Estate taxes in City of Industry, CA
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A Plus Tax & Financial Services
● OpenA Plus Tax & Financial Services is a trusted institution located at 1975 South Broadway in Santa Maria, California. We specialize in accounting, finance, and insurance agency services, as well as serving as a local government office. Our personalized tax preparation and business services are designed to help you achieve your financial goals. Our experienced professionals provide a range of tax preparation and accounting services for individuals and businesses, offering comprehensive financial management solutions such as bookkeeping, financial reporting, and budgeting.
1975 S Broadway Suite B, Santa Maria, CA 93454, United States -
Robert W. Craig, E.A. Tax and Business Services
● OpenRobert W. Craig, E.A. Tax and Business Services is a well-established institution located at 431 2nd Street in Solvang, California. Specializing in accounting and finance, Robert W. Craig has been working with clients and businesses since 1983 as a tax preparer, planner, and business consultant. With a focus on cutting through confusion and providing concrete solutions, Robert W. Craig aims to help clients take control of their financial world. With extensive experience in the industry and a background in business from a young age, Robert W. Craig understands what clients need from a business relationship. Offering services such as tax planning, tax preparation, financial consulting, real estate investing, debt consulting, and wealth training, Robert W. Craig is dedicated to helping clients achieve their financial goals.
431 2nd St #3, Solvang, CA 93463, United States -
San Mateo Tax Service
● OpenSan Mateo Tax Service is a professional institution located at 521 East 3rd Avenue in San Mateo, California, United States. Specializing in accounting, finance, real estate agency, and travel agency services, our experienced team is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, property transactions, or travel arrangements, San Mateo Tax Service is here to help you navigate through the complexities of these industries with ease and expertise. Visit us today to experience our personalized and reliable services.
521 E 3rd Ave, San Mateo, CA 94401, United States -
Preston Estate Planning
● OpenPreston Estate Planning, located in San Diego, California, is a trusted institution specializing in estate planning for nearly forty years. Unlike other trusts that solely focus on avoiding probate, Preston Estate Planning offers comprehensive solutions that also address tax reduction, asset protection, and disability planning. They have identified common issues with traditional estate plans that can lead to unintended consequences, such as triggering high taxes, exposing assets to potential lawsuits, or causing complications for beneficiaries in the event of incapacity or death. Their unique approach includes the development of a Life Plan, which goes beyond the industry standard Death Plan to incorporate eight features that safeguard your assets. By incorporating strategies like Inheritance Trusts and Capital Gains Elections, Preston Estate Planning ensures that your estate plan is tailored to your specific needs and goals.
12396 World Trade Dr UNIT 301, San Diego, CA 92128, United States -
Law Office of George Anezinos
● OpenThe Law Office of George Anezinos is a personalized, practical, and passionate legal services provider located at 533 Airport Boulevard in Burlingame, California. Specializing in Real Estate, Estate Planning, Tax Resolution, and Small Business Matters, George Anezinos takes pride in offering excellent legal services tailored to each client's individual needs. With a personal connection and passion for these industries, Mr. Anezinos brings a unique perspective to his practice, drawing from his early experiences in entrepreneurship. Admitted to practice law in California and before the United States Tax Court, Mr. Anezinos is a member of the Business Law, Real Estate Law, and Taxation Sections of the California Bar, as well as the Bar Association of San Francisco and the San Mateo County Bar Association. A graduate of Chapman Law School with a focus on Taxation Law, Mr. Anezinos has received various awards for his outstanding achievements in the field.
533 Airport Blvd. #300, Burlingame, CA 94010, United States -
Law Offices of Brian A. Witkin
● OpenThe Law Offices of Brian A. Witkin, located in San Diego, California, is a reputable institution specializing in entertainment law. Led by Brian Witkin, an experienced attorney and award-winning musician and producer, the firm offers comprehensive legal services tailored to the unique needs of clients in the entertainment industry. With a deep understanding of both the legal and creative aspects of entertainment, Brian and his team provide expert guidance and representation to help clients navigate complex legal issues and achieve their goals. Whether you are a musician, producer, actor, or other entertainment professional, the Law Offices of Brian A. Witkin is dedicated to protecting your rights and helping you succeed in the competitive entertainment industry.
