Financial audit for small businesses in Redwood City, CA
16 results found
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Qiumei Sun - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedQiumei Sun is a Financial Advisor at Ameriprise Financial Services, LLC located at 255 Shoreline Drive, Redwood City, California, United States. Qiumei Sun holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Qiumei Sun specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Qiumei Sun is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and professionalism.
255 Shoreline Dr #400, Redwood Shores, CA 94065, United States -
Kendall Kramer - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKendall Kramer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7250 Redwood Boulevard, Novato, California, United States. Kendall Kramer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kendall Kramer's expertise in various areas of financial planning and asset management. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need help with investment strategies, estate planning, retirement planning, or insurance products, Kendall Kramer can provide tailored solutions to meet your financial goals.
7250 Redwood Blvd Suite 300, Novato, CA 94945, United States -
Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRyan Romines - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4314 Redwood Highway in San Rafael, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Ryan Romines holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and advanced knowledge in financial planning, Ryan Romines is dedicated to providing tailored solutions for clients' financial goals. Whether you are a retiree, small business owner, or high net worth individual, Ryan Romines can help you navigate the complexities of wealth management with confidence and expertise.
4314 Redwood Hwy STE 400, San Rafael, CA 94903, United States -
Philip Scarborough - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPhilip Scarborough is a Financial Advisor at Ameriprise Financial Services, LLC located at 4314 Redwood Highway, San Rafael, California, United States. Philip holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Philip's expertise in various aspects of finance, including asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Philip Scarborough can provide personalized financial advice tailored to your specific needs. Contact Philip Scarborough today to start planning for a secure financial future.
4314 Redwood Hwy STE 400, San Rafael, CA 94903, United States -
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Lewis Abrams is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 255 Shoreline Drive in Redwood City, California, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and other financial services. He is dedicated to helping individuals and small business owners achieve their financial goals through personalized investment strategies. Contact Michael Lewis Abrams for comprehensive wealth management services.
255 Shoreline Dr #400, Redwood Shores, CA 94065, United States -
Lending Club
● OpenLending Club is a finance institution located at 370 Convention Way in Redwood City, California, United States. It is a peer-to-peer lending platform that connects borrowers with investors, offering personal loans, business loans, and auto refinancing options. With a user-friendly online platform, Lending Club provides a transparent and efficient way for individuals and businesses to secure funding at competitive rates. Their mission is to make borrowing and investing simple, affordable, and rewarding for everyone involved.
370 Convention Way #102, Redwood City, CA 94063, United States -
Friedlander Cherwon Capper
● ClosedFriedlander Cherwon Capper is a boutique CPA firm located in Marin County, California. Our dedicated partners are committed to providing each client with a personalized and unique experience. With years of advanced training, ongoing education, cutting-edge technology, and strong business relationships, we stand out from chain financial planning firms. Our range of services includes tax planning and compliance for corporations, individuals, and partnerships, audits, business consulting, and more. We specialize in offering tailored advice to closely-held businesses, affluent individuals and families, trusts, and estates. We advocate proactively and creatively for our clients' financial and tax well-being, collaborating with their team of professionals because we genuinely care about their success.
7200 Redwood Blvd Suite 400, Novato, CA 94945, United States -
Liberty Tax
● ClosedLiberty Tax is a financial institution located at 1060 El Camino Real in Redwood City, California. We specialize in providing expert tax preparation services for individuals and businesses, ensuring that our clients receive the maximum refund possible. Our experienced and knowledgeable staff are dedicated to helping you navigate the complexities of the tax system with ease and efficiency. Trust Liberty Tax to handle all of your tax needs and experience the peace of mind that comes with knowing your finances are in good hands.
1060 El Camino Real A, Redwood City, CA 94063, United States -
James B Wassermann, CPA
● OpenJames B Wassermann, CPA is a highly reputable accounting and finance institution located at 501 Seaport Court in Redwood City, California. With a team of experienced and knowledgeable Certified Public Accountants, this institution provides top-quality financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and auditing, James B Wassermann, CPA offers a wide range of services to meet the diverse needs of their clients. Trustworthy, reliable, and dedicated to client satisfaction, this institution is a go-to choice for all your accounting and finance needs in the Redwood City area.
501 Seaport Ct #103a, Redwood City, CA 94063, United States -
Robert's Tax Service
● ClosedRobert's Tax Service is a trusted accounting and finance institution located at 698 Macarthur Avenue in Redwood City, California. With a team of experienced professionals, we specialize in providing high-quality tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, our knowledgeable staff is here to assist you every step of the way. Trust Robert's Tax Service for all your financial needs in the heart of Redwood City.
