Tax consultant service in Pasadena, California
17 results found
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Bueno’s Professional Services
● ClosedBueno’s Professional Services is a trusted institution located at 1310 North Lake Avenue in Pasadena, California. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized attention, Bueno’s Professional Services is the go-to destination for all your financial needs in the Pasadena area.
1310 N Lake Ave, Pasadena, CA 91104, United States -
A Tax Litigation Law Firm
● OpenA Tax Litigation Law Firm is a prestigious legal institution specializing in tax-related legal matters. With multiple locations across California, including Rancho Cucamonga, Rancho Santa Margarita, Pasadena, and Los Angeles, the firm offers expert legal services to individuals and businesses facing tax disputes. The team of experienced attorneys at the firm is dedicated to providing personalized and strategic representation to help clients navigate complex tax laws and regulations. Whether you are dealing with IRS audits, tax evasion allegations, or other tax-related issues, A Tax Litigation Law Firm is committed to protecting your rights and achieving the best possible outcome for your case. Contact their offices in Los Angeles or Rancho Cucamonga to schedule a consultation and get the legal assistance you need.
8599 Haven Ave, Rancho Cucamonga, CA 91730, United States -
Duc Tran - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDuc Tran - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 242 South De Lacey Avenue in Pasadena, California, United States. Specializing in finance, Duc Tran offers personalized financial planning and investment advice to help clients achieve their financial goals. With a commitment to providing top-notch service and expertise, clients can rely on Duc Tran and Ameriprise Financial Services, LLC for all their financial needs.
242 S De Lacey Ave, Pasadena, CA 91105, United States -
Lachlan Cameron - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLachlan Cameron - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 180 South Lake Avenue in Pasadena, California. With a focus on personalized financial planning and investment strategies, Lachlan Cameron provides expert guidance to clients looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Lachlan Cameron and his team are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial success.
180 S Lake Ave UNIT 620, Pasadena, CA 91101, United States -
Pasadena Professional Services
● ClosedPasadena Professional Services is a top-rated accounting and finance institution located at 2550 West Main Street in Alhambra, California, United States. Our team of experienced professionals is dedicated to providing high-quality financial services to individuals and businesses in the area. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Trust Pasadena Professional Services to help you navigate the complexities of accounting and finance with ease and expertise.
2550 W Main St Suite 201, Alhambra, CA 91801, United States -
Pacific Tax Professionals
● ClosedPacific Tax Professionals is a leading institution located at 5547 East 7th Street in Long Beach, California, specializing in accounting and finance services. With a focus on taxes, tax planning, and seamless accounting, our team of experts is dedicated to providing tailored solutions for all your financial needs. Whether you need assistance with tax preparation, bookkeeping, or strategic financial planning, Pacific Tax Pros is here to support you every step of the way. Our professional tax and booking specialists take the stress out of tax preparation and bookkeeping, offering creative solutions to help you save and make money effortlessly. We understand the challenges of running a business and the complexities of tax preparation, which is why we are committed to providing personalized services that meet your specific needs.
5547 E 7th St, Long Beach, CA 90804, United States -
RS Professional Services - Tax Preparer - Bookkeeping Services
● OpenRS Professional Services is a trusted institution located at 725 Fremont Avenue in South Pasadena, California, specializing in tax preparation and bookkeeping services. With a team of experienced professionals in the field of accounting and finance, they provide top-notch services to individuals and businesses in the area. Whether you need help with filing your taxes or managing your financial records, RS Professional Services is here to assist you every step of the way. Contact them today to schedule an appointment and get your finances in order.
725 Fremont Ave, South Pasadena, CA 91030, United States -
VjP Tax & Financial Services
● ClosedVjP Tax & Financial Services is a finance institution located at 3711 Long Beach Boulevard in Long Beach, California, United States. Our team of Tax Professionals and Financial Heroes serve clients across various areas including Long Beach, Pasadena, Los Angeles, Torrance, Anaheim, Santa Ana, Irvine, and Huntington Beach. We treat our clients like family and are dedicated to supporting their needs. Established in 2010, VjP Tax and Financial Services was founded by owner Vonya McCoy with the goal of providing affordable tax services and financial education to individuals and families. Our mission is to empower our clients to make informed financial decisions without stress. We are committed to delivering excellent service and ensuring that our clients feel valued and supported.
3711 Long Beach Blvd, Long Beach, CA 90807, United States -
Lionel Mabasa - State Farm Insurance Agent
● ClosedLionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.
373 E Rowland St, Covina, CA 91723, United States -
The Accountancy
● ClosedThe Accountancy is a trusted institution located at 500 North Brand Boulevard in Glendale, California, United States. Specializing in accounting and finance, our team of experienced professionals are dedicated to helping business owners, individuals, and families achieve their professional and personal goals. With a focus on innovation, we listen to our clients to provide unexpected insights that make a difference today and tomorrow. For decades, The Accountancy has helped people reach their financial goals, growing and prospering alongside our clients. Our team sees beyond the numbers to understand the stories of business owners, entrepreneurs, executives, parents, and grandparents who are working hard to secure their financial futures and leave a legacy for their loved ones.
