Tax efficiency in San Jose, California

Al Sanchez Bookkeeping & Income Tax Services is a trusted institution located at 1711 McKee Road in San Jose, California. Specializing in accounting and finance, we offer offices for tax preparation and bookkeeping services. With over 37 years of professional experience, our team is dedicated to answering all your questions and alleviating any concerns you may have. We have three convenient locations to serve you, ensuring we can assist with both personal and business needs. As immigration consultants, we can help with filling out immigration forms and various legal documents such as birth certificates, divorce certificates, and marriage certificates.

The Tax Service institution located at 7174 Santa Teresa Boulevard in San Jose, California, offers expert accounting and finance services to individuals and businesses. Our team of experienced professionals is dedicated to helping clients navigate the complex world of taxes and financial planning. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, our institution is here to provide top-notch service and support. Trust us to handle your financial needs with precision and efficiency.

Toro Taxes is a reputable accounting and finance institution located at 5278 Monterey Street in San Jose, California. Our team of experienced professionals specializes in providing tax preparation, bookkeeping, and financial planning services to individuals and businesses. With a commitment to accuracy and reliability, Toro Taxes is dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Visit us today to experience our personalized and efficient service firsthand.

LC Tax & Bookkeeping Solutions is a reputable accounting and finance institution located at 151 Southside Drive in San Jose, California. With a team of experienced professionals, we provide comprehensive tax preparation, bookkeeping, and financial consulting services to individuals and businesses. Our goal is to help our clients manage their finances efficiently and maximize their financial growth. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Sergios Income Tax Inc is a reputable accounting and finance institution located at 1594 Endicott Drive in San Jose, California, United States. With a team of experienced professionals, we specialize in providing comprehensive tax preparation, bookkeeping, and financial planning services to individuals and businesses. Our commitment to accuracy, efficiency, and personalized service sets us apart as a trusted partner in managing your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Global Mobility Tax is a leading institution in the field of accounting and finance, located at 1602 The Alameda, San Jose, California, United States. Whether you work for a large company with over 100 employees, are a business in the early stages of setting up processes, or an individual working internationally in need of tax support, we are here to help. Our team of experts offers tailored services to meet your specific needs, with a proactive approach to ensure long-term success. As your tax partner, we have an expansive international reach through our network of trusted partners. We integrate seamlessly into your team, assisting with the relocation process and providing high-touch service every step of the way. Our responsive team ensures that any complex situations are solved efficiently, with clear communication of solutions to your team.

Low Cost Legal Docs and Taxes is a reliable institution located at 2390 Lucretia Avenue in San Jose, California. We specialize in providing affordable legal document preparation services and expert tax assistance to individuals and businesses. Our experienced team is dedicated to helping our clients navigate complex legal and tax matters without breaking the bank. Whether you need assistance with filing taxes, creating legal documents, or resolving tax issues, we are here to provide efficient and cost-effective solutions. Visit us today to experience our top-notch services and personalized attention.

Worldwide Services, LLC is a professional accounting and finance institution located at 15437 Stratford Drive in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses worldwide. Whether you need help with tax preparation, financial planning, or budgeting, Worldwide Services, LLC is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.

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.

KOSHY P. GEORGE; CPA is a reputable accounting and finance institution located at 390 Spar Avenue in San Jose, California, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, KOSHY P. GEORGE; CPA is dedicated to providing top-notch financial services to meet your needs.

Brent Wakefield CPA is a professional accounting and finance institution located at 1630 Grace Avenue in San Jose, California, United States. With years of experience and expertise in the field, Brent Wakefield CPA offers a wide range of services including tax preparation, financial consulting, and auditing. The institution is known for its commitment to providing top-notch financial services to individuals and businesses alike, ensuring accuracy and efficiency in all aspects of accounting. Trust Brent Wakefield CPA for all your accounting and finance needs.

Main Street Accountancy, Inc., CPA is a reputable accounting firm located at 2168 Ringwood Avenue in San Jose, California. Specializing in accounting and finance services, their team of certified public accountants (CPAs) provide expert financial guidance and support to individuals and businesses in the area. With a commitment to professionalism and personalized service, Main Street Accountancy, Inc., CPA is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, you can trust Main Street Accountancy, Inc., CPA to deliver reliable and efficient solutions tailored to your specific needs.

B & J Check Cashing is a trusted financial institution located at 2306 Almaden Road in San Jose, California, United States. We provide convenient and efficient check cashing services to help individuals access their funds quickly and easily. Our friendly staff is dedicated to providing excellent customer service and ensuring a smooth experience for all our clients. Whether you need to cash a paycheck, personal check, or business check, B & J Check Cashing is here to help. Visit us today to take care of all your financial needs.

Kohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.

Khushvinder Singh, Financial Professional at New York Life, is a trusted and experienced finance and insurance agency located at 1731 Technology Drive in San Jose, California. With a commitment to providing top-notch financial services and insurance products, Khushvinder Singh helps clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Khushvinder Singh is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a solid financial plan for your future.

Financial Administrative Support Services is a reputable institution located at 3180 Newberry Drive in San Jose, California, United States. Specializing in accounting and finance, our team of experts provides comprehensive support services to businesses of all sizes. From bookkeeping and payroll to financial analysis and tax preparation, we are dedicated to helping our clients achieve their financial goals. With a focus on accuracy, efficiency, and personalized service, Financial Administrative Support Services is the go-to destination for all your financial needs.

