Tax minimization in Ventura, California
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Strategic Business Advisory & Tax
Strategic Business Advisory & Tax is a leading accounting and finance institution located at 3835 East Thousand Oaks Boulevard in Westlake Village, California, United States. Our team of experts provides personalized and strategic advice to help businesses navigate complex financial matters and optimize their tax planning. With a focus on maximizing profitability and minimizing tax liabilities, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can support your business.
Prudential Tax Advisory Group
Prudential Tax Advisory Group is a leading finance institution located at 18075 Ventura Boulevard in Los Angeles, California, United States. Specializing in tax advisory services, the institution provides expert guidance and strategic planning to help individuals and businesses navigate complex tax laws and regulations. With a team of experienced professionals, Prudential Tax Advisory Group offers personalized solutions to help clients optimize their financial strategies and minimize tax liabilities. Whether you are looking to maximize deductions, plan for retirement, or ensure compliance with tax laws, Prudential Tax Advisory Group is dedicated to helping you achieve your financial goals.
A & J's Tax Service
A & J's Tax Service, located at 21241 Ventura Boulevard in Los Angeles, California, is a trusted institution specializing in accounting and finance. Our team of tax experts is dedicated to helping clients discover every deduction and credit available to them, ultimately saving them money on their taxes. At A & J's Tax Service, our mission is to simplify the tax process for our clients, recognizing that taxes can be complex and overwhelming. We provide reliable and accurate tax services to individuals and businesses, with the goal of helping clients achieve their tax objectives while minimizing their tax liability.
Cremation Society of Ventura County
Welcome to the Cremation Society of Ventura County, your trusted partner in providing compassionate and affordable cremation services. Located at 757 East Main Street, Ventura, California, we are dedicated to serving families throughout Ventura County with dignity and respect. Our funeral home specializes in low-cost cremations, offering a range of options to honor your loved one's wishes, whether it involves a cemetery burial, scattering at sea, or keeping an urn at home. Our experienced directors work efficiently, drawing on collective resources to minimize costs while upholding the highest ethical standards and dignified protocols.
JT Tax Services
JT Tax Services is a reputable accounting and finance institution located at 143 South B Street in Oxnard, California. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their financial opportunities and minimize their tax liabilities. Visit us today to experience personalized and reliable tax services tailored to your specific needs.
Gustavo Ramirez Income Tax Services
Gustavo Ramirez Income Tax Services is a trusted institution located at 965 East Main Street in Santa Paula, California, United States. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients navigate the complexities of tax laws and regulations to ensure they maximize their returns and minimize their liabilities. Trust Gustavo Ramirez Income Tax Services for all your tax needs.
Vertical Tax Planning
Vertical Tax Planning is a reputable finance institution located at 275 East Hillcrest Drive in Thousand Oaks, California, United States. Our team of experienced professionals specializes in providing strategic tax planning solutions to individuals and businesses. With a focus on maximizing tax efficiency and minimizing liabilities, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how Vertical Tax Planning can help you navigate the complex world of taxation.
Simms Tax Services
Simms Tax Services is a reputable accounting and finance institution located at 3185 Thousand Oaks Boulevard in Thousand Oaks, California, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, and consulting to help our clients navigate the complex world of taxes. Whether you need help with filing your taxes or developing a tax strategy, our experts are here to assist you every step of the way. Trust Simms Tax Services for all your accounting and finance needs.
Acorn Law
Acorn Law, located at 310 North Westlake Boulevard in Westlake Village, California, is a trusted institution specializing in estate planning, trusts, and probate expertise to protect your family's future. Their team of extremely knowledgeable and friendly lawyers ensure that everything is done in a timely manner, providing you with peace of mind knowing that your loved ones will be taken care of when you pass away. Acorn Law offers personalized services to craft solid and comprehensive estate plans, ensuring that your assets are preserved and your family's financial stability is maintained. With a focus on professionalism and compassion, Acorn Law guides you through the complexities of estate planning, trusts, and probate, providing clarity and direction every step of the way. Whether you need assistance with setting up a trust, reviewing and updating your estate plan, or minimizing estate taxes, Acorn Law is the right fit for you. Schedule a free discovery call today to start planning for your family's future with Acorn Law.
Oza Law
Oza Law is a reputable legal institution located at 770 County Square Drive in Ventura, California. Specializing in various areas of law, the team at Oza Law is dedicated to providing high-quality legal services to clients in need of expert guidance. With a strong reputation for professionalism and expertise, Oza Law is committed to delivering personalized solutions and achieving successful outcomes for their clients. Whether you are facing a complex legal issue or simply need legal advice, Oza Law is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Conejo Valley Law Group PC
Conejo Valley Law Group PC is a reputable law firm located in Westlake Village, California. Our dedicated team of experienced lawyers specializes in a wide range of legal services, including estate planning, business law, real estate law, and more. We are committed to providing personalized and effective legal solutions to meet the unique needs of our clients. Whether you are facing a complex legal issue or simply need guidance on legal matters, Conejo Valley Law Group PC is here to help. Contact us today at 2945 Townsgate Road to schedule a consultation and learn how we can assist you with your legal needs.
