Specialized accounting services in Del Mar, CA
17 results found
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Wealth Alliance Tax & Investment Services
● ClosedWealth Alliance Tax & Investment Services is a financial institution located at 1870 Cordell Court in El Cajon, California, United States. Specializing in accounting and finance, we offer personalized investment guidance tailored to each client's unique goals. Our team of qualified professionals provides friendly and personal assistance with all areas of financial affairs. Headquartered near Del Mar, California, Wealth Alliance offers fee and commission-based wealth management and planning services, operating as both a Registered Investment Advisor and through Independent Financial Group’s Broker Dealer. Clients benefit from our proprietary financial planning software and superior service. Our founder, Kevin, graduated magna cum laude with a Bachelor of Arts in Accounting from the University of San Diego. Michael, another team member, assists with investment modeling and analysis. If you would like to speak with one of our financial advisers or check our background on FINRA’s Broker Check, please contact us. Wealth Alliance, LLC is a CA Registered Investment Advisor, offering advisory services, while securities are offered through Independent Financial Group, LLC (IFG). We are licensed to sell securities and offer advisory services in several states. Member FINRA/SIPC.
1870 Cordell Ct #106, El Cajon, CA 92020, United States -
Acer Tax & Accounting
● OpenAcer Tax & Accounting is a trusted institution located at 3203 Del Mar Avenue in Rosemead, California. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. With years of experience and a commitment to excellence, Acer Tax & Accounting is here to help you navigate the complexities of tax laws and financial management. Contact us today to learn how we can assist you in achieving your financial goals.
3203 Del Mar Ave # B2, Rosemead, CA 91770, United States -
Lotus Accounting and Tax Services
● OpenLotus Accounting and Tax Services, located at 4075 Park Boulevard in San Diego, California, is a reputable institution specializing in accounting and finance services. Led by Jessica Demirdjian, an Enrolled Agent with a Master's in Accountancy and a Master's in Taxation from the University of San Diego, the institution offers a wide range of services including IRS representation, tax preparation, accounting, and bookkeeping. With years of experience working for the County of San Diego and the City of Del Mar, Jessica's expertise in the field is unmatched. In addition to her professional work, Jessica also dedicates her time to volunteering with the IRS VITA Program and collaborating with local artists to showcase their work in her office. Clients praise Jessica for her knowledge and guidance during tax season, making the process seamless and stress-free. If you are in need of accounting or tax services in the San Diego area, Lotus Accounting and Tax Services is the place to go.
4075 Park Blvd #101B, San Diego, CA 92103, United States -
Peak Accounting Services Inc
● ClosedPeak Accounting Services Inc, located at 783 Rio Del Mar Boulevard in Aptos, California, is a trusted institution specializing in accounting and finance services. Our team is dedicated to helping you navigate the complex world of business taxes, payroll, and accounting, including services for non-profit organizations. With our expertise and personalized approach, we strive to provide top-notch financial solutions for your business needs. Visit our website to access our document upload link and start working with us today.
783 Rio Del Mar Blvd Suite 43, Aptos, CA 95003, United States -
RMJR Tax and Accounting
● ClosedRMJR Tax and Accounting is a reputable institution located at 2711 East Coast Highway in Newport Beach, California. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch tax and accounting solutions for individuals and businesses alike. With years of experience and expertise in the field, we are committed to helping our clients achieve their financial goals and navigate the complexities of taxation with ease. Trust RMJR Tax and Accounting for all your financial needs in Newport Beach and beyond.
2711 East Coast Hwy, Corona Del Mar, CA 92625, United States -
K L Tax & Accounting Services
● OpenK L Tax & Accounting Services is a trusted institution located in Rosemead, California, specializing in accounting and finance services for small businesses. With over 25 years of experience, we understand the challenges that business owners face in managing their day-to-day responsibilities. Our team of professionals is dedicated to providing personalized solutions to help you focus on growing your business while we handle the numbers. From daily record-keeping to tax planning and preparation, we offer a range of services to enhance your financial clarity, efficiency, and profitability. With the ever-changing tax laws, we stay up-to-date to help you reduce your tax liabilities and maximize your savings. Our goal is to put more money back in your pocket by utilizing the latest tax codes that benefit business owners.
