Estate planning advisors in California
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Torrey Wealth - Rob Leuffen
● ClosedTorrey Wealth - Rob Leuffen is a finance institution located at 4660 La Jolla Village Drive in San Diego, California, United States. As a Registered Investment Adviser, Torrey Wealth, LLC offers advisory services to clients and prospective clients where they are properly licensed or exempt from licensure. This institution's website serves as an informational resource, emphasizing that past performance does not guarantee future returns and that investing carries risk and the potential for loss of principal capital. Torrey Wealth, LLC does not provide advice without a client service agreement in place.
4660 La Jolla Village Dr Suite 100, San Diego, CA 92122, United States -
Brian Wilverding - Associate Manager, Ameriprise Financial Services, LLC
● ClosedBrian Wilverding is an Associate Manager at Ameriprise Financial Services, LLC located at 4655 Executive Drive in San Diego, California, United States. Brian holds multiple certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate Brian's expertise in various aspects of finance including asset management, estate planning, investment strategies, and retirement planning. Brian is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. His qualifications and commitment to ethical standards make him a trusted advisor in the field of finance.
4655 Executive Dr Ste #300, San Diego, CA 92121, United States -
Centurion Counsel Inc
● OpenCenturion Counsel Inc is a leading finance institution located at 1282 Pacific Oaks Place in Escondido, California, United States. With a team of experienced financial experts, Centurion Counsel Inc offers a wide range of financial services including investment management, retirement planning, estate planning, and tax consultation. Whether you are an individual looking to secure your financial future or a business owner seeking to optimize your financial strategies, Centurion Counsel Inc provides personalized solutions to meet your specific needs. Trust in Centurion Counsel Inc to help you achieve your financial goals and secure a prosperous future.
1282 Pacific Oaks Pl STE C, Escondido, CA 92029, United States -
P M Tax & Financial Services
● ClosedP M Tax & Financial Services is a reputable accounting and finance institution located at 11777 Bernardo Plaza Court in San Diego, California. Our experienced team of professionals offers a wide range of services including tax preparation, financial planning, and bookkeeping. We are dedicated to providing personalized and reliable solutions to meet the unique needs of our clients. Whether you are an individual or a business owner, you can trust P M Tax & Financial Services to help you achieve your financial goals. Contact us today to schedule a consultation.
11777 Bernardo Plaza Ct # 202, San Diego, CA 92128, United States -
Happy Investments, Inc. El Cajon Ca
● ClosedHappy Investments, Inc. in El Cajon, California is your go-to local mortgage broker offering a wide range of mortgage plans with affordable interest rates, low down payment requirements, and flexible underwriting procedures. Our team is dedicated to providing great rates, low fees, and walking you through the entire mortgage process to ensure a smooth and transparent experience. We offer a spectrum of mortgage possibilities, including jumbo home finance, reverse mortgage loans, home purchase finance, home refinance loans, and much more. With years of experience in the real estate industry, we are committed to providing competitive products with the best rates and service. Contact us today to unlock the full potential of your real estate goals in El Cajon, CA.
772 Jamacha Rd # 120D, El Cajon, CA 92019, United States -
All About Numbers
● ClosedAll About Numbers is a bookkeeping, accounting, and tax preparation institution located at 4512 Feather River Drive, Stockton, California, United States. Specializing in services for Clergy Taxes, Truck Drivers, Daycare Providers, and Law Enforcement, our experienced staff can assist with personal returns, business returns, and sales tax returns. We offer solutions for transaction entries and onsite services tailored to your needs. Planning ahead can help minimize your tax burden and ensure a smooth estate transition. As Enrolled Agents, we provide audit representation and tax problem resolution, as well as payroll services and estate planning. Please note that due to the California shelter-in-place order, we are currently closed until further notice. Contact us for more information on incorporating your business or maximizing your mileage deductions.
4512 Feather River Dr suite g, Stockton, CA 95219, United States -
NC Financial Group | San Francisco
● OpenNC Financial Group is a leading accounting and finance institution located in the heart of San Francisco, California. Situated at 22 Battery Street, our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to provide personalized solutions tailored to your specific needs. Trust NC Financial Group to guide you towards a secure and successful financial future.
