Tax firm in San Luis Obispo, CA
15 results found
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RnD Tax Incentives
● OpenRnD Tax Incentives is a tax consulting firm located at 850 Bassi Drive, San Luis Obispo, California, United States. They specialize in helping businesses reduce their taxes by potentially tens or hundreds of thousands of dollars. The institution offers free evaluations to determine what tax incentives your business may qualify for, and they only get paid if you get paid. Contact them at (209) 606-4498 or carole.pfisterer@rndtaxincentives.com to schedule an appointment during their office hours, Monday to Friday from 8am to 5pm.
850 Bassi Dr, San Luis Obispo, CA 93405, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 4251 South Higuera Street in San Luis Obispo, California, United States. With a strong commitment to helping individuals and families achieve financial security, Northwestern Mutual offers a wide range of financial planning services, investment options, and insurance products. Their team of experienced professionals are dedicated to providing personalized solutions tailored to meet the unique needs and goals of each client. Whether you are looking to protect your assets, plan for retirement, or grow your wealth, Northwestern Mutual is a trusted partner in helping you secure a brighter financial future.
4251 S Higuera St r, San Luis Obispo, CA 93401, United States -
Sound Financial & Insurance Solutions, Inc.
● OpenSound Financial & Insurance Solutions, Inc. is a finance institution located at 1177 Marsh Street in San Luis Obispo, California, United States. They offer a variety of services to help individuals create retirement strategies using insurance products tailored to their needs and objectives. The institution provides a 8-Minute Video Training Exercise as the first step towards financial soundness. By filling out a form, individuals can receive this exercise content and book a Discovery Session to review their current plan and explore their vision.
1177 Marsh St Suite #200, San Luis Obispo, CA 93401, United States -
The Law Offices of Angel Cabrera
● OpenThe Law Offices of Angel Cabrera is a legal institution located at 1517 Olive Street in Paso Robles, California. Specializing in family law, their services include representation in divorce, custody, visitation, support, restraining orders, guardianships, and conservatorships. They offer a free initial consultation and work with clients to set fees that fit their budgets. Recognizing the challenges of travel and scheduling, they are flexible in meeting at convenient times and locations. Spanish-speaking clients are welcome, as the firm provides representation in Spanish for the Hispanic communities in San Luis Obispo and Santa Barbara counties. The team at the Law Offices of Angel Cabrera is dedicated to providing aggressive, professional, and caring representation to every client they serve.
1517 Olive St, Paso Robles, CA 93446, United States -
George-Cyr Attorneys Inc.
● OpenGeorge-Cyr Attorneys Inc. is a prestigious law firm located at 2238 Bayview Heights Drive, Baywood-Los Osos, California, United States. Specializing in estate and tax planning, trust and probate law, and litigation related to probate, trusts, and will contests, our firm offers a comprehensive range of legal services. Established in 1976, George-Cyr Attorneys Inc. is dedicated to providing expert estate and tax planning services to clients in San Luis Obispo and Northern Santa Barbara Counties, as well as beyond. Our firm is listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers, showcasing our commitment to excellence in the legal field.
2238 Bayview Heights Dr, Los Osos, CA 93402, United States -
Carmel & Naccasha LLP
● OpenCarmel & Naccasha LLP is a reputable law firm located at 694 Santa Rosa Street in San Luis Obispo, California. Since 2004, our team of experienced attorneys has been dedicated to protecting your company, safeguarding your family, and preserving your assets. We take pride in serving the Central Coast community and exceeding our clients' expectations with responsive and results-driven service. Our practice areas include corporate and business transactions, litigation, estate planning, real estate, tax law, employment law, and more. Whether you need legal advice for a business matter or personal issue, our team is here to help. We are proud sponsors of Children's Day in the Plaza and wish you and your family a joyful Easter weekend. Meet our dedicated team, including future attorney Audrey Wall, who has been a valuable member of our firm for the past eight months. Trust Carmel & Naccasha LLP for all your legal needs on the Central Coast.
694 Santa Rosa St, San Luis Obispo, CA 93401, United States -
J K George & Associates Lawyers
● OpenJ K George & Associates Lawyers is a reputable institution located at 694 Santa Rosa Street in San Luis Obispo, California. Specializing in estate and tax planning, trust and probate law, and litigation related to probate, trusts, and will contests, our firm offers a well-rounded expertise to meet all your legal needs. Serving the Central Coast of California, including San Luis Obispo and Northern Santa Barbara Counties, we have been providing specialized estate and tax planning services since 1976. Our team at George, Cyr & Christakos, Inc. is dedicated to providing top-notch legal services at all levels of complexity, and we are proud to be listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers.
