Professional accounting services in Newport Beach, CA
104 results found
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Law Office Of James Casey
● OpenThe Law Office of James Casey is a reputable institution located at 24 Corporate Plaza in Newport Beach, California. Specializing in accounting, finance, and legal services, this office offers expert guidance and representation for a wide range of legal matters. With a focus on personalized attention and professional expertise, clients can trust that their needs will be met with care and precision. Whether you are in need of legal advice, financial planning, or accounting services, the Law Office of James Casey is dedicated to providing top-notch assistance to help you navigate complex legal and financial issues.
24 Corporate Plaza # 200, Newport Beach, CA 92660, United States -
GBS & Associates
● OpenGBS & Associates is a reputable accounting and finance institution located at 2600 Newport Boulevard in Newport Beach, California. We offer a wide range of services to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to our clients' specific needs. Whether you need help with tax preparation, financial planning, or bookkeeping, GBS & Associates is here to help. Trust us to handle your financial needs with precision and expertise.
2600 Newport Blvd, Newport Beach, CA 92663, United States -
Law Offices of Michael S. Harms
● OpenThe Law Offices of Michael S. Harms, located at 2660 East Coast Highway in Newport Beach, California, offers a range of services in accounting, finance, and law. Specializing in Estate Planning, Trust Administration, Trust Litigation, and Probate, Michael S. Harms is a licensed attorney and C.P.A. in the State of California with a masters of taxation degree from NYU School of Law. With memberships in prestigious professional organizations such as The American Bar Association and The State Bar of California, Mr. Harms has extensive experience in preparing estate plans and representing clients in trust litigation and probates throughout California. Offering free one-hour consultations, the firm emphasizes the importance of estate planning for individuals of all ages and asset levels. With a focus on preserving hard-earned assets and minimizing costs, the Law Offices of Michael S. Harms provides comprehensive estate planning services including Living Trusts, Wills, Powers of Attorney, and Advanced Directives. The firm also guides clients through the process of transferring assets into their Living Trusts and offers assistance with amendments and successor trustee responsibilities. For personalized and professional estate planning services in California, contact the Law Offices of Michael S. Harms.
2660 East Coast Hwy, Corona Del Mar, CA 92625, United States -
Berus Law Group
● OpenBerus Law Group is a reputable institution located at 450 Newport Center Drive in Newport Beach, California. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, financial management, or legal representation, Berus Law Group is here to guide you every step of the way. Trust us to handle your financial and legal matters with expertise and professionalism.
450 Newport Center Dr, Newport Beach, CA 92660, United States -
Pacific Tax Advisors
● OpenPacific Tax Advisors, located at 2130 Main Street in Huntington Beach, California, is a leading institution in accounting and finance. They specialize in helping businesses streamline their financial systems, monitor profit margins, cash controls, account management, and tax strategy. With a team of experts, Pacific Tax Advisors has assisted numerous businesses in navigating complex financial matters and avoiding common pitfalls. They are dedicated to providing top-notch service and guidance to their clients. Contact them today to see how they can help your Newport Beach business thrive.
2130 Main St #190, Huntington Beach, CA 92648, United States -
Lyndon Group
● OpenLocated at 220 Newport Center Drive in Newport Beach, California, Lyndon Group is a professional services firm specializing in accounting and finance. Established in 2000, we offer expert assistance to organizations of all sizes and industries in managing their expense, travel, and payment programs. Our team is dedicated to building strong relationships with our clients, understanding that each business is unique and requires a customized approach. From software implementations to complex processes, we are here to help you achieve success in your projects. Whether you are new to expansion or already on the path, we provide support at every stage of your journey. Contact us at 220 Newport Center Dr. #11-529, Newport Beach, CA 92660 to learn more about how Lyndon Group can benefit your organization.
220 Newport Center Dr #11-529, Newport Beach, CA 92660, United States -
Midwin, Vogel & Nathanson, LLP
● OpenMidwin, Vogel & Nathanson, LLP is a leading accounting and finance institution located at 2801 West Coast Highway in Newport Beach, California, United States. With a team of highly skilled professionals, they provide a wide range of services including tax preparation, financial planning, and audit services. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are a small business owner or an individual looking for financial guidance, Midwin, Vogel & Nathanson, LLP is dedicated to helping you achieve your financial goals.
