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The 30 Best Tax consulting services in Sausalito, California

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  • 1
4.9 15
#1

Ferrer Tax & Accounting, PC

● Closed

Ferrer Tax & Accounting, PC is a reputable accounting and finance institution located at 200 Gate 5 Road in Sausalito, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Ferrer Tax & Accounting, PC for all your financial needs.

200 Gate 5 Rd #201, Sausalito, CA 94965, United States
628-313-0986
ajfcpatax.com
Ferrer Tax & Accounting, PC Ferrer Tax & Accounting, PC Ferrer Tax & Accounting, PC
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#2

Advice Company

● Open

Advice Company is a trusted institution located at 2330 Marinship Way in Sausalito, California. Our team of experienced advisors is dedicated to providing personalized guidance and support to individuals and businesses seeking financial and strategic advice. Whether you are looking to plan for your future, navigate a challenging situation, or make informed decisions, our experts are here to help. With a commitment to excellence and integrity, Advice Company is your partner in achieving success and reaching your goals.

2330 Marinship Way Suite 260, Sausalito, CA 94965, United States
415-339-6500
advicecompany.com
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5 1
#3

Anolik Law Group, A

● Open

Anolik Law Group, A is a prestigious law firm located at 3030 Bridgeway in Sausalito, California, United States. With a team of experienced and dedicated attorneys, Anolik Law Group, A specializes in a wide range of legal services including business law, real estate law, estate planning, and litigation. Clients can expect personalized attention and expert guidance to help navigate their legal matters with confidence and ease. Whether you are a business owner, individual, or family in need of legal representation, Anolik Law Group, A is committed to providing top-notch legal services tailored to your specific needs.

3030 Bridgeway, Sausalito, CA 94965, United States
415-729-3748
travellaw.com
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5 1
#4

Worsey Law Firm

● Closed

Worsey Law Firm is a reputable legal institution located at One Harbor Drive in Sausalito, California, United States. With a team of experienced attorneys, Worsey Law Firm specializes in various areas of law including corporate law, real estate law, and estate planning. Their dedication to providing personalized and professional legal services sets them apart from other firms in the area. Whether you are seeking legal advice for a business matter or need assistance with estate planning, Worsey Law Firm is committed to helping clients achieve successful outcomes. Contact them today for a consultation.

One Harbor Dr Suite 300, Sausalito, CA 94965, United States
800-490-1374
worseylaw.com
Worsey Law Firm
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5 4
#5

Jon Lam - State Farm Insurance Agent

● Closed

Jon Lam - State Farm Insurance Agent is a reputable insurance agency located at 1913 Bridgeway, Sausalito, California. Situated next door to Fred's Coffee Shop and the 7-11 on Bridgeway, our team of experienced professionals is dedicated to assisting clients with their insurance needs. Due to current market conditions, we are currently operating with a waiting list for new business. However, we encourage you to contact us to discuss your insurance requirements, and we will do our best to help you. Our agency team includes Michele Rodriguez, Jennifer Martinez, Melissa Diaz, and Angel Amarillo, who collectively bring over 100 years of experience in the industry. We prioritize the well-being of our established base of insureds in California during these challenging times. If you are using a screen reader and encounter difficulties with our website, please call (415) 331-1002 for assistance.

1913 Bridgeway C, Sausalito, CA 94965, United States
415-331-1002
jonlam.com
Jon Lam - State Farm Insurance Agent
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5 4
#6

The Armstrong Law Firm

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The Armstrong Law Firm is a reputable legal institution located at 1001 Bridgeway in Sausalito, California. Specializing in various areas of law, the firm is dedicated to providing top-notch legal services to clients in need. With a team of experienced lawyers, The Armstrong Law Firm is committed to advocating for their clients' best interests and achieving successful outcomes. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, The Armstrong Law Firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.

