Tax advice for businesses in Newport Beach, California
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K&S Law Group, P.C. Newport Beach Tax Attorney
● ClosedK&S Law Group, P.C. is a trusted Newport Beach Tax Attorney firm located at 1301 Dove Street in Newport Beach, California. Specializing in accounting, finance, and legal services, our experienced team of attorneys is dedicated to providing expert advice and representation for all your tax-related needs. Whether you are an individual or a business owner, we are here to help you navigate the complex world of tax laws and regulations. Contact us today to schedule a consultation and let us help you achieve financial peace of mind.
1301 Dove St #960, Newport Beach, CA 92660, United States -
Tax Attorney OC - Daniel Layton
● ClosedTax Attorney OC - Daniel Layton is a reputable institution located at 23 Corporate Plaza Drive in Newport Beach, California. Specializing in accounting, finance, and legal services, Daniel Layton has over a decade of experience in tax controversy. With a background working for the IRS and the Department of Justice, Mr. Layton offers unique insights to effectively defend his Orange County clients against the IRS and the California Franchise Tax Board. Unlike many tax attorneys who settle cases quickly, Mr. Layton is known for his expertise in complex and contentious litigation at both administrative and courtroom stages. He has successfully handled a wide range of cases, including criminal and civil fraud cases, innocent spouse cases, imputed income cases, business deduction cases, and real estate income and expense cases. With over 30 reported opinions and more than 100 cases resolved, Mr. Layton has a proven track record of achieving favorable outcomes for his clients.
23 Corporate Plaza Dr #100, Newport Beach, CA 92660, United States -
Newport Financial Group
● OpenNewport Financial Group is a leading finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. With a team of experienced financial experts, Newport Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Newport Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust Newport Financial Group to help you navigate the complexities of the financial world and secure a stable financial future.
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
Pacific Tax Advisors
● ClosedPacific 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 -
Tax & Financial Group
● ClosedTax & Financial Group is a finance and insurance agency located at 4001 Macarthur Boulevard in Newport Beach, California. Our firm is dedicated to helping clients achieve long-term financial security by providing personalized services and expertise. Our team of specialists work together to address specific financial needs and goals, offering advice tailored to each individual situation. From financial planning to investment management and business planning, we are committed to helping clients make informed decisions to reach their financial goals. We believe in helping clients use their resources to enhance their lives, businesses, and communities. If you are looking for a firm to help build and protect your legacy, Tax & Financial Group is here to assist you.
4001 MacArthur Blvd # 300, Newport Beach, CA 92660, United States -
247 Tax
● Open247 Tax is a comprehensive financial institution located at 220 Newport Center Drive in Newport Beach, California. Our team of experts specialize in accounting, finance, law, and real estate, providing a one-stop solution for all your financial needs. Whether you need tax preparation, investment advice, legal guidance, or assistance with buying or selling property, our experienced professionals are here to help. Trust 247 Tax to provide personalized and efficient service to help you achieve your financial goals.
220 Newport Center Dr suite 11-233, Newport Beach, CA 92660, United States -
Mr. Smart Tax, Inc.
● ClosedMr. Smart Tax, Inc. is a leading full-service CPA firm located at 4590 Macarthur Boulevard, Newport Beach, California. Our team of Certified experts provide trusted advice to our SMART Clients by engaging our education, experience and commitment to Save Money And Reduce Taxes. We specialize in Tax, Accounting, and Resolution for Business, Individual, Trust, and Nonprofit clients both domestic and international. Our founder, Michael, is highly recommended for his excellent grasp of current tax laws, responsiveness, and easy-to-work-with nature. Clients appreciate his thorough understanding of tax law and his ability to explain the process in detail. Mike's quick, affordable, and knowledgeable services have helped many clients prepare for the future.
4590 MacArthur Blvd, Newport Beach, CA 92660, United States -
Mr. Smart Tax, Inc.
● ClosedMr. Smart Tax, Inc. is a leading full-service CPA firm located at 1913 17th Street, Santa Ana, California. Our team of Certified experts provide trusted advice to our SMART Clients by engaging our education, experience, and commitment to Save Money And Reduce Taxes. We specialize in Tax, Accounting, and Resolution for Business, Individual, Trust, and Nonprofit clients both domestically and internationally. Founded and headquartered in Newport Beach, California, we offer Tax Consultation services with our team of CPA, Enrolled Agent, and Attorney professionals. Our founder, Michael, is highly recommended for his excellent grasp of tax laws, responsiveness, and expertise in the field. He is known for his thorough understanding of tax law and staying up-to-date on regulatory changes.
