Individuals with estate planning needs in California

Our institution specializes in providing expert tax planning, estate planning, and accounting bookkeeping services using Quickbooks software. Located at 329 South San Antonio Road in Los Altos, California, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax strategies, estate planning, or maintaining accurate financial records, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively and efficiently.

Real Estate Accountants is a trusted institution located at 2200 Eastridge Loop in San Jose, California, United States. Specializing in accounting and finance services for real estate professionals, our team of experts is dedicated to providing accurate and reliable financial guidance to help clients make informed decisions. Whether you are a real estate investor, developer, or property manager, Real Estate Accountants can assist you with tax planning, financial reporting, and other accounting needs. Trust us to help you navigate the complexities of the real estate industry and achieve your financial goals.

William Hicks Tax & Real Estate is a trusted institution located in Anaheim, California, specializing in accounting and finance services. With a focus on tax preparation and real estate transactions, our team of experienced professionals is dedicated to providing top-notch services to meet our clients' needs. Whether you are looking for assistance with tax planning, real estate investments, or financial consulting, we are here to help. Visit us at 5221 East Fairlee Court to learn more about how we can assist you with your financial goals.

Tax N Plan is a reputable accounting and finance institution located at 7246 Garden Grove Boulevard in Westminster, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax planning and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or any other accounting services, Tax N Plan is here to assist you every step of the way. Trust us to help you navigate the complexities of the financial world and achieve your financial goals.

Insurance Real Estate Tax is a reputable institution located at 7117 Walerga Road in Sacramento, California. Specializing in accounting and finance services, this institution is dedicated to providing expert guidance and assistance in managing insurance, real estate, and tax matters. With a team of experienced professionals, Insurance Real Estate Tax offers personalized solutions to help individuals and businesses navigate the complexities of these financial areas. Whether you need help with insurance planning, real estate investments, or tax preparation, this institution is committed to delivering top-notch services to meet your specific needs. Visit Insurance Real Estate Tax today to secure your financial future and achieve your goals.

Golden Plan Immigration & Tax Services is a reputable institution located at 2934 Gold Pan Court in Rancho Cordova, California, United States. Specializing in accounting and finance, our team provides reliable and accurate tax preparation services for individuals and businesses. We handle all types of personal tax preparation, including 1040's and associated schedules, as well as expert tax services tailored to self-employed individuals. With experience in handling tax matters for businesses of all sizes and industries, our professional and knowledgeable team at Golden Plan Tax Service is dedicated to helping you maximize your tax deductions and save money. Let us make the tax filing process easy and stress-free for you. Reach out to us for all your tax preparation needs and be with us to get the max!

FGA Income Tax & Real Estate is a reputable institution located at 1839 Rue Chenin Blanc in San Jacinto, California. Specializing in accounting and finance services, we provide expert guidance and assistance to individuals and businesses in managing their income tax and real estate matters. Our team of experienced professionals is dedicated to helping clients navigate the complexities of financial planning and tax compliance. Whether you need assistance with filing your taxes or investing in real estate, FGA Income Tax & Real Estate is here to provide personalized solutions tailored to your specific needs. Trust us to help you achieve your financial goals with confidence and peace of mind.

Jill Gregory, Tahoe City Estate Planning Attorney, is a reputable law firm located at 600 North Lake Boulevard in beautiful Tahoe City, California. Specializing in estate planning, Jill Gregory offers expert legal advice and guidance to help clients protect their assets and ensure their wishes are carried out. With years of experience and a dedication to personalized service, Jill Gregory is committed to helping individuals and families navigate the complexities of estate planning with confidence and peace of mind. Contact Jill Gregory today to schedule a consultation and take the first step towards securing your legacy.

Welcome to Advanced Funeral Planning, your compassionate partner in providing thoughtful and comprehensive funeral services in Rancho Palos Verdes, California. Located at 28924 South Western Avenue, we are dedicated to assisting families during their most challenging times with care, respect, and understanding. At Advanced Funeral Planning, we offer a wide range of services tailored to meet the unique needs and preferences of each family. Our experienced team is committed to guiding you through every step of the planning process, ensuring that all arrangements reflect the wishes and honor the memory of your loved ones.

Welcome to Estates By Gary & Wendy, your trusted partner in accounting and finance solutions. Conveniently located at 601 Roycroft Avenue, Long Beach, California, we are dedicated to providing personalized and comprehensive financial services to meet the unique needs of our clients. With years of experience and a commitment to excellence, Gary and Wendy offer expert guidance in estate planning, tax preparation, bookkeeping, and financial consulting. Whether you are an individual seeking to secure your financial future or a business aiming to optimize your financial strategies, Estates By Gary & Wendy is here to help you navigate the complexities of the financial world with confidence and ease. Visit us today and discover how we can assist you in achieving your financial goals.

