TOP 10 Efficient legal solutions in California

Randall Wealth Management Group is a finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. As a family-owned and operated company, we specialize in helping our clients with their investment and retirement needs. We understand that each individual has unique retirement income, investment, and lifestyle requirements, which is why we have developed personalized Retirement Income Plans and Financial Advice to help meet these goals. Our ultimate goal is your success, and we offer resources such as total calculation tools and estate management services to ensure a successful financial future. We are dedicated to addressing your needs today and for many years to come, and we look forward to working with you to achieve your financial objectives. Please note that the information provided is not intended as tax or legal advice, and we recommend consulting with professionals in these fields for specific guidance. Copyright 2023 FMG Suite.

Benefit Tax Advisors is an institution located at 6167 Bristol Parkway in Culver City, California, specializing in accounting, finance, and legal services. We understand the stress and burden of dealing with the IRS, which is why we are here to help you navigate through it all. Our team of professionals will work on your behalf to stop the IRS from taking any further action and reduce your tax balance through an Offer in Compromise. No matter your financial situation, we believe that tax representation and services can be affordable and fit into your monthly budget. Let Benefit Tax Advisors be your advocate and partner in resolving your tax issues. We will carefully review your case and provide you with personalized solutions to help you start fresh and leave your financial worries behind. Don't let the IRS dictate your audit or overwhelm you with tax debt – let us help you stand up for your rights and reduce your taxable income to avoid future mistakes.

Naylor Financial Group, located in San Diego, California, is a finance institution that specializes in designing and implementing effective structures to protect and enhance the assets of their clients. They offer comprehensive services to help clients prepare for retirement, plan for long term care, manage concerns, and increase business efficiency. The institution also provides employee benefit solutions, disability income insurance, life insurance plans, and wealth transfer strategies. Naylor Financial Group offers international health insurance, innovative financial products, and works with clients' legal and tax advisers to achieve specific financial goals. Schedule an appointment for a complimentary review with an advisor today to start planning for your financial future.

Cetera Investors is a finance institution located at 9275 Sky Park Court, San Diego, California, United States. With 43 fully staffed and equipped branch offices, Cetera Investors allows financial advisors to maintain their book of business and independence while benefiting from the resources and best practices provided by the institution. By identifying areas with growth potential, Cetera Investors helps advisors attract prospects and increase wallet share by offering clients a comprehensive financial planning experience. The institution also provides local, high-intent client leads, personalized marketing support, and a unified advisory platform for efficiency and scalability.

Ophio Consulting, located at 7646 Parkway Drive in La Mesa, California, is a veteran-owned institution specializing in accounting and finance services. With a strong emphasis on integrity, Ophio Consulting serves clients throughout California, drawing on a wealth of experience in various industries. Whether it's managing a legal office, leading development projects in engineering, or auditing operations in a mechanic shop, Ophio Consulting ensures that businesses are operating at their best for all stakeholders. Offering specialized services to select industries nationwide, Ophio Consulting brings management and strategy consulting right to your doorstep. The institution's mission is to educate, guide, and assist businesses of all sizes in their management strategy, operational efficiency, and overall business development. Committed to helping clients achieve their goals, Ophio Consulting will go above and beyond to offer alternative solutions if their services are not the right fit.

Steve Clark and Associates is a reputable institution located at 1120 Iron Point Road in Folsom, California. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and dedication to their clients have earned them a strong reputation in the industry. Whether you are looking to build wealth, plan for your future, or secure your retirement, Steve Clark and Associates can provide expert guidance to help you achieve your financial goals.

TriaGen Wealth Management is a finance institution located at 23801 Calabasas Road in Calabasas, California, United States. Our team of financial service professionals is dedicated to helping individuals, families, and businesses achieve financial clarity and confidence. We specialize in financial planning, portfolio management, and asset protection strategies to help you understand your financial big picture and maximize opportunities. Our goal is to create a lasting legacy for you and your family through a cohesive financial plan. Services offered through TriaGen Wealth Management LLC, a Registered Investment Advisor. Please note that trading instructions through email, fax, or voicemail will not be taken. Securities offered through M.S. Howells & Co., a registered broker/dealer. Advisory services offered through TriaGen Wealth Management. We do not offer legal or tax advice. Email communication is archived and subject to review. Check the background of our investment professionals on FINRA’s BROKER CHECK. For more information about our business practices, services, and fees, visit the SEC’s website. California Insurance Licenses held by Bryan Garris.

