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TOP 30 Tax guidance in San Jose, CA
100 results found
Search for local businesses, places and services near you
Shulman Law Office
Shulman Law Office, located at 586 North First Street in San Jose, California, is a trusted institution specializing in bankruptcy law. Led by experienced attorney Ike Shulman, the office provides expert guidance and support to individuals facing financial difficulties such as tax debts, credit card problems, or foreclosure threats. With over 30 years of experience, Ike Shulman is dedicated to helping clients navigate the complex bankruptcy process and achieve the best possible outcome for their situation. The office offers personalized attention and compassionate support, ensuring that clients feel confident and informed throughout the legal proceedings. Whether filing for Chapter 7 or Chapter 13 bankruptcy, Shulman Law Office is committed to helping individuals find relief from debt and protect their assets. Additionally, the office provides valuable resources and information to help clients understand the impact of bankruptcy on their credit and financial future. With a focus on client satisfaction and positive outcomes, Shulman Law Office is a top choice for individuals seeking effective bankruptcy solutions in San Jose, California.
Law Offices of Berge & Berge LLP
The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.
Heckman Financial & Insurance Services Inc-HFIS
Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.
JCE Financial
JCE Financial is a reputable accounting and finance institution located at 586 North First Street in San Jose, California, United States. With a team of experienced professionals, JCE Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Clients can trust JCE Financial to provide expert advice and guidance to help them achieve their financial goals. Visit us today to experience personalized and reliable financial services.
Curran & Associates CPA's, P.C.
Curran & Associates CPA's, P.C. is a reputable accounting and finance institution located at 1314 Lincoln Avenue in San Jose, California, United States. With a team of experienced and knowledgeable CPAs, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. We are committed to providing our clients with accurate and reliable financial guidance to help them achieve their financial goals. Contact us today to schedule a consultation and see how we can help you with your financial needs.
Block Advisors
Block Advisors is a trusted institution located at 6467 Almaden Expressway in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and attention to detail, Block Advisors is the go-to destination for all your financial needs. Whether you're looking for assistance with tax filing, retirement planning, or investment strategies, our experienced professionals are here to provide expert guidance every step of the way. Visit us today to see how Block Advisors can help you achieve your financial goals.
Kruze Consulting
Kruze Consulting is a leading institution located at 75 East Santa Clara Street in San Jose, California, specializing in accounting and finance services for startups. With expertise in bookkeeping, tax, FP&A, and more, Kruze offers outsourced CFO services to help manage growing startups. The institution also provides assistance with projections, budgets, and FP&A for seed venture funded companies, as well as guidance on tax credits, R&D tax credits, and venture debt fundraising. Kruze is known for its industry-specific expertise and has helped clients secure over $12 billion in seed and venture funding. Trusted by hundreds of companies, Kruze's team of CPAs and accountants offer strategic advice and financial reporting services to help startups navigate the complexities of fundraising and financial management. With a focus on DE C-Corps with seed and VC funding, Kruze is the go-to institution for startups looking to optimize their financial operations and prepare for successful exits.
Main Street Accountancy, Inc., CPA
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.
Khushvinder Singh, Financial Professional - New York Life
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.
Hoge Fenton
Hoge Fenton is a prestigious institution located at 55 South Market Street in San Jose, California, United States. Specializing in accounting, finance, and legal services, Hoge Fenton offers top-notch expertise and guidance in these areas. With a team of highly experienced professionals, the institution is dedicated to providing exceptional service and support to clients in need of financial and legal assistance. Whether you are looking for expert advice on tax matters, investment strategies, or legal representation, Hoge Fenton is the go-to institution for all your accounting, finance, and legal needs.
Merrill Lynch Financial Advisor Behrooz Ighani
Merrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.
Corinthian Wealth Management
Corinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust Corinthian Wealth Management to guide you towards a secure financial future.
Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™
Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ is a reputable financial institution located at 2280 Lincoln Avenue in San Jose, California, United States. With a focus on providing top-notch financial services, Christina Biagi, a certified Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC), offers personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build wealth, Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ is dedicated to providing expert financial solutions tailored to your individual needs.
Fireside Financial Planning
Fireside Financial Planning is a reputable finance institution located at 1971 Hamilton Avenue in San Jose, California. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, purchase a home, or invest for the future, our experts are here to provide guidance and support every step of the way. Contact Fireside Financial Planning today to start building a secure financial future.
Sierra Pacific Wealth Management
Sierra Pacific Wealth Management is a leading finance institution located at 11121 Chula Vista Avenue in San Jose, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. Trust Sierra Pacific Wealth Management to provide expert guidance and support in navigating the complexities of the financial world.
