Tax and financial consulting in Westlake Village, CA
116 results found
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Tax Hardship Center, LLC
● OpenTax Hardship Center, LLC is a trusted institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Specializing in accounting and finance, the center offers a range of services including Business Tax Relief, Personal Tax Relief, Paycheck Garnishments, Unfiled taxes, IRS Penalties, Payroll Taxes, Audit Defense, and Bank Levies. If you find yourself in a situation where you are facing tax issues and need help navigating the complex world of the IRS, Tax Hardship Center is here to assist you. With a focus on transparency and education, the center ensures that every client is well-informed and supported throughout the process.
30700 Russell Ranch Rd fl 2 ste 250, Westlake Village, CA 91362, United States -
South Coast Tax Resolution
● OpenSouth Coast Tax Resolution, located at 5716 Corsa Avenue in Westlake Village, California, is a Christian-based accounting and finance institution that specializes in helping clients resolve their tax issues with a 97% reduction rate. With over 13 years of experience, the team at South Coast Tax Resolution treats each client like family, providing personalized solutions tailored to their unique situation. By offering services such as releasing bank levies and submitting Offers in Compromise, they have helped clients pay as little as 3 cents on the dollar of taxes owed. Clients have praised the team for their professionalism, knowledge of tax laws, and ability to navigate complex IRS processes. Whether you are facing tax debt or need assistance with tax planning, South Coast Tax Resolution is dedicated to helping you achieve financial freedom.
5716 Corsa Ave #105, Westlake Village, CA 91362, United States -
Garry A Jones & Associates - CPA, Tax Preparation, Accounting & Bookkeeping
● OpenGarry A Jones & Associates is a reputable accounting firm located in Westlake Village, California. Specializing in CPA services, tax preparation, accounting, and bookkeeping, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of financial management with ease. Visit us at 2815 Townsgate Road to discover how we can assist you in achieving your financial goals.
2815 Townsgate Rd STE 125, Westlake Village, CA 91361, United States -
WF Tax & Accounting Services
● OpenWF Tax & Accounting Services is a reputable institution located at 1166 Landsburn Circle in Westlake Village, California, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. With a focus on professionalism and customer satisfaction, WF Tax & Accounting Services is the go-to choice for all your financial needs.
1166 Landsburn Cir, Westlake Village, CA 91361, United States -
Tax Response Center
● OpenTax Response Center is a leading institution located at 30700 Russell Ranch Road in Westlake Village, California, specializing in accounting, finance, and legal services. As the first and only tax company in the country to offer tax resolution services and tax debt help at affordable costs, we provide exceptional value for our clients. Our team of professionals is dedicated to providing the best tax services in the nation, ensuring that individuals and businesses receive the assistance they need to navigate complex tax issues. At Tax Response Center, we understand the stress and complexity of dealing with tax problems, which is why we offer comprehensive tax relief services to address all of your needs. Our goal is to provide better protection for your finances and peace of mind, while saving you money with our low monthly fees. You can trust our experienced team to monitor your taxes and financial requirements, allowing you to relax and focus on other aspects of your life.
30700 Russell Ranch Rd #250, Westlake Village, CA 91362, United States -
Kash Chandani and Company CPAs
● OpenKash Chandani and Company CPAs is a reputable accounting and finance institution located at 2535 Townsgate Road in Westlake Village, California, United States. With a team of experienced and dedicated professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Kash Chandani and Company CPAs for accurate and reliable financial guidance to help them achieve their goals.
2535 Townsgate Rd #215, Westlake Village, CA 91361, United States -
SHM Tax Advisors
● OpenSHM Tax Advisors is a leading accounting and finance institution located at 5706 Corsa Avenue in Westlake Village, California, United States. With a team of experienced tax advisors and financial experts, we provide comprehensive services to individuals and businesses alike. Our services include tax planning, preparation, and consulting, as well as financial analysis and management. Trust SHM Tax Advisors to help you navigate the complexities of the financial world and maximize your financial success.
5706 Corsa Ave, Westlake Village, CA 91362, United States -
Westlake Village CPA's Barmache & Alford LLP
● OpenWestlake Village CPA's Barmache & Alford LLP is a reputable accounting and finance firm located at 4035 Thousand Oaks Boulevard in Westlake Village, California, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, audit representation, and business consulting. Their commitment to providing personalized and professional service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.