698 MacArthur Ave, Redwood City, CA 94063, United States -
Jannisse & Hull CPAs
● ClosedJannisse & Hull CPAs is a reputable accounting and finance institution located at 7599 Redwood Boulevard in Novato, California, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to excellence and personalized approach to each client sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Jannisse & Hull CPAs is committed to helping you achieve your financial goals.
7599 Redwood Blvd Suite 210, Novato, CA 94945, United States -
Padgett Advisors
● ClosedPadgett Advisors is a reputable accounting and finance institution located at 1076 Porto Marino Drive in San Carlos, California, United States. With a team of highly skilled professionals, Padgett Advisors offers a wide range of financial services including tax preparation, bookkeeping, payroll, and financial planning. Whether you are a small business owner or an individual looking for expert financial advice, Padgett Advisors is dedicated to providing personalized and comprehensive solutions to help you achieve your financial goals.
1076 Porto Marino Dr, San Carlos, CA 94070, United States -
Tarabay Tony CPA
● OpenTarabay Tony CPA is a trusted accounting and finance institution located at 555 Veterans Boulevard in Redwood City, California. Tony has been serving as our accountant for several years, while his wife Kim handles personal and small business bookkeeping. They are known for their hard work, thoroughness, and quick responses to questions without making errors. What sets them apart is their personalized service, treating clients like family and greeting everyone warmly. In a world of automated systems, Tony and Kim provide a refreshingly different experience. At Tarabay Tony CPA, we prioritize professionalism and building strong client relationships. Our team of top accountants and tax experts offers comprehensive services including tax preparation and financial planning. We streamline financial processes to save you time, safeguard your data with high security standards, and uphold ethical integrity in every decision. We focus on empowering your priorities and handling the rest, serving small to medium-sized businesses and professionals with expert guidance.
555 Veterans Blvd STE 100, Redwood City, CA 94063, United States -
Heathers Bookkeeping & Tax Services - Garberville CA
● OpenHeathers Bookkeeping & Tax Services in Garberville, California offers expert accounting and finance services to individuals and businesses in the area. Located at 906 Redwood Drive, this institution is dedicated to providing top-notch bookkeeping and tax services to help clients manage their finances effectively. Whether you need help with tax preparation, payroll services, or general bookkeeping, Heathers Bookkeeping & Tax Services is here to assist you with professionalism and expertise. Trust the team at Heathers Bookkeeping & Tax Services to handle all your accounting needs with care and precision.
906 Redwood Dr, Garberville, CA 95542, United States -
MERINO TAX SERVICE
● ClosedMERINO TAX SERVICE is a reliable accounting and finance institution located at 9240 Old Redwood Highway in Windsor, California, United States. Our team specializes in individual and small business tax preparation services, and we are dedicated to providing friendly and efficient service to all of our clients. We are fluent in Spanish and offer virtual tax preparation options for your convenience. As a valued client, you can take advantage of our referral program and earn $20 for each new client you refer to us. Your referred friend or family member will also receive a 10% discount on their tax filing. Additionally, during tax season, we offer appointments for in-person consultations and document drop-off, as well as the option to use the TaxesToGo app for virtual tax preparation.
9240 Old Redwood Hwy ste 200 264, Windsor, CA 95492, United States -
Jesus Alcala Income Tax Service
● ClosedJesus Alcala Income Tax Service is a reputable accounting and finance institution located at 617 Veterans Boulevard in Redwood City, California, United States. With over 20 years of tax expertise serving the Silicon Valley, Jesus Alcala specializes in Federal, State, Individual, and Small Business Income Taxes. As an IRS Certified Acceptance Agent for new ITIN applications and renewals, Jesus Alcala is dedicated to providing top-notch service to his clients. Additionally, Jesus Alcala offers Immigration Services, making it a one-stop shop for all your financial and immigration needs. Fluent in both English and Spanish, Jesus Alcala is a CTEC Registered Tax Preparer with the CTEC #: A014341. Trust Jesus Alcala Income Tax Service for all your tax and immigration needs.
617 Veterans Blvd UNIT 111, Redwood City, CA 94063, United States
- Financial consulting
- Financial advisor
- Personal loan
- Small business loan
- Tax advisor
- Tax consultant
- Tax preparation services
- financial audit for small businesses in Novato
- financial audit for small businesses in San Carlos
- financial audit for small businesses in San Rafael
- financial audit for small businesses in Windsor
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