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TOP 30 Personal tax planning in Los Altos, CA
21 results found
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Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner
Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.
RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located in the heart of Los Altos, California. Our team of experienced professionals is dedicated to providing top-notch accounting and finance services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we have the expertise to meet your needs. At RMJR Tax and Accounting, we strive to deliver personalized solutions tailored to each client's unique situation. Visit us at 153 2nd Street to learn more about how we can help you achieve your financial goals.
Tax Office of Robert H. Scher
The Tax Office of Robert H. Scher is a reputable finance institution located at 1440 Villa Drive in Los Altos, California, United States. Specializing in tax services, this institution is dedicated to providing expert advice and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a focus on accuracy and efficiency, the Tax Office of Robert H. Scher aims to help clients maximize their financial benefits and minimize their tax liabilities. Trustworthy and reliable, this institution is committed to delivering top-notch service to its clients.
Smart Tax Express, Inc.
Smart Tax Express, Inc. is a reputable accounting and finance institution located at 885 North San Antonio Road in Los Altos, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized and efficient services has made them a trusted partner for individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Smart Tax Express, Inc. is dedicated to helping you achieve your financial goals.
Law Office of Janet L. Brewer
The Law Office of Janet L. Brewer, located at 4 Main Street in Los Altos, California, is dedicated to helping individuals protect their assets and plan for the future generations. With over 30 years of experience as a certified estate planning and probate attorney, Janet Brewer specializes in estate planning for clients in Silicon Valley and the Bay Area. With a focus on international estate planning, Janet can assist non-residents investing in the Bay Area housing market or U.S. citizens with non-resident spouses navigate the complexities of estate and gift taxes. Her expertise in this area ensures that families receive accurate and thorough information to minimize the impact of U.S. estate and gift taxes on their assets.
John B. Sines, Attorney At Law
John B. Sines, Attorney At Law is a reputable law firm located at 342 State Street in Los Altos, California. Specializing in various areas of law, including but not limited to criminal defense, family law, and personal injury cases, John B. Sines is a skilled and experienced attorney dedicated to providing top-notch legal representation to clients in need. With a commitment to excellence and a track record of success, clients can trust John B. Sines to fight tirelessly for their rights and deliver favorable outcomes. Contact John B. Sines, Attorney At Law today for expert legal advice and representation.
Barbara Doherty JDLLM
Barbara Doherty JDLLM is a reputable lawyer institution located at 164 Main Street in Los Altos, California. With a State Bar license in California since 2005 (State Bar No. 230958), Barbara Doherty JDLLM offers professional legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Barbara Doherty JDLLM has the experience and expertise to guide you through the legal process. Visit their Yelp pages in Palo Alto and Oakland for more information and client reviews.
Kohler Legacy Law Group
Kohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.
Cerity Partners
Cerity Partners is a leading financial institution located at 779 Altos Oaks Drive in Los Altos, California, United States. Specializing in comprehensive financial planning and investment management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to transparency and integrity, Cerity Partners is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
Family CFO, Inc.
Family CFO, Inc. is a finance institution located at 4966 El Camino Real in Los Altos, California, United States. As a trusted financial advisor, we provide personalized financial management services to individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Our team of experienced professionals offers comprehensive financial planning, investment management, tax planning, and estate planning services to ensure that our clients' financial well-being is secure. With a focus on building long-lasting relationships and providing top-notch customer service, Family CFO, Inc. is dedicated to helping our clients achieve financial success and peace of mind.
Meyers Wealth Management
Meyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment advice, and financial planning to individuals, families, and businesses. With a focus on long-term growth and risk management, Meyers Wealth Management is committed to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to start planning for a secure financial future.
Flywheel Private Wealth
Flywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.
Oakhurst Financial
Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.
PWJohnson Wealth Management
PWJohnson Wealth Management, located at 2051 Grant Road in Los Altos, California, is a finance institution dedicated to providing personalized portfolios that avoid common investor pitfalls. With expertise in all areas of financial planning, PWJohnson offers comprehensive ongoing services to help clients manage their wealth and legacy. The institution offers the Willing Wisdom Index™, a free questionnaire that measures a family's performance in critical areas such as health care, taxes, litigation, communication, planning, and governance. The dynamic team at PWJohnson is committed to inspiring individuals, families, and communities to grow wealth and expand their lives, guiding them to peace of mind. Through their work with clients, financial professionals, and consumer education programs, the team delivers education, support, and tools to help people make intelligent financial decisions.
SCHERTAX
SCHERTAX is a reputable accounting and finance institution located at 1440 Villa Drive in Los Altos, California, United States. With a team of experienced professionals, SCHERTAX provides a wide range of financial services including tax preparation, financial planning, and bookkeeping. Clients can trust SCHERTAX to provide accurate and reliable financial guidance to help them achieve their financial goals. With a commitment to excellence and personalized service, SCHERTAX is a trusted partner for individuals and businesses seeking expert financial advice.
Angela Wong, CPA
Angela Wong, CPA is a reputable accounting and finance institution located at 4966 El Camino Real in Los Altos, California, United States. With a team of experienced professionals led by certified public accountant Angela Wong, the institution provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Angela Wong, CPA for accurate and reliable financial advice and support to help them navigate their personal and business finances successfully.
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC®
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States. With a focus on providing personalized financial planning services, Cynthia A Wemyss, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), helps clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Cynthia and her team at Edward Jones are dedicated to providing expert advice and guidance to help you make informed financial decisions.
Knight & Co
Knight & Co is an accounting and finance institution located at 419 South San Antonio Road in Los Altos, California, United States. Established in 1954, our family firm has been dedicated to serving individuals and small businesses with their tax filings and accounting needs. Over the years, our clientele has expanded to include a wide range of entities and individuals, and our services have grown to encompass all types of tax and accounting engagements, as well as consulting for operations management and wealth management services. At Knight & Co, we pride ourselves on leveraging technology, common sense, and technical skill to help our clients save time and money. Our goal is to assist you in reaching your financial goals, whether it be through tax planning, accounting services, or wealth management. With our expertise and personalized approach, we strive to help you succeed in all your financial endeavors. Let Knight & Co be your trusted partner in achieving financial success.
Bushnell & Associates
Bushnell & Associates is a reputable accounting and finance institution located at 2055 Grant Road in Los Altos, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Bushnell & Associates is dedicated to helping you achieve your financial goals and maximize your financial success. Their personalized approach and attention to detail sets them apart as a trusted partner in managing your finances.
Blockhus & Associates
Blockhus & Associates is a reputable accounting and finance institution located at 1 1st Street in Los Altos, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, and investment management. Clients can trust Blockhus & Associates to provide personalized and reliable financial solutions to help them achieve their goals.
Tabcon Services Inc
Tabcon Services Inc is a trusted accounting and finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized and efficient solutions. Contact us today to learn more about how Tabcon Services Inc can assist you with your accounting and finance needs.
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