500 N Brand Blvd Ste 1930, Glendale, CA 91203, United States -
Merrill Lynch Financial Advisor Wen Lee
● ClosedMerrill Lynch Financial Advisor Wen Lee is a dedicated finance institution located at 800 East Colorado Boulevard in Pasadena, California. Wen Lee brings over a decade of industry experience to his work with individuals, families, and business owners at all stages of the business cycle. He takes the time to listen and review each client's financial situation, preferences, and goals in order to craft personalized solutions based on risk tolerance, time horizon, and overall investment goals. Wen is committed to integrity and honesty, and leverages the power of the Merrill Lynch Wealth Management brand to offer high-quality products and services. He also coordinates with trusted partners such as attorneys, accountants, and tax specialists to ensure that solutions are customized to fit overall needs. In his free time, Wen enjoys golfing with friends and clients. To make an appointment and discuss your financial goals, you can contact Wen at 626-304-1561 or via email at [email protected]. Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. The team at Merrill Lynch Wealth Management, led by Wen Lee, is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on what matters most to you, whether it's family, goals, or priorities. By examining key components of your life plan, the team can help create a financial strategy with personalized advice and measurable goals. The Investment Personality Assessment helps customize the financial approach based on your goals and priorities. As your life and goals change, the team will help you track progress and adjust your investment strategy as needed. The goal is to help you achieve what matters most to you by understanding your unique needs and priorities. Investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. It's important to consult your legal and/or tax advisors before making financial decisions. The team at Merrill Lynch Wealth Management Advisors is committed to helping you build a customized investment approach to address your needs and pursue your goals. Contact Wen Lee today to start planning for your financial future and achieving your goals.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Ken Park
● ClosedMerrill Lynch Financial Advisor Ken Park is a finance institution located at 800 East Colorado Boulevard, Pasadena, California, United States. As your Merrill advisor, Ken Park focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. Ken follows a disciplined process that starts with understanding each client's unique needs and concerns. Holding the CERTIFIED FINANCIAL PLANNER™ certification, Ken is passionate about delivering excellent service. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Supported by the global resources of Merrill, Ken's team is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, Ken helps clients navigate changing life circumstances and market conditions. Through a personalized financial strategy, clients have access to investment insights and banking convenience. The Investment Personality Assessment helps customize financial approaches based on individual preferences. By staying connected with clients and adjusting strategies as needed, Ken helps clients pursue their goals effectively. As a Merrill advisor, Ken offers advice and guidance tailored to each client's goals and priorities. The institution provides a range of financial services, with a focus on personalized investment strategies and comprehensive financial solutions. Ken Park is registered to do business in multiple states and holds certifications from CFP Board and The American College of Financial Services. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill offers a variety of services, including brokerage, investment advisory, and financial planning. The institution is committed to helping clients achieve their financial goals through personalized approaches and ongoing support.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
Merrill Lynch Financial Advisor Heidi Leu
● ClosedMerrill Lynch Financial Advisor Heidi Leu is a trusted Wealth Management Advisor located at 800 East Colorado Boulevard in Pasadena, California. With over 20 years of experience in the financial services industry, Heidi specializes in customized individual and family financial plans, retirement income stream planning, portfolio management, and tax-deferred retirement plans. She holds Series 7, 63, 65 FINRA registrations and a California state insurance license, as well as the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Heidi partners with seasoned banker Christopher Leu to provide clients with innovative financial advice in areas such as tax deferral strategies, insurance, retirement planning, and lending needs. Her approach to investing is personalized and grounded in understanding each client's unique goals and priorities. Whether you are a business owner, high-net-worth individual, retiree, or millennial, Heidi is dedicated to helping you achieve your financial objectives and grow personally. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, Heidi and her team are committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Heidi Leu today to start planning for your financial future.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
CAPTRUST
● ClosedCAPTRUST 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 -
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 -
Excellent Financial Solutions, Inc.
● ClosedExcellent Financial Solutions, Inc. is a reputable accounting and finance institution located at 1276 East Colorado Boulevard in Pasadena, California. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include accounting, tax planning, investment management, and financial consulting. At Excellent Financial Solutions, Inc., we are committed to helping our clients achieve their financial goals and secure a stable financial future. Contact us today to learn more about how we can assist you with your financial needs.
1276 E Colorado Blvd #207, Pasadena, CA 91106, United States -
MyFreeTaxes.org
● OpenMyFreeTaxes.org is a financial institution located in South Pasadena, California, United States. This institution, run by United Way, offers free tax filing services to help families access new tax credits. By using MyFreeTaxes.org, individuals can easily file their taxes and potentially receive credits such as the Child Tax Credit. This service has been described as amazing by users, allowing them to save money and provide more for their families. Additionally, United Ways of California's MyFreeTaxes.org program aims to uplift families by connecting them to free tax filing services that can make a significant impact on their financial well-being. By improving the financial results for low-income families, United Ways of California is working to enhance the overall health and education outcomes for children in the state. To learn more about the tax filing process and access helpful resources, visit MyFreeTaxes.org today.
1107 Fair Oaks Ave # 12, South Pasadena, CA 91030, United States
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