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TOP 30 Tax document organization in California
39 results found
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Balance Bookkeeping, Tax and Notary Public Services
Balance Bookkeeping, Tax and Notary Public Services is a reputable institution located at 75 Quinta Court in Sacramento, California, United States. Specializing in accounting and finance, they offer a wide range of services to individuals and businesses. With their team of experienced professionals, they provide top-notch bookkeeping, tax preparation, and notary public services to meet the needs of their clients. Whether you need help organizing your financial records, filing your taxes, or notarizing important documents, Balance Bookkeeping, Tax and Notary Public Services is the go-to place for all your financial needs.
RC Blackwell's Tax Service
RC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.
Taxes Done Eze
Taxes Done Eze is a professional accounting and finance institution located at 11477 Jefferson Boulevard in Culver City, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, Taxes Done Eze is here to make the process as easy and stress-free as possible. Trust us to handle all your accounting and finance needs with precision and expertise.
RLE Taxes, Inc.
RLE Taxes, Inc. is a professional accounting and finance institution located at 7851 Mission Center Court in San Diego, California, United States. As we welcome Tax Season 2024, we are here to assist you with all your tax needs. Please login to your client portal account to sign your engagement letter, complete the essential organizer, and upload your tax documents. Appointment requests are now available. Individual tax returns are due on Monday, April 15, 2024. To ensure we meet this deadline, please submit your substantially complete information by March 25. If we do not receive your documents by then, we may need to file for an extension.
Churchwell Tax & Business Services
Churchwell Tax & Business Services, located at 610 Auburn Ravine Road in Auburn, California, is a reputable institution specializing in accounting and finance services. Our team is dedicated to providing personalized and high-quality services to all of our clients. We offer a range of services, including tax preparation for both businesses and individuals, audit representation, and assistance with tax agency issues. In addition, we provide services such as small business payroll, bookkeeping, entity formation, and incorporation.
TVirden Tax Services LLC
TVirden Tax Services LLC is a premier accounting and finance institution located at 1423 Broadway, Oakland, California, United States. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals through comprehensive tax strategies. Whether you need tax planning services, tax strategy services, or help filing your taxes, we are here to assist you every step of the way. Our Virtual Drop-Off Service allows you to easily upload your tax documents and begin the filing process. New and returning clients can schedule a consultation call to learn how we can optimize your tax returns for years to come. With a strong tax optimization strategy in place, you can maximize your refunds and streamline your financial operations.
Dana Trang Bookkeeping & Tax Services
Dana Trang Bookkeeping & Tax Services is a reputable accounting and finance institution located at 1754 Technology Drive in San Jose, California, United States. Our team of experienced professionals provides expert bookkeeping and tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complex world of finances with ease. Whether you need help with organizing your financial records or preparing your taxes, Dana Trang Bookkeeping & Tax Services is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.
1st Choice Tax and Business Solutions LLC
1st Choice Tax and Business Solutions LLC is a professional institution located at 4000 Long Beach Boulevard in Long Beach, California. Specializing in accounting, finance, and insurance services, we are dedicated to providing unparalleled professional service to meet all of your business needs. In addition to our comprehensive financial services, we also offer Mobile Notary Service throughout Southern California, with our Loan Signing Agent able to print and bring all necessary documents to the closing table. Our seasoned professionals are committed to representing your organization with the highest level of expertise to ensure a successful closing.
L & R Tax & Document Preparation
L & R Tax & Document Preparation is a trusted institution located in Hemet, California, United States. Specializing in accounting and finance services, they offer expert tax preparation and document services to individuals and businesses alike. With a commitment to accuracy and efficiency, their team of professionals is dedicated to helping clients navigate the complexities of tax laws and financial regulations. Whether you need assistance with filing taxes or organizing important financial documents, L & R Tax & Document Preparation is here to provide reliable and personalized service. Visit them at 26670 Tellis Place for all your accounting and finance needs.
Carter Tax & Financial
Carter Tax & Financial is a reputable institution located at 5360 Jackson Drive in La Mesa, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Carter Tax & Financial to help you navigate the complexities of the financial world and achieve your financial goals.