7 Day Tax Relief is a professional institution located at 1245 West 6th Street in Corona, California. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch tax relief solutions to individuals and businesses in need. With a focus on efficiency and accuracy, we strive to help our clients navigate the complexities of the tax system and find the best possible outcomes for their financial situations. Trust 7 Day Tax Relief to handle all your tax-related needs with professionalism and expertise.

LSJ Tax and Business Services Inc. is a reputable institution located at 4129 Main Street in Riverside, California, United States. Specializing in accounting and finance, we offer a wide range of services including income tax preparation for individuals and businesses, tax debt resolution relief, partnership and S-corp preparation. Our team of experienced tax professionals is dedicated to providing high-quality tax services tailored to meet the unique needs and goals of our clients. We offer comprehensive tax consulting services, from tax preparation to tax planning and resolution.

Welcome to Occam’s Ops, located at 5857 Owens Avenue in Carlsbad, California. We are an innovative insurance agency that specializes in streamlining legal processes through our model standard operating policies and procedures. Our commitment to clarity and efficiency extends to the digital realm, where we prioritize cutting-edge digital policies. At Occam’s Ops, we bring a fresh perspective to legal operations, emphasizing simplicity without sacrificing attention to detail. We offer tailored and efficient approaches for corporate legal departments, small law firms, solo practitioners, and nonprofits across various fields. Our services range from document management to legal technology solutions, all aimed at simplifying complexities and enhancing operational efficiency.

BDO, located at 3570 Carmel Mountain Road in San Diego, California, is a leading institution in the fields of accounting and finance. At BDO, you can learn about emerging trends, regulatory updates, and the latest headlines in legal tech to help your business thrive. With a focus on enabling new growth and finding competitive advantage, BDO offers valuable data and strategies to lead your organization towards stability and growth. The institution also helps business leaders navigate risks and opportunities, embrace the future of internal audit with AI, and align employee passions with the firm's purpose. In San Diego, a major center of international commerce, BDO's team of over 90 partners and professionals provides local expertise and insight in assurance, tax, and business advisory services. The institution collaborates with clients in industries such as technology, real estate, healthcare, financial services, and government contracting to define and enable meaningful success. BDO's Financial Services, Manufacturing, and Life Sciences practices offer tailored guidance to help businesses transform and scale efficiently.

Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.

Stephanie Shields - Thrivent is a financial institution located at 959 South Coast Drive, Costa Mesa, California, United States. Our mission is to help our clients define and achieve financial success so they can make a positive impact in their lives and communities. With decades of experience in personal finance, we are dedicated to creating personalized financial plans that align with the unique goals and dreams of each family we serve. Our comprehensive advice and financial strategies are designed to provide clarity and confidence as you work towards your financial aspirations. At Thrivent, we believe that money is a tool, not a goal. We are driven by a higher purpose and committed to offering financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. As a member of Thrivent, you become part of a community that looks out for each other and strives to live more meaningful lives.

Robert Briones - Thrivent is a finance institution located at 450 South Melrose Drive, Vista, California, United States. They are licensed in multiple states including AZ, CA, CO, FL, HI, ID, MN, MT, NV, OR, TN, TX, UT, and WV. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee.

Wolters Kluwer is a global institution located at 555 Capitol Mall in Sacramento, California, United States, specializing in finance. We provide professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and various sectors including tax, finance, audit, risk, compliance, and regulation. Our institution offers trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes in healthcare. We also provide specialized tools and expert guidance to help companies meet regulatory requirements, support sustainability efforts, and manage ESG risks efficiently.

Jones IT is a highly trusted IT Services company based in the Bay Area, located at 3435 Cesar Chavez Street in San Francisco, California. With over 20 years of experience, we have been providing reliable IT support to businesses both small and large, ranging from 10 people to 10,000 people. Our customers consider us the best IT Services Company in San Francisco, and we are proud to be the highest-rated IT Services provider in the Bay Area. We are committed to the privacy and interests of our clients, which is why we are now SOC 2 compliant, ensuring that our security, availability, processing integrity, confidentiality, and privacy controls meet the highest standards set by the AICPA’s TSC.