3360 Sports Arena Blvd suite a, San Diego, CA 92110, United States -
LEE TAX AND LAW OFFICE
● OpenLee Tax and Law Office is a professional institution located at 3020 Beacon Boulevard in West Sacramento, California. We specialize in accounting, finance, and legal services, catering to individuals, startups, established businesses, and nonprofit organizations. Our services include payroll reconciliation to bank records, financial statements, workers' compensation audits, unemployment claims, corporate and partnership tax preparation, local and state sales tax compliance, state and federal payroll tax, W-2, W-3, and 1099 forms, tax planning strategies, state and federal income tax preparation, trusts and estates, self-employment matters, strategic entity formation, funding, equity incentive plan matters, founder issues, corporate governance, entity conversion, letters of intent, customer and distributor contracts, manufacturing and supplier contracts, commercial leases, residential rental agreements, intellectual property licenses, joint ventures, sale of a business, purchase of a business, merger, spinout, real estate acquisitions and dispositions, and strategic investments.
3020 Beacon Blvd, West Sacramento, CA 95691, United States -
Law Offices of Craig Redler
● OpenThe Law Offices of Craig Redler, located at 333 Bayside Drive in Newport Beach, California, offers comprehensive estate planning and asset protection services to help individuals and businesses safeguard their assets and secure their financial future. With over twenty years of experience in estate planning, Attorney Craig Redler specializes in developing personalized strategies to manage and mitigate potential litigation risks. By creating a customized estate plan, you can ensure that your loved ones are protected and that your financial wishes are carried out in the event of disability or death. In addition to traditional estate planning services, Craig Redler also offers asset protection planning to help safeguard your assets from potential lawsuits, claims, and other unforeseen events. By taking proactive steps to protect your assets, you can minimize the risk of losing your hard-earned property in a ruinous lawsuit. With a focus on personalized service and tailored solutions, Craig Redler works closely with clients to develop comprehensive estate, tax, and financial plans that meet their individual needs and goals.
333 Bayside Dr Suite 102, Newport Beach, CA 92660, United States -
Palamar Tax
● OpenPalamar Tax, located at 470 South Rancho Santa Fe Road in San Marcos, California, is a premier accounting and finance institution. With over 30 years of experience, ABMG has been providing top-notch accounting services in the Los Angeles area, catering to entertainment professionals such as actors, writers, producers, musicians, and those in the sports industry. At Palamar Tax, we understand that financial management goes beyond just numbers. Our team of experts works closely with assistants, agents, managers, attorneys, and families to provide comprehensive tax, estate, financial, and investment guidance. We strive to reduce the amount of taxes owed and ensure a comfortable future for our clients.
470 S Rancho Santa Fe Rd, San Marcos, CA 92078, United States -
Signature Estate & Investment Advisors, LLC
● OpenSignature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
610 Newport Center Dr Suite 300, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Shane Boex
● OpenBank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. 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. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Dirk Harris
● OpenBank of America Private Client Advisor Dirk Harris is a finance institution located at 701 B Street in San Diego, California. As a Senior Vice President and Private Client Advisor, Dirk specializes in providing wealth management services to ultra-high-net worth individuals and families. With over 23 years of experience in the financial sector, Dirk offers comprehensive strategies tailored to each client's unique needs, focusing on managing and transitioning wealth. Dirk holds dual B.S. degrees in microbiology and finance, as well as certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He is actively involved in the local community and various professional organizations, offering personalized financial guidance to clients in industries such as real estate and healthcare. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve their financial goals. With a commitment to innovation and providing disciplined financial strategies, Bank of America Private Bank aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.