Los Angeles Payroll services & Tax processing
Los Angeles Payroll Services & Tax Processing, located at 817 West Beverly Boulevard, Montebello, California, United States, is a leading institution specializing in accounting and finance services. PCS Prostaff, a division of the institution, offers customized solutions and streamlined payroll management for small and medium firms. In California, companies must comply with wage payment laws, such as scheduled salary payments twice monthly and seamless payment methods. Los Angeles Payroll Services & Tax Processing ensures that your company meets all these requirements.
A People's Choice
A People's Choice is a registered and bonded California legal document service located at 1000 Town Center Drive in Oxnard, California. We offer affordable document preparation services for a variety of legal needs, without the need for expensive lawyers. Our team of live legal professionals is here to assist you every step of the way, ensuring that your documents are accurate and compliant. Whether you are going through a divorce, setting up an estate plan, establishing a business, or any other personal legal document requirement, we are here to help. Our flat-rate fees can save you thousands compared to hiring an attorney, and rush service options are available for most document preparation packages.
Sheilla Vidal
Sheilla Vidal is a finance and insurance agency located at 490 Chadbourne Road, Fairfield, California, United States. Our institution specializes in providing financial planning with heart for women and health care providers. We go beyond just focusing on numbers, and truly care about your total well-being throughout your financial journey. Our holistic approach ensures that you can live with dignity, ease, and grace, while achieving your financial goals. At Sheilla Vidal, we offer dignity planning, which encompasses a comprehensive approach to financial planning for longevity, long-term care needs, and maximizing your legacy. Our goal is to help you live and retire with dignity, honoring your values, goals, and autonomy.
Santa Monica History Museum
The Santa Monica History Museum, located at 1350 7th Street in Santa Monica, California, is a museum and tourist attraction that showcases the rich and diverse history of Santa Monica. In partnership with the Quinn Research Center, the museum's Quinn Gallery highlights inclusivity and features an archive of Black family history and Santa Monica Bay culture. With over 600,000 prints, negatives, and slides, the museum has one of the most comprehensive collections documenting Santa Monica's history. Visitors can explore the museum's online interactive features, purchase reprints of historical images, and learn about the city's historical significance through QR codes found in local businesses. The museum's research library provides historical materials and information to a wide range of individuals and organizations. Access to the Research Library and Special Collections is available by appointment only.
Lakewood Live Scan Fingerprinting & Notary
Located at 2725 Candlewood Street in Lakewood, California, Lakewood Live Scan Fingerprinting & Notary is a trusted institution approved by the Department of Justice to process live scan requests and FBI ink cards since 2016. In addition to fingerprinting services, they also offer same-day approval and issuance for some Surety Bonds through CNA Surety. When it comes to notary services, Lakewood Live Scan has experienced insurance agents available to assist you. Monica Segura, Insurance Agent with CA License #0C97294, can help with all your notary needs. It is important to bring a valid, unexpired government-issued identification card, driver's license, or passport for identity verification - no copies are accepted. The cost is $15 per document, per person/verified signature, and your request must include the name of the organization and TAX ID.
12M Payday Loans
12M Payday Loans is a finance institution located at 11120 Rainier Court, Garden Grove, California, United States. Need money for unexpected expenses? No problem! 12M Payday Loans offers fast and reliable money solutions for any life situation. Whether you need a quick loan or check cashing service, we have you covered. Our high-quality and fast service is designed to help you solve your urgent need for cash. We value your privacy and ensure a safe and efficient process for all our customers. Our branch manager will provide you with all the information you need, including loan estimates and possible fees. We process requests quickly without compromising on quality. Before making a loan request, make sure to ask about the required documents to save time and stay organized.
AM Bookkeeping and Notary LLC
AM Bookkeeping and Notary LLC is a premier accounting and finance institution located in Concord, California. Our dedicated team of professionals provides top-notch bookkeeping services to help businesses stay organized and on track financially. In addition, we offer reliable notary services to assist with legal document verification. With our convenient location at 2590 East Olivera Road, clients can easily access our expertise and experience. Trust AM Bookkeeping and Notary LLC for all your financial needs.
