TOP 30 Best Individual tax support in Brea, California
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Paramount Tax & Accounting, CPAs - Brea, CA
Paramount Tax & Accounting, CPAs in Brea, CA offers professional tax and accounting services to individuals and businesses. Located at 330 East Lambert Road in Brea, California, our team of licensed tax professionals is dedicated to providing exceptional service and support. We work with Protection Plus $1 Million Tax Audit Defense to ensure favorable resolutions for our clients in the event of a tax notice. Our services include finding all possible deductions and credits for personal taxes, as well as tax preparation for small businesses, partnerships, corporations, and more. We prioritize professionalism, responsiveness, and quality in all that we do, striving to meet the unique needs of each client. Our experienced team offers a wide range of accounting and bookkeeping services to simplify the tax process and provide accurate solutions tailored to individual circumstances.
Treasure Tax
Treasure Tax is a reputable accounting and finance institution located at 1210 South La Brea Avenue in Inglewood, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and accounting services to individuals and businesses in the area. With our expertise and personalized approach, we strive to help our clients navigate the complex world of finance with ease and confidence. Whether you need assistance with tax filing, investment strategies, or bookkeeping, Treasure Tax is here to support you every step of the way. Visit us today and let us help you secure your financial future.
Integrity One Tax Service
Integrity One Tax Service is a reputable accounting and finance institution located at 3651 S South La Brea Avenue in Los Angeles, California, United States. With a focus on integrity and professionalism, their team of experts provides comprehensive tax services to individuals and businesses. From tax preparation to financial planning, Integrity One Tax Service is committed to helping clients navigate the complex world of taxes and finances with honesty and expertise.
Chuck's Financial & Tax Services
Chuck's Financial & Tax Services is a reputable institution located at 520 North La Brea Avenue in Inglewood, California, United States. Specializing in accounting and finance services, our team is dedicated to helping individuals and businesses with their financial needs. Whether you need assistance with tax preparation, financial planning, or other financial matters, our experienced professionals are here to help. In addition, we offer services to check the status of your amended Federal return, with refunds of up to $6,350 for single filers and married couples filing separately, and up to $12,000 for married couples filing jointly. We also provide child tax credit services, offering $2,000 per child and a temporary $500 credit for other qualifying dependents. Trust Chuck's Financial & Tax Services for all your financial needs.
Sierra-Larregui Tax Group
Sierra-Larregui Tax Group, located at 411 West Lambert Road in Brea, California, is a premier accounting and finance institution focused on lowering taxes and saving time for individuals and small businesses. Specializing in tax preparation and planning, bookkeeping, and accounting services, we are dedicated to helping clients navigate the complex world of taxes and finances with ease. Our team of experts is committed to providing personalized service and tailored solutions to help clients maximize their tax savings and ensure compliance with state and federal regulations. Whether you are a small business owner or an entrepreneur, we have the expertise to assist you in managing your finances and making informed decisions for the growth of your business.
Get Max Tax
Get Max Tax is a reputable accounting and finance institution located at 1004 South La Brea Avenue in Inglewood, California. Our team of experienced professionals is dedicated to helping individuals and businesses maximize their tax returns and financial goals. Whether you need assistance with tax preparation, financial planning, or investment strategies, our knowledgeable staff is here to provide personalized and efficient service. Trust Get Max Tax to help you navigate the complex world of taxes and finances with ease.
Brea Placentia Tax Services
Brea Placentia Tax Services is a trusted accounting and finance institution located at 1136 East Yorba Linda Boulevard in Placentia, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. With our expertise and personalized approach, you can trust us to handle all of your financial needs with precision and care. Visit us today to see how we can help you achieve your financial goals.
Azar Tax Services
Azar Tax Services is a reputable accounting and finance institution located at 135 South State College Boulevard in Brea, California. With a team of experienced professionals, Azar Tax Services offers a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial planning. Whether you are an individual or a business owner, Azar Tax Services is committed to providing personalized and reliable financial solutions to help you achieve your financial goals. Contact Azar Tax Services today to schedule a consultation and take control of your finances.