1913 17th St STE 218, Santa Ana, CA 92705, United States -
Mr. Smart Tax, Inc.
● ClosedMr. Smart Tax, Inc. is a leading full-service CPA firm located at 4000 Meridian Boulevard in Mammoth Lakes, California. Our team of Certified experts specialize in providing trusted advice to our SMART Clients, helping them Save Money And Reduce Taxes. Whether you are a business, individual, trust, or nonprofit client, our team of professionals including CPA, Enrolled Agent, and Attorney can assist you with all your Tax, Accounting, and Resolution needs. Founded and headquartered in Newport Beach, California, we have been serving clients both domestically and internationally. Our founder, Michael, is known for his excellent grasp of current tax laws, responsiveness, and commitment to staying up-to-date on regulatory changes. Clients have praised his knowledge, articulation, and willingness to explain every part of the tax process.
4000 Meridian Blvd, Mammoth Lakes, CA 93546, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States -
Meier Law Firm
● ClosedMeier Law Firm is a reputable institution located at 450 Newport Center Drive in Newport Beach, California, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers and financial experts are dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, estate planning, business law, or any other legal or financial matter, Meier Law Firm is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted resource for individuals and businesses in the Newport Beach area. Contact us today to schedule a consultation and see how we can assist you with your legal and financial needs.
450 Newport Center Dr #500, Newport Beach, CA 92660, United States -
Gary A. Foltz Professional Law Corporation
● ClosedGary A. Foltz Professional Law Corporation is a reputable institution located at 1770 Iowa Avenue in Riverside, California. Specializing in estate planning, business, and tax planning, the firm is led by experienced attorney Gary A. Foltz. With a Bachelor of Arts Degree from Valparaiso University and a Certificate in Taxation from the University of San Diego School of Law, Foltz has been practicing law since 1977. He offers personalized service to each client, addressing their individual concerns and needs. The firm also handles probate matters and provides advice to trustees on trust administration. In addition to the main office in Riverside, there is a satellite office in Newport Beach for client convenience.
1770 Iowa Ave # 110, Riverside, CA 92507, United States -
Cummins & White, LLP
● ClosedCummins & White, LLP is a prestigious law firm located in Newport Beach, California. With a strong reputation for providing high-quality legal services, the firm specializes in a wide range of practice areas including business law, real estate law, and civil litigation. The team of experienced attorneys at Cummins & White, LLP are dedicated to providing exceptional representation and personalized attention to each client. Whether you are in need of legal advice for your business or are facing a complex legal dispute, Cummins & White, LLP is committed to helping you navigate the legal system with confidence and success. Visit their office at 2424 Southeast Bristol Street to learn more about how they can assist you with your legal needs.
2424 SE Bristol St # 300, Newport Beach, CA 92660, United States -
Joseph Curren Attorney at Law
● OpenJoseph Curren Attorney at Law is a reputable legal firm located at 407 Poppy Avenue in Newport Beach, California. With years of experience in the field, Joseph Curren offers expert legal services in various areas of law including criminal defense, personal injury, and family law. Clients can expect personalized attention and dedicated representation to help them navigate through their legal matters. Whether you are facing a criminal charge, seeking compensation for an injury, or dealing with a family law issue, Joseph Curren Attorney at Law is committed to providing top-notch legal assistance to clients in Newport Beach and beyond.
407 Poppy Ave, Corona Del Mar, CA 92625, United States -
Broadway Advisors LLC
● OpenBroadway Advisors LLC is a reputable financial advisory firm located in Newport Beach, California. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experts are here to assist you every step of the way. Visit us at 511 30th Street to learn more about how Broadway Advisors LLC can help you secure your financial future.
511 30th St, Newport Beach, CA 92663, United States -
Bank of America Private Client Advisor Samuel (Sam) Miller
● OpenBank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Martin Klein - RBC Wealth Management Financial Advisor
● ClosedMartin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Osaic Wealth
● OpenOsaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.
