Specialized tax return services in California

SET Advisors is a premier institution located at 3919 30th Street in San Diego, California, United States. Specializing in accounting and finance, SET Advisors caters to over 300 Airbnb clients with multiple income streams, offering expert guidance on using short-term real estate as a wealth-building tool while maintaining tax advantages. Whether you're a freelancer, Airbnb host, or independent contractor, SET Advisors provides tailored tax preparation services to save you time, money, and give you peace of mind. With a deep understanding of the sharing economy, SET Advisors offers a range of services to optimize financial success in the Airbnb and 1099 landscape. Their team of experienced accountants is dedicated to helping clients navigate tax planning, compliance, preparation, and savings. From individual and business income tax return preparation to compliance with local, state, and federal regulatory requirements, SET Advisors is committed to providing top-notch accounting solutions. Clients rave about their expertise, efficiency, and personalized approach, making SET Advisors a trusted partner for all accounting and tax needs.

Aigul CPA & Associates is a reputable institution located at 4178 Mission Street in San Francisco, California, United States. Specializing in accounting, finance, and health services, our team of experienced professionals is dedicated to providing top-notch financial and healthcare solutions to our clients. With a commitment to excellence and a focus on customer satisfaction, Aigul CPA & Associates is your trusted partner for all your accounting and healthcare needs.

Forney Accountancy is a trusted accounting and finance institution located at 1973 Faye Court in Pleasant Hill, California, United States. Specializing in preparing and filing tax returns for small business owners, Forney Accountancy allows you to focus on what truly drives your success. With a commitment to providing frictionless filing, Forney Accountancy ensures that your tax returns are prepared accurately and filed on time, giving you peace of mind. As a CPA, Forney Accountancy captures the deductions you deserve, reports revenue as required, and strives to complete the process with your satisfaction in mind. Expect efficiency, rely on results, and take advantage of stress-free tax preparation without the confusing tax jargon with Forney Accountancy by your side.

Acena Consulting is a finance institution located at 340 North Westlake Boulevard in Westlake Village, California, United States. Specializing in research and development tax credit services, Acena Consulting offers a digital tool to automate calculations and maximize benefits. With tips and tricks to optimize return on investment, clients can simplify the innovation tax process and compare federal and local components to capture cash flow opportunities. By identifying tax savings opportunities and forming tax-exempt IC-DISCs, Acena Consulting helps lower tax burdens and reduce total taxable income. Clients can also access the R&D Tax Credit Calculator to estimate their tax opportunities instantly. With a team of experienced specialty tax accountants, Acena Consulting expands financial service offerings and supports clients in investing wisely. In February 2024, Acena Consulting helped clients claim over $932,000 in total tax credits and generated potential for more than 12 new R&D related career opportunities. Trust Acena Consulting with your innovation and specialty tax needs to protect profits while focusing on increasing them.

Kepple Edward CPA, located at 4685 Industrial Street in Simi Valley, California, is a trusted institution specializing in accounting and finance services. Committed to providing professional and personalized guidance to clients, we value relationships and view each client partnership as crucial to our mutual success. With years of experience and expertise, we offer a range of services including income tax preparation, audit representation, payroll reporting, QuickBooks® support, and business startup assistance. Our dedication to ongoing education, technology, and industry relationships ensures excellence in all that we do. Whether you need assistance with individual, corporate, partnership, or trust tax returns, Kepple Edward CPA is here to help you plan for a successful financial future.

Murrill | Gerbino, LLP is a local CPA firm located in San Diego, California, providing tax, accounting, and consulting services to individuals and privately-held businesses. Our mission is to help clients manage their financial and income tax affairs through active planning, monitoring, and consulting. We work closely with our clients to build a relationship based on communication, trust, and results. We specialize in preparing Federal, State, and Local tax returns, minimizing taxes, and ensuring there are no surprises or fire drills. Our team of specific advisors is available to guide small businesses in meeting their unique goals and objectives.

The RFA Financial Center, located at 1671 Palm Avenue in San Diego, California, is the office of Ricardo F Alvarez EA. Specializing in accounting and finance, our team is here to help with all of your tax needs. Whether you have received a letter from the IRS or need assistance preparing your tax returns, we are here to assist you. Our office is bilingual, with services available in both English and Spanish. You can drop off your documents at our office or schedule an in-person appointment by calling 619-429-1849. During your appointment, we will provide insight and recommendations to help you reach your financial goals and solve any problems you may be facing.

