TOP 30 Tax consulting services in Palo Alto, California

106 results found

Baker & McKenzie LLP is a prestigious law firm located at 600 Hansen Way in Palo Alto, California, United States. Specializing in providing integrated legal solutions to complex business challenges, they offer a wide range of services tailored to various industries, practices, and locations. Their team of experienced lawyers is dedicated to facilitating lasting, impactful change by fostering collaboration between businesses, government entities, civil society, and local communities. With a focus on achieving a shared vision through the sharing of expertise, knowledge, and resources, Baker & McKenzie LLP is committed to helping clients navigate the legal landscape in a connected world.

Singh Law Corporation is a reputable legal firm located at 530 Lytton Avenue in Palo Alto, California. With a team of experienced attorneys, Singh Law Corporation specializes in providing top-notch legal services to clients in the United States. Whether you are in need of assistance with business law, estate planning, or immigration issues, Singh Law Corporation is dedicated to providing personalized and effective legal solutions to meet your needs. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the legal system.

Barbara Doherty JDLLM is a reputable lawyer institution located at 164 Main Street in Los Altos, California. With a State Bar license in California since 2005 (State Bar No. 230958), Barbara Doherty JDLLM offers professional legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Barbara Doherty JDLLM has the experience and expertise to guide you through the legal process. Visit their Yelp pages in Palo Alto and Oakland for more information and client reviews.

Crypto Law Group is a leading legal firm specializing in cryptocurrency and blockchain technology. Located at 2100 Geng Road in Palo Alto, California, our team of experienced attorneys provides expert guidance on regulatory compliance, litigation, and transactional matters in the rapidly evolving cryptocurrency industry. Whether you are a blockchain startup, investor, or established company, Crypto Law Group is dedicated to helping clients navigate the complex legal landscape of digital assets. Contact us today to learn more about how we can assist you with your crypto-related legal needs.

Evans & Davis, PLLC is a prestigious law firm located at 2100 Geng Road in Palo Alto, California. With a team of experienced attorneys, they specialize in a wide range of legal services including estate planning, business law, real estate transactions, and more. Clients can expect personalized attention and expert guidance to help them navigate complex legal matters. Whether you are looking to protect your assets, start a new business, or buy/sell property, Evans & Davis, PLLC is dedicated to providing top-notch legal representation to clients in the United States.

Alston & Bird is a prestigious institution located at 755 Page Mill Road in Palo Alto, California, United States. Specializing in accounting, finance, and legal services, Alston & Bird is known for its expertise and professionalism in helping clients navigate complex financial and legal matters. With a team of experienced professionals, the institution provides top-notch services and solutions tailored to meet the unique needs of each client. Whether you are seeking assistance with accounting, finance, or legal issues, Alston & Bird is committed to delivering exceptional results and exceeding expectations.

Bromley Law Group, LLP is a prestigious law firm located at 530 Lytton Avenue in Palo Alto, California. Specializing in various areas of law, the skilled team at Bromley Law Group, LLP is dedicated to providing top-notch legal services to clients in the United States. With a reputation for excellence and a commitment to client satisfaction, Bromley Law Group, LLP is a trusted and reliable choice for all your legal needs.

EY, located at 550 High Street in Palo Alto, California, is a global leader in finance, offering assurance, consulting, strategy and transactions, and tax services. The institution focuses on ensuring privacy, transparency, and accountability in the implementation of AI. EY features experts like Samta Kapoor, Mitch Berlin, Bruno Sarda, Mary de Wysocki, and Tom Edwards who discuss topics such as energy AI, M&A transactions, climate change, sustainability, and the use of AI to create business value. EY also conducts surveys and reports on various topics such as health equity, LGBTQ workplace issues, infrastructure modernization, and the impact of COVID-19 on health care systems. The institution aims to build trust and confidence in the capital markets and economies worldwide, while developing outstanding leaders and playing a role in creating a better working world for its people, clients, and communities. Please visit ey.com for more information about EY's services and organization. Note that the material provided is for general informational purposes only and should not be considered as professional advice. EY uses cookies to enhance user experience and improve services.