Hofer & Associates Wealth Management
Hofer & Associates Wealth Management is a leading finance institution located at 90 Thousand Oaks Boulevard in the beautiful city of Thousand Oaks, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today and let us help you take control of your finances and achieve financial success.
Barkley Risk Management & Insurance
Barkley Risk Management & Insurance is a leading insurance agency located at 310 West Esplanade Drive in Oxnard, California. With a focus on risk management and proactive approaches to insurance, Barkley Insurance is dedicated to improving the overall health, safety, and wellness of each client. Their innovative and resourceful approach sets them apart from other brokerage companies, as they actively partner with every customer to enhance their business operations. By offering long-term sustainable plans and personalized strategies, Barkley Risk Management aims to minimize risk and optimize outcomes for their clients. Their commitment to education and support ensures that clients can make informed decisions about their insurance needs. Recently recognized as the 2nd best place to work in Central California, Barkley Risk Management is known for their optimistic spirit, creative thinking, and dedication to serving their clients well.
Smart ERC
Smart ERC is an institution located at 350 North Lantana Street, Camarillo, California, United States, specializing in accounting and finance. Experience peace of mind and claim the Employee Retention Credit (ERC) you deserve with our network of former IRS examiners. With 18 years of tax and business consulting experience, our former IRS revenue agents offer unmatched value and security for your ERC claim, with no upfront fees. They possess in-depth knowledge of the ERC program and IRS rules and regulations, ensuring you receive the maximum ERC you're entitled to. Smart ERC's Pinnacle Assurance provides ultimate peace of mind, helping industries recover and thrive with the ERC. Whether you're overcoming financial downturns, minimizing revenue declines, reclaiming lost funds, or qualifying for the ERC under the CARES Act, our former IRS auditors are here to assist you every step of the way. Fill out the form on our website to have one of our representatives contact you about a Referral Partner Application.
Kilpatrick Financial Group
Welcome to Kilpatrick Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 5999 B Ridge View Street in the heart of Camarillo, California, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you achieve your financial goals, whether it's planning for retirement, investing wisely, or managing your wealth. At Kilpatrick Financial Group, we pride ourselves on our client-focused approach, ensuring that you receive the highest level of service and expertise. Visit us today and discover how we can help you secure a prosperous financial future.
Darren Norton - Thrivent
Darren Norton - Thrivent is a finance institution located at 3605 Alamo Street in Simi Valley, California, United States. Darren Norton believes that human behavior is driven by desire, emotion, and knowledge, and integrates this philosophy into his work with clients. Specializing in asset accumulation and management, insurance planning, retirement planning, and tax-efficient strategies, Darren partners with clients to help them achieve their financial goals. Licensed in multiple states, Darren Norton - Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through licensed financial advisors. For more information on professional designations and services, visit their website.
Nelson & Nelson Wealth Management
Nelson & Nelson Wealth Management is a reputable finance institution located at 400 West Ventura Boulevard in Camarillo, California, United States. With years of experience and expertise in wealth management, our team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. Trust Nelson & Nelson Wealth Management to provide personalized solutions to help you grow and protect your wealth.
Mitch Rosenberg, Financial Adviser - Mdr Insurance & Financial Services
Mitch Rosenberg, Financial Adviser at MDR Insurance & Financial Services, located at 889 Pierce Court in Thousand Oaks, California, is dedicated to helping clients navigate the complex world of finance. With a range of qualifications including CFP®, CLU®, ChFC®, CPA, MSFS, AEP®, Mitch is well-equipped to provide expert advice on life and health insurance. At MDR Insurance & Financial Services, the focus is on helping clients accumulate funds, minimize taxes, and protect their income, lifestyle, business, and estate. Mitch aims to ensure that money is available when it is needed most. As a licensed agent with New York Life Insurance Company, Mitch can offer a variety of insurance products to clients in several states including AZ, CA, CO, IN, MI, NJ, NV, NY, OR, SD, TX, and WA.
Retirement Wealth Center and Peter Girolamo CPA
The Retirement Wealth Center, led by Peter Girolamo CPA, is a trusted institution located in Thousand Oaks, California. Specializing in finance, they provide expert advice and services to help individuals plan for a secure and prosperous retirement. Whether you are looking to invest wisely, manage your assets, or minimize tax liabilities, the Retirement Wealth Center is dedicated to helping you achieve your financial goals. With a focus on personalized attention and strategic planning, Peter Girolamo CPA and his team are committed to guiding clients towards a financially stable future.