Impact Wealth Management | Alan K Williamson, ChFC
Impact Wealth Management, led by Alan K Williamson, ChFC, is a trusted financial institution located at 6120 Hellyer Avenue in San Jose, California. With a focus on providing personalized financial planning and investment solutions, Impact Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong emphasis on integrity and professionalism, Alan K Williamson and his team work closely with each client to develop tailored strategies that align with their unique needs and aspirations. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Impact Wealth Management is committed to delivering expert guidance and exceptional service every step of the way.
Merrill Edge
Merrill Edge is a finance institution located at 1707 E Capitol Expressway in San Jose, California, United States. We have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you're planning for your future or looking to invest, our personalized advice and guidance can help you achieve your goals. You can search for an advisor by name or our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. We strive to provide you with information about products and services that may be of interest to you. Investing in securities comes with risks, so it's important to be aware of potential losses. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and its affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.
Merrill Lynch Financial Advisor Judy Y Klink
Merrill Lynch Financial Advisor Judy Y Klink, located at 560 South Winchester Boulevard in San Jose, California, is a finance institution offering personalized wealth management services. With over 25 years of experience in the financial services industry, Judy specializes in creating customized wealth management strategies to help clients achieve their financial goals. She holds a Master's degree in Economics with a focus on Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Judy takes a comprehensive approach to managing wealth, starting with understanding each client's needs and aspirations. She leverages the investment resources of Merrill and the banking solutions of Bank of America to address all aspects of a client's financial life. Judy is dedicated to providing excellent service and helping clients pursue their financial goals.
The Alameda Financial Group
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.
Siress Group Inc
Siress Group Inc is a reputable accounting and finance institution located at 1047 Lincoln Avenue in San Jose, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Their dedication to client satisfaction and attention to detail sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Siress Group Inc is the go-to institution for all your accounting and finance needs.
Marcum LLP
Marcum LLP is a leading accounting and financial services institution located at 111 West Saint John Street in San Jose, California, United States. With a team of highly skilled professionals, Marcum LLP offers a wide range of services including auditing, tax planning, consulting, and financial advisory. Clients can rely on Marcum LLP for expert guidance and personalized solutions to help them achieve their financial goals.
TOWER ACCOUNTING
Tower Accounting, located at 3435 Blue Mountain Drive in San Jose, California, is a trusted institution specializing in accounting and finance services. With years of experience, our team provides personalized financial guidance to individuals and businesses in the local community. From basic tax management to in-depth services like audits and financial planning, Tower Accounting is dedicated to helping clients achieve financial success. Our mission is to empower small business owners to understand the financial strength of their companies. By analyzing profit and loss statements and balance sheets, we assist in making strategic decisions to enhance business growth. We prioritize building long-term client relationships, ensuring the integrity of financial records, and developing strategies to tackle the challenges of business planning and execution.
Werba Rubin Papier | WRP Wealth
Werba Rubin Papier | WRP Wealth is a finance institution located at 1732 North First Street, San Jose, California, United States. Specializing in equity compensation and financial planning during an IPO, our team of experts offers evidence-based pre-IPO planning and strategic post-IPO guidance. We help executives and employees of pre-IPO companies navigate the complexities of stock options, restricted shares, and ESPPs while providing tax services, investment advice, and wealth management planning. Our commission-free, tax-advantaged strategic investing approach ensures that our clients' interests are always prioritized. With a focus on customized tax, investment, and wealth management planning for tech executives, WRP has been recognized in Forbes' list of Top Registered Investment Advisor (RIA) Firms and named to the Financial Times 300 list. Let us be your partner on the journey to achieving your financial goals.
Seiler LLP
Seiler LLP is a leading accounting and finance institution located at 1735 Technology Drive in San Jose, California, United States. With a team of experienced professionals, Seiler LLP offers a wide range of services including tax planning, audit and assurance, and financial consulting. Clients can trust Seiler LLP to provide expert guidance and personalized solutions to help them achieve their financial goals.
Gateway Financial Advisors - Brian Lombardo, CFP, CPA
Gateway Financial Advisors, led by Brian Lombardo, CFP, CPA, is a reputable finance institution located at 2570 North First Street in San Jose, California. With a team of experienced professionals, they offer comprehensive financial planning and advisory services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your taxes, Gateway Financial Advisors can provide expert guidance tailored to your specific needs. Trustworthy and reliable, they are dedicated to helping clients make informed decisions and secure their financial future.
Mark Gronert - Thrivent
Mark Gronert - Thrivent is a finance institution located at 2021 The Alameda, San Jose, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Carol Hack - Thrivent
Carol Hack - Thrivent is a finance institution located at 1515 Meridian Avenue in San Jose, California, United States. The institution is licensed in multiple states including California, Colorado, Idaho, Michigan, Minnesota, North Dakota, Nevada, Oregon, and Washington. Licensing information can be found on the website of the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Monica Bellizzi - Thrivent
Monica Bellizzi - Thrivent is a finance institution located at 6066 McAbee Road in San Jose, California, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.
James Park - Branch Manager, Ameriprise Financial Services, LLC
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.
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