22 Battery St #401, San Francisco, CA 94111, United States -
Bollinger Glenn Guattery Gunn McAravey LLP Santa Rosa CPA Accountant
● ClosedBollinger Glenn Guattery Gunn McAravey LLP Santa Rosa CPA Accountant is a reputable accounting firm located at 111 Santa Rosa Avenue in Santa Rosa, California. Specializing in accounting and finance services, their team of experienced certified public accountants (CPAs) provide expert financial guidance and support to individuals and businesses in the Santa Rosa area. With a commitment to excellence and a dedication to client satisfaction, Bollinger Glenn Guattery Gunn McAravey LLP is a trusted partner for all accounting and financial needs.
111 Santa Rosa Ave # 400, Santa Rosa, CA 95404, United States -
Pickford and Associates Inc
● ClosedPickford and Associates Inc is a leading finance institution located at 765 Baywood Drive in Petaluma, California, United States. With a team of experienced professionals, we specialize in providing a wide range of financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our experts are here to help. We are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Pickford and Associates Inc can assist you with your financial needs.
765 Baywood Dr Suite 133, Petaluma, CA 94954, United States -
Marin Tax CPA - Melanie J. Shaw CPA
● OpenMarin Tax CPA - Melanie J. Shaw CPA is a reputable accounting and finance institution located on Bolling Circle in Novato, California, United States. Specializing in fiduciary and estate tax returns, trust accounting for beneficiaries, and overall tax planning strategies, Melanie Shaw and her team offer expert assistance to trustees, executors, and individuals seeking to maximize tax savings. With a focus on personalized service and attention to detail, clients can trust in receiving high-quality work that ensures they take advantage of all benefits afforded to them by law. Melanie Shaw, an accountant since 2004, brings a wealth of experience from her previous career as an engineering manager to her tax specialist role. Whether you are a small business owner or an individual seeking tax advice, Marin Tax CPA is dedicated to providing practical and innovative solutions to meet all your tax planning needs. Contact Melanie J. Shaw CPA today to alleviate tax-related worries and receive expert advice and peace of mind.
Bolling Cir, Novato, CA 94949, United States -
Eric Sheldon CPA, PC
● OpenEric Sheldon CPA, PC is a trusted accounting and finance institution located at 76 Main Street in Tiburon, California. Specializing in wealth transfer and estate planning, our team can help guide you in the right financial direction. Trusts and estates are expertly managed to ensure proper asset allocation and maximize tax advantages. Just like a road trip, your financial journey requires a map and plan for success. Let us help you navigate the complexities of trusts and estates to secure your financial future. Whether you are a trustee, executor, or beneficiary, Eric Sheldon CPA, PC is here to provide expert guidance and support.
76 Main St Suite A, Tiburon, CA 94920, United States -
Nelson, Vogelheim & Phillips LLP
● OpenNelson, Vogelheim & Phillips LLP is a prestigious law firm located at 1101 Fifth Avenue in San Rafael, California. With a team of experienced attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, and estate planning. Clients can expect personalized attention and expert guidance from the dedicated professionals at Nelson, Vogelheim & Phillips LLP. Whether you are a business owner, homeowner, or individual seeking legal advice, this firm is committed to providing top-notch representation and achieving favorable outcomes for their clients.
1101 Fifth Ave #305, San Rafael, CA 94901, United States -
Marin Tax CPA - Melanie J. Shaw CPA
● OpenMarin Tax CPA - Melanie J. Shaw CPA is a trusted accounting and finance institution located at 1680 Tiburon Boulevard in Tiburon, California, United States. Specializing in fiduciary and estate tax returns, trust accounting for beneficiaries, and overall tax planning, Melanie Shaw and her team provide personalized and expert assistance to help clients fulfill their financial responsibilities as trustees and executors. With a focus on creative tax strategies and maximum tax savings, Marin Tax CPA combines a deep understanding of tax laws with individual client needs to ensure all benefits are utilized. Clients can expect high-quality tax preparation and compliance services, tailored to handle even the most complex tax situations. Melanie Shaw is praised for her sharp mind, pleasant demeanor, and ability to provide expert advice that eases tax-related anxieties. With a background in engineering management, Melanie brings a unique perspective to her tax specialization, offering practical and innovative solutions for all tax planning needs. Whether you are a small business owner or an individual seeking personalized tax advice, Marin Tax CPA is dedicated to minimizing tax liabilities and providing peace of mind through expert financial guidance.