694 Santa Rosa St, San Luis Obispo, CA 93401, United States -
Crafted Legal
● OpenCrafted Legal is a reputable law firm located at 1440 Higuera Street in San Luis Obispo, California. Our team of experienced attorneys specializes in providing personalized legal services tailored to meet the unique needs of each client. From business law to estate planning, we are dedicated to crafting effective legal solutions to help our clients achieve their goals. With a commitment to excellence and a passion for justice, Crafted Legal is here to guide you through any legal challenge you may face.
1440 Higuera St, San Luis Obispo, CA 93401, United States -
Hocking Denton & Palmquist
● OpenHocking Denton & Palmquist is a reputable accounting and finance institution located at 1181 3rd Street in San Luis Obispo, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business owner, Hocking Denton & Palmquist is dedicated to helping you achieve your financial goals.
1181 3rd St # C, San Luis Obispo, CA 93402, United States -
Peak Wealth Advisors
● OpenPeak Wealth Advisors is a finance institution located at 1493 Higuera Street in San Luis Obispo, California, United States. We are dedicated to being your personal guide to financial success, providing personalized service to create stability and security for our clients. As an independent firm free from conflicts of interest, we act as fiduciaries, always putting our client's goals and interests first. Our services include comprehensive financial planning and portfolio management, with expertise in areas such as 401k, 403b, and rollovers. Our investment philosophy is based on academic research and structured portfolios are constructed using passively managed funds for efficiency and tax benefits. Clients have access to a wide range of mutual funds and financial solutions through our open architecture platform. Our team, led by seasoned advisors Don and Helen, is well-versed in professional money management, tax planning, and estate planning.
1493 Higuera St, San Luis Obispo, CA 93401, United States -
Aquila Wealth Advisors, LLC
● OpenAquila Wealth Advisors, LLC is a Fiduciary, Commission-Free, Financial Advisory Firm located at 872 Higuera Street, San Luis Obispo, California. We specialize in advising business owners and retirees to remove financial stress and find more time and freedom. Our owner, Eric Maldonado, is a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience and a Master’s Degree in Financial Planning. We offer personalized advice to help clients feel confident in their retirement income plan and delegate investments to free up time and mental space. As a locally owned and independent firm, we always act as a fiduciary, ensuring that our clients' best interests are our top priority. Contact us for a complimentary initial consultation to start working with a trusted advisor and take control of your financial future.
872 Higuera St, San Luis Obispo, CA 93401, United States -
WealthSource Partners, LLC
● OpenWealthSource Partners, LLC is a finance institution located at 735 Tank Farm Road in San Luis Obispo, California, United States. As a trusted wealth management firm, WealthSource Partners provides personalized financial planning and investment services to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, WealthSource Partners is committed to helping you build and protect your wealth. Contact them today to learn more about their services and how they can help you secure your financial future.
735 Tank Farm Rd Suite 240, San Luis Obispo, CA 93401, United States -
Longcrier & Associates CPAs
● OpenLongcrier & Associates CPAs is a reputable accounting and finance institution located at 100 Cross Street in San Luis Obispo, California, United States. With a team of experienced and dedicated Certified Public Accountants, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting for individuals and businesses alike. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner in helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
100 Cross St STE 204, San Luis Obispo, CA 93401, United States -
Heter Accountancy
● OpenHeter Accountancy, located at 1119 Palm Street in San Luis Obispo, California, is a reputable accounting firm specializing in accounting and finance services. Founded by Alexa Heter, who has over ten years of experience in both the public and private sectors, the firm offers personalized services tailored to meet the needs of business owners and individuals. Alexa, a licensed Enrolled Agent by the Internal Revenue Service and a Certified QuickBooks ProAdvisor, is dedicated to helping her clients succeed by applying her extensive knowledge and expertise in the field of accounting. Heter Accountancy offers a wide range of services including tax planning and preparation, bookkeeping, and forensic accounting support. Whether you are looking for an accountant, tax preparer, or bookkeeper in San Luis Obispo, Heter Accountancy is the right place for you. With a focus on building strong relationships with clients and understanding their unique situations, the firm is committed to providing top-notch services to help clients achieve their financial goals. Contact Heter Accountancy today for all your accounting needs.
1119 Palm St Suite G, San Luis Obispo, CA 93401, United States -
Crystal Clear Accounting Services
● OpenCrystal Clear Accounting Services, located at 100-7 North Rancho Road in Thousand Oaks, California, has been providing top-notch accounting and finance services since 2013. Specializing in bookkeeping, tax, and consulting services, our experienced team caters to small business owners across a variety of industries including retail, construction, manufacturing, aerospace, and service-based businesses. What sets us apart from other accounting firms is our low advisor to client ratio, allowing us to offer personalized, one-on-one service that our clients appreciate. We believe in building strong relationships with our clients to truly understand their financial needs and provide them with the support and guidance they require.
100-7 N Rancho Rd Suite 338, Thousand Oaks, CA 91362, United States
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