1001 Bridgeway Suite A1, Sausalito, CA 94965, United States
415-849-4654
thearmstronglawfirm.com
The Armstrong Law Firm The Armstrong Law Firm The Armstrong Law Firm
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#7

Law Office of Ann MacArthur

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The Law Office of Ann MacArthur, located at 3030 Bridgeway in Sausalito, California, is a reputable legal institution specializing in providing expert legal services. With a focus on delivering personalized and effective legal solutions, Attorney Ann MacArthur and her team are dedicated to helping clients navigate through a variety of legal matters. Whether you are in need of assistance with family law, estate planning, business law, or any other legal issue, the Law Office of Ann MacArthur is committed to providing top-notch representation and guidance. Contact them today to schedule a consultation and see how they can help you with your legal needs.

3030 Bridgeway Suite 315, Sausalito, CA 94965, United States
415-986-7500
estatelawsfbay.com
Law Office of Ann MacArthur Law Office of Ann MacArthur Law Office of Ann MacArthur
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5 1
#8

Kuhlmann Associates Financial

● Closed

Kuhlmann Associates Financial, located at 1455 1st Street in Napa, California, is a finance institution dedicated to helping clients define and achieve financial freedom. Our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situations. We offer personalized financial planning, risk management, portfolio management, estate planning, tax planning, divorce planning, and private trust services. Our mission is to be the most trusted source of financial advice, and we offer educational workshops, events, and social gatherings to connect with our clients. Whether you are looking to plan for your future, navigate a divorce, or manage your estate, our team is here to help design a path to your financial goals.

1455 1st St #215, Napa, CA 94559, United States
707-253-1195
kuhlmannfinancial.com
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#9

P E Financial Group

● Open

P E Financial Group is a leading finance institution located at 3 Harbor Drive in Sausalito, California, United States. With a strong focus on providing comprehensive financial services, P E Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of individual and institutional clients. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, P E Financial Group is committed to providing innovative and personalized financial solutions to help you succeed.

3 Harbor Dr, Sausalito, CA 94965, United States
415-332-3264
pefinancialgroup.com
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#10

Full Compass Investment Advisors

● Open

Full Compass Investment Advisors, located at 2400 Bridgeway in Sausalito, California, is a finance institution specializing in tailored portfolios and sophisticated research. With over thirty years of experience in institutional investing, FCIA offers personalized active investment strategies for individuals, families, trusts, retirement plans, and charitable organizations. Their multi-disciplined approach includes institutional-caliber investment strategy, research, and risk management tactics, tailored to each client's specific needs and objectives. By utilizing fundamental, quantitative, and qualitative research techniques, FCIA constructs portfolios designed to provide superior investment returns while managing risk effectively. With a focus on individualized portfolio management and a cost-efficient structure, FCIA aims to optimize returns and maximize investment performance for their clients.

2400 Bridgeway #230, Sausalito, CA 94965, United States
415-625-3242
fciallc.com
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#11

Financial Security Planning

● Open

Financial Security Planning is a leading institution located at 3030 Bridgeway in Sausalito, California, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through comprehensive planning and strategic investment management. With a focus on building long-term wealth and security, we offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to plan for retirement, save for a major purchase, or protect your assets, Financial Security Planning is here to guide you every step of the way. Contact us today to learn more about how we can help secure your financial future.

Parking lot, 3030 Bridgeway Suite 224, Sausalito, CA 94965, United States
415-927-2555
financialsecurityplanning.com
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#12

Karp Capital Management Corporation

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Karp Capital Management Corporation is a finance institution located at 30 Liberty Ship Way in Sausalito, California, United States. With a focus on providing expert financial management services, Karp Capital Management Corporation offers personalized investment strategies tailored to meet the unique needs and goals of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial objectives through comprehensive wealth management solutions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Karp Capital Management Corporation is committed to delivering exceptional service and results.

