TOP 10 Tax and business advice in Monterey, California
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The Art of Taxes, formerly McEwan-Upright & Associates, Inc.
● ClosedThe Art of Taxes, formerly known as McEwan-Upright & Associates, Inc., is a reputable accounting and finance institution located at 7363 Monterey Street in Gilroy, California, United States. With a team of experienced professionals, they specialize in providing top-notch tax services and financial advice to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, The Art of Taxes is dedicated to helping you navigate the complexities of the financial world with ease and expertise. Trustworthy, reliable, and committed to excellence, The Art of Taxes is your go-to destination for all your accounting and finance needs.
7363 Monterey Hwy, Gilroy, CA 95020, United States -
Sanchez Tax Services
● ClosedSanchez Tax Services is a reputable accounting and finance institution located at 5306 Monterey Street in San Jose, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the local community. We offer expert advice and assistance with tax preparation, planning, and filing to ensure our clients receive the maximum benefits and deductions they deserve. Trust Sanchez Tax Services for all your financial needs and rest assured that your finances are in good hands.
5306 Monterey Rd, San Jose, CA 95111, United States -
Exact Tax Inc.
● ClosedExact Tax Inc. is a trusted accounting and finance institution located at 1024 East Garvey Avenue in Monterey Park, California. Our team of experienced professionals is dedicated to providing precise and accurate tax services for individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Exact Tax Inc. is here to assist you every step of the way. Contact us today to schedule a consultation and take control of your finances.
1024 E Garvey Ave, Monterey Park, CA 91755, United States -
Almadelia-S Tax Services
● ClosedAlmadelia-S Tax Services is a trusted accounting and finance institution located at 5328 Monterey Street in San Jose, California. Our team of experienced professionals is dedicated to providing high-quality tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Almadelia-S Tax Services is the go-to destination for all your financial needs.
5328 Monterey Rd, San Jose, CA 95111, United States -
Monterey Peninsula Business
● ClosedMonterey Peninsula Business is a well-established institution located at 1340 Munras Avenue in Monterey, California. Specializing in accounting and finance, this institution offers a wide range of services to help businesses manage their financial needs. With a team of experienced professionals, Monterey Peninsula Business provides expert advice and assistance to help businesses thrive in today's competitive market. Whether you need help with bookkeeping, tax preparation, or financial planning, the experts at Monterey Peninsula Business are here to help. Contact them today to see how they can assist with your business needs.
1340 Munras Ave # 220, Monterey, CA 93940, United States -
Mike Russo Business & Tax Services
● OpenMike Russo Business & Tax Services is a reputable institution located in the heart of Monterey, California. Specializing in accounting and finance, we offer a wide range of services to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing top-notch service and expert advice to our clients. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us at 276 El Dorado Street to learn more about how we can help you achieve your financial goals.
276 El Dorado St, Monterey, CA 93940, United States -
Annas Tax Services
● ClosedAnnas Tax Services is a reputable accounting and finance institution located at 301 East Pomona Boulevard in Monterey Park, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring accurate and timely financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, Annas Tax Services is dedicated to helping you achieve your financial goals. Visit them today to experience top-notch service and expert financial advice.
301 E Pomona Blvd, Monterey Park, CA 91755, United States -
Amer Tax Service
● ClosedAmer Tax Service is a reputable accounting and finance institution located at 2099 South Atlantic Boulevard in Monterey Park, California. Our team of experienced professionals is dedicated to providing high-quality tax services and financial advice to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Amer Tax Service is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
2099 S Atlantic Blvd #D, Monterey Park, CA 91754, United States -
The Tax Council, Inc
● ClosedThe Tax Council, Inc is a reputable accounting, finance, and insurance agency located at 1100 Corporate Center Drive in Monterey Park, California, United States. With a focus on providing top-notch financial services, they offer expert advice and solutions to individuals and businesses alike. Contact them at [email protected] or give them a call at (626) 766-8591 to learn more about how they can assist with your financial needs.
1100 Corporate Center Dr #220, Monterey Park, CA 91754, United States -
Kevin Bailey - State Farm Insurance Agent
● ClosedKevin Bailey - State Farm Insurance Agent is a finance, health, and insurance agency located at 16360 Monterey Street in Morgan Hill, California, United States. As April is Distracted Driving Awareness Month, the institution emphasizes the importance of checking auto insurance liability coverage. Kevin Bailey and his team are dedicated to helping individuals and families properly insure what matters most to them. With over 12 years of experience in the insurance industry and a background in the car business, Kevin understands the value of protecting your assets. The office serves not only Morgan Hill but also the entire states of California, Arizona, and Nevada. Whether you are a long-time resident or new to the area, Kevin and his team are here to assist you with all your insurance needs. They offer a wide range of insurance products and services tailored to meet individual needs at every stage of life.