4035 Thousand Oaks Blvd, Westlake Village, CA 91362, United States -
selko financial
● OpenWelcome to Selko Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 600 Hampshire Road, Westlake Village, California, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through every step of your financial journey, offering expert advice on investments, retirement planning, tax strategies, and wealth management. At Selko Financial, we pride ourselves on building lasting relationships with our clients, ensuring that your financial goals are not only met but exceeded. Visit us today and discover how we can help you secure a prosperous future.
600 Hampshire Road, Westlake Village, California 91361, United States -
Bob Downes - State Farm Insurance Agent
● OpenBob Downes - State Farm Insurance Agent is a trusted insurance agency located at 28310 Roadside Drive, Agoura Hills, California, United States. With over 43 years of experience, Bob Downes is dedicated to putting his clients first and ensuring they have the right coverage for their future. Serving areas such as Agoura, Westlake Village, Hancock Park, Crenshaw, and Baldwin Hills, Bob is available six days a week to provide personalized service. Specializing in various insurance needs, Bob Downes offers guidance on topics such as drunk driving prevention, setting up special needs plans, and dog health insurance. Clients can trust Bob to prioritize their protection and privacy, as he advises against sharing sensitive personal information online.
28310 Roadside Dr #124, Agoura Hills, CA 91301, United States -
Faucher Law, P.C.
● OpenFaucher Law, P.C. is a specialized institution located in Westlake Village, California, offering expert services in tax and bankruptcy law. Led by John Faucher, a former IRS attorney with extensive knowledge of tax laws, the institution focuses on resolving tax audits, levies, and debts for clients dealing with the IRS and California tax agencies. With a specialization in tax and bankruptcy law, John provides assertive yet respectful representation to clients facing financial challenges, ensuring they are educated about their options and supported throughout the legal process. Clients praise John's expertise, responsiveness, and compassionate approach to resolving complex tax and debt issues. If you are looking for a dedicated attorney to guide you through tax or bankruptcy matters, Faucher Law, P.C. is the ideal institution to turn to for expert assistance.
2945 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Mike Kevorken - State Farm Insurance Agent
● OpenMike Kevorken - State Farm Insurance Agent is an insurance agency located at 4580 Thousand Oaks Boulevard in Westlake Village, California, United States. In addition to offering traditional insurance services, the agency now also provides Pet Insurance to help protect your beloved furry family members. Whether you're looking to sell your car privately or carve pumpkins safely during Halloween, State Farm has tips and advice to help you along the way. The agency's team is dedicated to providing excellent customer care and helping clients navigate the risks of everyday life through personal relationships. For any inquiries or assistance, feel free to contact the agency at (818) 889-4775. Please note that State Farm Life Insurance Company and U.S. Bank National Association are separate entities providing various financial products and services. Make sure to consult with a tax or legal advisor for personalized advice.
4580 Thousand Oaks Blvd ste 345, Westlake Village, CA 91362, United States -
Jason Sliwoski - State Farm Insurance Agent
● OpenJason Sliwoski - State Farm Insurance Agent is a trusted insurance agency located at 2801 Townsgate Rd, Westlake Village, California, United States. As March approaches, it's a great time to plan for the unexpected. Our office is offering no-obligation life insurance consultations to ensure your family is protected in case of emergencies. We also provide pet insurance to safeguard your furry friends against unexpected expenses. With our holiday saving tips, you can be eco-friendly, save on gifts, and keep extra money in your pocket. We believe in being an integral part of the community and making a difference in the lives of our customers. Our mission is to guide you in protecting your assets and securing a stable future. In times of need, we are here to help you recover and navigate life's challenges.
2801 Townsgate Rd Ste 128, Westlake Village, CA 91361, United States -
Filippini Wealth Management, Inc.
● OpenFilippini Wealth Management, Inc. is a full-service finance, insurance, and real estate agency located at 319 East Carrillo Street in Santa Barbara, California. As a family-owned and independent institution, we offer a comprehensive range of services to meet all of our clients' financial needs. Our experienced team works closely with clients to manage investments, retirement planning, tax planning, estate planning, insurance, and real estate. With offices in Santa Barbara and Westlake Village, we are dedicated to providing personalized and professional financial guidance to help clients achieve their goals. Please note that we have separate entities for each service area, and important disclosures can be found on our website.
319 E Carrillo St #201, Santa Barbara, CA 93101, United States -
CAPTRUST
● OpenCAPTRUST is a finance institution located at 2625 Townsgate Road in Westlake Village, California, United States. Our team of advisors in Westlake Village offers financial expertise to endowments, foundations, retirement plan sponsors, and nonprofit organizations in Los Angeles, Pasadena, and surrounding areas. We provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to help our clients achieve their financial goals. We support thousands of employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. Our team shares best practices, market insights, and financial planning strategies to help clients make informed decisions. We also offer webinars on various topics, such as fiduciary liability, industry insights for hospitals and healthcare systems, and navigating volatility for nonprofits.
