Advanced tax planning in California
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Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● ClosedSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 1550 Noriega Street in San Francisco, California. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals looking to achieve family protection, wealth accumulation, and tax-efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the team helps clients navigate the uncertainties of retirement planning in an era of increased life expectancy and economic volatility. Whether you are nearing retirement or in the wealth accumulation stage of life, the institution provides guidance on converting savings into retirement income and utilizing financial tools for building and growing nest eggs. With a focus on comprehensive consulting services and a friendly, experienced team, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth aims to be your lifelong partner in financial security. The institution is also affiliated with Covered California and offers services related to health benefits and insurance. Visit their website for more information and to explore their offerings.
1550 Noriega St Suite 100, San Francisco, CA 94122, United States -
C & S Income Tax and Bookkeeping
● ClosedC & S Income Tax and Bookkeeping is a reputable institution located at 2680 South White Road in San Jose, California, United States. Specializing in accounting and finance, they offer Tax Preparation and Financial Services for both personal and business matters in a responsive and accurate manner. Their Payroll Services make it easy to pay employees quickly and efficiently, while their comprehensive bookkeeping and accounting services ensure that businesses operate at maximum potential. At CS Tax Service Group Inc, they are dedicated to assisting the community of San Jose with their tax return and planning needs, as well as offering additional services such as Bookkeeping, Payroll, and Notary services. With a focus on building strong client relationships, they provide close, personal attention and pride themselves on their years of advanced training, technical experience, and financial intelligence.
2680 S White Rd Ste 154, San Jose, CA 95148, United States -
IPS INCOME TAX SERVICES - NOTARY-COVERED CALIFORNIA -SENIOR HEALTH INSURANCE PLANS
● OpenIPS Income Tax Services - Notary-Covered California - Senior Health Insurance Plans is a comprehensive finance, health, and insurance agency located at 820 West Slauson Avenue in Los Angeles, California. Specializing in tax preparation, immigration forms filling, and notary services, the institution offers a wide range of services to assist with personal and business tax matters. Care Professional Services at IPS Income Tax Services can help categorize monthly transactions, reconcile accounts, and keep financial information accurate and up to date. Services also include assistance with family petitions, green card renewals, TPS, DACA, and other immigration processes.
820 W Slauson Ave, Los Angeles, CA 90044, United States -
Forward Estate Planning, A Law Corporation
● OpenForward Estate Planning, A Law Corporation is a trusted legal institution specializing in estate planning located at 222 North Pacific Coast Highway in El Segundo, California. Our team of experienced lawyers is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate plans. Whether you need assistance with wills, trusts, probate, or other estate planning matters, our knowledgeable attorneys are here to provide personalized guidance and support. Contact us today to schedule a consultation and start planning for your future.
222 N Pacific Coast Hwy Suite 2000, El Segundo, CA 90245, United States -
Law Office of Aisha M. Williams - Estate Planning & Probate
● ClosedThe Law Office of Aisha M. Williams specializes in estate planning and probate services. Located at 1902 Wright Place in Carlsbad, California, United States, this law firm provides expert legal advice and guidance to clients looking to plan their estates or navigate the probate process. With a focus on personalized service and attention to detail, Aisha M. Williams and her team are dedicated to helping individuals protect their assets and ensure their wishes are carried out effectively. Whether you need assistance with drafting a will, setting up a trust, or administering an estate, the Law Office of Aisha M. Williams is here to provide professional and compassionate legal support.
1902 Wright Pl, Carlsbad, CA 92008, United States -
MFA Financial Planning
● ClosedMFA Financial Planning is a leading institution located at 586-B Wisconsin Street in San Francisco, California, United States. Specializing in finance, MFA offers a comprehensive program for individuals seeking to advance their knowledge and skills in financial planning. With expert faculty and a hands-on approach to learning, students at MFA Financial Planning gain the practical experience and theoretical foundation needed to excel in the dynamic field of finance. Whether you are looking to start a career in financial planning or enhance your current expertise, MFA Financial Planning is the ideal institution to help you achieve your goals.