Merrill Lynch Financial Advisor David N Krake
Merrill Lynch Financial Advisor David N Krake is located at 145 South State College Boulevard in Brea, California. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, they get to know you and your family, and work with you to plan for your legacy. David Krake, a Wealth Management Advisor at Merrill, has extensive experience in the financial services industry and holds certifications in financial planning and fiduciary advising. He is committed to helping individuals and businesses navigate financial challenges and meet their goals with a comfortable level of risk. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. They offer insights and ideas to help you pursue your financial goals, and provide tools to help you track changes in your life and financial approach. Whether you are focused on growing, preserving, or transferring wealth, they are dedicated to helping you address your financial goals at every stage of your life. With access to the global resources of Merrill and Bank of America, they can help you develop a personalized financial strategy that aligns with your goals and priorities. From retirement planning to funding a child's education, they are here to support you on your financial journey.
H&R Block
H&R Block is a renowned accounting and finance institution located at 3717 South La Brea Avenue in Los Angeles, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today and let us help you navigate the complexities of the financial world with confidence and ease.
LSL CPAs and Advisors
LSL CPAs and Advisors is a reputable accounting and finance institution located at 203 North Brea Boulevard in Brea, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, consulting, and advisory services. Their commitment to excellence and personalized approach makes them a trusted partner for individuals and businesses looking to achieve their financial goals. Visit LSL CPAs and Advisors for expert financial guidance and support.
Debra L. Bell, CPA
Debra L. Bell, CPA is a reputable accounting and finance institution located at 2650 East Imperial Highway in Brea, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Whether you are an individual or a business owner, Debra L. Bell, CPA is dedicated to helping you achieve your financial goals with personalized and reliable service. Contact them today for all your accounting and finance needs.
Joseph M. Wade
Joseph M. Wade is a reputable accounting and finance institution located at 3040 Saturn Street in Brea, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Joseph M. Wade is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
Salas Jr Gilbert H CPA
Salas Jr Gilbert H CPA is a reputable accounting and finance institution located at 3230 East Imperial Highway in Brea, California, United States. Led by experienced CPA Gilbert H Salas Jr, the institution offers a wide range of financial services including tax preparation, auditing, consulting, and more. With a commitment to excellence and personalized service, Salas Jr Gilbert H CPA is dedicated to helping individuals and businesses achieve their financial goals. Contact them today for expert financial guidance and support.
Merrill Lynch Wealth Management
Welcome to Merrill Lynch Wealth Management in Brea, California. Our financial advisors work with a personalized, strategic planning system that recognizes the uniqueness of each client. Located at 145 South State College Boulevard, Suite 300/350, our advisors offer years of combined wealth management knowledge and experience to assist with retirement income planning, concentrated stock positions, and traditional investments. We also provide access to Bank of America's estate planning services and collaborate with outside professionals such as accountants and tax attorneys. At Merrill Lynch, we are committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that align with their long-term objectives. Our advisors utilize industry analysts and specialists to fully understand each client's financial situation and collaborate on personalized financial approaches.
Charles Schwab
Charles Schwab is a renowned financial institution located at 3421 East Imperial Highway in Brea, California. As a leading player in the finance industry, Charles Schwab offers a wide range of financial services including investment management, retirement planning, and brokerage services. With a reputation for providing top-notch customer service and expert financial advice, Charles Schwab is a trusted partner for individuals and businesses looking to grow and manage their wealth effectively. Whether you are a seasoned investor or just starting out on your financial journey, Charles Schwab is committed to helping you achieve your financial goals.
Lance Soll & Lunghard
Lance Soll & Lunghard is a leading accounting and finance institution located at 203 North Brea Boulevard in Brea, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they are dedicated to helping their clients achieve their financial goals. Visit Lance Soll & Lunghard for expert advice and personalized financial solutions.