The Glaze Siddiqi Group - Morgan Stanley is a renowned finance institution located at 1400 Page Mill Road in Palo Alto, California, United States. With a strong reputation for excellence in financial services, The Glaze Siddiqi Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Glaze Siddiqi Group - Morgan Stanley is committed to providing top-notch service and guidance every step of the way.

FLG Partners, LLC is a finance institution located at 228 Hamilton Avenue in Palo Alto, California, United States. With a team of experienced financial professionals, FLG Partners offers a range of financial services including strategic financial planning, investment management, and risk assessment. Their expertise and dedication to client satisfaction make them a trusted partner for individuals and businesses seeking to optimize their financial health and success.

The Buenavista Larson Group - Morgan Stanley is a leading finance institution located at 245 Lytton Avenue in Palo Alto, California, United States. Our team of experienced professionals provides a wide range of financial services and solutions to help our clients achieve their financial goals. With a strong commitment to excellence and personalized service, we strive to deliver innovative and tailored financial strategies to meet the unique needs of each individual and organization we serve. Contact us today to learn more about how we can help you navigate the complexities of the financial world and secure a prosperous future.

The Chow Zucker Group at Morgan Stanley is a team of experienced financial advisors located at 1400 Page Mill Road in Palo Alto, California. Specializing in finance, they provide personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, the team offers comprehensive investment strategies and financial planning tailored to each client's unique needs. Trustworthy and professional, The Chow Zucker Group is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

The CJ Wealth Management Group at Morgan Stanley is a leading finance institution located at 245 Lytton Avenue in Palo Alto, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to empower our clients to make informed decisions and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

Merrill Lynch Financial Advisor Joseph M Samuels is a reputable finance institution located in Palo Alto, California. With a focus on providing expert financial advice and services, Joseph M Samuels and his team at Merrill Lynch strive to help clients achieve their financial goals and secure their financial future. Whether you're looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Joseph M Samuels is dedicated to providing personalized solutions tailored to your unique needs. Visit them at 3075A Hansen Way to start planning for a more secure financial future today.

Fulfilled Finances LLC is a leading finance institution located at 2225 East Bayshore Road in Palo Alto, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to provide personalized solutions tailored to your specific needs. Trust Fulfilled Finances LLC to help you secure a prosperous financial future.

Merrill Lynch Financial Advisor Curtis L. Bunch, located at 3075A Hansen Way, Palo Alto, California, United States, is a renowned finance institution offering personalized wealth management and planning services to clients. With over 20 years of experience in the financial services industry, Curtis L. Bunch Jr. is a Certified Financial Planner™ and a Certified Plan Fiduciary Advisor, dedicated to helping clients achieve their financial goals. Curtis works closely with clients' accountants, estate attorneys, and other financial professionals to create integrated wealth management plans. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on individual goals. The institution's team, supported by global resources, is committed to building strong client relationships based on trust and personalized service.

Cognizant Wealth Advisors is a finance institution located at 530 Lytton Avenue in Palo Alto, California. As an independent, fee-only, fiduciary financial planning and investment firm, we specialize in helping individuals and families make sound financial decisions to build prosperous lives. Our personalized guidance aims to help clients achieve financial independence and retirement peace of mind, allowing them to focus on what truly matters in life. We offer comprehensive advice on diversified portfolios, asset allocation strategies, retirement planning, education savings, health plans, and more. At Cognizant Wealth Advisors, we believe that making the right financial choices today will lead to a secure future. Contact us to start planning for your financial success.

Merrill Lynch Financial Advisor Chuzhe Song is a leading finance institution located at 3075A Hansen Way in Palo Alto, California, United States. Specializing in providing personalized financial advice and services, Chuzhe Song and his team are dedicated to helping clients achieve their financial goals and secure their future. With a wealth of experience and expertise in the financial industry, Merrill Lynch Financial Advisor Chuzhe Song is committed to delivering top-notch financial solutions tailored to each client's unique needs. Visit their office today to start planning for a more secure financial future.

