TOP 30 Estate tax planning in Santa Ana, California

38 results found

Casapueblo is a versatile institution located in Santa Ana, California, offering a range of services including notary public, live scan fingerprinting, and tax preparation. Additionally, they provide health insurance services and assistance with DMV auto registration. Whether you need help with legal documents, tax filings, or insurance coverage, Casapueblo is here to assist you. Visit them at 1901 South Main Street for all your accounting, finance, and insurance needs in Orange County.

A N Income Tax is a leading finance and real estate agency located at 1002 17th Street in Santa Ana, California, United States. We specialize in providing personalized tax services to individuals and small businesses. Our experienced partners and management are directly involved in all aspects of tax preparation and planning, ensuring our clients receive the best service possible. At A N Income Tax, clients have the option to conveniently email their forms or upload them directly to their profile via a secure link. For those in the area who are short on time, we also offer the option to drop off forms in person. Additionally, we have the privilege of representing taxpayers before the Internal Revenue Service for tax debt or collections matters.

Absolute Tax Specialists is a top-tier tax firm located at 1560 Brookhollow Drive in Santa Ana, California. With over 75 years of combined tax experience, our lead Enrolled Agent has a strong background in IRS audit and appeals, making us a powerhouse in the industry. We specialize in representing corporations, small businesses, and individuals, with a mission to truly understand our clients' objectives and meet their expectations. Our unique expertise in Federal and State Tax Law has earned us outstanding reviews from satisfied clients. Unlike typical accountants, Absolute Tax Specialists offers a different perspective due to our extensive experience and knowledge of the tax code. Our Enrolled Agents are highly respected in the field and have a proven track record of success in resolving tax issues. We pride ourselves on having only licensed professionals on our team, ensuring that our clients receive the highest level of service and expertise. Visit us today to experience the Absolute Tax Specialists difference.

Mr. Smart Tax, Inc. is a leading full-service CPA firm located at 1913 17th Street, Santa Ana, 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 domestically and internationally. Founded and headquartered in Newport Beach, California, we offer Tax Consultation services with our team of CPA, Enrolled Agent, and Attorney professionals. Our founder, Michael, is highly recommended for his excellent grasp of tax laws, responsiveness, and expertise in the field. He is known for his thorough understanding of tax law and staying up-to-date on regulatory changes.

Diaz Enterprises Income Tax Service has been providing expert accounting, finance, and real estate services since 1969. Located at 1919 South Main Street in Santa Ana, California, United States, our experienced team is dedicated to helping individuals and businesses navigate the complexities of income tax preparation and financial planning. Trust Diaz Enterprises for all your accounting and real estate needs.

Jeronimo Chavez Income Tax Services is a trusted institution located at 1913 17th Street in Santa Ana, California. Specializing in accounting, finance, and real estate services, our team is dedicated to helping individuals and businesses navigate the complexities of taxes and financial management. With years of experience and a commitment to excellence, we provide personalized solutions to meet our clients' unique needs. Whether you need assistance with tax preparation, financial planning, or real estate transactions, Jeronimo Chavez Income Tax Services is here to help you achieve your goals. Visit us today to experience our professional and reliable services.

J & S Real Estate Investments is a finance institution located at 481 East Whittier Boulevard in La Habra, California, United States. Our team at J & S Real Estate Investments recently had the privilege of spreading holiday cheer to the kids of the community in Lakewood, CA at Kidz Town on Carson Blvd. We are dedicated to serving our communities and providing top-notch services to our clients. Salena, Jesse, and Justin are experts in the industry with years of experience in helping families navigate through real estate transactions. Whether you are looking to buy or sell a property, facing financial issues, or need assistance with a tough situation, our team is here to help. We specialize in finding the right solutions for our clients and ensuring a smooth and stress-free experience.

Beck Tax Services is a reputable accounting and finance institution located at 1913 17th Street in Santa Ana, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, our experts are dedicated to helping our clients navigate the complexities of the tax system and achieve their financial goals. Trust Beck Tax Services for all your accounting and finance needs.

VjP Tax & Financial Services is a finance institution located at 3711 Long Beach Boulevard in Long Beach, California, United States. Our team of Tax Professionals and Financial Heroes serve clients across various areas including Long Beach, Pasadena, Los Angeles, Torrance, Anaheim, Santa Ana, Irvine, and Huntington Beach. We treat our clients like family and are dedicated to supporting their needs. Established in 2010, VjP Tax and Financial Services was founded by owner Vonya McCoy with the goal of providing affordable tax services and financial education to individuals and families. Our mission is to empower our clients to make informed financial decisions without stress. We are committed to delivering excellent service and ensuring that our clients feel valued and supported.