16360 Monterey Rd #190, Morgan Hill, CA 95037, United States -
Rey Zagal - State Farm Insurance Agent
● ClosedRey Zagal - State Farm Insurance Agent is a reputable insurance agency located at 246 Abbott St in Salinas, California. Our team is dedicated to serving the community by providing excellent service for all your financial and insurance needs. While we are currently not offering online auto quoting, we are available by phone, text, or in-person to assist you with auto quotes. Please note that we have paused insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California at this time. We specialize in car insurance, life insurance, and motorcycle insurance, with a focus on auto and life insurance. As insurance costs continue to rise, we are committed to helping you understand your policies and find all eligible discounts to keep your costs as low as possible. Our experienced team is here to explain any billing questions or concerns you may have.
246 Abbott St Ste A, Salinas, CA 93901, United States -
AYI & Associates
● ClosedAYI & Associates is a trusted general contractor located at 131 Lighthouse Avenue in Monterey, California. With years of experience and a commitment to excellence, we provide top-notch construction services for residential, commercial, and industrial projects. Our team of skilled professionals is dedicated to delivering high-quality workmanship, on-time completion, and budget-friendly solutions. Whether you're looking to renovate your home, build a new office space, or tackle a large-scale construction project, AYI & Associates has the expertise to make your vision a reality. Contact us today to learn more about our services and how we can help you with your next construction project.
131 Lighthouse Ave #2a, Monterey, CA 93940, United States -
Laura A. Davis Law Offices
● ClosedLaura A. Davis Law Offices is a premier institution located in Monterey, California, specializing in estate planning and business solutions since 1988. Our experienced attorneys provide personalized and expert legal advice tailored to your unique circumstances. We prioritize building lasting relationships with our clients and offer services catered to those with assets ranging from $3 million to $20 million. Our estate planning services focus on avoiding probate court and maximizing tax savings, while our trust administration and business formation services ensure your family's best interests are protected. With a client-focused approach and a human touch, we strive to make complex legal concepts accessible and meaningful to everyday people. Contact us today to secure your family's future or the success of your business with our skilled attorneys at Laura A. Davis Law Offices.
200 Camino Aguajito Suite 200, Monterey, CA 93940, United States -
Walker & Reed, P.C.
● ClosedLocated in Monterey, California, Walker & Reed, P.C. is a well-established law firm with a history dating back over 100 years. Specializing in estate planning, business law, real estate law, and litigation, our boutique firm serves clients in the Central Coast, Silicon Valley, and Northern California regions. With offices in both Monterey and Carmel-by-the-Sea, our attorneys are known for their determination, grit, and innovative approach to the law. Unlike larger firms, we are able to quickly address new and complex legal matters with little lead-time, providing personalized attention to clients of all sizes and types.
2738, 215 W Franklin St # 5, Monterey, CA 93940, United States -
Margarita Nicol - State Farm Insurance Agent
● OpenMargarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.
2121 41st Ave STE 103, Capitola, CA 95010, United States -
Jason Bristol - State Farm Insurance Agent
● ClosedJason Bristol - State Farm Insurance Agent is a reputable insurance agency located at 1590 Del Monte Boulevard, Seaside, California, United States. In addition to providing various insurance services such as Car Insurance, ATV Insurance, Motorcycle Insurance, Med Supplement Insurance, and Life Insurance, the agency also offers free gifts and smiles to their customers in March to celebrate creative holidays like Employee Appreciation Day and St. Patrick’s Day. With a team of highly skilled and licensed bilingual Insurance Professionals, Jason Bristol State Farm Insurance office is dedicated to serving the communities of Monterey, Seaside, Pacific Grove, Pebble Beach, Carmel, Carmel Valley, Big Sur, and Marina. The agency focuses on giving outstanding service while protecting what's important to their customers, allowing them to focus on achieving their life goals.
1590 Del Monte Blvd, Seaside, CA 93955, United States -
Stifel
● ClosedStifel is a leading financial institution located at 30 Ryan Court in Monterey, California, United States. With a focus on providing expert financial services, Stifel offers a wide range of investment options and personalized advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Stifel's team of experienced professionals is dedicated to helping you navigate the complexities of the financial market with confidence and peace of mind. Trust Stifel to be your partner in financial success.
30 Ryan Ct #250, Monterey, CA 93940, United States -
Tracy Bellem - State Farm Insurance Agent
● ClosedTracy Bellem - State Farm Insurance Agent is a reputable insurance agency located at 975 West Alisal Street in Salinas, California. Our office is conveniently situated near S Davis Road and W. Alisal St, just 2 blocks from Hartnell College and Gold's Gym. While we are currently not insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California, we are still here to assist you with all your insurance needs. As a team of highly skilled individuals, we are dedicated to providing outstanding service and protecting what's important to our customers. Whether you are in Salinas, Gonzalez, Greenfield, Soledad, King City, Marina, East Garrison, Seaside, Gilroy, Hollister, or the Monterey Peninsula, we can help you with car insurance, life insurance, and motorcycle insurance. Our agent, Tracy Bellem, holds a BA and a master's degree in business administration and has been serving the Monterey County area since the early 2000s.
