Tax matters in Palo Alto, CA
14 results found
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Bay Tax
● OpenBay Tax is a reputable accounting and finance institution located in Palo Alto, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our expertise in tax planning, preparation, and filing ensures that our clients receive the best possible outcomes. Whether you need help with personal taxes or complex corporate financial matters, Bay Tax is here to assist you every step of the way. Trust us to handle your financial needs with precision and professionalism.
228 Hamilton Ave FL3, Palo Alto, CA 94301, United States -
Bayshore Tax and Consulting
● OpenBayshore Tax and Consulting is a reputable institution located at 2479 East Bayshore Road in Palo Alto, California, United States. Specializing in accounting and finance services, they provide expert advice and assistance to individuals and businesses in managing their financial matters. With a team of experienced professionals, Bayshore Tax and Consulting is dedicated to helping their clients navigate the complexities of tax laws and financial planning. Whether you need help with tax preparation, financial analysis, or strategic planning, Bayshore Tax and Consulting is the go-to institution for all your accounting and finance needs.
2479 E Bayshore Rd #250, Palo Alto, CA 94303, United States -
Andersen Tax, LLC
● OpenAndersen Tax, LLC is a top-tier accounting and finance institution located in East Palo Alto, California, United States. With a reputation for excellence and expertise in tax services, financial planning, and business consulting, Andersen Tax, LLC is a trusted partner for individuals and businesses looking to navigate complex financial matters. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client, ensuring a high level of service and satisfaction. Whether you are seeking assistance with tax preparation, wealth management, or strategic financial planning, Andersen Tax, LLC is dedicated to helping you achieve your financial goals.
East Palo Alto, CA 94303, United States -
Freeman Tax Law
● OpenFreeman Tax Law is a leading institution specializing in accounting, finance, and legal services. Located at 228 Hamilton Avenue in the vibrant city of Palo Alto, California, United States, Freeman Tax Law offers expert guidance and representation for individuals and businesses navigating complex tax laws and financial matters. With a team of experienced lawyers and financial experts, clients can trust Freeman Tax Law to provide top-notch services tailored to their unique needs. Whether you are seeking assistance with tax planning, compliance, or dispute resolution, Freeman Tax Law is dedicated to helping you achieve your financial goals with precision and professionalism.
228 Hamilton Ave #1333, Palo Alto, CA 94301, United States -
International Tax Attorney Andrew L. Jones
● OpenInternational Tax Attorney Andrew L. Jones is a prestigious institution located at 2100 Geng Road in Palo Alto, California, United States. Specializing in accounting, finance, and legal services, this institution is led by the renowned tax attorney Andrew L. Jones. With a wealth of experience and expertise in international tax matters, the institution provides top-notch services to clients seeking assistance with complex tax issues. Whether you are an individual or a corporation, International Tax Attorney Andrew L. Jones is dedicated to providing personalized and effective solutions to meet your specific needs.
2100 Geng Rd Suite 210, Palo Alto, CA 94303, United States -
Kramer Radin, LLP
● OpenKramer Radin, LLP is a well-established law firm located in Los Altos, California, specializing in estate planning, probate, trust administration, conservatorships, and estate management. With a team of experienced legal professionals, the firm offers guidance on a range of related issues such as gifting, charitable giving, business succession planning, elder abuse prevention, and dispute resolution. The firm's goal is to help clients plan and administer their estates wisely to protect assets, minimize legal and tax expenses, and ensure estate protection and continuity. Serving clients in Santa Clara and San Mateo Counties, including Palo Alto, Sunnyvale, Cupertino, and Silicon Valley, Kramer Radin, LLP is dedicated to providing comprehensive legal services in estate planning and related matters. Attorney Advertising. This website provides general information and does not constitute formal legal advice or establish a lawyer/client relationship.
280 2nd St #100, Los Altos, CA 94022, United States -
Barbara Doherty JDLLM
● OpenBarbara Doherty JDLLM is a reputable lawyer institution located at 164 Main Street in Los Altos, California. With a State Bar license in California since 2005 (State Bar No. 230958), Barbara Doherty JDLLM offers professional legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Barbara Doherty JDLLM has the experience and expertise to guide you through the legal process. Visit their Yelp pages in Palo Alto and Oakland for more information and client reviews.
