Estate and gift tax in San Francisco, California

H&R Block is a renowned accounting and finance institution located at 1745 Van Ness Avenue in San Francisco, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert financial guidance to help you achieve your goals. Visit us today to experience excellence in accounting and finance services.

A Aaappy's Notary Signing Services is a trusted finance institution located at 294 29th Street in San Francisco, California, United States. We specialize in providing professional notary signing services for a variety of financial transactions. Our experienced team ensures that all documents are accurately notarized and executed in a timely manner. Whether you need a loan signing, real estate closing, or any other financial document notarized, A Aaappy's Notary Signing Services is here to help. Trust us for all your notary needs.

Jelena Kelleher Law, located at 215 West Portal Avenue in San Francisco, California, is a trusted institution specializing in estate planning. As a dedicated estate planning attorney, Jelena Kelleher helps clients create wills, trusts, trust administration, and navigate the probate process with ease. Jelena believes that the best gift you can leave behind for your loved ones is a well-thought-out estate plan that clearly outlines your wishes. By taking the time to plan for the future, you can alleviate stress and uncertainty for your family during difficult times.

Ellahie Law Firm is a reputable lawyer institution located at 2542 South Bascom Avenue in Campbell, California, United States. They specialize in estate planning services and have additional locations in San Francisco. During these challenging times, Ellahie Law Firm remains dedicated to serving their clients and is available for consultations by phone at 408.579.1282. Whether you are in need of legal advice or assistance with estate planning, Ellahie Law Firm is here to help. Contact them today to schedule a consultation.

Robert L. Sommers - Attorney at Law is a reputable institution located at 90 New Montgomery Street in San Francisco, California. Specializing in accounting, finance, and legal services, Robert L. Sommers is a seasoned tax attorney with over 47 years of experience in the field. As an international and domestic tax specialist, he has provided expert advice and representation to a diverse range of clients, including U.S. and foreign individuals as well as small businesses. With a strong focus on tax, business, and estate planning matters, Robert L. Sommers is dedicated to helping clients navigate complex tax issues with confidence. He is known for his comprehensive knowledge of tax laws and regulations, as well as his ability to effectively communicate and educate clients on important tax matters.

Leon Nazarian, CPA is a reputable accounting and finance institution located at 1800 Vine Street in Los Angeles, California. We specialize in tax returns preparation for individuals, businesses, self-employed individuals, corporations, LLCs, trusts, estates (gifts), and non-profits. Our team is experienced in representing clients in disputed IRS tax audits, delinquent tax debt collection relief, tax liens, levies, and seizures, as well as past due and amended tax returns. We also handle US tax returns with foreign issues. Our founder holds a Master of Science in Taxation (MST) from Golden Gate University in San Francisco, the nation's top ranking graduate-level program in Taxation. We also offer services based on the core curriculum of the MST program at California State University Northridge (CSUN).

Carson Wealth is a finance institution located at 250 Camino Alto, Mill Valley, California, United States. Our office specializes in helping high-net-worth and ultra-high-net-worth individuals, families, and businesses build personalized financial plans and provide investment management, insurance, and risk management services to help them achieve their financial goals. We prioritize our clients throughout the wealth management process, seeking to deeply understand their financial and personal goals in order to create customized solutions that promote financial health. Our services extend to clients in Mill Valley, Tiburon, Belvedere, Ross, Kentfield, Southern Marin, San Francisco, Marin County, Napa County, Sonoma County, Silicon Valley, East Bay areas, as well as throughout California and most other states. With a focus on finding solutions to complex financial issues faced by high-net-worth clients and their families, we offer highly personalized, comprehensive financial planning services. Our advisors are dedicated to helping individuals, families, and businesses navigate the challenges of building wealth and achieving financial success. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a commitment to providing transparent and reliable financial guidance. Our team includes award-winning advisors recognized for their expertise and commitment to client success. For more information about our services and advisors, please visit our website or contact us directly.

Merrill Lynch Financial Advisor Ben Fort, located at 555 California Street in San Francisco, California, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized as one of Forbes "Best-in-State Wealth Advisors" from 2018 to 2023, Merrill Lynch Wealth Management is supported by a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Murphy-Fort Advisory Group, founded in 1999, caters to the sophisticated wealth management needs of affluent individuals, offering a personalized and intimate environment. With over $1.2B in client assets entrusted to them, advisors Greg Murphy and Ben Fort have the expertise to help clients simplify their financial lives and achieve their most cherished goals.