Stewart Wealth Management is a finance institution located at 1050 Northgate Drive, San Rafael, California, United States. Our focus is on providing strategies to build wealth for pragmatic investors. We only receive fees as a percentage of assets under management, creating a fiduciary relationship and long-term partnership with our clients' goals. Household balances over one million and income-specific strategies have lower management fees. Our goal is to build low-cost, durable, and tax-efficient portfolios with long-term predictable outcomes for each client. We implement proactive ETF strategies to navigate through changing markets skillfully. Each client will have their own unique investment allocation, which may include private real estate investments for high net worth investors. We build asset allocation models that seek consistent returns, goal-based investor behavior, and focus on lowering volatility, taxes, and fees. We have a minimum of 500k to get started.

Oui Financial is a finance institution located at 855 Lincoln Way in San Francisco, California, United States. We specialize in helping French individuals living in the United States make the best decisions for their money and investments. Managing finances as a French citizen in the US can be complex, but our expert team provides bilingual expertise in the tax, legal, and financial environments of both countries. Whether you are satisfied with your financial management in the US or planning to return to France within the next 3 years, Oui Financial can help you prepare for your financial future. We offer free weekly online consultations to address any questions or concerns you may have about your finances, retirement, or tax situation.

HZ CPAs & Advisors, P.C. is a dedicated team of CFOs and Trusted Advisors located at 5865 Rexford Avenue, Cypress, California, United States. Specializing in accounting and finance, we help entrepreneurs thrive in family, business, and legacy. Our services include bill paying, payroll processing, financial statements, tax planning and preparation, and more. We provide clear, confident, and capable support through strategic planning and proactive implementation. Our unique approach includes monthly book reviews and trust certificate updates to ensure investors have confidence in their investments. We assist in filing all tax returns and can help raise funds through various avenues such as REG CF, crowd funding, and private equity. Our goal is to help you build a solid foundation for your business operations and achieve success in fulfilling your mission.

Kayne Anderson Rudnick is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. With a reputation for excellence in investment management, Kayne Anderson Rudnick provides personalized financial services to individuals, families, and institutions. Their team of experienced professionals offers a wide range of investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Kayne Anderson Rudnick is dedicated to providing tailored solutions to meet your needs.

All About Numbers is a bookkeeping, accounting, and tax preparation institution located at 4512 Feather River Drive, Stockton, California, United States. Specializing in services for Clergy Taxes, Truck Drivers, Daycare Providers, and Law Enforcement, our experienced staff can assist with personal returns, business returns, and sales tax returns. We offer solutions for transaction entries and onsite services tailored to your needs. Planning ahead can help minimize your tax burden and ensure a smooth estate transition. As Enrolled Agents, we provide audit representation and tax problem resolution, as well as payroll services and estate planning. Please note that due to the California shelter-in-place order, we are currently closed until further notice. Contact us for more information on incorporating your business or maximizing your mileage deductions.

Eddie Smith, Enrolled Agent is a professional accounting and finance institution located at 175 Wikiup Meadows Drive in Santa Rosa, California, United States. Whether you are a start-up business, a well-established company, or a self-employed individual in the GigEconomy, Eddie Smith is dedicated to helping you achieve success. As an enrolled agent and QuickBooks Pro Advisor, Eddie offers expertise in ensuring your finances are in order, providing valuable insights into your business, and giving you more time to focus on growth and development. Expect a relaxed and seamless experience with Eddie, who combines professionalism with a friendly and approachable demeanor. Specializing in start-up and small businesses, Eddie is passionate about supporting business owners and helping them navigate the complexities of taxes. From individual tax returns to managing finances and payroll with QuickBooks, Eddie Smith, Enrolled Agent is dedicated to providing personalized and comprehensive financial solutions for you and your business.

Taxpertise is a leading finance institution located in the heart of Sonoma, California. Our team of expert professionals are dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes with ease and confidence. Whether you need assistance with tax preparation, planning, or resolution, Taxpertise is here to help. Visit us at 450 2nd Street West to experience our unparalleled expertise in tax matters.