2625 Townsgate Rd #330, Westlake Village, CA 91361, United States -
First Capital Benefit Advisors, Inc.
● ClosedFirst Capital Benefit Advisors, Inc. is a finance institution located at 4385 Ambercrest Place in Westlake Village, California, United States. They specialize in providing comprehensive financial planning and investment management services to individuals and businesses. With a team of experienced professionals, they help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, First Capital Benefit Advisors, Inc. is dedicated to providing personalized solutions to meet your unique needs.
4385 Ambercrest Pl, Westlake Village, CA 91362, United States -
Abacus Wealth Partners
● OpenAbacus Wealth Partners is a finance institution located at 340 North Westlake Boulevard, Westlake Village, California, United States. With 4 physical office locations and serving clients in 42 states, Abacus Wealth Partners offers in-person and remote services to provide maximum flexibility while reducing carbon footprint. As a Registered Investment Adviser with the U.S. Securities & Exchange Commission, Abacus Wealth Partners offers educational content, news, commentary, and generalized research, not personalized investment advice. Clients are encouraged to consult with a tax professional before implementing any investment strategy.
340 N Westlake Blvd #160, Westlake Village, CA 91362, United States -
Kendyl Roundtree, CFP , MBA, MFP
● OpenKendyl Roundtree, CFP, MBA, MFP is a premier finance institution located at 31111 Agoura Road in Westlake Village, California, United States. With a team of highly qualified professionals, including Certified Financial Planners, Masters of Business Administration, and Masters of Financial Planning, we provide top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, our experts are here to help you achieve your financial goals. Trust Kendyl Roundtree, CFP, MBA, MFP for all your financial needs.
31111 Agoura Rd, Westlake Village, CA 91361, United States -
Montague De Rose & Associates LLC
● OpenMontague De Rose & Associates LLC is a reputable finance institution located at 2801 Townsgate Road in Westlake Village, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with tax preparation, Montague De Rose & Associates LLC is committed to providing personalized solutions to help you achieve your financial goals. Trustworthy and reliable, this institution is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
2801 Townsgate Rd # 221, Westlake Village, CA 91361, United States -
Exencial Wealth Advisors
● OpenExencial Wealth Advisors is a finance institution located at 100 North Westlake Boulevard in Westlake Village, California. We provide financial advice and execution to clients across the U.S., offering customized portfolios, tax and accounting services. Our core philosophy is "Integrated beats fragmented," as we believe in coordinating investment management with other areas of your financial picture to improve outcomes. With our E3 process of Evaluate, Execute, and Evolve, we bring your integrated plan to life as your needs change. Our experienced team of CPAs and CFPs will guide you through every step of the process, offering services such as tax planning, retirement planning, and estate planning. With locations across the country, including Dallas, Austin, Charlotte, and Tampa, we are here to help you achieve your financial goals. Contact us at (805) 435-0030 to learn more about our services.
100 N Westlake Blvd # 203, Westlake Village, CA 91362, United States -
Bank of America Private Client Advisor Steven (Steve) Block
● OpenBank of America Private Client Advisor Steven (Steve) Block is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. We take the time to listen and learn about you and your family before creating strategies to meet your financial needs and goals. With over 200 years of experience, we help clients manage significant wealth by providing personalized approaches and resources from Bank of America. Our commitment is to make your financial goals our top priority, whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth. At Bank of America Private Bank, we pride ourselves on our history of serving our clients' best interests and value innovation in a constantly changing world. We provide disciplined financial strategies and bridge generational gaps to help clients anticipate and respond to evolving markets and financial complexities. Please note that you are leaving the Bank of America Private Bank's website when directed to FINRA'S BrokerCheck. We strive to provide you with information about products and services that may interest you, and you have the option to opt out of online behavioral advertising. Investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions.
2815 Townsgate Rd, Westlake Village, CA 91361, United States -
Beutel Accountancy Corporation
● OpenBeutel Accountancy Corporation is a reputable accounting and finance institution located at 2660 Townsgate Road in Westlake Village, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial assistance, Beutel Accountancy Corporation is dedicated to helping you achieve your goals.