Holstrom, Block & Parke, APLC
Holstrom, Block & Parke, APLC is a professional law corporation located at 135 South State College Boulevard in Brea, California, United States. Specializing in family law, estate planning, appeals, and probate law, our lawyers are dedicated to securing the best possible outcome for our clients. With Certified Family Law Specialists and experienced associates, we offer comprehensive legal services from offices in Corona, Riverside, Temecula Valley, San Diego, Vista, and Newport Beach. Our firm understands the challenges of divorce and family law matters, and we are committed to guiding our clients through these complex situations with compassion and expertise. Whether it's resolving disputes through mediation or representing clients in court, we prioritize protecting our clients' interests and securing their future.
Prudential | Rick Mckinley | Life Insurance & Financial Services
Prudential | Rick McKinley | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1 Pointe Drive in Brea, California, United States. Our institution specializes in providing top-notch life insurance and financial services to help individuals and families secure their future. With a strong focus on customer satisfaction and financial well-being, our experienced team led by Rick McKinley is dedicated to helping clients make informed decisions to protect their loved ones and achieve their financial goals. Contact us today to learn more about our comprehensive insurance and financial planning solutions.
Javier Lomeli, Bankers Life Agent
Javier Lomeli, Bankers Life Agent is an insurance agency located at 3030 Saturn Street, Brea, California, United States. Specializing in providing comprehensive insurance solutions, Javier Lomeli and his team are dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, they strive to meet the unique needs of each individual and family. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Javier Lomeli, Bankers Life Agent is committed to providing expert guidance and support. Contact them today to learn more about their services and how they can help you secure your financial well-being.
Merrill Lynch Financial Advisor Eric Yean
Merrill Lynch Financial Advisor Eric Yean, located at 145 South State College Boulevard in Brea, California, is a trusted institution specializing in finance. With a focus on managing your wealth and understanding your financial goals, Eric Yean offers personalized wealth management strategies tailored to your needs. Supported by the global resources of Merrill Lynch, Eric and his team are dedicated to building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, Eric Yean embodies the Merrill tradition of giving back. Through Merrill Personal Wealth Analysis™, Eric can help create a personalized plan centered on your goals and aspirations. By utilizing the Investment Personality Assessment, Eric gains a deeper understanding of your investing preferences to customize and refine your financial approach.
LPL Financial
LPL Financial is a leading finance institution located at 1370 North Brea Boulevard in Fullerton, California, United States. With a focus on providing comprehensive financial services, LPL Financial offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors is dedicated to providing personalized guidance and support to clients, ensuring they make informed decisions about their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, LPL Financial is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Eagle Strategies LLc
Eagle Strategies LLC, located at 675 Placentia Avenue, Brea, California, is a finance institution led by Hadi Hassan, CA Insurance Lic #0B20944. As a financial adviser, Hadi Hassan is dedicated to helping individuals and families navigate the complexities of the current economic landscape to protect their wealth, lifestyle, and dreams for the future. With a focus on personalized financial planning, Eagle Strategies LLC offers expert guidance and support to ensure clients feel confident in their financial decisions. Hadi Hassan is also a Registered Representative for NYLIFE Securities LLC, a Licensed Insurance Agency, and is affiliated with Eagle Strategies LLC in AZ. Whether you're looking to secure your family's future or plan for retirement, Eagle Strategies LLC is here to help you every step of the way. Contact us today to get started on your financial journey.
Merrill Lynch Financial Advisor Josh Murty
Merrill Lynch Financial Advisor Josh Murty is located at 145 South State College Boulevard in Brea, California, United States. As a finance institution, they offer personalized wealth analysis to help clients build a plan tailored to their goals and aspirations. Their team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, the financial advisors at Merrill Lynch Wealth Management work closely with clients to understand their needs and create a customized financial approach. Through conversations and the Investment Personality Assessment, they aim to tailor their services to help clients pursue their most important goals, whether it's retirement planning, saving for a home, or funding education.