Jegen & Associates is an accounting and finance institution located at 1110 Alhambra Avenue in Martinez, California, United States. With over 40 years of tax experience, our business specializes in personal and business tax return preparation, tax planning, and bookkeeping services. As a family locally owned and operated business, we take pride in getting to know our clients and providing them with excellent service. Our team of certified registered tax preparers includes George Jegen, his daughters Teresa Leibnitz and Jene Gonzalez, and CPA Leslie Marquart. Trust Jegen & Associates for all your tax and financial needs.

James Waite, CPA is a reputable accounting and finance institution located at 777 Grand Avenue in San Rafael, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust James Waite, CPA for expert advice and personalized solutions to help them achieve their financial goals.

Kaufmann Advisors is a leading accounting and finance institution located at 580 California Street in San Francisco, California. Specializing in strategic tax advice and planning for business owners, we offer a wide range of tax services including planning, preparation, and compliance. Our belief is that things don’t have to be complicated, and every problem has a solution. Running a business can be challenging, especially when it comes to taxes. Our team of experts can help optimize your tax strategy, ensuring your business reaches its goals faster. Unlike traditional CPA firms, we focus on tax planning throughout the year, providing a return on investment with our services.

Kruze Consulting, located at 600 California Street in San Francisco, California, is a leading institution specializing in accounting and finance services for startups. With industry-specific expertise in bookkeeping, tax, FP&A, and more, Kruze offers outsourced CFO services to help manage the financial aspects of growing startups. They provide projections, budgets, and FP&A assistance for seed venture funded companies, as well as guidance on tax credits and R&D tax incentives. Their team has experience helping funded startups navigate M&A diligence processes and fundraising advice for VC-backed startups. Kruze's clients have secured billions in seed and venture funding, and the institution is trusted by top-tier VCs. With a focus on DE C-Corps with seed and VC funding, Kruze Consulting offers specialized accounting consulting and finance help for early-stage companies. Their team of CPAs and accountants, with an average of 11 years of experience, provides startups with the financial reporting services they need to focus on their growth. Kruze also offers resources such as online calculators for estimating R&D tax credits and startup return preparation costs, as well as tools for calculating CEO pay and cash burn rates. With a podcast featuring startup founders, executives, and industry experts, Kruze Consulting is a valuable resource for startups looking to navigate the financial challenges of scaling their businesses.

Realize CPA, LLP is a leading accounting and finance firm located at 50 California Street in the bustling city of San Francisco, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, auditing, or financial planning, Realize CPA, LLP is here to help you achieve your financial goals. Trust us to provide you with personalized and reliable services to ensure your financial success.

Located at 156 2nd Street in San Francisco, California, Gillingham CPA is a reputable accounting and tax firm specializing in small businesses, seed stage startups, and equity compensated (tech) employees. Led by John Gillingham, who has extensive experience in financial services, the team at Gillingham CPA is dedicated to helping clients navigate the complex world of taxes and finances. They offer services beyond just tax return preparation, focusing on consulting, planning, and advisory services to help clients grow their businesses and make informed decisions. With a collaborative and educational approach, Gillingham CPA aims to empower clients to truly understand and manage their numbers. Whether you are a small business owner, a startup founder, or an equity compensated employee, Gillingham CPA is well-equipped to guide you through the tax and financial aspects of your endeavors. Highly recommended by satisfied clients, Gillingham CPA is known for its personalized service, attention to detail, and expertise in handling various financial situations. Contact them today to start your journey towards financial success.

DMTax & Consulting LLC is a professional financial institution located at 1111 Weyburn Lane in San Jose, California. Our team of experienced professionals specializes in tax preparation, consulting, and financial planning services for individuals and businesses. With a commitment to providing personalized and comprehensive financial solutions, we strive to help our clients achieve their financial goals and maximize their returns. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.

The Rex Crandell Firm, located at 3000 Citrus Circle in Walnut Creek, California, is a trusted institution specializing in tax and estates & trusts services. With over 40 years of experience, Rex Crandell offers expertise in preparing tax returns, estate planning, estate administration, and probate. The firm provides a range of services including income taxes, trusts, estate planning, probate, and deeds. Due to the Covid-19 pandemic, meetings are currently being conducted through Zoom for the safety and convenience of clients. The firm offers comprehensive estate planning and trust services such as revocable living trusts, wills, durable powers of attorney, advance healthcare directives, and probate filings. They also provide income tax preparation, tax planning, tax problem resolution, and new business formation services.