2801 West Coast Hwy # 390, Newport Beach, CA 92663, United States -
NOW CFO
● OpenNOW CFO is a full-service consulting firm located in Newport Beach, California, dedicated to meeting your business’ financial service needs. Specializing in accounting and finance, we handle the planning and execution of a wide variety of imperative financial goals, from strategy phase to implementation. Our team of financial experts understands the significance of sound financial systems and can help facilitate better cash flow control, increased efficiency, and accelerated business growth. With offices throughout the United States, NOW CFO can prepare your organization for the future by implementing proven financial processes and providing complete financial visibility. Our outsourced accounting services are available on a fractional, part-time, or as-needed basis. We offer a range of services, from Staff Accountants to CFO positions, and can customize a service package to meet your individual needs and budget.
2424 SE Bristol St # 280, Newport Beach, CA 92660, United States -
Akram | Assurance Advisory & Tax Firm
● OpenAkram | Assurance Advisory & Tax Firm is a leading accounting and finance institution located at 260 Newport Center Drive in Newport Beach, California, United States. With a team of experienced professionals, we provide a wide range of services including assurance, advisory, and tax services to individuals and businesses. Our firm is committed to delivering high-quality financial solutions tailored to meet the unique needs of our clients. Contact us today to learn more about how we can help you achieve your financial goals.
260 Newport Center Dr #100, Newport Beach, CA 92660, United States -
TVN Advisors LLP
● OpenTVN Advisors LLP is a leading accounting and finance firm located in Newport Beach, California. Our team of experienced professionals provides a wide range of financial services to clients, including tax preparation, auditing, financial planning, and investment management. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their wealth. Visit us at 20201 Southwest Birch Street to learn more about how TVN Advisors LLP can help you navigate the complex world of finance.
20201 SW Birch St STE 250, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Alan Epperson
● OpenBank of America Private Client Advisor Alan Epperson, located at 500 Newport Center Drive in Newport Beach, California, is a finance institution that specializes in working with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. Senior Vice President Alan Epperson leads a team of seasoned professionals who provide services in private banking, investment management, lending, legacy planning, trust administration, real estate advisory, philanthropy, and other financial services. With over 30 years of experience, Alan Epperson and his team aim to create personalized strategies that meet the needs, goals, and best interests of their clients. Bank of America Private Bank has a history of over 200 years in helping clients manage significant wealth, offering personalized approaches and resources to achieve financial objectives. The institution values innovation and strives to help clients navigate evolving markets and financial complexities. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making any financial decisions.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Nazanin Saidi
● OpenBank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Robert J. Richter, CPA & Registered Investment Advisor
● OpenRobert J. Richter, CPA & Registered Investment Advisor is a reputable institution located at 1100 Quail Street in Newport Beach, California, United States. Specializing in accounting and finance services, they offer expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, including certified public accountants and registered investment advisors, clients can trust in their expertise and dedication to providing top-notch financial services. Whether you need assistance with tax planning, investment management, or financial planning, Robert J. Richter, CPA & Registered Investment Advisor is committed to helping you navigate the complexities of the financial world with confidence.
1100 Quail St, Newport Beach, CA 92660, United States -
Savino Advisory Group
● OpenSavino Advisory Group is a leading accounting and finance institution located at 4101 Birch Street in Newport Beach, California. Our team of experienced professionals provides expert financial advice and services to individuals and businesses in the area. With a focus on personalized attention and tailored solutions, we help our clients achieve their financial goals and navigate complex financial challenges. Trust Savino Advisory Group for all your accounting and finance needs in Newport Beach and beyond.
4101 Birch St # 110, Newport Beach, CA 92660, United States -
Cole Bryant - Thrivent
● OpenCole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.
