Financial planning expertise in Tahoe City, California

Jonathan A Lucas is a financial advisor at Ameriprise Financial Services, LLC located at 2690 Lake Forest Road in Tahoe City, California, United States. He 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®, 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®. Jonathan is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management. With his extensive knowledge and expertise in various areas of finance, Jonathan is committed to helping his clients achieve their financial goals and secure their financial future.

North Tahoe Tax Service, CPA is a reputable accounting and finance institution located in Truckee, California. Our team of certified public accountants is dedicated to providing high-quality tax services to individuals and businesses in the North Tahoe area. With years of experience and expertise, we offer personalized solutions to help our clients navigate the complex world of taxes and financial planning. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, our professionals are here to help. Visit us at 40165 Truckee Airport Road to learn more about how we can assist you with your financial needs.

Perris Living Trust, Notary, Apostille & Translation is a trusted financial institution located at 249 Tahoe Street in Perris, California. Our team of professionals specializes in providing services such as living trusts, notary services, apostille certifications, and translations. With our expertise and dedication to customer satisfaction, we strive to assist individuals and businesses with their financial and legal needs. Visit us today to experience our reliable and efficient services.

Rubicon Bookkeeping, located at 3101 Lake Forest Road in Tahoe City, California, offers specialized accounting and finance services for small businesses and associations in the North Lake Tahoe and Truckee region. While currently not accepting new bookkeeping clients, Rubicon Bookkeeping provides mobile notary and signing agent services between appointments. Improve your workflow, efficiency, and financial understanding with Rubicon Bookkeeping's expertise. Services can be done remotely, with on-site work as needed. Visit their Calendly page to book a notary signing appointment.

Buchanan Law Group, located at 11025 Pioneer Trail in Truckee, California, offers expert legal and financial services to busy entrepreneurs. Since 2002, our team has been dedicated to protecting business and personal assets, minimizing legal risks, and reducing tax burdens for our clients. With a focus on building lasting relationships, we provide assistance with major business transactions, tax advice, and more. Our services include helping clients assess potential transactions, negotiate terms, and manage financial and legal exposure. We also specialize in creating equity and incentive compensation plans, safeguarding intellectual property, and selecting appropriate legal structures. Additionally, we provide guidance on acquisitions, divestitures, joint ventures, and reorganizations to minimize tax liability and legal risks.

Alpine Five LLC is a reputable accounting and finance institution located at 3133 Jacarillo Trail in the beautiful South Lake Tahoe, California. Our team of experienced professionals provides top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Alpine Five LLC is here to help. Trust us to handle all of your accounting and finance needs with precision and expertise.

Kings Accounting is a reputable institution located in South Lake Tahoe, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Kings Accounting is here to assist you every step of the way. Trust us to handle your financial needs with precision and expertise. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Old Republic Title is a trusted finance and insurance agency located at 2482 Lake Tahoe Boulevard in South Lake Tahoe, California. With a strong reputation for providing comprehensive title insurance services, Old Republic Title is committed to protecting your property investments and ensuring a smooth real estate transaction process. Their team of experienced professionals is dedicated to delivering top-notch customer service and expertise in the field. Trust Old Republic Title to safeguard your assets and provide peace of mind for all your insurance needs.

ITC Service is a reputable accounting and finance institution located at 1029 Takela Drive in South Lake Tahoe, California, United States. With a team of experienced professionals, ITC Service offers a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, ITC Service is dedicated to providing top-notch services to meet your needs. Visit us today to experience the expertise and personalized attention that sets us apart from the rest.

The Bottom Line Tax Service is a trusted accounting and finance institution located at 1162 Fairway Avenue in South Lake Tahoe, California, United States. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or bookkeeping, The Bottom Line Tax Service is here to help you maximize your financial potential and ensure you stay on top of your bottom line. Trust them to handle all your accounting and finance needs with precision and expertise.