3257 Del Mar Ave suite b, Rosemead, CA 91770, United States -
JordanMillard Tax & Accounting Services
● ClosedJordanMillard Tax & Accounting Services is a reputable institution located in Del Mar, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses. Our convenient location at 3790 Via De La Valle makes us easily accessible to clients in the area. Trust JordanMillard Tax & Accounting Services for all your financial needs.
3790 Via De La Valle #217, Del Mar, CA 92014, United States -
Ortega Accountancy, APC
● ClosedOrtega Accountancy, APC is a full-service accounting firm located at 12526 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we offer a range of services including tax preparation, financial statement preparation, audits, and tax planning for individuals, businesses, and organizations exempt from income tax. Established in 2003 by Mario Ortega, our dedicated team is committed to making our clients' lives easier by providing clear communication, expertise in tax and audit services, and valuable insights for better business decisions. We adhere to industry standards such as Generally Accepted Auditing Standards (GAAS) and Government Auditing Standards (GAGAS), ensuring accurate and reliable financial reporting.
12526 High Bluff Dr UNIT 300, San Diego, CA 92130, United States -
MrWestside Marina del Rey Real Estate Agent
● OpenWelcome to MrWestside Marina del Rey Real Estate Agent, your premier destination for all things real estate on the Westside of Los Angeles. Located at 124 Washington Boulevard, Marina del Rey, California, our agency specializes in providing top-notch real estate services tailored to your needs. Explore our state-of-the-art property search, featuring an interactive map that allows you to find the perfect homes for sale in Santa Monica. Our listings are continuously updated from the MLS, ensuring you have access to the latest properties. Utilize our comprehensive Community Guide to stay informed about real estate listings in Santa Monica and beyond. Whether you're interested in oceanfront homes, luxury condos, townhomes, new constructions, or more, our specialized searches have you covered.
124 Washington Boulevard, Marina del Rey, California 90292, United States -
HomeShield Property Management
● ClosedHomeShield Property Management is a professional property management institution located in San Diego, California. We specialize in managing properties in various neighborhoods such as Del Mar, La Jolla, Rancho Santa Fe, Pacific Beach, and more. Our experienced marketing team works diligently to find the right tenants for your home, ensuring quick vacancy filling. We have strict screening guidelines for all applicants to protect your investment and provide accounting support to ensure you receive your monthly payments on time. Our maintenance services keep your property in top shape, while frequent walkthroughs ensure your tenants are taking care of your home. We prioritize communication and transparency with our clients, using sophisticated tech tools to stay efficient and accessible. Client testimonials rave about our exceptional customer service and dedication to helping them succeed. If you own rental property in San Diego County, trust HomeShield Property Management to help you achieve your investment goals and maximize profitability. Visit us at our Point Loma, La Jolla, or Downtown San Diego locations for expert property management services.
2305 Historic Decatur Rd Suite 100, San Diego, CA 92106, United States -
Law Offices of Michael S. Harms
● ClosedThe 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 -
Momentum CFO
● ClosedMomentum CFO is an accounting and finance institution located at 445 Marine View Avenue in Del Mar, California, United States. The institution specializes in helping small and midsize businesses overcome financial challenges by providing guidance from a Fractional CFO. Whether you struggle with interpreting financial reports, building a strong financial foundation, or planning for the future, Momentum CFO can help. Their team, led by Rosemary, has deep knowledge in financial reporting, business intelligence, and data analytics to offer strategic recommendations and improve financial health. Clients praise Rosemary for her professionalism, attention to detail, and ability to communicate complex financial information effectively. With a focus on increasing profit, improving processes, and making better financial decisions, Momentum CFO offers services such as the Financial Health Check™ and ongoing partnership with a CFO. Clients appreciate Rosemary's expertise in financial metrics and reporting, as well as her dedication to helping businesses thrive. If you're looking for expert financial guidance to grow your business, consider reaching out to Momentum CFO at their Del Mar location.
