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TOP 30 Professional tax planning strategies in Santa Monica, CA
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Madison Tax Solutions Inc
Madison Tax Solutions Inc is a comprehensive financial services institution located at 100 Wilshire Boulevard in Santa Monica, California. Our team of experienced professionals specialize in accounting, finance, legal services, and real estate transactions. Whether you need assistance with tax preparation, financial planning, legal advice, or real estate transactions, our knowledgeable staff is here to help. Trust Madison Tax Solutions Inc for all your financial needs in the Santa Monica area.
Salazar Income Tax Services
Salazar Income Tax Services is a professional accounting and finance institution located at 6115 Santa Monica Boulevard in Los Angeles, California. Our dedicated team of experts provides top-notch tax services for individuals and businesses, ensuring accurate and timely filing to maximize returns. As a trusted local government office, we are committed to assisting our clients with all their financial needs. Visit us today to experience personalized and reliable financial services.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.
Adero Partners
Adero Partners, located at 118 3rd Street in Santa Monica, California, is a finance institution dedicated to serving the unique needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is committed to enhancing lives through thoughtful partnership. Recognized as one of America’s Top RIA Firms in 2023, Adero Partners offers a comprehensive suite of wealth management services, including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with a focus on providing access to private funds and bespoke portfolios for clients interested in ESG or values-based investment strategies.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 100 Wilshire Boulevard in Santa Monica, California, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. They go beyond traditional wealth planning advice by offering guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, working closely with clients to understand their financial goals and create strategies to meet their long-term objectives. The branch is also dedicated to giving back to the community through volunteerism and charitable outreach. With access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources, clients can trust Merrill Lynch to help them pursue their financial and life goals. Whether you are a seasoned financial advisor or looking to start a career in wealth management, Merrill Lynch offers professional training, mentoring, and technology to support your growth. Investing with Merrill Lynch involves risks, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a wide range of brokerage, investment advisory, and other services available, Merrill Lynch Wealth Management is dedicated to helping clients achieve their unique financial goals.
Merrill Lynch Financial Advisor Richard A Jones
Merrill Lynch Financial Advisor Richard A Jones, located at 100 Wilshire Boulevard in Santa Monica, California, offers comprehensive wealth management services to clients and their families. With a focus on personalized service and tailored financial strategies, the team at the Jones Fletcher Group takes a "family tree" approach to working with clients, ensuring that every generation is considered in the pursuit of financial goals. Supported by the global resources of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch is committed to helping clients stay on track towards their goals through proactive asset allocation and rebalancing. With a dedication to building strong client relationships based on trust and personalized service, the advisors at Merrill Lynch strive to provide a seamless and flexible experience for every client. By taking the time to understand each client's unique goals, values, and priorities, the team at Merrill Lynch can develop a customized wealth management strategy designed to help clients achieve what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about financial decisions, Merrill Lynch Financial Advisor Richard A Jones is dedicated to helping clients achieve their financial goals.
ROI Financial Services Corporation
ROI Financial Services Corporation is a leading financial institution located in Santa Monica, California, United States. We specialize in providing a wide range of financial services, including ATM services and finance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maximize their return on investment. Whether you are looking to manage your finances, access cash conveniently through our ATMs, or secure financing for your business, ROI Financial Services Corporation is here to help. Visit us today to experience the difference our personalized and innovative financial solutions can make for you.
Block Advisors
Block Advisors is a trusted institution located at 3201 Wilshire Boulevard in Santa Monica, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, Block Advisors is here to help you navigate the complexities of the financial world with confidence and ease. Visit us today to see how we can help you achieve your financial goals.
Goodfriend & Jacobs
Goodfriend & Jacobs is a leading accounting and finance institution located at 1299 Ocean Avenue in Santa Monica, California. Specializing in estate/retirement planning and investment management, we work closely with our clients to help them achieve their financial goals through a proactive and trustworthy approach. Our services include accounting, tax planning, bill-paying, estate planning, and investment management, tailored to individuals and companies in the entertainment industry. Our experienced team, led by partners Jeffrey Jacobs and Lawrence Goodfriend, has over 20 years of professional experience in advising high net-worth clients in the fields of entertainment, sports, and music. We also offer custom tax planning, entity formation, contract review, investment management, estate planning, and wealth transfer strategies.
Given & Co
Given & Co is a reputable accounting and finance institution located at 3029 Wilshire Boulevard in Santa Monica, 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. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with your taxes or guidance on financial strategies, Given & Co is dedicated to helping you achieve your financial goals.
Baker Tilly US, LLP
Baker Tilly US, LLP is a leading accounting and finance institution located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. We specialize in providing a practical approach to vulnerability management, auditing small capital projects, and analyzing U.S. labor trends related to fair pay, equity, and transparency. Our institution offers an end-to-end compliance solution for prevailing wage and apprenticeship requirements in the Inflation Reduction Act. We also provide insights on managing cybersecurity and data governance risks, as well as strategies for moving your business forward with IRA, ESG, and cybersecurity solutions.
Levin Chaim Aaron CPA
Levin Chaim Aaron CPA is a reputable accounting and finance institution located at 703 18th Street in Santa Monica, California, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Levin Chaim Aaron CPA is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, this institution is known for their attention to detail and commitment to excellence in all aspects of their work. Whether you need assistance with bookkeeping, audits, or investment strategies, Levin Chaim Aaron CPA is the go-to choice for all your accounting and finance needs.
Synergy Consulting LLC
Synergy Consulting LLC is a leading accounting and finance institution located at 2922 Pico Boulevard in Santa Monica, California, United States. Our team of experienced professionals provide a wide range of financial services, including tax preparation, bookkeeping, and financial planning. We strive to help our clients achieve their financial goals through personalized and strategic advice. Trust Synergy Consulting LLC for all your accounting and finance needs.
Burke, Williams & Sorensen, LLP
Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
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