Welcome to United Retirement Plan Consultants, your trusted partner in financial planning and retirement solutions, located in the heart of Marina del Rey, California. Situated at 4640 Admiralty Way, our firm is dedicated to empowering individuals, businesses, and organizations to achieve their financial goals and secure a prosperous future. At United Retirement Plan Consultants, we specialize in offering comprehensive retirement planning services tailored to meet the unique needs of each client. Our team of experienced financial professionals is committed to providing personalized advice, innovative strategies, and exceptional service to help you navigate the complexities of retirement planning with confidence and ease.

Welcome to Finance Insurance & Real Estate, your trusted insurance agency located at 8255 Firestone Boulevard, Downey, California. We specialize in providing comprehensive insurance solutions tailored to meet the unique needs of our clients. With years of experience in the industry, our dedicated team is committed to offering personalized service and expert advice to help you make informed decisions about your insurance needs. At Finance Insurance & Real Estate, we understand that navigating the world of insurance can be complex, which is why we are here to guide you every step of the way. Whether you're looking for personal insurance, such as auto, home, or life insurance, or seeking coverage for your business, we have a wide range of options to suit your requirements.

Neu Insurance Services, Inc. - Arroyo Insurance Rolling Hills is a reputable insurance agency located at 4040 Palos Verdes Drive North in Rolling Hills Estates, California. With a commitment to providing top-notch insurance services, they serve the community with a range of insurance products tailored to meet the diverse needs of their clients. Whether you are looking for auto, home, business, or life insurance, their experienced team of professionals is dedicated to helping you find the right coverage at competitive rates. Trust Neu Insurance Services, Inc. - Arroyo Insurance Rolling Hills to protect what matters most to you.

First Service Insurance Agents & Brokers Inc is a reputable insurance agency located in Roseville, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise and resources to help you find the right coverage at competitive rates. Visit us at 215 Estates Drive to speak with one of our knowledgeable agents and learn how we can help you protect what matters most.

Evergreen Notary is a trusted finance institution located at 3018 Brook Estates Court in San Jose, California, United States. We specialize in providing professional notary services to individuals and businesses in need of legal document verification and certification. Our team of experienced and knowledgeable notaries are dedicated to providing efficient and reliable services to ensure all your important documents are properly authenticated. Whether you need assistance with real estate transactions, contracts, or other legal documents, Evergreen Notary is here to help. Contact us today to schedule an appointment and experience our commitment to excellence in notary services.

Hamill Law & Consulting is a reputable legal and consulting firm located at 904 Silver Spur Road in Rolling Hills Estates, California. Our team of experienced attorneys and consultants are dedicated to providing high-quality legal services and strategic consulting to individuals and businesses in the area. Whether you need assistance with legal matters such as estate planning, business law, or real estate transactions, or you require expert advice on business strategies and growth, our professionals are here to help. Trust Hamill Law & Consulting for personalized and comprehensive solutions to meet your legal and consulting needs.

William Daniel Powell Attorney at Law is a legal institution located at 4760 Oceanside Boulevard in Oceanside, California, United States. Specializing in estate planning, Mr. Powell, also known as Dan, created My Estate-Plan to educate and prepare clients in this important area. Putting the client first, Mr. Powell ensures that each estate plan is tailored to meet the individual needs and desires of the client. By creating a comprehensive estate plan, clients can protect what they have earned and avoid unnecessary costs. With a focus on wills, trusts, and other estate planning documents, Mr. Powell ensures that each client's wishes are properly achieved. By providing affordable and competitively priced packages, clients can rest assured that their loved ones will be taken care of after they are gone. By working closely with clients to understand their goals, Mr. Powell is able to create a plan that is specifically designed for each individual.

CunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States. Specializing in estate planning and trust administration, CunninghamLegal is the go-to firm for individuals and families in Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, and Walnut Creek. Led by CEO and lead Attorney Jim Cunningham, the firm offers a wide range of legal services including asset protection, probate law, elder law, and more. With a focus on professional development and education, the experienced attorneys at CunninghamLegal stay up-to-date on the ever-changing laws surrounding estate planning. Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law, leads the team of dedicated attorneys who provide personalized and comprehensive legal services to clients of all backgrounds. Whether you need assistance with drafting a living trust, creating a will, or navigating probate proceedings, CunninghamLegal is here to guide you through every step of the process. Contact CunninghamLegal today to schedule an appointment and ensure your estate plan is in line with your current family situation and the latest laws.

Peninsula Health Center, located at 655 Deep Valley Drive in Rolling Hills Estates, California, is a leading health institution specializing in the treatment of substance and co-occurring disorders. Our unique approach to treatment focuses on the mind, body, and spirit, with a goal of building a solid foundation for sustainable recovery. Our dedicated team of expert providers offers personalized care utilizing the latest advancements in addiction medicine and mental health treatment. We offer a range of therapeutic options, including integrative wellness solutions, to meet the individual needs of each client.