975 W Alisal St ste a-2, Salinas, CA 93901, United States -
BMO
● ClosedBMO, located at 7865 Monterey Street in Gilroy, California, is a full-service bank offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval in the United States. To comply with federal law, BMO requires all customers to provide identification information when opening an account. Additionally, BMO advises customers to review privacy and security policies of third-party websites linked from their own site. It is important to consult with legal and tax advisors for personalized advice on financial planning strategies.
7865 Monterey Rd, Gilroy, CA 95020, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
200 E Franklin St, Monterey, CA 93940, United States -
McGilloway, Ray, Brown & Kaufman
● ClosedMcGilloway, Ray, Brown & Kaufman is a reputable accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, their experts are dedicated to helping you achieve your financial goals. Trust McGilloway, Ray, Brown & Kaufman for all your accounting and finance needs.
2511 Garden Rd a180, Monterey, CA 93940, United States -
Tostevin Accountancy Corporation
● ClosedTostevin Accountancy Corporation is a leading accounting and finance firm located at 877 Pacific Street in Monterey, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can help you with your financial needs.
877 Pacific St # 300, Monterey, CA 93940, United States -
Sy & Lee
● ClosedSy & Lee is a reputable accounting and finance institution located at 362 West Garvey Avenue in Monterey Park, California. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Sy & Lee is dedicated to providing top-notch expertise and personalized service to meet your specific needs. Visit them today to see how they can help you achieve your financial goals.
362 W Garvey Ave, Monterey Park, CA 91754, United States -
Royal Alliance Associates Inc
● ClosedRoyal Alliance Associates Inc is a premier financial institution located at 150 Mar Vista Drive in Monterey, California, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Royal Alliance Associates Inc is a trusted partner for individuals and businesses looking to secure their financial futures. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Royal Alliance Associates Inc is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you navigate the complex world of finance.
150 Mar Vista Dr, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Ramsin J Ganji
● ClosedMerrill Lynch Financial Advisor Ramsin J Ganji is a finance institution located at 200 East Franklin Street in Monterey, California, United States. The GGPR Wealth Management Group at this institution measures success by the success of their clients. They take the time to understand the unique priorities and financial situations of their clients in order to develop a comprehensive strategy to help them pursue what they value most. As Bank of America Retirement Benefits Consultants, the GGPR Wealth Management Group specializes in defined contribution plans and can add value to your plan by providing knowledgeable resources and action-based strategies to improve plan participation. They offer access to investment and fiduciary services, employee education, and ongoing involvement in your plan.
200 E Franklin St, Monterey, CA 93940, United States -
Rede Susan
● ClosedRede Susan is a reputable finance institution located at 80 Garden Court in Monterey, California, United States. With a strong focus on providing top-notch financial services and solutions, Rede Susan is committed to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, mortgage assistance, or retirement planning, Rede Susan's team of experienced professionals are dedicated to providing personalized and expert guidance every step of the way. Trust Rede Susan to be your partner in financial success.
80 Garden Ct Suite 210, Monterey, CA 93940, United States -
Lori Runkle, CPA, EA
● ClosedLori Runkle, CPA, EA is a reputable accounting and finance institution located at 1010 Cass Street in Monterey, California, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified professionals is dedicated to providing personalized and reliable financial solutions to individuals and businesses alike. Whether you need help with tax filings or strategic financial advice, Lori Runkle, CPA, EA is the go-to institution for all your accounting and finance needs.
1010 Cass St D-6, Monterey, CA 93940, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1712 Pvt Bolio Road in Monterey, California, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses seeking to maximize their financial health. Whether you need assistance with tax filing, financial planning, or investment strategies, the knowledgeable professionals at H&R Block are dedicated to helping you achieve your financial goals.
1712 Pvt Bolio Rd Bldg 517, Monterey, CA 93940, United States -
H&R Block
● OpenH&R Block is a well-known accounting and finance institution located at 685 Lighthouse Avenue in Monterey, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is committed to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today and let us help you navigate the complexities of the financial world with confidence.
685 Lighthouse Ave, Monterey, CA 93940, United States -
Yeung Philip CPA
● ClosedYeung Philip CPA is a reputable accounting and finance institution located in Monterey Park, California. With a focus on providing top-notch financial services, Yeung Philip CPA offers expert advice and assistance to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients navigate the complexities of tax preparation, financial planning, and more. Trust Yeung Philip CPA to handle all your accounting and finance needs with professionalism and expertise.
240 Garfield Ave S A, Monterey Park, CA 91754, United States
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