Klein Financial Corporation is a reputable real estate agency located at 550 California Avenue in Palo Alto, California. With a focus on providing top-notch services to clients looking to buy or sell properties in the area, Klein Financial Corporation is known for their expertise, professionalism, and dedication to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or a seasoned investor, Klein Financial Corporation is committed to guiding you through the real estate process with ease and efficiency. Contact them today to learn more about their services and how they can help you with your real estate needs.

Merrill Lynch Financial Advisor Cory Barraclough is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Cory Barraclough offers a comprehensive approach to managing wealth, starting with understanding the financial situation and priorities of each client. With access to Merrill's investment insights and Bank of America's banking solutions, Cory creates customized wealth management strategies that adapt to changing market conditions. Cory is dedicated to providing excellent service and helping clients achieve their financial goals. By participating in community service and volunteering, Cory upholds the Merrill tradition of giving back. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on clients' goals. Through thoughtful conversations, Cory helps clients identify and prioritize their financial aspirations, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, Cory gains a deeper understanding of clients' investing preferences to tailor financial approaches accordingly. Regular check-ins ensure that clients' evolving goals and life changes are reflected in their financial strategies. With a focus on helping clients pursue their goals, Cory designs personalized plans to manage, grow, and preserve wealth, while considering long-term impacts. By staying informed and addressing fluctuations in the market, Cory helps clients achieve financial success. As a Merrill Lynch Wealth Management Advisor, Cory offers personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a commitment to always putting clients first, Cory provides one-on-one relationships to guide clients along their financial journeys. Investing involves risk, and Cory is registered to do business in multiple states. Clients are encouraged to consult legal and tax advisors before making financial decisions. This material does not take into account clients' specific investment objectives and needs, and Merrill offers a range of services to suit individual preferences. With the right advisor by your side, you can navigate the complexities of your financial life and work towards achieving your goals.

Merrill Lynch Wealth Management, located at 3075A Hansen Way, Palo Alto, California, is a finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to giving back to the community through volunteerism and charitable outreach activities.

Holland David CPA is a reputable accounting and finance institution located at 2479 East Bayshore Road in Palo Alto, California, United States. With a team of highly skilled and experienced Certified Public Accountants, Holland David CPA provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Holland David CPA for accurate and reliable financial advice and services to help them achieve their financial goals.

KFK CPA, Inc is a reputable accounting and finance institution located at 430 Sherman Avenue, Palo Alto, California, United States. Founded with a mission to provide exceptional personalized service to every client, KFK focuses on multiplying the potential of small and medium business owners as well as individuals. Unlike other firms, KFK ensures that every client receives equal attention and expertise to help them achieve their personal and financial goals. With a commitment to giving each client the time and attention they need, KFK is dedicated to ensuring that all clients are on track for financial success.

Merrill Lynch Financial Advisor William W Yates, located at 3075A Hansen Way, Palo Alto, California, United States, is a trusted institution in the field of finance. Committed to building strong relationships with clients, William Yates is passionate about helping individuals and families make important financial decisions. With Merrill Personal Wealth Analysis™, a personalized plan can be built to focus on specific goals and objectives. The team at Merrill Lynch Wealth Management tailors financial strategies to each client's unique needs, providing personalized advice and measurable goals. By regularly reviewing progress and adjusting strategies as needed, clients can stay on track towards their financial goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can plan for their financial future with transparency on risks and opportunities. William Yates offers a breadth of potential solutions, premier customer service, and financial tools based on each client's circumstances. By understanding each client's goals and priorities, a customized financial approach can be developed to help manage, grow, and preserve wealth. With a focus on personalized plans and thoughtful solutions, William Yates helps clients achieve their financial aspirations. By regularly reviewing goals and progress, adjustments can be made to ensure clients stay on track towards their objectives. The institution values the importance of getting to know clients personally to create a financial approach that reflects their unique personality and priorities. With a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions tailored to their needs. William Yates is registered to do business in multiple states, providing clients with the latest investment insights and strategies to help them live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. With a focus on understanding each client's individual needs, Merrill Lynch Financial Advisor William W Yates is dedicated to helping clients achieve their financial goals.