1680 Tiburon Blvd, Tiburon, CA 94920, United States -
De Martini & Company, LLP
● ClosedDe Martini & Company, LLP is a reputable accounting and finance institution located at 477 9th Avenue in San Mateo, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Clients can trust De Martini & Company, LLP to provide expert advice and guidance to help them achieve their financial goals.
477 9th Ave #107, San Mateo, CA 94402, United States -
Associated Tax Services
● OpenAssociated Tax Services is a reputable accounting and finance institution located at 4443 Market Street in Oakland, California. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Associated Tax Services for all your accounting and finance needs.
4443 Market St, Oakland, CA 94608, United States -
BASTA & COMPANY
● ClosedBASTA & COMPANY is a reputable institution located at 100 Pine Street in San Francisco, California, United States. Specializing in accounting, finance, and real estate agency services, we provide expert guidance and support to our clients in navigating the complexities of these industries. With a team of experienced professionals, we are committed to delivering top-notch services and helping our clients achieve their financial goals. Whether you are looking for accounting assistance, financial planning, or real estate services, BASTA & COMPANY is here to help.
100 Pine St #1250, San Francisco, CA 94111, United States -
Realize CPA, LLP
● ClosedRealize CPA, LLP is a leading accounting and finance firm located at 50 California Street in the bustling city of San Francisco, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, auditing, or financial planning, Realize CPA, LLP is here to help you achieve your financial goals. Trust us to provide you with personalized and reliable services to ensure your financial success.
50 California St Suite 3550, San Francisco, CA 94111, United States -
Tarlson & Associates
● ClosedTarlson & Associates is a reputable public accounting firm located in the heart of San Francisco's Financial District. Since 1986, we have been offering a comprehensive range of accounting, tax, and financial advisory services to individuals, small businesses, estates, trusts, and nonprofits. Our client base extends globally, including foreign businesses requiring U.S. accounting and tax support. From start-ups to high net worth individuals, we assist with various planning efforts such as business entity selection, budgeting, retirement planning, and investment monitoring. Headed by founder Nick G Tarlson, our team of experienced accountants is dedicated to providing top-notch services, from tax returns to litigation support. While we welcome all clients, appointments are necessary to ensure personalized attention. With a focus on complex business operations and legal disputes, we help businesses navigate financial challenges and plan for future success.
220 Sansome St STE 900, San Francisco, CA 94104, United States -
Robert L. Sommers - Attorney at Law
● ClosedRobert 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.
90 New Montgomery St, San Francisco, CA 94105, United States -
Christy Smith CPA
● ClosedChristy Smith CPA is a trusted accounting and finance institution located at 2500 Old Crow Canyon Road in San Ramon, California. Specializing in tax preparation services for individuals and small businesses, Christy Smith has over 20 years of experience in the field. As a seasoned CPA, she not only helps with tax planning and preparation, but also offers services such as IRS representation, estate and trust tax preparation, business advisory services, and more. Christy and her team are dedicated to providing exceptional tax preparation and consulting services, helping clients navigate the complex world of taxes, finance, and regulations. Whether you need assistance with individual or small business tax needs, Christy Smith CPA is here to help as your true advocate and tax planner.
2500 Old Crow Canyon Rd UNIT 410, San Ramon, CA 94583, United States -
Rex Crandell Firm
● ClosedThe Rex Crandell Firm, located at 3000 Citrus Circle in Walnut Creek, California, is a trusted institution specializing in tax and estates & trusts services. With over 40 years of experience, Rex Crandell offers expertise in preparing tax returns, estate planning, estate administration, and probate. The firm provides a range of services including income taxes, trusts, estate planning, probate, and deeds. Due to the Covid-19 pandemic, meetings are currently being conducted through Zoom for the safety and convenience of clients. The firm offers comprehensive estate planning and trust services such as revocable living trusts, wills, durable powers of attorney, advance healthcare directives, and probate filings. They also provide income tax preparation, tax planning, tax problem resolution, and new business formation services.
3000 Citrus Cir #207, Walnut Creek, CA 94598, United States -
Anthony Santos, CPA
● ClosedAnthony Santos, CPA is a financial institution located in Dublin, California, United States. Specializing in accounting and finance, our goal is to help individuals, small businesses, and community entities achieve fair and just prosperity both physically and financially. We provide proactive and innovative financial and tax services on an ongoing basis throughout the year. By planning ahead and considering various aspects of life, we aim to help our clients achieve the best outcomes when it comes to taxes, income, and deductions.