49 Discovery Suite 140, Irvine, CA 92618, United States -
Merrill Lynch Financial Advisor Huy Pham
● OpenMerrill Lynch Financial Advisor Huy Pham, located at 520 Newport Center Drive in Newport Beach, California, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients across all 50 states and various US territories are guided towards achieving their desired lifestyles. It is important to note that investing involves risks, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice, so it is recommended to consult with professionals before making financial decisions. The institution offers a wide range of brokerage, investment advisory, and other services. Merrill Lynch is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of Bank of America Corporation. Trust, fiduciary services, insurance, and annuity products are also available through affiliated entities. The institution strives to provide clients with information about products and services that may be of interest. Please note that by leaving Bank of America's website, you will be redirected to FINRA's BrokerCheck. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, offering lending, derivatives, and commercial banking activities worldwide. Securities, strategic advisory, and investment banking activities are performed by investment banking affiliates. In Australia, services are provided by Merrill Lynch Markets (Australia) Pty. Limited and related entities. Merrill Lynch Canada Inc. operates in Canada as a registered broker-dealer. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation in India, offering various banking and financial services. With a focus on providing personalized guidance and comprehensive financial solutions, Merrill Lynch Financial Advisor Huy Pham is dedicated to helping clients navigate the complexities of the financial world.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Greg J. Nugent
● OpenMerrill Lynch Financial Advisor Greg J. Nugent is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Greg J. Nugent has extensive experience helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They can also work with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. The mission of Merrill Personal Wealth Analysis™ is to build and document a personalized plan centered on your goals and aspirations. By understanding you and your priorities, the institution can provide a customized financial strategy to help you pursue personal financial goals while managing investment risk.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Justin B. Lacey
● OpenMerrill Lynch Financial Advisor Justin B. Lacey, located at 520 Newport Center Drive in Newport Beach, California, offers insights, observations, and ideas to help clients achieve their financial goals. With a background in accounting and extensive experience in finance, Justin provides personalized wealth management services to executives, business owners, professionals, and their families. Using a planning-based approach, Justin works with clients to identify their financial goals, assess their current financial situation, and develop strategies to manage risk and prepare for the future. He is committed to serving his clients' best interests and provides unbiased recommendations tailored to their individual needs.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
TRAN & CO., INC APC
● OpenTRAN & CO., INC APC is a dedicated team of CPAs located in Newport Beach, California. We offer a wide range of accounting and finance services to both individual and business clients. Our firm combines big firm expertise with the personalized touch of a smaller firm, providing expert advice and tax strategies tailored to each client's needs. Our team is experienced in handling everything from pre-revenue startups to mature enterprises, and we prioritize client service and long-term relationships over billings. Our culture is rooted in supporting local businesses and the community, and we believe in the importance of strong relationships with our clients. With active CPA licenses and memberships in professional organizations, our team is well-equipped to handle all of your accounting and finance needs. Whether you need tax preparation, financial statements, or business consulting, TRAN & CO., INC APC is here to help you achieve financial stability and success. Contact us today to learn more about our services and how we can assist you with your financial goals.
20201 SW Birch St STE 250, Newport Beach, CA 92660, United States -
DAVE TAX
● OpenDAVE TAX is a reputable accounting and finance institution located at 405 30th Street in Newport Beach, California. With a team of experienced professionals, DAVE TAX provides expert tax preparation, accounting, and financial planning services to individuals and businesses in the area. Whether you need help with tax filings, bookkeeping, or financial consulting, DAVE TAX is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take control of your finances.
405 30th St, Newport Beach, CA 92663, United States -
AT&A Advisors Inc
● OpenAT&A Advisors Inc is a leading accounting and finance institution located at 1400 Quail Street in Newport Beach, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax planning, auditing, investment advice, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial planning. Contact us today to learn more about how we can help you secure your financial future.