Frank, Rimerman Co. LLP is a renowned accounting and finance institution located at 1801 Page Mill Road in Palo Alto, California, United States. With a stellar reputation for providing top-notch financial services, they offer a wide range of accounting solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters with precision and expertise. Whether you need assistance with tax planning, audit services, or financial consulting, Frank, Rimerman Co. LLP is committed to delivering exceptional results and personalized attention to meet your specific needs.

Merrill Lynch Private Wealth Advisor Annie M Etchegoyhen is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. With a focus on providing industry-leading research and expert analysis, the institution aims to help clients keep their priorities front and center. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. They work with individuals, families, business owners, and executives to create strategies designed to achieve their financial goals. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. The institution prioritizes the client's best interests, offering personalized financial strategies to meet evolving needs. Merrill Lynch Private Wealth Advisor Annie M Etchegoyhen combines the personalized attention of a smaller firm with the insights of a global financial institution to create tailored financial strategies. They are dedicated to helping clients pursue their goals and prepare for the future, with a focus on simplifying personal and business finances. With a limited number of clients, the institution provides a powerful and personal experience for those with substantial means. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., a wholly owned subsidiary of Bank of America Corporation. Clients can access the latest investment insights, tips, and strategies to help them achieve their financial goals. It's important to note that investing involves risk, and clients should consult their legal and/or tax advisors before making financial decisions. Additional information about the institution's services and differences between brokerage and investment advisory services is available through Merrill financial advisors.

At Merrill Lynch Financial Advisor David McLaughlin in Palo Alto, California, clients can expect personalized wealth management services tailored to their unique needs and goals. David McLaughlin, a Private Wealth Manager with Merrill Private Wealth Management, specializes in working with high-net-worth individuals, law firm partners, entrepreneurs, and senior executives in the technology and life sciences industries. With a limited number of clients, David is able to provide a high level of personalized service and attention, helping clients preserve, grow, and transfer their wealth more effectively. David's approach is focused on putting clients' interests first and making their lives easier. He offers a range of services including tailored portfolio design, cash-flow management, pre- and post-liquidity-event planning, trust and estate planning services, and charitable giving. With a background in law firm banking and over a decade of experience in wealth management, David is well-equipped to address the complexities that come with substantial wealth.

Andreja Dugacki - TIAA Wealth Management Advisor is a leading financial institution located at 535 Cowper Street in Palo Alto, California. As a trusted wealth management advisor, Andreja Dugacki provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on long-term wealth building and preservation, Andreja Dugacki offers expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Andreja Dugacki can help you navigate the complex world of finance with confidence and peace of mind.

Bank of America Private Client Advisor Amanda R Solomon, located at 3075 Hansen Way in Palo Alto, California, offers personalized financial strategies for individuals, families, businesses, and institutions. With a focus on understanding your unique needs and goals, our team aims to provide tailored solutions to help you achieve your financial objectives. Tune in for the latest insights on Mondays and Fridays at 2:00 PM EST. With over 200 years of experience, Bank of America Private Bank combines a personalized approach with the resources of Bank of America to help clients manage significant wealth. Our commitment is to prioritize your goals, whether you're looking to preserve wealth, build philanthropic legacies, or plan for future growth. We strive to anticipate and respond to evolving markets and changing environments, providing disciplined financial strategies and guidance across generations. Please note that by leaving our website, you will be directed to FINRA’S BrokerCheck. We value your privacy and offer options to opt out of online behavioral advertising. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services.

Bank of America Private Client Advisor Nilesh Shah is a premier financial institution located at 3075 Hansen Way in Palo Alto, California. As a trusted advisor, Nilesh Shah provides personalized financial services to high net worth individuals and families, helping them navigate the complexities of wealth management and achieve their financial goals. With a deep understanding of the market and a commitment to excellence, Bank of America Private Client Advisor Nilesh Shah is dedicated to providing top-notch financial advice and solutions to clients in the United States.