Merrill Lynch Private Wealth Advisor Spencer M Miller
Merrill Lynch Private Wealth Advisor Spencer M Miller, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The Miller | Asher Group specializes in working with ultra-affluent clients, particularly those who operate family-owned or privately-held businesses. The institution provides a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are dedicated to meeting specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on individual goals. The institution is committed to providing highly personalized one-on-one service to a select group of clients, offering investment insights from Merrill and banking solutions from Bank of America. The institution strives to help clients pursue their financial goals today while planning for future generations. With a combination of personalized attention and global financial insights, Merrill Lynch Private Wealth Advisor Spencer M Miller aims to create tailored financial strategies for each unique situation.
Merrill Lynch Private Wealth Advisor Abigail Shek
Merrill Lynch Private Wealth Advisor Abigail Shek is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. The Miller | Asher Group works with ultra-affluent clients, offering a boutique-like, concierge-style wealth advisory experience. The institution provides comprehensive wealth management and estate planning services, with an emphasis on tax-minimization strategies. The private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to industry-leading research and expert analysis to help them stay ahead in their financial goals. The institution works with individuals, families, business owners, and executives, using a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service to a select group of clients, with a focus on developing multigenerational wealth strategies. Clients can expect a powerful and personal experience, with financial strategies tailored to their unique situation. The institution offers investment insights, tips, and strategies to help clients achieve their financial goals. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making any financial decisions.
Merrill Lynch Private Wealth Advisor Brandon T. Asher
Merrill Lynch Private Wealth Advisor Brandon T. Asher, located at 2815 Townsgate Road, Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead. The Miller | Asher Group specializes in working with ultra-affluent clients, many of whom are family-owned or privately-held business owners. Their mission is to provide a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to services typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized service to a select group of clients, helping them develop multigenerational wealth strategies and investment insights.
Merrill Lynch Private Wealth Advisor Cindy Georghiou
Merrill Lynch Private Wealth Advisor Cindy Georghiou, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The institution, part of The Miller | Asher Group, specializes in working with ultra-affluent clients, many of whom own family businesses. They provide a boutique-like wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. The team at Merrill Private Wealth Management is committed to providing highly personalized service, helping clients develop multigenerational wealth strategies. They offer a range of financial services, including investment insights from Merrill and banking solutions from Bank of America. The institution aims to help clients pursue their financial goals, providing personalized financial strategies tailored to each client's unique situation. Clients can expect dedicated and personalized service from a team of specialists focused on simplifying personal and business finances. Merrill Private Wealth Management offers a powerful and personal experience for clients of substantial means, with a focus on supporting clients and their families for the long term. The institution provides financial strategies designed to meet evolving needs and offers the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with legal and tax advisors before making any financial decisions.
Minuteman Taxpayer Advocates Inc.
Minuteman Taxpayer Advocates Inc. is a leading accounting and finance institution located at 223 Thousand Oaks Boulevard in Thousand Oaks, California, United States. Our team of experts is dedicated to providing top-notch financial services and advocacy for taxpayers. With a focus on maximizing returns and minimizing liabilities, we strive to help individuals and businesses navigate the complex world of taxes with ease. Trust Minuteman Taxpayer Advocates Inc. to be your partner in achieving financial success.
Mark H. Weber, CPA An Accountancy Corporation
Mark H. Weber, CPA An Accountancy Corporation is a professional accounting and finance institution located at 699 Hampshire Road in Westlake Village, California, United States. We offer comprehensive services including accounting, payroll, and bookkeeping support to replace your back office. Our team is dedicated to helping clients navigate through complex financial issues and have successfully represented them in audits with various governmental agencies including the Internal Revenue Service, Franchise Tax Board, and EDD. At Mark H. Weber, CPA, we prioritize gaining a complete understanding of our clients' goals and objectives. We specialize in tax minimization strategies, utilizing pension plans and other tax-efficient vehicles to help our clients achieve their financial objectives. Trust us to provide expert financial guidance and support for all your accounting and finance needs.
Burke, Williams & Sorensen, LLP
Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
BCU
Welcome to BCU, your trusted partner in financial services located at 1700 Rancho Conejo Boulevard, Thousand Oaks, California. As a leading financial institution, we are dedicated to providing you with convenient and efficient solutions for all your financial needs. At BCU, we offer a fast and secure way to send money to friends, family, and others you trust using Zelle®. Whether you're paying rent, gifting money, or splitting a bill, our Digital Banking services have you covered. Enjoy peace of mind with unlimited monthly cash refunds on non-BCU ATM fees when you choose our PowerPlus Checking account.
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