7080 Donlon Way #211, Dublin, CA 94568, 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 -
Moskowitz LLP
● ClosedMoskowitz LLP, located in San Jose, California, is a leading institution specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to helping businesses and individuals navigate complex tax laws and regulations. From tax planning to estate planning, we offer a wide range of services to meet your needs. Our mission is to help you minimize your tax liability while staying compliant with the law. At Moskowitz LLP, we understand the importance of staying informed and up-to-date on tax laws. That's why we offer a comprehensive online library with resources to help you understand and navigate the tax landscape. Our team of experts, including tax attorneys and CPAs, is here to guide you through the process and provide personalized solutions tailored to your unique situation.
2150 N First St 4th Floor, San Jose, CA 95131, United States -
Potentia Tax
● ClosedPotentia Tax, located at 1226 Lincoln Avenue in San Jose, California, is a finance institution dedicated to providing tailored tax solutions for individuals and businesses with a net worth of $2 million or more. Our team of CPA’s, tax preparers, and financial professionals work holistically to minimize tax implications and optimize financial landscapes through strategic tax planning. We specialize in crafting personalized tax plans that go beyond compliance to maximize asset growth and minimize liabilities. Our services include comprehensive tax planning for high-net-worth individuals, alternative minimum tax planning, multistate tax planning, estate and trust planning, and strategic tax planning for businesses.
1226 Lincoln Ave # 110, San Jose, CA 95125, United States -
TENSTAX
● OpenTENSTAX is an accounting and finance institution located at 343 East Main Street in Stockton, California, United States. The institution is run by Socheata Ten, an Enrolled Agent with unlimited practice rights, allowing her to represent a wide range of taxpayers and handle various tax matters. Socheata is authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and entities with tax-reporting requirements. TENSTAX, operated by Socheata Ten EA, LLC, offers a full range of tax services to help self-employed individuals, business owners, and real estate investors reduce tax liabilities and increase tax refunds while remaining compliant with tax laws. With years of experience in tax preparation services, clients can trust that their business is in good hands. The institution provides support in all areas of business consulting related to tax matters, assisting clients with tax planning strategies that lead to business growth and success.
343 E Main St UNIT 603, Stockton, CA 95202, United States -
Presta Financial Svc of CA LLC
● OpenPresta Financial Services of CA LLC is a finance store located at 2666 East Florence Avenue in Huntington Park, California. They offer a range of financial services to meet the needs of their customers, including loans, money transfers, and check cashing. With a reputation for excellent customer service and competitive rates, Presta Financial Services is a trusted institution in the community for all of your financial needs.
2666 E Florence Ave, Huntington Park, CA 90255, United States -
Brian R Portesi CPA
● ClosedBrian R Portesi CPA is a reputable accounting and finance institution located at 1092 East Grand Avenue in Arroyo Grande, California, United States. With years of experience and expertise in the field, the institution provides top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Brian R Portesi CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, this institution is the go-to choice for all your accounting and finance needs.
1092 E Grand Ave D, Arroyo Grande, CA 93420, United States -
C-Rae Realty & Tax Services
● OpenC-Rae Realty & Tax Services is a trusted accounting and finance institution located at 5755 Valentine Road in Ventura, California, United States. With a team of experienced professionals, they provide top-notch realty and tax services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or real estate transactions, C-Rae Realty & Tax Services is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you with your accounting and finance needs.
5755 Valentine Rd # 202, Ventura, CA 93003, United States -
Antonious and Associates Tax Consultants INC
● ClosedAntonious and Associates Tax Consultants INC is a leading accounting and finance institution located at 2301 Rosecrans Avenue, El Segundo, California, United States. Our dedicated team is committed to providing superior, personalized tax and accounting services to meet the unique needs of each client. We stay up-to-date on the latest developments in our fields of expertise to assist clients in achieving their financial goals. Our services include bookkeeping, tax planning, new business advisory, and more. Whether you are a new or established business, small or mid-sized, you can expect personalized support and exceptional service from our team. We also offer tax preparation services for individuals, ensuring accurate calculations and quick refunds.
2301 Rosecrans Ave ste 4190, El Segundo, CA 90245, United States
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