Bennett Mobile Notary
Bennett Mobile Notary is your trusted partner in mobile notary services, located at 14417 Cobblestone Lane in Gardena, California, United States. We specialize in providing professional notary services right at your doorstep, making the process convenient for you. Whether you need acknowledgment notarization, affidavit notarization, or any other notary service, we are here to help. Our team of tax specialists provides companies with guidance in legal matters and helps individuals and organizations strategize for financial goals. Our affordable notary services are available for both business and residential locations, ensuring that your documents are properly executed.
Tseng Law Firm
Tseng Law Firm is a trusted institution located at 1808 Santa Clara Avenue, Alameda, California, United States. Specializing in estate planning, our dedicated team is committed to guiding you through the process of securing your essential planning needs. We provide personalized counseling and education to address all your unique concerns and ensure that you, your loved ones, and your property are protected both during your lifetime and afterwards. During our complimentary initial consultation, we will discuss your specific estate planning goals and objectives, helping you understand the available planning options and costs involved. If you decide to proceed, we will work with you to design a customized estate plan that fits your individual needs and situation. At the signing meeting, we will review and execute your estate plan documents, ensuring that they are organized in an estate planning portfolio for your convenience.
YMCA Legal Aid Clinic
The YMCA Legal Aid Clinic, located at 500 East Citrus Avenue in Redlands, California, offers a wide range of legal services to assist individuals and families in need. From custody battles to domestic violence cases, our dedicated team is here to provide affordable legal aid to the community. Since our founding at the Redlands YWCA, we have been committed to empowering our clients and making a positive impact on their lives. Our clinic has been serving the public since 1974, offering consultations for a fee of $30 and additional charges for document preparation. As a community-funded initiative, we rely on donations to continue providing low-cost legal services to all. While we do not offer court representation services, our experienced staff is dedicated to offering guidance and advice to help bolster your legal case.
Harshwal & Company LLP
Harshwal & Company LLP is a leading accounting and finance institution located at 333 Hegenberger Road in Oakland, California, United States. We specialize in transforming organizations to be prepared for tomorrow, offering tailored solutions to meet our clients' complex requirements. Our team is constantly learning and upskilling to stay at the forefront of technological advancements in the industry. At Harshwal & Company, LLP, we prioritize building lasting relationships with our clients and delivering value in all that we do. Our Mobile App allows clients to access business insights, send requests for proposals for accounting, auditing, and IT services, register for training, stay updated on news articles and events, and even submit resumes.
Law Office of Bradley N. Etter, APC
The Law Office of Bradley N. Etter, APC is a prestigious institution located at 5 Peters Canyon Road in Irvine, California, United States. Specializing in tax and estate planning solutions for individuals and families, the Etter Law Group offers expert legal advice on strategies to help clients meet their goals and objectives. With a focus on building long-lasting relationships and providing exceptional client service, the attorneys at Etter Law Group are dedicated to helping clients live and leave a legacy on their own terms. In addition to tax and estate planning, the institution also offers legal services in entity choice decisions for new or existing businesses, including the preparation of all necessary documents. With decades of combined experience, the attorneys at Etter Law Group are able to recommend cutting-edge strategies tailored to each client's unique circumstances and goals.
Salman Law APC
Salman Law APC is a top estate planning law firm located in Encinitas, California, serving clients in the San Diego area. Our team of legal professionals is dedicated to providing personalized attention to individuals, families, and organizations facing estate planning and business law issues. We believe in establishing relationships with our clients, rather than just completing transactions. Whether you need to set up a simple will or create a comprehensive estate plan, our firm can help. We offer fair, flat-fee rates for our services and flexible membership programs for ongoing support. Our goal is to provide peace of mind to our clients by helping them minimize estate taxes, avoid probate, and protect their assets and interests.
Brian Wise Consulting & Accounting
Brian Wise Consulting & Accounting is a financial institution located at 3171 Ross Road, Graton, California, United States. Specializing in accounting and finance, Brian Wise Consulting & Accounting offers a unique filing system called WI$EFILE. This instant filing system is designed to make life easier for everyone, providing a simple, powerful, scalable, and customizable solution for organizing both physical and virtual files. With a one-page instruction manual and label templates, WI$EFILE eliminates confusion and simplifies the filing process. The system is easy to set up and maintain, allowing users to quickly find any document they need. WI$EFILE is the ultimate filing system that will bring sanity back to your filing structure. Whether for businesses or individuals, WI$EFILE is the solution to all your filing dilemmas. Brian Wise Consulting & Accounting also offers QuickBooks and accounting services, with a focus on simplifying and streamlining financial processes for clients. Join the WISEFILER community today and experience the ease and efficiency of the WI$EFILE system.