586-B Wisconsin St, San Francisco, CA 94107, United States -
Cal Cap Planning Inc
● ClosedCal Cap Planning Inc is a finance institution located at 22634 2nd Street in Hayward, California, United States. With a team of experienced financial planners, Cal Cap Planning Inc offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or secure your financial well-being, Cal Cap Planning Inc is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
22634 2nd St #200, Hayward, CA 94541, United States -
Compass Tax And Financial Services, Inc
● ClosedCompass Tax And Financial Services, Inc is a professional accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. Specializing in tax preparation and planning services for individuals and entities, the institution is dedicated to providing expert guidance and representation in IRS and FTB audits. With Enrolled Agent Debbie Hill at the helm since 2018, the team at Compass Tax And Financial Services is well-versed in current tax laws and offers a range of services including tax planning, withholding adjustments, and life-changing strategies. Margy, with over 40 years of experience in tax preparation and consulting, provides research services on advanced tax and investment matters. Zack, a Salinas native, brings years of tax preparation experience to the team and is on his way to becoming an Enrolled Agent. Whether in person or via Zoom meetings, Compass Tax And Financial Services is committed to meeting the tax planning needs of their clients year-round.
2511 Garden Rd b150, Monterey, CA 93940, United States -
Tax Alchemy
● OpenTax Alchemy is a finance institution located at 4 Centerpointe Drive, La Palma, California, United States. Our expertise lies in implementing advanced tax strategies like the top 1% to help our clients save on average $42,000 in taxes in the first 90 days of working with us. We specialize in corporate entity structuring and teach over 200 tax strategies within the U.S. tax code. Our team at Tax Alchemy focuses on understanding your business to maximize tax savings and eliminate missed opportunities for tax refunds. We offer flat rate fee tax planning and implementation services, ranging from $12,000 to $150,000, with a guarantee to save in taxes equal to or greater than the investment made by the customer.
4 Centerpointe Dr, La Palma, CA 90623, United States -
RTC Finance, Accounting, and Tax Services
● ClosedRTC Finance, Accounting, and Tax Services is a professional institution located at 1501 San Elijo Road, San Marcos, California, United States. Specializing in accounting and finance, RTC offers a range of services on a part-time, project, or contract basis at a fraction of the cost of a full-time CFO. The institution's goal is to ensure that businesses of all sizes have the opportunity to make sound financial decisions. The accounting staff at RTC are experts in technical GAAP accounting, providing guidance on policies, performing month-end close procedures, and managing regulatory reporting responsibilities. Highly trained and experienced bookkeepers are also available to manage day-to-day transactional accounts receivable, accounts payable processing, and payroll.
1501 San Elijo Rd Suite 104-151, San Marcos, CA 92078, United States -
Teubert Tax & Accounting
● OpenTeubert Tax & Accounting is a reputable institution located at 2915 Vía Del Robles in Fallbrook, California. Specializing in accounting and finance, we offer fast and accurate tax and accounting services for individuals and small businesses in the United States. Our services include monthly/quarterly/annual bookkeeping, tax preparation for businesses, personal, and trusts, tax planning, representation with taxing authorities, advisory/consulting services, and more. We understand that finding a new tax professional can be overwhelming, which is why we have a client onboarding process in place to ensure a smooth transition. Click on the link below to learn more about our services and what to expect when working with us. Trust Teubert Tax & Accounting for all your tax and accounting needs.
2915 Vía Del Robles, Fallbrook, CA 92028, United States -
COMMPEX TAX STRATEGIES
● ClosedCOMMPEX TAX STRATEGIES is a leading accounting and finance institution located at 7724 Sonata Lane in San Diego, California, United States. Our team of experienced professionals is dedicated to providing comprehensive tax strategies and financial solutions to individuals and businesses. With a focus on maximizing tax savings and optimizing financial performance, we strive to help our clients achieve their financial goals. Trust COMMPEX TAX STRATEGIES to provide expert guidance and personalized service for all your accounting and finance needs.