CunninghamLegal is a trusted institution located at 1255 Treat Boulevard in Walnut Creek, California. Specializing in estate planning and living trusts, our team of attorneys, led by founder and CEO Jim Cunningham, offers a wide range of legal services including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Advanced Tax Planning, Elder Law, and more. Jim Cunningham is a Certified Specialist in Estate Planning, Trust, and Probate Law, recognized by the State Bar of California Board of Specialization. Our office in Walnut Creek serves clients throughout Contra Costa County and the surrounding areas, providing personalized and expert guidance in creating California Living Trusts. With a focus on professional development and staying up-to-date on the ever-changing laws surrounding estate planning, our team ensures that every client receives the best possible advice and support.

Jere Murray - State Farm Insurance Agent is a reputable insurance agency located at 300 Tejon Place in Palos Verdes Estates, California. As a State Farm agent, Jere Murray offers a wide range of insurance products and services to help individuals and families protect their assets and plan for the future. With a commitment to excellent customer service and personalized insurance solutions, Jere Murray is dedicated to helping clients find the coverage that best fits their needs. Whether you are looking for auto, home, life, or business insurance, Jere Murray - State Farm Insurance Agent is here to help you navigate the complexities of the insurance world and provide you with peace of mind.

Merrill Lynch Wealth Management, located at 608 Silver Spur Road in Rolling Hills Estates, California, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch can assist clients in navigating through both rising and turbulent markets, providing guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch's advisors are dedicated to client satisfaction, taking the time to understand each client's personal and professional goals in order to create customized financial strategies designed to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch also supports the communities in which they operate, giving back to local organizations and causes.

Ron J. Anfuso CPA/ABV is a reputable accounting and finance institution located at 28441 Highridge Road in Rolling Hills Estates, California, United States. With a focus on providing high-quality services, Ron J. Anfuso CPA/ABV offers expert financial advice and assistance to individuals and businesses alike. The institution is led by Ron J. Anfuso, a certified public accountant and accredited in business valuation, ensuring clients receive professional and reliable guidance for all their financial needs. Whether you need help with tax preparation, financial planning, or business valuation, Ron J. Anfuso CPA/ABV is dedicated to helping you achieve your financial goals.

Larry Prutch - RBC Wealth Management Financial Advisor is a trusted financial institution located at 608 Silver Spur Road in Rolling Hills Estates, California. As an experienced financial advisor, Larry Prutch provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Larry Prutch can offer expert guidance and tailored solutions to meet your specific needs. With a focus on building long-term relationships based on trust and integrity, Larry Prutch - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

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.

Kovary Steven, a CPA, is a reputable accounting and finance institution located at 655 Deep Valley Drive in Rolling Hills Estates, California, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Kovary Steven is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Michael G. Hines, CPA is a reputable accounting and finance institution located at 407 Vía Corta in Palos Verdes Estates, California. With years of experience and expertise in the field, Michael G. Hines, CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their dedicated team of professionals is committed to providing personalized and high-quality financial solutions to individuals and businesses alike. Whether you need help with your taxes or guidance on investment strategies, Michael G. Hines, CPA is here to assist you every step of the way. Contact them today to schedule a consultation and take control of your financial future.

Welcome to the practice of Dr. Larry M. Colman, MD, where your health and well-being are our top priorities. Conveniently located at 310 Tejon Place in the serene community of Palos Verdes Estates, California, Dr. Colman is dedicated to providing exceptional medical care tailored to the unique needs of each patient. With years of experience and a compassionate approach, Dr. Colman offers a comprehensive range of healthcare services aimed at promoting optimal health and wellness for individuals and families. At our practice, we understand that healthcare is personal, which is why Dr. Colman takes the time to listen to your concerns and develop personalized treatment plans. Whether you are seeking routine check-ups, preventive care, or management of chronic conditions, you can trust Dr. Colman to deliver expert care with a human touch.

Welcome to the practice of Terence M. Hammer, MD, where compassionate care meets medical excellence. Conveniently located at 501 Deep Valley Drive in Rolling Hills Estates, California, Dr. Hammer is dedicated to providing comprehensive healthcare services tailored to meet the unique needs of each patient. With a focus on personalized treatment plans, Dr. Hammer combines his extensive medical expertise with a patient-centered approach to ensure optimal health outcomes. Whether you are seeking routine check-ups, preventative care, or specialized medical attention, our practice is committed to supporting your health and well-being. Visit us today and experience the difference in quality healthcare that prioritizes your individual needs. Your path to better health starts here.

Welcome to Shih-Fan Sun, MD, your trusted healthcare provider located in the heart of Rolling Hills Estates, California. At our practice, conveniently situated at 501 Deep Valley Drive, we are dedicated to providing exceptional medical care with a personal touch. Dr. Shih-Fan Sun is a highly experienced and compassionate physician, committed to promoting the health and well-being of our community. Our clinic offers a comprehensive range of healthcare services tailored to meet the diverse needs of our patients. Whether you require routine check-ups, preventative care, or management of chronic conditions, Dr. Sun and our friendly staff are here to support you on your journey to optimal health.