3070 Bristol St #500, Costa Mesa, CA 92626, 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 -
Royal Financial
● ClosedRoyal Financial is a prestigious finance institution located in Newport Beach, California. Situated at 20101 Southwest Birch Street, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Royal Financial is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Royal Financial is committed to helping you achieve your financial goals. Trust in Royal Financial for all your financial needs and experience the royal treatment you deserve.
20101 SW Birch St suite 130-d, Newport Beach, CA 92660, United States -
Lifeplans Financial and Insurance Services
● OpenLifeplans Financial and Insurance Services is a trusted finance institution located in Newport Beach, California. Our team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of financial services including retirement planning, investment management, and insurance coverage. Visit us at 1300 Bristol Street North to learn more about how we can help you plan for a secure and prosperous future.
1300 Bristol St N #214, Newport Beach, CA 92660, United States -
Curtis Knauss
● OpenCurtis Knauss is a reputable finance institution located at 2901 West Coast Highway in Newport Beach, California, United States. With a focus on providing expert financial services and guidance, Curtis Knauss is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Curtis Knauss is committed to providing personalized solutions tailored to your specific needs. Trust Curtis Knauss to help you navigate the complexities of the financial world with confidence and peace of mind.
2901 West Coast Hwy, Newport Beach, CA 92663, United States -
Merrill Lynch Private Wealth Advisor Kris Reddaway
● OpenMerrill Lynch Private Wealth Advisor Kris Reddaway, located at 520 Newport Center Drive in Newport Beach, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. Their wealth planning philosophy focuses on tax minimization strategies, preserving clients' earnings, creating a financial roadmap to achieve important milestones, and preparing heirs for generational wealth responsibilities. As part of Merrill Private Wealth Management, clients have access to services typically reserved for large institutions. The team of private wealth advisors is trained to meet specialized needs with personalized service based on trust. Strategies are designed to help clients achieve their goals through a goals-based wealth management approach.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Shane Boex
● OpenBank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Jeff C Jen
● ClosedMerrill Lynch Financial Advisor Jeff C Jen is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. Jeff Jen, a Senior Financial Advisor, works closely with business owners, entrepreneurs, professionals, and their families to address their distinctive wealth management needs and support their long-term goals. With over two decades of experience, Jeff offers expertise in portfolio design, tax-sensitive wealth transfer, alternative investments, and more. He focuses on building long-term relationships with clients, providing honest and frank advice to help them better prepare for key financial decisions. Jeff is dedicated to making a meaningful impact on clients and their families, offering personalized financial plans to help them pursue their goals and manage investment risk. By leveraging the investment insights of Merrill and banking solutions from Bank of America, Jeff works with clients to develop tailored approaches to address their financial needs. Whether it's planning for retirement, saving for a home, or funding a child's education, Jeff is committed to helping clients achieve their financial goals. With access to research in behavioral finance, Merrill offers tools like the Investment Personality Assessment to understand clients better and customize financial approaches. The institution goes beyond the traditional role of an advisor, providing access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Matt Brunwin
● OpenMerrill Lynch Private Wealth Advisor Matt Brunwin, located at 520 Newport Center Drive, Newport Beach, California, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. With a focus on delivering straightforward advice and meaningful outcomes, the institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs. The team of private wealth advisors at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a goals-based wealth management approach that puts clients at the center of every personalized strategy. The institution is committed to providing highly personalized one-on-one service, working with individuals, families, business owners, and executives to help achieve their financial goals. The philosophy at Merrill Private Wealth Management centers on delivering meaningful outcomes to clients by understanding their desired lifestyle goals and developing strategic plans to achieve them.
520 Newport Center Dr 19 floor, 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 -
Quintessential Financial Corporation
● ClosedQuintessential Financial Corporation is a premier finance institution located at 2372 Southeast Bristol Street in Newport Beach, California, United States. With a strong reputation for excellence and expertise in financial services, Quintessential Financial Corporation offers a wide range of financial solutions tailored to meet the unique needs of individual and corporate clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Quintessential Financial Corporation are dedicated to helping you achieve your financial goals. Visit us today and experience the quintessential difference in financial services.
2372 SE Bristol St, Newport Beach, CA 92660, United States -
Savino Advisory Group
● ClosedSavino 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
● ClosedCole 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
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