client list small to provide a white-glove client experience through proactive, year-round tax planning while avoiding surprises. ... view more
  • Salim Omar's profile image

    Salim Omar

    Straight Talk CPAs

    Tax & Accounting

    4.8 stars
    104 Reviews
    4 forum posts

    Tax & Accounting

    Pay Less in Taxes and Keep More of Your Real Estate Profits At Straight Talk CPAs, we specialize in helping real estate investors legally reduce taxes and maximize cash flow—so you keep more of what you earn. Unlike most CPAs who just file your tax return, we take a strategic, proactive approach to ensure you take advantage of every tax deduction, credit, and loophole available. As real estate investors ourselves, we understand the tax challenges you face—whether it’s depreciation st... view more
Showing 11 - 20 of 46 Rhode Island Tax And Financial Services