TOP 30 Finance documents in San Jose, California

78 results found

Merrill Lynch Financial Advisor Paul J Lukas is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. Their mission is to understand each client's family, goals, and priorities, adapting to changes over time. By asking thoughtful questions and listening carefully, they aim to create personalized plans to help clients pursue financial goals while managing investment risk. They believe in a goal-focused financial approach that turns aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on goals and achievements. The advisors strive to help clients stay on track, making adjustments to their financial approach as needed. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. The institution is committed to putting clients first, offering a dedicated one-on-one relationship for personalized investment strategies and comprehensive financial solutions. They hold various certifications in financial planning and wealth management, ensuring the highest level of expertise and service.

InsTax Financial Services is a comprehensive financial institution located in San Jose, California. Specializing in accounting, finance, and insurance services, we cater to both individuals and small businesses in the Bay Area and beyond. With over two decades of experience, our team of experts is dedicated to helping clients maximize their financial potential and achieve their goals. We now offer virtual tax services for added convenience. Our secure portal allows clients to easily upload their tax documents and have our professional preparers handle the rest. Visit us at 2726 Aborn Road Suite 201 to experience the InsTax difference today.

Merrill Lynch Financial Advisor Lauren Mader Gray, located at 50 West San Fernando Street, San Jose, California, United States, is a finance institution that provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Lauren and her team of specialists are dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Lauren is passionate about community involvement and volunteers for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, CREW, and NAWBO. With the support of Merrill's global resources, Lauren's team is committed to building strong client relationships based on trust and personalized service.

Evans Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With convenient online access to your investments and accounts, you can track your progress towards your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our Ameriprise financial advisors are registered to do business in specific U.S. states, and we adhere to strict privacy and security guidelines to protect your information. Contact us today to discuss what's most important to you and start planning for a secure financial future.

RD's Tax Strategies, Inc. is a reputable accounting and finance institution located at 3190 South Bascom Avenue in San Jose, California. Originally established in 1975 as "RD's Tax & Bookkeeping Service" by Robert Duitz, EA, we have grown to become one of the largest tax preparation firms in Santa Clara County. Despite the challenges posed by the Covid-19 pandemic, we have transitioned to a remote-only firm with all staff members fully vaccinated and following strict safety protocols. Clients can expect unparalleled service as we meticulously review every file to ensure accuracy and optimal outcomes.

R&E Tax & Bookkeeping Services is a reputable accounting and finance institution located at 2235 Story Road in San Jose, California. With a team of skilled professionals, they offer a wide range of services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual or a business owner, R&E Tax & Bookkeeping Services is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your finances.

Al Sanchez Bookkeeping & Income Tax Services is a trusted institution located at 31 South Jackson Avenue in San Jose, California. Specializing in accounting and finance, our offices offer tax preparation and bookkeeping services with over 37 years of professional experience. With three convenient locations, we are dedicated to assisting with personal and business needs. As Immigration Consultants, we can assist with filling out immigration forms and handling various legal documents such as birth certificates, divorce certificates, and marriage certificates. Since 1987, we have been serving the Bay Area community and have a team of experienced professionals ready to help students, renters, homeowners, businesses, and corporations. Trust Al Sanchez Bookkeeping & Income Tax Services for all your financial needs.

Mark J Lee Tax & Accounting is a professional accounting and finance institution located in San Jose, California. With a focus on providing top-notch tax and accounting services, our experienced team is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to guide you every step of the way. Visit us at 4320 Stevens Creek Boulevard to see how we can help you achieve your financial goals.

KNL & Company, CPA is a reputable accounting and finance institution located at 2037 Rosswood Drive in San Jose, California, United States. Committed to providing personalized and efficient service, we operate strictly by appointment to ensure that each client receives the necessary time and attention. We do not accept walk-ins, but offer a secure online portal for document exchange and communication. Appointments are conducted via Google Meet by default, but in-person meetings can be arranged upon request. Our tax preparation fees start at $100, and new clients can sign up for our client portal to upload documents securely. Jessica Le, a licensed Certified Public Accountant with an MBA from San Jose State University, leads our team of experts. Contact us for assistance or to schedule an appointment today.