1400 Quail St Suite 155, Newport Beach, CA 92660, United States -
Riordan & Associates, CPA
● OpenRiordan & Associates, CPA is a reputable accounting and finance institution located at 110 Newport Center Drive in Newport Beach, California. With a strong commitment to the accounting and tax industry, our team of highly experienced professionals has over 20 years of experience working with small and mid-size businesses and individuals in Orange County, CA. We pride ourselves on conducting our business in a professional manner, utilizing the latest technology and resources to provide top-notch accounting and tax services. We are responsive and available year-round to meet your individual and business accounting needs. Our fully licensed and insured firm offers free phone consultations to ensure our services are the right fit for you. Specializing in helping clients strategize their personal and business returns, Riordan & Associates CPAs is your go-to firm for all your accounting and tax needs in Southern California. Request a free consultation before April 15th to get your Personal & Business Taxes done with us today!
110 Newport Center Dr, Newport Beach, CA 92660, United States -
Steven C Kissen & Co
● OpenSteven C Kissen & Co is a reputable accounting and finance institution located at 567 San Nicolas Drive in Newport Beach, 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, you can trust Steven C Kissen & Co to provide personalized and reliable financial solutions to help you achieve your goals. Visit their office in Newport Beach today to learn more about how they can help you manage your finances effectively.
567 San Nicolas Dr Ste. 175, Newport Beach, CA 92660, United States -
R. M. White & Associates
● OpenR. M. White & Associates is a reputable accounting and finance firm located at 23 Corporate Plaza Drive in Newport Beach, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and quality service sets them apart in the industry. Whether you are an individual or a business owner, R. M. White & Associates is dedicated to helping you achieve your financial goals.
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
Reitz & Morton
● OpenReitz & Morton is a reputable accounting and finance institution located at 620 Newport Center Drive in Newport Beach, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Reitz & Morton to provide expert advice and assistance in managing their finances effectively.
620 Newport Center Dr 11th floor, Newport Beach, CA 92660, United States -
Corona Del Mar Tax Pro
● OpenCorona Del Mar Tax Pro is a trusted accounting and finance institution located at 3334 East Coast Highway in Newport Beach, California, United States. 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 a commitment to accuracy and efficiency, we strive to help our clients maximize their financial success and minimize their tax liabilities. Whether you need help with your personal taxes or assistance with complex financial matters, Corona Del Mar Tax Pro is here to help. Contact us today to schedule a consultation.
3334 East Coast Hwy, Corona Del Mar, CA 92625, United States -
Sureprep LLC
● OpenSureprep LLC is a leading accounting and finance institution located in Newport Beach, California. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and consulting. We pride ourselves on delivering accurate and reliable results to help our clients achieve their financial goals. Visit us at 450 Newport Center Drive to learn more about how Sureprep LLC can assist you with all of your accounting and finance needs.
450 Newport Center Dr # 330, Newport Beach, CA 92660, United States -
Crawford Jennifer D
● OpenCrawford Jennifer D is a reputable accounting and finance institution located at 450 Newport Center Drive in Newport Beach, California. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, Crawford Jennifer D is committed to helping their clients achieve their financial goals. Trustworthy and reliable, this institution is a go-to for all your accounting and finance needs in Newport Beach.
450 Newport Center Dr #450, Newport Beach, CA 92660, United States -
James Valle & Company, CPAs
● OpenJames Valle & Company, CPAs is a reputable accounting and finance institution located at 4667 Macarthur Boulevard in Newport Beach, California, United States. With a team of highly skilled certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in their expertise and dedication to providing top-notch financial solutions tailored to meet their individual needs. Whether you are a small business owner or an individual looking for professional financial guidance, James Valle & Company, CPAs is here to help you achieve your financial goals.
4667 MacArthur Blvd Suite 400, Newport Beach, CA 92660, United States -
Jacqueline S. Zweig, Inc.
● OpenJacqueline S. Zweig, Inc. is a reputable accounting, finance, and insurance agency located at 4299 Macarthur Boulevard in Newport Beach, California, United States. With years of experience and a dedicated team of professionals, we provide top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or insurance coverage, our team is here to help you navigate the complexities of the financial world. Trust Jacqueline S. Zweig, Inc. for all your accounting, finance, and insurance needs.
4299 MacArthur Blvd Ste 211, Newport Beach, CA 92660, United States
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