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TOP 30 Detailed tax planning in Newport Beach, CA
7 results found
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Mr. Smart Tax, Inc.
Mr. Smart Tax, Inc. is a leading full-service CPA firm located at 4590 Macarthur Boulevard, Newport Beach, California. Our team of Certified experts provide trusted advice to our SMART Clients by engaging our education, experience and commitment to Save Money And Reduce Taxes. We specialize in Tax, Accounting, and Resolution for Business, Individual, Trust, and Nonprofit clients both domestic and international. Our founder, Michael, is highly recommended for his excellent grasp of current tax laws, responsiveness, and easy-to-work-with nature. Clients appreciate his thorough understanding of tax law and his ability to explain the process in detail. Mike's quick, affordable, and knowledgeable services have helped many clients prepare for the future.
Ronald A Jurgensen Inc
At Ronald A Jurgensen Inc, located in Newport Beach, California, our team of dedicated dentists and health professionals are committed to providing top-quality dental care to patients of all ages. With a focus on preventative care and patient education, we strive to help our patients achieve and maintain optimal oral health. From routine cleanings and fillings to advanced cosmetic procedures, our experienced team is here to meet all of your dental needs. Visit us at 355 Placentia Avenue for personalized care in a comfortable and welcoming environment.
First Class Counsel
First Class Counsel is a prestigious institution located at 4701 Von Karman Avenue in Newport Beach, California, United States. Specializing in providing compassionate and talented representation, we focus on creating custom-made estate plans tailored to your specific objectives. Our team takes the time to understand your unique needs and desires to maximize tax savings and avoid costly probate. As you navigate the decisions that come with aging and ensuring your family's financial security, our experienced attorneys are here to guide you. We offer quality, service-oriented representation in estate and tax planning, helping families effectively plan and protect their future. Whether you need assistance with estate planning or are facing probate, First Class Counsel is dedicated to serving you.
Merrill Lynch Private Wealth Advisor Diane M Coon
The Merrill Lynch Private Wealth Advisor Diane M Coon is located at 520 Newport Center Drive in Newport Beach, California. This finance institution offers personalized services for individuals and families with significant wealth, tailored to their unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are trained to provide expert analysis and industry-leading research to help clients stay ahead and simplify their financial lives. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, specializes in serving executive and corporate clients, offering a high touch client experience and a team approach. She provides a range of financial solutions based on client goals, risk tolerance, and investment needs, including pre & post liquidity planning, corporate financial services, tax minimization solutions, and trust and estate planning services. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" list and the Forbes "Top Women Wealth Advisors Best-in-State" list.
Collie Accountancy
Collie Accountancy is a premier accounting and finance institution located at 359 San Miguel Drive in Newport Beach, California, United States. With a team of highly skilled professionals, we offer a wide range of accounting and financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, auditing, and consulting. At Collie Accountancy, we are committed to providing our clients with top-notch service and personalized solutions to help them achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Morey CPA & Associates, Inc.
Morey CPA & Associates, Inc. is a reputable accounting and finance institution located at 4590 Macarthur Boulevard in Newport Beach, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Known for their attention to detail and personalized approach, Morey CPA & Associates, Inc. is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filing or strategic financial planning, you can trust Morey CPA & Associates, Inc. to provide expert guidance and support.
Haynie & Company, CPA's
Haynie & Company, CPA's is a reputable accounting and finance institution located at 4910 Campus Drive in Newport Beach, California, United States. With a team of experienced and skilled certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Known for their professionalism and attention to detail, Haynie & Company, CPA's is dedicated to helping individuals and businesses achieve their financial goals.
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