Chavan & Associates LLP is a premier accounting and finance firm located at 1475 Saratoga Avenue in San Jose, California. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can help you succeed financially.

Dana Trang Bookkeeping & Tax Services is a reputable accounting and finance institution located at 1754 Technology Drive in San Jose, California, United States. Our team of experienced professionals provides expert bookkeeping and tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complex world of finances with ease. Whether you need help with organizing your financial records or preparing your taxes, Dana Trang Bookkeeping & Tax Services is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

Tax Magic Inc, located at 4100 Monterey Street in San Jose, California, is a professional accounting and finance institution that caters to the specific needs of your business. Specializing in a wide range of tax filing services, from corporate to individual and sales to payroll taxes, Tax Magic ensures that your taxes are filed accurately and on time. In addition to tax services, Tax Magic also offers bookkeeping and payroll services for small and large companies, taking the stress out of managing your finances. Their team focuses on understanding your goals and providing personalized recommendations to tailor your financial plan to your needs.

Familia Tax & Bookkeeping is a top-notch accounting and finance institution located at 2114 Senter Road in San Jose, California. Our expert team is ready to assist you with all your tax and bookkeeping needs. Whether you need help with tax planning, bookkeeping, notary services, or digital marketing strategies, we have you covered. When you visit Familia Tax & Bookkeeping, be sure to bring your W-2 forms, Social Security cards, and IDs for yourself and any dependents. Homeowners should also bring their 1098 form and personal expenses for optimal tax savings. Our personalized tax planning services are designed to help you maximize your savings while staying compliant with tax laws.

Almadelia-S Tax Services is a trusted accounting and finance institution located at 5328 Monterey Street in San Jose, California. Our team of experienced professionals is dedicated to providing high-quality tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Almadelia-S Tax Services is the go-to destination for all your financial needs.

Al Sanchez Bookkeeping & Income Tax Services is a trusted institution located at 1711 McKee Road in San Jose, California. Specializing in accounting and finance, we offer offices for tax preparation and bookkeeping services. With over 37 years of professional experience, our team is dedicated to answering all your questions and alleviating any concerns you may have. We have three convenient locations to serve you, ensuring we can assist with both personal and business needs. As immigration consultants, we can help with filling out immigration forms and various legal documents such as birth certificates, divorce certificates, and marriage certificates.

All About Business Services (AABS) is a remote-only bookkeeping firm located at 950 South Bascom Avenue in San Jose, California. Specializing in accounting and finance, our team of highly skilled professionals is dedicated to helping small businesses thrive. We offer monthly bookkeeping in QuickBooks, project work, and 3rd party application integration all in the cloud. Our team leaders are advanced QuickBooks Online experts who leverage technology to make your business run more effectively. At AABS, we believe in setting up an accounting ecosystem that synchronizes with 3rd party systems to meet your unique business needs. We are constantly learning and staying up-to-date on new technology and changes in the industry to provide the best service possible. Our goal is to help you transform your books from a snapshot of the past to a tool for projecting the future.

12M Payday Loans is a finance institution located at 1634 McHenry Avenue, Modesto, California, United States. If you need money for unexpected expenses, look no further. We offer fast and reliable money solutions for any life situation. Whether you need a quick loan or check cashing service, we have you covered. Our high-quality and fast service is designed to help you with your urgent cash needs. Your privacy and safety are important to us, so you can trust us with your financial needs. Our branch manager will provide you with all the information you need, and we process requests quickly without compromising on quality. Before making a loan request, make sure to ask about the required documents to save yourself an extra trip. Our check cashing service allows you to cash checks in minutes, including payroll checks and tax refunds, without needing a bank account.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.