30 Liberty Ship Way #3150, Sausalito, CA 94965, United States
415-345-8185
Karp Capital Management Corporation
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#13

Decker Retirement Planning

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Decker Retirement Planning, located at 1 Harbor Drive in Sausalito, California, is a finance institution founded on the principles of math-based and principle-based retirement planning. With a focus on avoiding conflicts of interest, their purebred fiduciaries work to implement strategies that help clients achieve A Safer Retirement™. Their proprietary two-sided risk models aim to make money in both up and down markets, while their Social Security optimization and Tax Minimization strategies help clients maximize their retirement income and minimize taxes. The institution offers transparent and objective financial planning services, with a goal of helping clients retire earlier and with more money than expected. Through their Safer Retirement Radio show, Decker Retirement Planning provides retirement tips and guidance to help clients navigate the complexities of retirement planning. They are committed to putting their clients' best interests first and ensuring their long-term financial success. With a focus on providing clarity and transparency, Decker Retirement Planning aims to help clients achieve their retirement dreams and goals.

1 Harbor Dr Suite 300, Sausalito, CA 94965, United States
415-523-7400
deckerretirementplanning.com
Decker Retirement Planning Decker Retirement Planning Decker Retirement Planning
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4 4
#14

Aperio Group LLC

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Aperio Group LLC is a finance institution located at 3 Harbor Drive in Sausalito, California, United States. Specializing in customized portfolio management and tax optimization strategies, Aperio Group LLC provides tailored investment solutions for high-net-worth individuals, families, and institutions. With a focus on transparency, innovation, and client service, Aperio Group LLC aims to help clients achieve their financial goals and maximize their wealth.

3 Harbor Dr Suite 204, Sausalito, CA 94965, United States
415-339-4300
aperiogroup.com
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#15

Carson Wealth

● Closed

Carson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.

2370 Kerner Blvd #350, San Rafael, CA 94901, United States
415-461-6248
carsonwealth.com
Carson Wealth Carson Wealth Carson Wealth
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#16

Thomas Wood Professionals

● Open

Thomas Wood Professionals is a leading finance institution located at 202 South Street in the picturesque town of Sausalito, California, United States. With a team of highly skilled professionals, we provide expert financial services to individuals and businesses alike. Our commitment to excellence and personalized approach sets us apart, ensuring that our clients receive tailored solutions to meet their unique needs. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Thomas Wood Professionals is here to help you achieve your financial goals. Visit us today and experience the difference our expertise can make in your financial future.

202 South St #13, Sausalito, CA 94965, United States
415-944-8754
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5 1
#17

Anchor Financial Strategies

● Open

Anchor Financial Strategies is a finance institution located at 3030 Bridgeway in Sausalito, California, United States. As independent advisors, we prioritize your best interests when providing guidance and investment solutions. Our team is dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Trust Anchor Financial Strategies to steer you towards a secure financial future.

3030 Bridgeway Suite 240, Sausalito, CA 94965, United States
415-218-7678
anchorfinancialstrategies.com
Anchor Financial Strategies Anchor Financial Strategies
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4.2 5
#18

Paula Marie Bruce CPA

● Closed

Paula Marie Bruce CPA is a reputable accounting and finance institution located at 22 Princess Street in Sausalito, California, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, Paula Marie Bruce CPA is dedicated to providing top-notch service and expertise to meet your needs. Trust them to handle your financial matters with precision and care.

22 Princess St, Sausalito, CA 94965, United States
415-332-6577
paulamariebrucecpainc.com
Paula Marie Bruce CPA
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#19

CJ Spady, CPA

● Closed

CJ Spady, CPA is a reputable accounting and finance institution located at 1221 Bridgeway in Sausalito, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to excellence and personalized attention to each client's needs sets them apart in the industry. Whether you are an individual or a business owner, CJ Spady, CPA is dedicated to helping you achieve your financial goals.

