TOP 30 Financial wellness services in Oakland, California

39 results found

The Lee Accountancy Group, located at 363 13th Street in Oakland, California, is a reputable institution specializing in accounting and finance services. Led by Dr. Jong Lee, a highly qualified CPA, EA, DBA, and CFF, the institution prides itself on providing honest and straightforward advice to clients. With over 35 years of experience, the team at The Lee Accountancy Group is dedicated to helping small and medium-sized businesses, as well as individuals, achieve their financial goals. They are committed to ensuring that clients receive all the legal deductions they are entitled to, in order to maximize their refunds and financial success. As a small business themselves, they understand the challenges and opportunities that come with running a business, and are passionate about supporting the small business community. Trust The Lee Accountancy Group to provide expert financial guidance and support for all your accounting and finance needs.

Dennis N. Middleton, CPA is a reputable accounting and finance institution located at 5959 Estates Drive in Oakland, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, Dennis N. Middleton, CPA is committed to helping you achieve your financial goals with precision and professionalism.

H&R Block is a well-known accounting and finance institution located at 4125 MacArthur Boulevard in Oakland, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services tailored to your specific needs.

Western Union - Fely's Jewelry and Pawnshop is a finance institution located at 725 Market Street in Oakland, California. This establishment offers a range of financial services, including money transfers through Western Union, as well as jewelry and pawnshop services. Conveniently situated in Lim Ket Kai Mall, customers can easily access the institution for all their financial needs. With a reputation for reliable service and competitive rates, Western Union - Fely's Jewelry and Pawnshop is a trusted choice for individuals looking for convenient and secure financial solutions.

Collins Mason & Co LLP is a leading accounting and finance institution located on 3rd Street in Oakland, California, United States. Our team of experts is dedicated to taking the stress out of running your business by providing a range of services, including financial insights from a CFO, tax assistance, and legacy planning. With a focus on professional service providers, we are committed to helping build successful enterprises and ensuring peace of mind for you and your family. Our online apps make it easy to conduct business with us, and we offer strategies to manage business debt effectively and survive supply chain disruptions. Let us help you enhance your management team, focus on wellness, and curate a holiday feast that caters to all dietary preferences. Visit us today and see how the right technology and personalized approach can make a big impact on your small business.

Carol Robinson EA Tax Prep is a trusted accounting and finance institution located at 3313 Grand Avenue in Oakland, California, United States. Specializing in tax preparation services, Carol Robinson EA Tax Prep is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial well-being. With a team of experienced professionals, clients can expect personalized and reliable service to meet their specific needs. Trust Carol Robinson EA Tax Prep for all your tax and financial planning needs.

EC Tax Preparation is a leading finance institution located at 408 Worth Street in Oakland, California, United States. With a team of experienced tax professionals, we specialize in providing comprehensive tax preparation services to individuals and businesses. Our mission is to help our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with tax planning, filing, or audit representation, our dedicated team is here to help you every step of the way. Trust EC Tax Preparation to handle all of your tax needs with professionalism and expertise.

Affordable Tax Prep is a professional accounting and finance institution located at 2226 MacArthur Boulevard in Oakland, California. Specializing in tax preparation for LLCs and S-Corps, as well as the creation of living trusts, our experienced team is dedicated to providing top-notch services at affordable rates. Whether you are a small business owner or an individual looking to protect your assets, Affordable Tax Prep is here to help you navigate the complexities of tax laws and financial planning. Trust us to handle your financial needs with expertise and care.

EBALDC's VITA Tax Site at Lion Creek Crossings is a community institution located in Oakland, California. Our dedicated team of accounting and finance professionals provides free tax preparation services to low-income individuals and families in the surrounding area. By offering this valuable service, we aim to help our community members maximize their tax refunds and improve their financial well-being. Visit us at 885 69th Avenue to receive expert assistance with your tax preparation needs.