Merrill Lynch Financial Advisor Louis Cano
Merrill Lynch Financial Advisor Louis Cano is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Louis Cano can help create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, Louis Cano is dedicated to helping you pursue your financial goals. Louis Cano follows the Merrill tradition of community involvement, volunteering with organizations in the local community. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be created and documented. By understanding your aspirations and priorities, Louis Cano can help you navigate changes in your life and financial goals.
Merrill Lynch Financial Advisor Douglas M. Robbins
e Merrill Lynch Financial Advisor Douglas M. Robbins is located at 4900 Hopyard Road in Pleasanton, California. Douglas M. Robbins, CFP®, CPFA™, RAFA, is a First Vice President and Wealth Management Advisor at Merrill Lynch, with a focus on creating personalized wealth management strategies for individuals and businesses to help them achieve their financial goals. With a background in finance and extensive experience in managing diverse organizations, Doug takes a comprehensive approach to wealth management, including portfolio management, employee benefits, insurance, tax minimization, and estate planning strategies. He is dedicated to building strong client relationships based on trust and personalized service. Doug believes in an interactive relationship with his clients, starting with clearly identifying and defining their financial goals and objectives. He holds various FINRA registrations and is a licensed Life Insurance Agent, as well as a CERTIFIED FINANCIAL PLANNER certificant and a Certified Plan Fiduciary Advisor. His advanced training and expertise in financial planning make him well-equipped to help clients achieve their financial goals.
Book Busters Bookkeeping Services
Book Busters Bookkeeping Services is a trusted institution located at 2145 Elkins Way, Brentwood, California, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch bookkeeping services for businesses of all sizes. From managing financial records to preparing tax documents, we are committed to helping our clients stay organized and compliant. Contact Book Busters Bookkeeping Services today to streamline your financial processes and achieve peace of mind.
Merrill Lynch Financial Advisor John R Pate
Merrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.
Bridge Senior Financial Services
Bridge Senior Financial Services is a finance institution located at 1020 Manhattan Beach Boulevard in Manhattan Beach, California, United States. Serving as your bridge to stress-free finances, continued independence, and family harmony, we understand the challenges our clients and their families face during difficult times such as aging, illness, dementia, or family disputes. Whether it's providing financial solutions or assisting with daily tasks, we are committed to supporting you through every step. Our team, led by founder Cynthia Palm, offers over 35 years of financial experience and holds both a CPA license and a Professional Fiduciary License. We provide personalized and compassionate support to help clients maintain independence, avoid family conflicts, and safeguard against financial abuse. From daily financial tasks to emergency tax/trust situations, we are here to guide you through every aspect of your financial journey.
Merrill Lynch Financial Advisor Miguel A. Ortega
Merrill Lynch Financial Advisor Miguel A. Ortega is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. Miguel Ortega has been in the financial services industry since 2005 and joined Merrill in 2008. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. With a bachelor's degree in Finance from San Diego State University, Miguel is committed to building and maintaining strong client relationships based on trust and personalized service. He and his wife, Andrea, are active in the community, supporting various organizations. Through Merrill Personal Wealth Analysis™, Miguel can help clients build and document personalized financial plans centered on their goals. Supported by the global resources of Merrill, Miguel's team is dedicated to helping clients achieve their financial goals through personalized strategies. He believes in educating clients about investing and providing transparency on potential risks and opportunities. By understanding clients' goals and priorities, Miguel can create a financial approach tailored to their needs and help them navigate life's changes and market fluctuations. As a Merrill Lynch Wealth Management Advisor, Miguel is committed to helping clients achieve their financial goals and stay on track, regardless of market conditions. With access to investment insights and comprehensive financial solutions, Miguel and his team can design customized investment approaches to address clients' needs and pursue their goals. Miguel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Miguel Ortega and his team at Merrill Lynch are dedicated to helping clients live their best financial lives and achieve their goals through personalized financial strategies.
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