2660 Townsgate Rd Suite #280, Westlake Village, CA 91361, United States -
Sunergia
● OpenSunergia is a premier finance institution located at 2629 Townsgate Road in Westlake Village, California, United States. With a strong reputation for providing expert financial services, Sunergia offers a wide range of solutions to help individuals and businesses achieve their financial goals. From investment management to retirement planning, Sunergia's team of experienced professionals is dedicated to providing personalized and innovative financial strategies tailored to each client's unique needs. Whether you are looking to grow your wealth or protect your assets, Sunergia is committed to delivering exceptional results and unparalleled customer service.
2629 Townsgate Rd STE 235, Westlake Village, CA 91361, United States -
John Kwiatkowski - Raymond James
● OpenJohn Kwiatkowski - Raymond James is a reputable finance institution located at 3027 Townsgate Road in Westlake Village, California. As a branch of Raymond James, a leading financial services firm, John Kwiatkowski offers a range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, they provide personalized solutions to help clients achieve their financial goals. Visit John Kwiatkowski - Raymond James to receive expert financial guidance and support.
3027 Townsgate Rd Ste 100, Westlake Village, CA 91361, United States -
EP Wealth Advisors
● OpenEP Wealth Advisors, located at 5743 Corsa Avenue in Westlake Village, California, is a finance institution dedicated to helping you achieve your financial goals. As an independent financial advisor, we take a planning-based approach to address your unique needs and goals. Our fee-only approach ensures objectivity in our investment recommendations. With personalized service and deep expertise, we allow you to focus on what truly matters. At EP Wealth, we offer a wide range of wealth management services to cater to all aspects of your financial life. Our team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a personalized financial plan tailored to you. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. Regular portfolio reviews and updates keep you informed of your progress and any life changes.
5743 Corsa Ave # 224, Westlake Village, CA 91362, United States -
Michael Snowhite CRFA
● OpenMichael Snowhite CRFA is a reputable finance institution located at 5743 Corsa Avenue in Westlake Village, California, United States. With a team of experienced Certified Financial Risk Analysts, they provide top-notch financial services to individuals and businesses. From investment management to risk assessment, Michael Snowhite CRFA is dedicated to helping clients achieve their financial goals. Trustworthy, reliable, and customer-focused, this institution is a go-to for all your financial needs.
5743 Corsa Ave Suite 109, Westlake Village, CA 91362, United States -
Dixon Michael D Clu
● OpenDixon Michael D Clu is a finance institution located at 5700 Corsa Avenue, Westlake Village, California, United States. They believe in providing personalized financial advice to help protect your family's wealth, lifestyle, and dreams for the future. Whether you are looking to create a budget, prepare for surprises, or navigate financial decisions during major life events like marriage or divorce, their team of professionals is here to help. Michael Dixon is a licensed insurance agent with New York Life Insurance Company and offers securities products through NYLIFE Securities LLC. They focus on helping individuals in the states of AZ, CA, CO, ID, NV, PA, TX, and WA. Please consult with your own tax, legal, or accounting professional before making any financial decisions. Let Dixon Michael D Clu be your partner in achieving financial security and peace of mind.
5700 Corsa Ave, Westlake Village, CA 91362, United States -
Fintegrity Group, P.C.
● OpenFintegrity Group, P.C. is a leading accounting and finance institution located at 31300 Via Colinas in Westlake Village, California, United States. With a team of highly skilled professionals, Fintegrity Group, P.C. offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual or a business, Fintegrity Group, P.C. is committed to providing you with the highest level of financial integrity and expertise to help you achieve your financial goals.
31300 Via Colinas #108, Westlake Village, CA 91362, United States -
My Finance Resource
● OpenMy Finance Resource is a leading institution located at 31320 Via Colinas in Westlake Village, California. Specializing in accounting and finance, our team of experts provides personalized and comprehensive financial solutions to individuals and businesses alike. With a commitment to excellence and a dedication to helping our clients achieve their financial goals, My Finance Resource is the go-to destination for all your accounting and finance needs in the United States.
31320 Via Colinas #104, Westlake Village, CA 91362, United States -
Merrill Lynch Private Wealth Advisor Spencer M Miller
● OpenMerrill Lynch Private Wealth Advisor Spencer M Miller, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The Miller | Asher Group specializes in working with ultra-affluent clients, particularly those who operate family-owned or privately-held businesses. The institution provides a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are dedicated to meeting specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on individual goals. The institution is committed to providing highly personalized one-on-one service to a select group of clients, offering investment insights from Merrill and banking solutions from Bank of America. The institution strives to help clients pursue their financial goals today while planning for future generations. With a combination of personalized attention and global financial insights, Merrill Lynch Private Wealth Advisor Spencer M Miller aims to create tailored financial strategies for each unique situation.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States
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