7724 Sonata Ln, San Diego, CA 92127, United States -
Creative Planning
● ClosedCreative Planning, located at 4364 Town Center Boulevard in El Dorado Hills, California, is a top-ranked finance institution dedicated to providing comprehensive and customized wealth management services. As the No. 1 Independent Advisory Firm, Creative Planning is committed to helping clients achieve their financial goals and enjoy a richer way to wealth. By providing personal information, clients can rest assured that their information will not be shared with a third party. Clients can schedule a free, no-obligation consultation with a wealth manager in the Sacramento Area to begin their journey towards financial peace of mind.
4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762, United States -
Advanced Financial Network
● OpenAdvanced Financial Network is a leading institution specializing in accounting and finance services. Located at 3750 McKee Road in San Jose, California, this institution offers expertise in financial management, tax preparation, and investment strategies. With a team of experienced professionals, Advanced Financial Network provides personalized solutions to help clients achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial planning, this institution is dedicated to providing top-notch service and expertise.
3750 McKee Rd B, San Jose, CA 95127, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1540 East 2nd Street in Beaumont, California, United States. While their tax advance loans have ended for this year, their Tax Pros are still available to help you maximize your refund. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a final review and e-signing. This location is inside Walmart, allowing you to get your taxes done while you shop. Although Refund Advance loans are no longer available this year, early options were offered at select locations. Appointments can be made for in-person or drop-off tax preparation, as well as assistance with IRS letters. It is recommended to book an appointment online or call (661) 567-0015. Tax Pros at this location speak English and are ready to help you ensure that every dollar counts when it comes to your taxes.
1540 E 2nd St, Beaumont, CA 92223, United States -
Advance Tax & Accounting Services
● OpenAdvance Tax & Accounting Services is a reputable institution located at 1101 East Garvey Avenue in Monterey Park, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized attention to each client, we strive to help you navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Advance Tax & Accounting Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
1101 E Garvey Ave # 208, Monterey Park, CA 91755, United States -
RC Blackwell's Tax Service
● ClosedRC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.
900 Lafayette St #705, Santa Clara, CA 95050, United States -
Agile Tax Services
● ClosedAgile Tax Services is a leading accounting and finance institution located at 302 South Abel Street in Milpitas, California. With a team of experienced professionals, we provide comprehensive tax services to individuals and businesses in the United States. Our expertise and dedication to client satisfaction make us a trusted partner for all your financial needs. Contact us today to experience the agile difference in tax services.
302 S Abel St, Milpitas, CA 95035, United States -
Advanced Business Solutions
● ClosedAdvanced Business Solutions is a leading finance institution located at 1200 North La Brea Avenue in Inglewood, California. Specializing in providing innovative financial solutions for businesses of all sizes, Advanced Business Solutions offers a wide range of services including accounting, tax preparation, financial planning, and investment management. With a team of experienced professionals dedicated to helping clients achieve their financial goals, Advanced Business Solutions is committed to delivering exceptional service and results. Contact us today to learn more about how we can help your business thrive.
1200 N La Brea Ave, Inglewood, CA 90302, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 3705 East South Street in Long Beach, California, United States. While our tax advance loans have ended for this year, our Tax Pros are still ready to assist you in getting your biggest refund possible. Conveniently drop off your tax documents at our location in Walmart, where a Tax Pro will handle the rest, including a quick call to review your final return and e-signing. Our Tax Pros can help with in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call (562) 661-5300 to reserve time with a Tax Pro. Whether you choose to drop off your documents or have a one-on-one appointment, our Tax Pros at Jackson Hewitt in Long Beach speak English and are dedicated to maximizing your refund. Remember, when every dollar matters, it matters who does your taxes™.
3705 E South St, Long Beach, CA 90805, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 2952 West Ball Road in Anaheim, California, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended for this year. Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. While Refund Advance loans are no longer available this year, we do offer other services such as in-person tax preparation, drop-off tax preparation, and assistance with IRS letters.
2952 W Ball Rd, Anaheim, CA 92804, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 791 South Brookhurst Street in Anaheim, California, United States. Although their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. Whether you prefer drop-off tax preparation or in-person appointments, their team of experts is ready to assist you. Tax Pros at this location are fluent in Spanish, catering to the needs of Hispanic clients. While Refund Advance loans are no longer available this year, Jackson Hewitt offers a range of tax services to help you navigate the tax season. To schedule an appointment, you can book online or call their office at (714) 215-4617. Walk-ins are also welcome at their office on South Brookhurst Street. Trust Jackson Hewitt Tax Service to handle your taxes with precision and care, because when every dollar matters, it matters who does your taxes™.