Coastal Wealth Advisors, located at 3255 Old Conejo Road, Thousand Oaks, California, United States, is a finance institution with a mission to improve the quality of life for clients, families, and the community. With over 30 years of experience, their team works to simplify financial lives and maximize opportunities by providing holistic planning, advice, and consistent execution. They offer personalized solutions focused on financial security, tax efficiency, and caring for others, tailored to each client's goals and needs. Services include strengthening financial positions, protecting futures, accumulating wealth, tax-efficient money management, retirement planning, and creating a meaningful legacy. Managed accounts, investment advice, insurance, banking, and generosity programs are available to help clients make the most of their resources. As part of Thrivent, a Fortune 500 company with a long history of financial strength and community involvement, Coastal Wealth Advisors is dedicated to empowering individuals and developing prosperous communities. Thrivent's financial professionals do not provide legal, accounting, or tax advice, and licensing information can be found through state insurance departments. Clients can access a range of products, programs, and services through Thrivent's Financial Planning Framework and Dedicated Planning Services. Thrivent Financial for Lutherans offers insurance products, while Thrivent Investment Management Inc. provides securities and investment advisory services. Financial advisors at Thrivent are credentialed to offer investment advisory services, and more information can be found on Thrivent's website or FINRA's BrokerCheck.

Sherith Squires - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and compassion. With over 30 years of experience, we work to simplify financial matters and maximize opportunities through holistic planning and consistent execution. Our approach involves creating customized solutions across various areas such as financial strengthening, wealth accumulation, retirement planning, and legacy building. At Thrivent, we believe in using money as a tool for a greater purpose. We offer comprehensive advice, managed accounts, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. As a member of Thrivent, you become part of a community dedicated to looking out for others and giving back to the neighborhoods we serve.

Erik Lundring - Thrivent is a financial institution located at 3255 Old Conejo Road in Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and philanthropy. With over 30 years of experience, we aim to simplify and maximize our clients' financial opportunities through holistic planning, advice, and consistent execution. We believe in integrating our clients' objectives into a personalized roadmap that evolves with their changing needs and goals. Our customized solutions cover various key areas such as strengthening financial positions, protecting financial futures, accumulating wealth, tax-efficient money management, long-term care planning, retirement income preparation, legacy planning, and more. We offer comprehensive advice and financial strategies that are in the best interest of our clients.

Ian Brown - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing financial security, tax efficiency, and caring for others. With over 30 years of experience, we work to simplify financial lives and maximize opportunities through holistic planning and advice. We offer personalized solutions in areas such as strengthening financial positions, wealth accumulation, retirement planning, and legacy planning. Thrivent believes in using money as a tool for a higher purpose and provides a range of financial services including investments, insurance, banking, and generosity programs. As a member of Thrivent, you become part of a community focused on giving back and living a meaningful life. Thrivent is a Fortune 500 company with a long history of financial strength and stability, serving over 2 million clients and their communities. Our financial professionals provide advice and guidance tailored to individual needs and goals. Visit our website for more information on professional designations and licensing requirements. Please note that Thrivent does not provide legal, accounting, or tax advice.

Light Speed Document Retrieval Services is a leading institution located at 1800 North Bristol Street in Santa Ana, California, United States. Specializing in car repair and storage, our dedicated team provides fast and efficient document retrieval services to meet all your needs. With a focus on speed and accuracy, we strive to deliver top-notch service to our clients. Trust Light Speed Document Retrieval Services for all your car repair and storage needs.

Back Taxes San Francisco is a reputable institution located at 1331 9th Avenue in San Francisco, California. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses resolve their back taxes issues efficiently and effectively. Whether you need assistance with tax preparation, negotiation with the IRS, or legal representation, our experienced professionals are here to provide you with personalized and reliable solutions. Contact us today to schedule a consultation and take the first step towards achieving financial peace of mind.

