TOP 10 Financial advisor for tax planning in Santa Clara, CA
20 results found
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SYNQMINE Tax Planning and CFO Services
● ClosedSynqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.
1525 McCarthy Blvd Suite 1082, Milpitas, CA 95035, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 3945 Freedom Circle in Santa Clara, California, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3945 Freedom Cir #950, Santa Clara, CA 95054, United States -
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
World Financial Group Inc
● ClosedWorld Financial Group Inc is a leading financial institution located at 1850 Warburton Avenue in Santa Clara, California, United States. Specializing in a wide range of financial services, including investment planning, retirement savings, insurance, and wealth management, World Financial Group Inc is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, World Financial Group Inc is a trusted partner for individuals looking to secure their financial future.
1850 Warburton Ave #203, Santa Clara, CA 95050, United States -
James Park - Branch Manager, Ameriprise Financial Services, LLC
● ClosedJames Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
ABC Tax and Accounting
● OpenABC Tax and Accounting is a trusted institution located at 770 Kiely Boulevard in Santa Clara, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes and accounting with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, ABC Tax and Accounting is here to help. Contact us today to schedule a consultation and take control of your financial future.
770 Kiely Blvd, Santa Clara, CA 95051, United States -
SatyamUS Tax Filings
● OpenSatyamUS Tax Filings is a trusted accounting and finance institution located at 3375 Scott Boulevard in Santa Clara, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax filing services for individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and maximize their financial outcomes. Whether you need assistance with tax preparation, planning, or compliance, SatyamUS Tax Filings is here to help. Contact us today to learn more about how we can assist you with all of your tax needs.
3375 Scott Blvd, Santa Clara, CA 95054, 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 -
Santa Clara Income Tax
● ClosedSanta Clara Income Tax is a reputable accounting and finance institution located at 1190 East Santa Clara Street in San Jose, California. Our team of experienced professionals specializes in providing tax preparation services, financial planning, and consulting to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of income tax laws and maximize their financial well-being. Trust Santa Clara Income Tax for all your accounting and finance needs.
1190 E Santa Clara St, San Jose, CA 95116, United States -
Thu Nguyen Tax Services
● ClosedThu Nguyen Tax Services is a reputable accounting and finance institution located at 598 East Santa Clara Street in San Jose, California. With a team of experienced professionals, they specialize in providing high-quality tax services to individuals and businesses. From tax preparation to financial planning, they are dedicated to helping their clients achieve their financial goals. Contact Thu Nguyen Tax Services for expert assistance with all your accounting and finance needs.
598 E Santa Clara St #210, San Jose, CA 95112, United States -
Tax Preparation Etc by Cam
● ClosedTax Preparation Etc by Cam is a trusted accounting and finance institution located at 136 East Santa Clara Street in Arcadia, California. Our team of experienced professionals is dedicated to providing personalized tax preparation services to individuals and businesses. We strive to ensure accuracy and maximize refunds for our clients. Whether you need help with tax planning, bookkeeping, or financial consulting, Tax Preparation Etc by Cam is here to help. Contact us today to schedule an appointment and take control of your financial future.
136 E Santa Clara St #2, Arcadia, CA 91006, United States -
Hines Tax Preparation
● ClosedHines Tax Preparation is a professional accounting and finance institution located at 523 Santa Clara Avenue in Alameda, California. Our team of experienced professionals is dedicated to providing high-quality tax preparation services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with personal tax returns or corporate tax planning, Hines Tax Preparation is here to help. Contact us today to schedule an appointment.
523 Santa Clara Ave, Alameda, CA 94501, United States -
PTP Tax Center
● OpenPTP Tax Center is a reputable accounting and finance institution located at 1212 El Camino Real in Santa Clara, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, PTP Tax Center is here to assist you every step of the way. Trust us to help you navigate the complex world of taxes and finance with ease and expertise.
1212 El Camino Real #203, Santa Clara, CA 95050, United States -
Ash Varikkat, CPA
● ClosedAsh Varikkat, CPA is a reputable accounting and finance institution located at 2620 Augustine Drive in Santa Clara, California, United States. With a strong focus on providing high-quality services to individuals and businesses, Ash Varikkat, CPA offers a wide range of financial solutions including tax preparation, auditing, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you are looking for personal accounting services or assistance with business finances, Ash Varikkat, CPA is committed to delivering excellent results and personalized attention to each client.
2620 Augustine Dr #174, Santa Clara, CA 95054, United States -
Bhuiyan & Associates, CPA
● ClosedBhuiyan & Associates, CPA is a reputable accounting and finance institution located at 2118 Walsh Avenue in Santa Clara, California, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Bhuiyan & Associates, CPA for all your accounting and financial needs.
2118 Walsh Ave, Santa Clara, CA 95050, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 2744 El Camino Real in Santa Clara, California, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their knowledgeable staff and convenient location make it easy for clients to get the assistance they need to navigate their financial responsibilities. Whether you need help with taxes, budgeting, or financial planning, H&R Block is there to help you every step of the way.
2744 El Camino Real, Santa Clara, CA 95051, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 3959 Rivermark Plaza in Santa Clara, California. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit us today to learn more about how we can help you achieve your financial goals.
3959 Rivermark Plaza Ste 1, Santa Clara, CA 95054, United States -
Bennet Shay & Company
● ClosedBennet Shay & Company is a prestigious financial institution located at 4675 Stevens Creek Boulevard in Santa Clara, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Bennet Shay & Company is known for their expertise in wealth management, investment strategies, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Bennet Shay & Company today to experience personalized and comprehensive financial services tailored to your needs.
4675 Stevens Creek Blvd Suite #120, Santa Clara, CA 95051, United States -
Ray Kasrovi & Associates
● OpenRay Kasrovi & Associates is a reputable accounting and finance institution located at 1659 Scott Boulevard in Santa Clara, California, United States. With a team of experienced professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and investment management. Their personalized approach and commitment to excellence make them a trusted partner for all financial needs.
1659 Scott Blvd #13, Santa Clara, CA 95050, United States -
Maxwell Bloyd & Co
● OpenMaxwell Bloyd & Co is a reputable accounting and finance institution located at 333 West Santa Clara Street in San Jose, California. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, audit and assurance, and business consulting. Clients can rely on Maxwell Bloyd & Co for accurate and reliable financial guidance to help them achieve their goals. Their commitment to excellence and personalized service sets them apart in the industry.
333 W Santa Clara St #712, San Jose, CA 95113, United States
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