Stock & Option Solutions is a leading stock plan administration outsourcing firm located in San Jose, California. Our team of dedicated experts specializes in providing tailored solutions for companies looking to optimize their stock plan management. With our services, you can streamline your stock administration team with flexibility, secure your stock plan management with full-time dedicated experts, and remove the struggle of keeping up with changing stock plans and regulations. We also offer services to optimize tax compliance and reporting efficiency, manage complex projects, and provide 6039 reporting outsourcing. Our commitment to professional growth and continuous development ensures excellence in performance and value to our clients.

The Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.

Hathaway Financial LLC is a finance institution located at 6450 Almaden Expressway in San Jose, California, United States. Founded with a passion for helping people invest wisely, plan for the long term, and retire comfortably, Hathaway Financial is a fiduciary and fee-only Registered Investment Advisor. Unlike many financial advisors, Hathaway Financial does not receive kick-backs from funds or institutions where your money is invested. The institution offers comprehensive advice, planning, and no conflicts of interest. Hathaway Financial provides access to sophisticated software for tracking cash flows and investment analysis, without charging extra for financial planning. The institution builds diversified, tax-efficient portfolios for long-term success, using index funds from reputable firms like Schwab, Vanguard, and BlackRock. With a transparent fee structure and real-time consultation, Hathaway Financial ensures that its interests are aligned with yours.

James Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Spiridon Kabitsis - Ameriprise Financial Services, Inc. is a finance institution located at 50 West San Fernando Street in San Jose, California, United States. With a focus on providing personalized financial planning and investment services, our team of professionals is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, we are here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Shayne Fleming is a prestigious finance institution located at 50 West San Fernando Street, San Jose, California, United States. This institution is dedicated to providing exemplary client service and personalized financial strategies to meet the specific needs of attorneys, business owners, entrepreneurs, high-net-worth individuals, and more. The team at Merrill is supported by global resources and is committed to building strong client relationships based on trust. By utilizing sound risk management principles and tax efficient strategies, they aim to help clients achieve their short and long-term financial goals. The advisors at Merrill Lynch Wealth Management focus on understanding the unique priorities and goals of each client to create a personalized plan rooted in the complexities of their life. With the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing to customize their approach. The institution offers a breadth of financial solutions, premier customer service, and tools to help clients track changes in their financial approach as their life evolves. Merrill Lynch Financial Advisor Shayne Fleming puts clients first, offering personalized investment strategies and access to comprehensive financial solutions. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch advisors are dedicated to providing thoughtful analysis and guidance to help clients navigate the complexities of their financial lives.

MC Advisors Bookkeeping Services is a reputable accounting and finance institution located at 115 Race Street in San Jose, California, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help individuals and businesses manage their finances effectively. Our services are tailored to suit the specific needs of each client, ensuring accurate and timely financial reporting. Trust MC Advisors Bookkeeping Services to provide reliable and efficient solutions for all your accounting needs.

H&R Block is a well-established accounting and finance institution located at 1892 Curtner Avenue in San Jose, California. With a strong reputation for providing expert tax preparation services, financial advising, and other accounting solutions, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they receive accurate and efficient service. Whether you are looking for assistance with filing your taxes or need guidance on managing your finances, H&R Block is here to help.

Milani, Lee & Associates CPAs is a reputable accounting and finance institution located at 1570 The Alameda in San Jose, California. Our team of experienced professionals offers a wide range of services including tax preparation, financial planning, bookkeeping, and consulting. We pride ourselves on providing personalized and efficient solutions to meet our clients' individual needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

AP Accounting is a leading institution located at 996 Minnesota Avenue in San Jose, California, United States. Specializing in accounting and finance, our team of experts provides top-notch services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients achieve their financial goals and maximize their potential for success. Whether you need assistance with tax preparation, bookkeeping, or financial planning, AP Accounting is here to provide the professional support and guidance you need. Trust us to handle your financial needs with care and expertise.

H&R Block is a renowned accounting and finance institution located at 6079 Snell Avenue in San Jose, California. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, investment strategies, or retirement planning, H&R Block is committed to delivering personalized and efficient solutions to meet your needs.

Accounteam is a reputable accounting and finance institution located at 3031 Tisch Way in San Jose, California. Our team of experienced professionals provides a wide range of financial services to businesses and individuals, including tax preparation, bookkeeping, and financial planning. Please note that the price listed above is an estimate and may vary based on individual client needs and project requirements. Our team will work closely with each client to ensure that all costs and terms are clearly communicated and agreed upon before any work begins. Trust Accounteam to provide reliable and efficient financial solutions tailored to your specific needs.

KNL & Company, CPA is a reputable accounting and finance institution located at 2037 Rosswood Drive in San Jose, California, United States. Committed to providing personalized and efficient service, we operate strictly by appointment to ensure that each client receives the necessary time and attention. We do not accept walk-ins, but offer a secure online portal for document exchange and communication. Appointments are conducted via Google Meet by default, but in-person meetings can be arranged upon request. Our tax preparation fees start at $100, and new clients can sign up for our client portal to upload documents securely. Jessica Le, a licensed Certified Public Accountant with an MBA from San Jose State University, leads our team of experts. Contact us for assistance or to schedule an appointment today.