The Taxation Experts CPA & IRS Enrolled Agent is a leading institution located at 3868 West Carson Street in Torrance, California, United States. Specializing in accounting, finance, and legal services, our team of experts are dedicated to providing top-notch tax solutions for individuals and businesses alike. With a focus on accuracy and efficiency, our certified public accountants and IRS enrolled agents are well-equipped to handle all tax-related matters with precision and professionalism. Trust The Taxation Experts to navigate the complexities of tax laws and regulations, ensuring your financial well-being is in good hands.

Sales Tax Helper LLC is a finance institution located at 3415 South Sepulveda Boulevard, Los Angeles, California, United States. Our transparent, fixed-fee business model is designed to provide affordable and effective solutions for sales tax problems. We believe that you don't need an expensive sales tax lawyer on retainer to handle most cases. Our team can handle sales tax audits, protests, and administrative litigation, ensuring your business's rights are protected and resolving tax liabilities efficiently. With experienced former auditors and seasoned consultants, we offer decades of sales tax know-how at a fraction of the price of traditional tax lawyers. We provide knowledgeable legal representation at fixed-fee pricing, so you only pay for what you need. Let Sales Tax Helper be part of your team in resolving your sales tax issues effectively and affordably. Contact us today for expert assistance and a reasonable resolution for your business's sales tax liabilities.

UnTax is a reputable institution located at 12805 Venice Boulevard in Los Angeles, California, specializing in accounting, finance, and legal services. With the recent Tax Cuts and Jobs Act bringing significant changes to the tax landscape, UnTax offers expert guidance to help individuals and businesses reduce their income tax burden and navigate complex tax laws. From tax planning to resolving tax problems with agencies such as the IRS, FTB, and City of L.A., UnTax has the experience and knowledge to provide efficient solutions. They can help independent contractors, freelancers, and self-employed taxpayers choose the right business entity to maximize tax advantages.

Castro & Co. is a premier institution located at 355 South Grand Avenue in Los Angeles, California, specializing in accounting, finance, and legal services. Our team of international tax planning attorneys is dedicated to providing top-notch guidance and support to clients worldwide. Whether you are a private individual, family company, trust, or estate, our experts are here to help navigate the complex world of tax planning with ease and efficiency. At Castro & Co., we understand the importance of personalized representation and attention to detail. Our attorneys pride themselves on developing highly customized plans to help you achieve your financial goals promptly and proficiently. We offer free initial consultations and only engage clients on a contingent-fee basis after presenting a clear proposal outlining the potential tax savings.

Business Compliance Specialists Inc is a leading institution located at 5900 South Eastern Avenue in Commerce, California, United States. Our team of experts specializes in providing comprehensive compliance solutions for businesses of all sizes. From regulatory compliance to risk management, we offer a wide range of services to help ensure that your business operates legally and ethically. With years of experience and a proven track record of success, you can trust Business Compliance Specialists Inc to handle all of your compliance needs with professionalism and efficiency. Contact us today to learn more about how we can help your business thrive in a complex regulatory environment.

Tax Resolution Specialists DBA We Settle Taxes is a reputable institution located at 14511 Franklin Avenue in Tustin, California, United States. Specializing in accounting, finance, and legal services, they offer customized tax solutions for individuals and businesses. As your exclusive partner in expert support, they are dedicated to helping you resolve your tax issues efficiently and effectively. Contact them at (888)-471-4476 or email them at [email protected] to learn more about how they can assist you.

Ally Tax Relief is a leading financial legal firm located in San Diego, California, specializing in accounting, finance, and legal services. Our team of experienced IRS tax attorneys can assist with tax levies, tax fraud cases, IRS audit defense, and tax settlements. Facing tax issues with the IRS can be daunting, but with the right legal representation, you can navigate the process with confidence. Our dedicated team is committed to providing efficient and compassionate support for your tax settlement needs. Contact us today for a free consultation and let us help you find the best solutions for your IRS tax liabilities. Trust Ally Tax Relief to handle your tax resolution needs with professionalism and expertise.

Cholwell Benz & Hartwick: Lambson Vicki is a reputable accounting and finance institution located at 1225 Marshall Street in Crescent City, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, the experts at Cholwell Benz & Hartwick: Lambson Vicki are dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trustworthy and reliable, this institution is committed to helping you achieve your financial goals.