164 Main St Suite 202, Los Altos, CA 94022, United States -
Crypto Law Group
● OpenCrypto Law Group is a leading legal firm specializing in cryptocurrency and blockchain technology. Located at 2100 Geng Road in Palo Alto, California, our team of experienced attorneys provides expert guidance on regulatory compliance, litigation, and transactional matters in the rapidly evolving cryptocurrency industry. Whether you are a blockchain startup, investor, or established company, Crypto Law Group is dedicated to helping clients navigate the complex legal landscape of digital assets. Contact us today to learn more about how we can assist you with your crypto-related legal needs.
2100 Geng Rd, Palo Alto, CA 94303, United States -
Cognizant Wealth Advisors
● OpenCognizant Wealth Advisors is a finance institution located at 530 Lytton Avenue in Palo Alto, California. As an independent, fee-only, fiduciary financial planning and investment firm, we specialize in helping individuals and families make sound financial decisions to build prosperous lives. Our personalized guidance aims to help clients achieve financial independence and retirement peace of mind, allowing them to focus on what truly matters in life. We offer comprehensive advice on diversified portfolios, asset allocation strategies, retirement planning, education savings, health plans, and more. At Cognizant Wealth Advisors, we believe that making the right financial choices today will lead to a secure future. Contact us to start planning for your financial success.
530 Lytton Ave 2nd Floor, Palo Alto, CA 94301, United States -
Merrill Lynch Financial Advisor Louis Cano
● OpenMerrill 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.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Frank, Rimerman + Co. LLP
● OpenFrank, Rimerman Co. LLP is a renowned accounting and finance institution located at 1801 Page Mill Road in Palo Alto, California, United States. With a stellar reputation for providing top-notch financial services, they offer a wide range of accounting solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters with precision and expertise. Whether you need assistance with tax planning, audit services, or financial consulting, Frank, Rimerman Co. LLP is committed to delivering exceptional results and personalized attention to meet your specific needs.
1801 Page Mill Rd #100, Palo Alto, CA 94304, United States -
Bank of America Private Client Advisor Linh Nguyen
● OpenBank of America Private Client Advisor Linh Nguyen is a Senior Vice President and Private Client Advisor located in Palo Alto, California. Linh and her team of subject matter specialists work with high-net-worth individuals and families to optimize and manage their wealth. They take a personalized approach, listening to your unique needs before crafting a financial strategy to advance your goals, legacy objectives, and plan for future generations. Your dedicated team can include a Wealth Strategist, Portfolio Manager, Trust Officer, and other specialists tailored to your situation. With a focus on integrity and transparency, they serve as your fiduciary to meet your financial objectives. Their comprehensive wealth planning approach includes investment management, trust, estate and tax planning, philanthropic strategies, customized credit, and other financial needs. They offer distinctive investment insights and strategies, with access to extensive resources from the Bank of America enterprise. Linh holds a Bachelor of Science in psychology and a Master’s in Business Administration. She is actively involved in community organizations and enjoys long walks, gardening, and staying informed on business, investment, and social matters. Bank of America Private Bank has a long history of helping clients manage significant wealth, with a commitment to making your goals a priority. They provide disciplined financial strategies and bridge generations to anticipate and respond to evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Consult your legal and tax advisors before making any financial decisions.
3075 Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Gloria Rothbaum
● OpenMerrill Lynch Financial Advisor Gloria Rothbaum is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Gloria, who has a background in technology entrepreneurship, consulting, and investing, leads a practice that caters to a primarily referred clientele of well-educated individuals on the West and East Coasts. Her hands-on, planning-based approach aims to help clients understand their financial story and plan for the future. Gloria's practice focuses on analyzing various aspects of clients' financial situations, offering real-world scenarios and strategies to help them achieve their goals. With a deep understanding of her clients' risk tolerance, liquidity needs, and investment timelines, Gloria acts as a 'professional shopper' to find the best financial solutions for each individual. She also collaborates with specialists at Bank of America to provide a comprehensive suite of services, including wealth management strategies, lending options, tax minimization, and estate planning.
3075A Hansen Way, Palo Alto, CA 94304, United States -
USAIndiaCFO
● OpenUSAIndiaCFO is a leading financial institution located at 3000 El Camino Real, Palo Alto, California, United States. Specializing in accounting, finance, and local government services, we offer a wide range of financial solutions for individuals and corporations in both India and the USA. Our services include cross-border tax optimization, corporate requirements such as GST and compliance filing, entity structuring, licensing, and more. With a team of experienced professionals from diverse backgrounds, we provide efficient financial solutions tailored to meet the unique needs of our clients. Whether you are a high net-worth individual, a retail investor, or a corporation looking to expand globally, USAIndiaCFO has the expertise to help you achieve your financial goals.
3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306, United States
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