Taxulo is a premier accounting and finance institution located at 3031 Tisch Way, San Jose, California, United States. Our team of certified CFO and tax planning experts specializes in a wide range of tax matters, with a focus on assisting small to mid-size businesses. From personal income tax to small business returns, our expert team is well-equipped to meet your diverse tax needs. We offer precise tax strategies, expert IRS representation, and streamlined financial management services to help you navigate the complexities of tax management and business finances. Our comprehensive financial services and Financial Consulting empower you to manage and safeguard your assets effectively. Whether you need tax preparation, CFO services, or assistance with complex tax and accounting needs, we are here to provide expert guidance throughout your financial journey. Trust Taxulo to take your business to the next level with tailored financial strategies, improved cash flow, and sound decision-making. Let our experienced team handle all your individual and corporate taxation needs with precision and accuracy. We value your feedback and are committed to delivering exceptional services to help you achieve your financial goals. Contact Taxulo today for top-notch tax and financial services that add optimal value to your investment.

Moskowitz LLP, located in San Jose, California, is a leading institution specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to helping businesses and individuals navigate complex tax laws and regulations. From tax planning to estate planning, we offer a wide range of services to meet your needs. Our mission is to help you minimize your tax liability while staying compliant with the law. At Moskowitz LLP, we understand the importance of staying informed and up-to-date on tax laws. That's why we offer a comprehensive online library with resources to help you understand and navigate the tax landscape. Our team of experts, including tax attorneys and CPAs, is here to guide you through the process and provide personalized solutions tailored to your unique situation.

Advise RE is a comprehensive institution located at 8023 Beverly Boulevard in Los Angeles, California. Specializing in accounting, finance, and real estate agency services, our team of experienced real estate CPAs offers customized strategies to help investors and developers save on taxes. We provide year-round real estate and tax advising, consulting, tax preparation, wealth building coaching, and real estate deal flow to guide you through investments. Our services also include real estate brokerage to assist you in making informed decisions. From our offices in Los Angeles, we work with clients across the United States and internationally. Real estate is a key investment vehicle, and our team can help you navigate the complexities of the market to maximize your returns. Whether you're looking to acquire rental properties, manage risk, or take advantage of tax strategies, we offer personalized advice and ongoing support to help you grow as a real estate professional.

Wheeler & Bi CPA is a boutique accounting and tax solution located at 1990 South Bundy Drive, Los Angeles, California, United States. Specializing in small to medium-sized businesses, our Certified Public Accountants act as your deduction detectives to uncover every possible write-off tailored to your unique needs. From start-up costs to home office deductions, we maximize your deductions to minimize frustration come tax time. Our proactive tax strategies legally minimize what you owe, staying ahead of tax law changes to uncover planning opportunities. We provide comprehensive accounting, tax, and financial consulting services for individuals and businesses. Let us help you conquer tax season and focus on growing your business. Contact us today to see how we can support your specific needs.

Kaufmann Advisors is a leading accounting and finance institution located at 601 South Figueroa Street in Los Angeles, California. Specializing in strategic tax advice and planning for business owners, Kaufmann Advisors offers a wide range of tax services, including planning, preparation, and compliance. Unlike traditional CPA firms, Kaufmann Advisors focuses on tax planning and support throughout the year to ensure that clients receive a return on investment from their services. In addition to tax services, Kaufmann Advisors also provides comprehensive accounting support for businesses, including QuickBooks setup, monthly bookkeeping, and CFO services. By offering forward-looking CFO services, Kaufmann Advisors helps businesses maximize their potential, pay less taxes, and reach their goals faster.

TAXLADY2U LLC is a finance institution located at 6115 Orange Avenue in Long Beach, California, United States. Specializing in tax services, TAXLADY2U LLC provides expert assistance with tax preparation, filing, and planning for individuals and businesses. With a team of knowledgeable professionals, clients can trust TAXLADY2U LLC to navigate the complexities of the tax system and ensure compliance with all regulations. Whether you need help with your personal taxes or require assistance with corporate tax matters, TAXLADY2U LLC is dedicated to providing top-notch service tailored to your specific needs.

Judy Bui CPA is a reputable accounting and finance institution located at 14221 Euclid Street in Garden Grove, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Judy Bui CPA can provide personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to their clients.

Riordan & 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!