701 B St, San Diego, CA 92101, United States -
Flex Tax and Consulting Group
● OpenFlex Tax and Consulting Group is a reputable accounting and finance institution located at 1160 Battery Street in San Francisco, California, United States. With a dedicated team of professionals, they offer a wide range of services including tax preparation, financial consulting, and audit services. Their office hours are from Monday to Saturday, 10 am to 6 pm (Pacific Time). Clients have praised Flex Tax for their professionalism, thoroughness, and excellent service. Whether it's handling complex tax situations, providing clear explanations, or offering expert advice, Flex Tax has consistently delivered top-notch service. Clients have also appreciated the convenience of working with a knowledgeable and responsive team, making the tax preparation process straightforward and stress-free.
1160 Battery St suite 100, San Francisco, CA 94111, United States -
Hunter Tax Associates
● OpenHunter Tax Associates is a full-service tax solution located at 3130 Crow Canyon Place in San Ramon, California. Specializing in accounting and finance, our team is dedicated to providing exceptional financial expertise to guide clients towards a prosperous future. Our tailored accounting solutions set a new standard in the industry, making us a trusted partner for individuals and businesses alike. At Hunter Tax Associates, we offer a variety of services to meet your tax needs. Whether you're looking to file your taxes and maximize your return, or need assistance with complex tax questions, our team is here to help. Our founder, Aaron, has a wealth of knowledge in real estate taxes and is committed to providing high-end services at an accessible price.
3130 Crow Canyon Pl Suite 200, San Ramon, CA 94583, United States -
Robert Hall & Associates (Accountants & Tax Preparers)
● OpenRobert Hall & Associates is a renowned accounting and tax preparation institution located in Glendale, California. With over 50 years of experience, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. We have been recognized by various publications, including the Wall Street Journal, as one of the best accounting firms in Glendale. Our services include personalized tax preparation, business consulting, and tax planning. Whether you are a small business owner, an investor, a real estate agent, or an online entrepreneur, our team can help you maximize deductions, reduce taxes, and plan for growth. We have a track record of helping clients from a wide range of industries navigate complex tax issues and improve profitability.
300 W Glenoaks Blvd #200, Glendale, CA 91202, United States -
Best Accounting and CPA in Orange County Tehrani & Velez, LLP
● OpenLocated in Irvine, California, Tehrani & Velez, LLP is known as the best accounting and CPA firm in Orange County. Specializing in serving closely held business owners and professional real estate investors, our team of experts has over a decade of experience in the industry. Our story began when we joined our predecessor firm and worked to modernize and improve the client experience. With a focus on building scalable and sellable businesses, we believe in putting people first and providing direct investments in real estate. Our team is fluent in English, Spanish, and Mandarin, ensuring we can meet the needs of a diverse clientele.
9180 Irvine Center Dr, Irvine, CA 92618, United States -
Real Estate Accountants
● OpenReal Estate Accountants is a trusted institution located at 2200 Eastridge Loop in San Jose, California, United States. Specializing in accounting and finance services for real estate professionals, our team of experts is dedicated to providing accurate and reliable financial guidance to help clients make informed decisions. Whether you are a real estate investor, developer, or property manager, Real Estate Accountants can assist you with tax planning, financial reporting, and other accounting needs. Trust us to help you navigate the complexities of the real estate industry and achieve your financial goals.
2200 Eastridge Loop #730612, San Jose, CA 95122, United States -
Sousa & Weber LLP (Combined with Moss Adams in 2022)
● OpenSousa & Weber LLP, a renowned accounting and finance institution, has been a trusted name in the industry for years. Located at 2615 California 1 in Hermosa Beach, California, United States, this institution has provided top-notch financial services to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, Sousa & Weber LLP has built a strong reputation for reliability and expertise. In 2022, the institution joined forces with Moss Adams, further enhancing their capabilities and expanding their reach. Whether you're in need of tax preparation, financial planning, or business consulting, Sousa & Weber LLP (Combined with Moss Adams in 2022) is the go-to destination for all your accounting and finance needs.