791 S Brookhurst St, Anaheim, CA 92804, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 2595 East Imperial Highway in Brea, California, United States. Our tax advance loans may have ended this year, but our Tax Pros are still ready to help you maximize your refund! Drop off your tax documents and let a Tax Pro handle the rest, including a quick review and e-signing. Located inside Walmart, you can conveniently get your taxes done while you shop. We offer in-person tax preparation, drop-off services, and assistance with IRS letters. Book an appointment online or call (562) 661-5300 to reserve time with a Tax Pro. Refund Advance loans are no longer available this year, but we are still here to help you with all your tax needs. Remember, when every dollar matters, it matters who does your taxes™.
2595 E Imperial Hwy, Brea, CA 92821, United States -
Advanced Business & Tax Service
● ClosedAdvanced Business & Tax Service is a reputable institution located at 9661 Central Avenue in Montclair, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing high-quality assistance to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the financial world. Trust Advanced Business & Tax Service to handle all your accounting and finance needs with precision and expertise.
9661 Central Ave Suite 100, Montclair, CA 91763, United States -
Patriot Tax Services
● ClosedPatriot Tax Services is a trusted accounting and finance institution located at 4295 East Jurupa Street in Ontario, California, United States. Our team of knowledgeable professionals is dedicated to providing top-quality tax services and financial advice to individuals and businesses. With years of experience and expertise, we strive to help our clients navigate the complexities of tax laws and regulations to ensure they maximize their financial potential. Whether you need assistance with tax preparation, planning, or consulting, Patriot Tax Services is here to help you achieve your financial goals.
4295 E Jurupa St #109, Ontario, CA 91761, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 39400 Murrieta Hot Springs Road in Murrieta, California, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Whether you prefer drop-off tax preparation or in-person assistance, our team is here to make the process convenient for your busy life. A Refund Advance loan allows you to access money before your tax refund arrives, providing financial relief when you need it most. While Refund Advance is no longer available this year, we offer other options to help you with your tax preparation needs. Book an appointment online or give us a call to reserve time with a Tax Pro at our Murrieta Hot Springs Rd office. Our team is fluent in English and ready to assist with IRS letters, ensuring that every dollar matters when it comes to your taxes. Trust Jackson Hewitt Tax Service to handle your finances with care and expertise.
39400 Murrieta Hot Springs Rd Suite 116, Murrieta, CA 92563, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 12721 Moreno Beach Drive in Moreno Valley, California, is a finance institution that is dedicated to helping individuals maximize their tax refunds. Although tax advance loans are no longer available this year, our team of Tax Pros is ready to assist you in getting the most out of your return. Our professionals speak both English and Spanish, catering to a diverse range of clients. Conveniently situated within Walmart, you can drop off your tax documents while you shop and trust that our experts will handle the rest. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or calling us at (951) 324-5818.
12721 Moreno Beach Dr, Moreno Valley, CA 92555, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 3530 Auburn Boulevard in Sacramento, California, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Our services are perfect for busy individuals - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish, catering to our Spanish-speaking clients.
3530 Auburn Blvd #1, Sacramento, CA 95821, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 6745 Watt Avenue in North Highlands, California, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who need money before their tax refund arrives, as it is repaid with your refund. While Refund Advance is no longer available this year, we did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance from January 2, 2024, until February 11, 2024.
6745 Watt Ave Ste A, North Highlands, CA 95660, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 9632 Emerald Oak Drive in Elk Grove, California, is a finance institution that specializes in helping individuals with their tax preparation needs. While their tax advance loans have ended for the year, their team of Tax Pros is still ready to assist clients in getting their biggest refund possible. Their services cater to busy individuals, allowing them to simply drop off their tax documents and have a Tax Pro take care of the rest. Clients can expect a quick call to review their final return and convenient e-signing process.
9632 Emerald Oak Dr ste d, Elk Grove, CA 95624, United States
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