445 Marine View Ave STE 300, Del Mar, CA 92014, United States -
La Jolla Gateway Team
● ClosedLa Jolla Gateway Team, located at 445 Marine View Avenue in Del Mar, California, is a finance institution dedicated to helping individuals manage their wealth, achieve lifelong goals, and create a legacy. They specialize in assisting clients in thriving during retirement, offering advice and guidance through their Financial Planning Framework. Licensing information can be found on the State Insurance Department's website, and not all team members may provide all products, programs, and services in every state. Thrivent Financial for Lutherans is the marketing name for Thrivent, which offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Clients may choose to engage further with Dedicated Planning Services for written recommendations for a fee. It is important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult with their own attorney or tax professional. For more information on the professional designations of their financial advisors and the requirements to earn them, visit their website or FINRA's Broker Check.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Elite Tax Reduction
● OpenElite Tax Reduction is a premier accounting and finance institution located at 4352 Shorecrest Lane in Newport Beach, California. Our team of experienced professionals specializes in helping individuals and businesses maximize their tax savings through strategic planning and innovative solutions. With a commitment to excellence and personalized service, Elite Tax Reduction is dedicated to helping our clients achieve their financial goals and minimize their tax liabilities. Contact us today to learn more about how we can help you navigate the complex world of taxes and finances.
4352 Shorecrest Ln, Corona Del Mar, CA 92625, United States -
The Kaseno CPA Firm
● ClosedLocated at 445 Marine View Avenue in Del Mar, California, The Kaseno CPA Firm is a trusted institution specializing in accounting and finance services. Led by Karen Kaseno, a CPA with over 30 years of experience, the firm offers Divorce Financial Solutions, Litigation support, and Business Valuations for clients in the San Diego area. Karen Kaseno and her team are skilled at assisting parties and their attorneys in navigating through family law cases of all sizes, from small to multi-million dollar asset cases. They provide insights and clarity on complex financial issues, helping clients understand and resolve their financial matters efficiently.
445 Marine View Ave STE 300, Del Mar, CA 92014, United States -
Neo Build Foundation Manhattan Beach
● OpenWelcome to Neo Build Foundation Manhattan Beach, your premier general contractor located at 1138 Highland Avenue, Manhattan Beach, California. As a distinguished name in the construction industry, we specialize in crafting exquisite custom homes throughout California, ensuring that your dream home becomes a reality. Our expertise lies in seamlessly following architectural plans while maintaining your project on schedule and within budget. Building a custom home can be an intimidating endeavor, but with Neo Build Foundation, it becomes a smooth and stress-free journey. Our team is dedicated to delivering high-quality construction services, backed by a wealth of experience and a commitment to excellence. Whether your project is nestled in the vibrant communities of Los Angeles, the serene landscapes of Northern California, or anywhere in between, we have the expertise to cater to your needs.
1138 Highland Avenue, Manhattan Beach, California 90266, United States -
Build Foundation Lynwood | Call Today
● Openare renowned for their custom home projects that span a range of styles and complexities. Their work has been featured in numerous prestigious publications, reflecting their expertise in creating homes that are both beautiful and functional. Winters-Schram Associates collaborates closely with top architects and designers, ensuring that each project is tailored to the client's unique vision and lifestyle. At Build Foundation Lynwood, located at 11245 Long Beach Boulevard, Lynwood, California, we understand the importance of selecting the right general contractor for your custom home project. As a leading general contractor in the area, we pride ourselves on our ability to transform architectural plans into reality, ensuring that your home is built to the highest standards of quality and craftsmanship. Our team is committed to keeping your project on schedule and within budget, making the construction process smooth and stress-free.
11245 Long Beach Boulevard, Lynwood, California 90262, United States
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