The Law Offices of Sood & Sood, APLC is a reputable law firm located in Santa Ana, California. Specializing in various areas of law, including criminal defense, family law, immigration law, and personal injury, our experienced team of attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those we represent. Located at 2107 North Broadway, our office is conveniently situated in the heart of Santa Ana. Contact us today for a consultation and let us help you navigate the legal system with confidence and skill.

Irvine Law Group, LLP is a prestigious law firm located at 2090 North Tustin Avenue in Santa Ana, California. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Irvine Law Group, LLP is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal needs with professionalism and expertise. Contact us today to schedule a consultation.

The Law Office of Elena M. Torres is a professional and aggressive legal institution located at 930 West 17th Street in Santa Ana, California. Specializing in providing justice for clients, Elena M. Torres advocates passionately and professionally for those in need. Inspired by the Proverbs 31:8-9, the institution is dedicated to defending the rights of the poor and needy, ensuring fair judgement and representation for all clients.

Kim Law APC is a reputable law firm located at 1327 North Broadway in Santa Ana, California. Specializing in various areas of law, our team of experienced lawyers provide expert legal representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, our dedicated attorneys are here to help. With a commitment to excellence and client satisfaction, Kim Law APC is the trusted choice for all your legal needs. Contact us today to schedule a consultation.

The Law Offices of K. Sean Singh & Associates is a respected legal firm located in Santa Ana, California. Specializing in various areas of law, including personal injury, criminal defense, and immigration, our team of experienced attorneys is dedicated to providing high-quality legal representation to our clients. With a commitment to professionalism and client satisfaction, we strive to achieve the best possible outcomes for each case we handle. Contact us today at 801 North Bush Street to schedule a consultation with one of our skilled lawyers.

Merhab Robinson & Clarkson, Law Corporation is a prestigious law firm located at 1551 North Tustin Avenue in Santa Ana, California, United States. Specializing in business law and estate planning, our experienced principals offer personalized legal protection for your business, assets, and family. With decades of experience, we provide expert guidance on M&A transactions, startups, compliance challenges, contract issues, estate planning, and tax matters. Our team of expert California attorneys creates customized estate and tax plans, and offers legal support for probate and trust administration. Whether you are a business owner, entrepreneur, individual, or family in Southern California, we are here to navigate you through complex legal issues such as employment contracts, compliance challenges, regulatory issues, estate concerns, probate, and trust administration.

Sariol Legal is a reputable law firm located at 1820 East 1st Street in Santa Ana, California. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in the United States. With a commitment to excellence and a track record of successful cases, Sariol Legal is a trusted institution for those in need of legal representation. Contact them today for expert advice and guidance on your legal matters.

Copenbarger & Copenbarger LLP is a reputable institution specializing in accounting, finance, and legal services. Located at 200 Sandpointe Avenue in Santa Ana, California, this firm offers expert guidance and support in matters related to financial planning, tax preparation, estate planning, and legal representation. With a team of experienced professionals, Copenbarger & Copenbarger LLP is dedicated to providing top-quality services to individuals and businesses alike. Whether you need assistance with financial management or legal advice, this institution is committed to helping you achieve your goals and secure your financial future.

The Law Office of William T. Tanner is a reputable legal institution located at 1913 17th Street in Santa Ana, California, United States. With a focus on providing top-notch legal services, Attorney William T. Tanner and his team are dedicated to serving their clients with professionalism and expertise. Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes.

The Law Office of Winters and Banks, located at 400 North Tustin Avenue in Santa Ana, California, is dedicated to providing exceptional legal representation for injured workers. With over 30 years of experience, our team is committed to fighting for the compensation our clients deserve. We believe in transparency and keeping our clients informed every step of the way. If you have been injured at work, we are here to help you navigate the workers' compensation process. Contact us today for a free consultation and let us advocate for your rights.

Jacks W Rippy Law Offices is a reputable legal institution located at 2621 South Bristol Street in Santa Ana, California, United States. Specializing in various areas of law, their team of experienced lawyers provides expert advice and representation to clients in need of legal assistance. With a commitment to professionalism and client satisfaction, Jacks W Rippy Law Offices is dedicated to achieving the best possible outcomes for their clients.