2615 CA-1, Hermosa Beach, CA 90254, United States -
Flex Tax and Consulting Group
● OpenFlex Tax and Consulting Group is a finance institution located at 3022 Durfee Avenue, El Monte, California, United States. They offer a range of services including tax preparation, financial consulting, and audit services. The team at Flex Tax is dedicated to providing thorough, efficient, and creative solutions to meet client needs. With a focus on real estate, biotech, and renewable energy projects, Flex Tax maintains relationships with leading sponsors and developers in the industry. Their diverse and talented team ensures high-quality services for businesses in the government, private, public, and nonprofit sectors. Flex Tax is known for their expertise in Opportunity Zones, renewable energy tax credits, and cost segregation. Clients can expect professional and reliable service from the experienced staff at Flex Tax and Consulting Group. Contact them today to schedule a consultation and learn more about their services.
3022 Durfee Ave Suite B, El Monte, CA 91732, United States -
Antonious and Associates Tax Consultants, Inc.
● OpenAntonious and Associates Tax Consultants, Inc. is a renowned institution located at 6131 Orangethorpe Avenue in Buena Park, California, United States. Specializing in accounting and finance, our dedicated team is committed to providing superior, personalized tax and accounting services to our clients. We exceed expectations by tailoring our services to meet the unique needs of each client and delivering the highest level of personalized service. Our professionals stay up-to-date with the latest developments in the accounting and finance fields to help our clients achieve their financial goals. Whether you are a new or established business, small or mid-sized, you can always expect personal support and exceptional service from us.
6131 Orangethorpe Ave #435, Buena Park, CA 90620, United States -
Accounting & Tax Solutions
● OpenAccounting & Tax Solutions is a reputable institution located at 426 South Citrus Avenue in Covina, California. Our team proudly serves the surrounding areas including Azusa, Baldwin Park, El Monte, Glendora, Irwindale, La Puente, Pomona, San Dimas, San Gabriel, South El Monte, and West Covina. At Accounting & Tax Solutions, we specialize in providing expert accounting and finance services to individuals and businesses. Whether you need assistance with preparing personal, business, or estate tax returns, or require help with IRS or Franchise Tax Board issues, our experienced professionals are here to help.
426 S Citrus Ave, Covina, CA 91723, United States -
Shaan Afridi CPA -Tax Planning for Real Estate Investors in Orange County
● OpenShaan Afridi CPA is a trusted institution specializing in tax planning for real estate investors in Orange County. Located at 1475 South State College Boulevard in Anaheim, California, this accounting and finance firm offers expert guidance and strategies to help real estate investors maximize their financial goals. With a focus on personalized service and industry expertise, Shaan Afridi CPA is dedicated to helping clients navigate the complexities of real estate tax planning to achieve optimal results.
1475 S State College Blvd Unit 224, Anaheim, CA 92806, United States -
Quick Accounting Solution | Real Estate Accountant - Yardi, AppFolio & QB Online
● OpenQuick Accounting Solution is a premier institution located at 65 Enterprise, Aliso Viejo, California, United States, specializing in real estate accounting services. Our team is dedicated to managing your books efficiently, allowing you to focus on growing your business. We cater to a variety of clients including multi-family, commercial, family-owned portfolios, and HOA. Our team is highly skilled in utilizing industry-leading software such as AppFolio, Yardi, and QuickBooks to provide tailored financial reporting and accounting solutions. Whether you need monthly accounting maintenance, financial health evaluations, budget analyses, or 5 Year Forecasts, our team is here to help.
65 Enterprise Suite 400, Aliso Viejo, CA 92656, United States -
Avid Tax Group
● OpenAvid Tax Group is a real estate agency located at 3200 Fourth Avenue in San Diego, California. Our team of experienced professionals specializes in providing expert tax advice and assistance to clients in the real estate industry. Whether you are buying, selling, or investing in property, we are here to help you navigate the complex world of real estate taxes. With personalized service and a commitment to excellence, Avid Tax Group is your trusted partner for all of your real estate tax needs.