PSM Private Wealth Management LLC
PSM Private Wealth Management LLC is a finance institution located at 3 Pointe Drive in Brea, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust PSM Private Wealth Management LLC to help you secure your financial future.
Merrill Lynch Financial Advisor Barrett P Jackson
Merrill Lynch Financial Advisor Barrett P Jackson, located at 145 South State College Boulevard, Brea, California, is a finance institution dedicated to helping clients simplify their lives and achieve their dreams. Their mission is to understand each client's unique needs and financial goals, providing personalized wealth management strategies to help them pursue their aspirations while managing investment risks. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Barrett P Jackson works closely with clients to develop customized financial approaches tailored to their individual needs. The institution believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, the team at Merrill Lynch Financial Advisor Barrett P Jackson gains a deeper understanding of each client's investing preferences and financial goals. They provide ongoing support and tools to help clients track changes in their lives and adjust their financial approach accordingly.
Meta Pension Consultants, LLC
Meta Pension Consultants, LLC is a leading finance institution located at 2375 East Imperial Highway in Brea, California, United States. Specializing in pension consulting services, Meta Pension Consultants, LLC offers expert advice and solutions to help individuals and organizations effectively manage their retirement funds. With a team of experienced professionals, they provide personalized and comprehensive strategies to ensure clients achieve their financial goals and secure their future. Whether you are planning for retirement or looking to optimize your pension investments, Meta Pension Consultants, LLC is dedicated to providing top-notch financial guidance and support.
Merrill Lynch Financial Advisor Sonny S Kothari
Merrill Lynch Financial Advisor Sonny S Kothari is a finance institution located at 145 South State College Boulevard in Brea, California, United States. The institution is dedicated to helping clients plan their financial future based on their individual goals and needs. The Kothari Group believes in understanding client objectives and working together to achieve the desired lifestyle. They offer personalized wealth management strategies to help clients reach their financial goals, whether it's funding education, preserving wealth, planning for healthcare costs, or managing wealth transfer. The team at Merrill Lynch Financial Advisor Sonny S Kothari is committed to providing transparent and simplified financial advice, guiding clients through market challenges and life events. The institution has received recognition from various financial industry publications for their exemplary client service. With the support of Merrill's global resources, the team at Merrill Lynch Financial Advisor Sonny S Kothari is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to help clients build a personalized financial plan centered on their goals and aspirations. By regularly reviewing and updating financial approaches, the team helps clients stay on track to achieve what matters most to them. Whether it's planning for retirement, buying a home, or funding educational expenses, Merrill Lynch Financial Advisor Sonny S Kothari is committed to helping clients reach their financial goals.
Edward Jones - Financial Advisor: Michael Laffin
Edward Jones - Financial Advisor: Michael Laffin is a reputable finance institution located at 1370 North Brea Boulevard in Fullerton, California, United States. As a trusted financial advisor, Michael Laffin provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael Laffin is committed to providing top-notch financial guidance and support to individuals and families in the Fullerton area.
Merrill Lynch Financial Advisor Joshua J Lee
Merrill Lynch Financial Advisor Joshua J Lee, located at 145 South State College Boulevard, Brea, California, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Joshua Lee can assist with a wide range of financial needs, from retirement planning to funding a child's education. By getting to know each client personally, Joshua Lee aims to create a financial approach that reflects their unique priorities and helps them pursue their aspirations. With a focus on building long-term relationships, Joshua Lee is committed to helping clients navigate the complexities of their financial lives and stay on track towards achieving their goals. Whether it's discussing changes in the market or in a client's personal life, Joshua Lee is there to provide guidance and support every step of the way. With a mission to understand what matters most to each client, Joshua Lee offers a comprehensive approach to wealth management that is designed to help individuals and families achieve financial success.
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