1221 Bridgeway #2nd, Sausalito, CA 94965, United States
415-331-9900
cjspadycpa.com
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5 2
#20

Rubyn & Co

● Open

Rubyn & Co is a well-established accounting and finance institution located at 1207 Bridgeway in Sausalito, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, investment planning, or any other financial matter, Rubyn & Co is dedicated to providing top-notch services tailored to meet your specific needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial affairs.

1207 Bridgeway # E, Sausalito, CA 94965, United States
415-332-9190
rubynandcompany.com
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#21

Elsener & Elsener, LLP

● Closed

Elsener & Elsener, LLP is a prestigious accounting and finance institution located at 3 Harbor Drive in Sausalito, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart as a trusted partner in achieving financial success.

3 Harbor Dr Suite 300, Sausalito, CA 94965, United States
415-331-0201
elsenercpa.com
Elsener & Elsener, LLP
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#22

Gordon Michael S CPA

● Closed

Gordon Michael S CPA is a reputable accounting and finance institution located at 300 Valley Street in Sausalito, California, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of skilled professionals is dedicated to providing personalized and reliable financial solutions to individuals and businesses alike. Whether you need assistance with tax filing or financial consulting, Gordon Michael S CPA is committed to helping you achieve your financial goals.

300 Valley St #302, Sausalito, CA 94965, United States
415-332-7975
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#23

Laura Carb, CPA

● Open

Laura Carb, CPA is a reputable accounting and finance institution located at 3001 Bridgeway in Sausalito, California, United States. With years of experience and expertise in the field, Laura Carb and her team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they offer a wide range of services to meet the diverse needs of their clients. Trust Laura Carb, CPA to handle all your accounting and finance needs with professionalism and precision.

3001 Bridgeway, Sausalito, CA 94965, United States
415-717-2373
lauracarbcpa.com
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#24

My Local Bookkeeper

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My Local Bookkeeper, located at 3030 Bridgeway, Sausalito, California, is an accounting and finance institution dedicated to helping businesses thrive financially. Our experts analyze your finances, uncover opportunities, and guide you to higher profits. We specialize in crafting clear financial narratives, ensuring your numbers tell a unique story of your business. We create, monitor, and analyze key performance indicators (KPIs) to improve your business objectives. Tired of receiving basic income statements in Excel with no visibility? Partner with us to handle your taxes, accounting, and consulting needs. Our all-in-one solutions save you time and money, allowing you to focus on what's most important to you. We aim to be an extension of your finance team, helping you achieve your business goals with our expertise.

Parking lot, 3030 Bridgeway #115, Sausalito, CA 94965, United States
415-480-5204
myonlinebookkeeper.com
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#25

Rubyn & Company Accountants

● Open

Rubyn & Company Accountants is a trusted accounting and finance institution located at 113 Caledonia Street in Sausalito, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Our goal is to help our clients achieve their financial goals and ensure their financial success. Contact us today to learn more about how we can assist you with your accounting and finance needs.

113 Caledonia St, Sausalito, CA 94965, United States
rubynandcompany.com
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#26

Wales John P CPA

● Open

Wales John P CPA is a reputable accounting and finance institution located at 180 Harbor Drive in Sausalito, California, United States. With years of experience and expertise in the field, they offer a wide range of financial services including tax preparation, bookkeeping, audits, and financial consulting. Their team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Trust Wales John P CPA to help you navigate the complexities of financial management and achieve your financial goals.

180 Harbor Dr #214, Sausalito, CA 94965, United States
415-986-1120
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#27

francine prophet

● Open

Francine Prophet is a reputable institution specializing in accounting and finance services. Located at 180 Harbor Drive in the picturesque town of Sausalito, California, this institution is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, Francine Prophet offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are looking for assistance with managing your personal finances or need expert advice on complex financial matters for your business, Francine Prophet is the trusted choice in the industry. Visit their office today to see how they can help you achieve your financial goals.

180 Harbor Dr, Sausalito, CA 94965, United States
415-541-4990
prophetcpa.com
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  • 1

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