Shane R Pariseau Law Offices is a reputable law firm located at 920 West 17th Street in Santa Ana, California. Specializing in various areas of law, the experienced team of lawyers at this institution are dedicated to providing top-notch legal services to clients in need. With a strong track record of success, Shane R Pariseau Law Offices is known for their professionalism, expertise, and commitment to achieving the best possible outcome for their clients. Whether you are in need of legal representation for a personal injury case, criminal defense, family law matter, or any other legal issue, you can trust Shane R Pariseau Law Offices to provide you with the skilled representation you deserve.

OneAmerica Financial Partners, Inc. is a leading financial services institution located at 1118 East Chestnut Avenue in Santa Ana, California, United States. With a strong commitment to providing personalized financial solutions, OneAmerica offers a wide range of services including retirement planning, insurance, and investment management. Their team of experienced professionals strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, protect your family with insurance, or grow your wealth through strategic investments, OneAmerica Financial Partners, Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Financial and Insurance Strategies is a reputable insurance agency located at 201 Sandpointe Avenue in Santa Ana, California, United States. Our dedicated team of professionals is committed to providing personalized financial and insurance solutions to meet the unique needs of our clients. With a focus on integrity and customer service, we strive to build long-lasting relationships with our clients to help them achieve their financial goals and protect their assets. Whether you are looking for insurance coverage for your home, car, or business, or need assistance with retirement planning or investments, Financial and Insurance Strategies is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Patton & Patton, PC is a trusted institution located in Anaheim, California, specializing in Estate Planning, Trust, and Probate Law. With a focus on simplifying complex legal matters, our team of experienced attorneys offers full-service assistance in Estate Planning, Trust and Probate Litigation and Administration, Conservatorship, and Financial Elder Abuse cases. Our boutique firm expertise combined with personalized care ensures that we exceed our clients' expectations and cater to their highest needs. Please note that the use of the internet or communication through this form does not establish an attorney-client relationship, and confidential information should not be shared. Trust Patton & Patton, PC to handle your legal matters with professionalism and dedication.

The Law Office of David E. Libman, APC is a reputable legal institution located at 2041 North Main Street, Santa Ana, California, United States. Since being admitted to the California bar in 2001, David E. Libman, Esq., LL.M. has practiced in a variety of related areas, with a primary focus on business, real estate matters, and estate plans. David has successfully handled civil litigation cases in California and Colorado, achieving favorable outcomes through trial or settlement. His practice also includes estate planning, where he works closely with clients to develop tailored strategies. David's expertise in tax law, obtained through an LL.M. degree from UCLA School of Law, adds value to the services he provides. Additionally, David is a certified mediator and expects this role to play a more prominent part in his practice in the future. With a background in music and a passion for jazz, David is known for his listening skills and creative approach to legal matters. Recognized for his achievements, David has received several awards and accolades, including being named one of Orange County's "Best Lawyers." Committed to serving the community, David is involved in various organizations and volunteer programs. With a track record of successful cases, David Libman is dedicated to providing exceptional legal representation to his clients.

Worrell Law Firm, APC is a reputable law firm located at 1717 Old Tustin Avenue in Santa Ana, California. Specializing in various legal matters, the firm provides expert legal services to clients in need of professional representation. With a team of skilled lawyers, Worrell Law Firm, APC is dedicated to providing top-notch legal solutions and guidance to individuals and businesses alike. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Worrell Law Firm, APC is committed to delivering exceptional service and achieving the best possible outcomes for their clients.

The Law Offices of Gregory L. Bosse is a reputable law firm located at 940 West 17th Street in Santa Ana, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, the experienced team at this institution is dedicated to providing top-notch legal representation to clients in need. With a track record of success and a commitment to serving the community, the Law Offices of Gregory L. Bosse is a trusted choice for those seeking expert legal advice and support in the United States.

The Stauffer Brizzolara Group at Morgan Stanley is a leading financial institution located at 2677 North Main Street in Santa Ana, California. With a strong presence in the finance industry, our team of professionals is dedicated to providing top-notch financial services and investment strategies to help our clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or manage your assets, our experienced advisors are here to guide you every step of the way. Trust in the Stauffer Brizzolara Group at Morgan Stanley for all your financial needs.

Merrill Lynch Wealth Management is a prestigious financial institution located at 5640 East Santa Ana Canyon Road in Anaheim, California. As a leading provider of wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a reputation for excellence, Merrill Lynch is dedicated to providing personalized advice and innovative strategies to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is committed to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Trisha M Braunstein is a trusted finance institution located at 3621 Harbor Boulevard in Santa Ana, California. Trisha M Braunstein is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Trisha M Braunstein can help create a customized financial strategy tailored to your individual needs. With a focus on building long-lasting relationships based on trust and integrity, Edward Jones - Financial Advisor: Trisha M Braunstein is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.