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TOP 30 Senior financial planning in California
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ACT Business Group, Inc
ACT Business Group, Inc, located at 301 North Vine Street in Fallbrook, California, is a trusted institution specializing in accounting and finance. With a wealth of experience working with Corporations, Trusts, Nonprofits, and Family & Individual Tax planning, the professionals at A.C.T. are dedicated to providing top-notch services to their clients. Blayne Chenowith, CPA, leads the team with her expertise and warm personality, earning her the nickname "accountant with a personality". In addition to her financial acumen, Blayne also operates a Senior Dog Rescue, welcoming furry friends to the office. When you choose A.C.T., you can rest assured that you are working with highly qualified consultants who have the credentials, experience, and enthusiastic customer referrals to back up their expertise. A.C.T. Bookkeeping Services will diligently keep track of all your finances, manage bills and invoices, and ensure your earnings and expenses are balanced. A.C.T. Payroll Services takes care of processing payroll, calculating and filing payroll taxes, and generating payroll tax statements.
Centro Latino De Servicios
Centro Latino De Servicios, located at 264 Vista Village Drive, Vista, California, is an institution specializing in accounting and finance services. Our team of highly qualified professionals with diverse backgrounds work together to provide customized solutions to our clients. We offer services such as tax preparation and filing, immigration assistance, and filling out divorce documents. We believe in a collaborative approach to consulting, where we work closely with our clients to understand their needs and develop solutions together. Our goal is to build lasting relationships with our clients. We conduct a thorough review to ensure that no deductions are missed, and all actions and forms are explained in simple language. With over 25 years of experience in tax preparation, immigration services, and marriage and divorce document filling, Centro Latino De Servicios is committed to providing top-notch services to our clients.
Executive Resources
Executive Resources Financial Services, Inc. is a reliable accounting and finance institution located at 251 Auburn Ravine Road in Auburn, California, United States. Specializing in tax return preparation, bookkeeping, payroll services, and business management, we aim to save businesses time and money by providing accurate financial information for sound decision-making. Our experienced team offers a full range of bookkeeping services, including business setup, data entry, reconciliation of accounts, and financial reports for all types of business structures. We also provide tax planning and preparation services for corporations, partnerships, individuals, and various types of income.
HICAP of Inyo and Mono Counties
HICAP of Inyo and Mono Counties, located at 119 Mac Iver Street in Bishop, California, is a health and insurance agency dedicated to helping seniors remain healthy, connected, and protected. They offer a wide range of services including information on healthcare, caregiving, finance/legal, housing, and more. The institution provides companionship and social support to isolated, frail older and disabled adults, advocates for their rights, and assists in managing emotional health and overall well-being. They also offer programs such as PEARLS, a late-life depression care management program, educational seminars on avoiding financial predators, and community support events like providing holiday gifts to residents in long-term care facilities. Additionally, they provide information on Medicare Advantage Plan options, have appointed a new Chief Operating Officer, and offer services through Concierge Care Navigators to improve health and quality of life. The institution is committed to advancing equity, supporting safety, economic security, and well-being for all individuals. To get in touch with HICAP, call (909) 256-8369 or (800) 434-0222, and for RS LTCOP, call (909) 581-6649 or (833) 772-6624.
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