3200 Fourth Ave, San Diego, CA 92103, United States -
Transworld Business Advisors of San Diego North
● OpenTransworld Business Advisors of San Diego North is a reputable finance and real estate agency located at 701 Palomar Airport Road in Carlsbad, California. Our experienced team specializes in helping clients buy and sell businesses, as well as assisting with commercial real estate transactions. With a strong network and deep industry knowledge, we provide personalized services to meet the unique needs of each client. Whether you are looking to expand your business or invest in a new property, Transworld Business Advisors of San Diego North is here to help you achieve your goals. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
701 Palomar Airport Rd SUITE 125, Carlsbad, CA 92011, United States -
Abraham Vargas Real Estate Expert
● OpenAbraham Vargas Real Estate Expert is a premier institution located at 1761 South Escondido Boulevard in Escondido, California, United States. Specializing in accounting, finance, and real estate services, Abraham Vargas is a trusted expert in the industry. With a wealth of knowledge and experience, they provide top-notch guidance and support for all your real estate needs. Whether you are buying, selling, or investing in property, Abraham Vargas Real Estate Expert is the go-to institution for professional and reliable assistance.
1761 S Escondido Blvd, Escondido, CA 92025, United States -
J & S Real Estate Investments
● OpenJ & 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.
481 E Whittier Blvd Ste 481A, La Habra, CA 90631, United States -
Albers Real Estate, Hap Albers - Broker
● OpenWelcome to Albers Real Estate, where expertise meets excellence in the heart of Monterey, California. Located at 1340 Munras Avenue, we are proud to be recognized as the top-producing multi-family brokerage on the Central Coast. Led by esteemed broker Hap Albers, our agency has successfully sold 2,216 apartment units across 195 apartment complexes, showcasing our unparalleled experience and dedication in the real estate industry. At Albers Real Estate, we understand the importance of experience and knowledge in making informed investment decisions. Our team is committed to providing comprehensive services that include investor vetting and pre-qualification, ensuring that sellers connect with qualified buyers. With our deep market knowledge, we offer insights into rental levels, trends, and financial analysis, alongside strategic marketing to identify and attract the right investors.
1340 Munras Avenue, Monterey, California 93940, United States -
Highland Premiere Real Estate
● OpenWelcome to Highland Premiere Real Estate, your trusted partner in navigating the dynamic real estate markets of Los Angeles County, Orange County, and South Bay. Located at 12696 Millennium Drive, Los Angeles, California, our agency is led by industry experts Vivian Yoon and Dennis Hsii, who are dedicated to providing unparalleled service and expertise. At Highland Premiere, we pride ourselves on our dedication to excellence and integrity. We believe that real estate is about fostering honest, long-term relationships, and we are committed to offering a premium experience to every client. Whether you're a first-time homebuyer or an international investor, our team of hardworking agents is here to treat and protect you like family, helping you secure, sell, and manage real estate investments that lead to a lifetime of success.
12696 Millennium Drive, Los Angeles, California 90094, United States -
Denton & Denton Group Real Estate
● OpenWelcome to Denton & Denton Group Real Estate, where we redefine the real estate experience with a blend of care, creativity, and compassion. Located at 3516 Highland Avenue, Manhattan Beach, California, our dynamic team is dedicated to transforming your real estate goals into reality. Whether you're buying or selling, we understand the emotions involved and are here to guide you through every step with professionalism and enthusiasm. Our approach is simple: we listen to your unique preferences and tailor our services to exceed your expectations. Serving Manhattan Beach, Hermosa Beach, Redondo Beach, Torrance, Palos Verdes, and surrounding Los Angeles cities, we promise that real estate doesn't have to be boring.
3516 Highland Avenue, Manhattan Beach, California 90266, United States
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