Tax planner in California
237 results found
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Robert W. Craig, E.A. Tax and Business Services
● OpenRobert W. Craig, E.A. Tax and Business Services is a well-established institution located at 431 2nd Street in Solvang, California. Specializing in accounting and finance, Robert W. Craig has been working with clients and businesses since 1983 as a tax preparer, planner, and business consultant. With a focus on cutting through confusion and providing concrete solutions, Robert W. Craig aims to help clients take control of their financial world. With extensive experience in the industry and a background in business from a young age, Robert W. Craig understands what clients need from a business relationship. Offering services such as tax planning, tax preparation, financial consulting, real estate investing, debt consulting, and wealth training, Robert W. Craig is dedicated to helping clients achieve their financial goals.
431 2nd St #3, Solvang, CA 93463, United States -
Anthony Trias - CERTIFIED FINANCIAL PLANNER
● OpenAnthony Trias - CERTIFIED FINANCIAL PLANNER is a finance and insurance agency located at 165 North Redwood Drive, San Rafael, California, United States. Stonebridge Financial Group, the parent company, was founded by three independent financial professionals who specialize in private and corporate investment fiduciaries, financial planning, and insurance services. The firm offers a wide range of wealth management services tailored to meet the specific financial needs of its clients, including retirement plan consulting, executive benefit plans, risk management, and business succession planning. With a commitment to providing strategic financial services and personalized financial plans, Stonebridge aims to help clients achieve their unique financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are provided through Equitable Advisors, LLC, an SEC registered investment advisor. Stonebridge Financial Group is dedicated to supporting clients throughout the financial planning process, from design to implementation, to ensure exceptional client service.
165 N Redwood Dr #100, San Rafael, CA 94903, United States -
The American Institute of Certified Tax Planners
● OpenThe American Institute of Certified Tax Planners, located at 8885 Rio San Diego Drive in San Diego, California, is dedicated to helping individuals and businesses save money on their taxes. Their team of Certified Tax Planners are experts in the U.S. tax code and can help you qualify for more deductions to reduce your tax bill. Unlike traditional tax preparation, they take a proactive approach to tax planning, working with you throughout the year to make strategic decisions that will lead to significant savings. Their founder, Dominique, has developed innovative strategies that have saved clients millions of dollars using court-tested and IRS-approved methods. Whether you're a small business owner or an individual looking to pay less in taxes, the American Institute of Certified Tax Planners can help you create a customized plan to maximize your savings. Schedule a free or low-cost discovery session to review your records and identify missed opportunities for tax savings. Don't leave money on the table - let their team of experts help you keep more of your hard-earned income.
8885 Rio San Diego Dr UNIT 237, San Diego, CA 92108, United States -
David Bobrowsky, Certified Financial Planner
● OpenDavid Bobrowsky, Certified Financial Planner, located at 1990 North California Boulevard in Walnut Creek, California, offers personalized financial planning services to clients in the greater San Francisco Bay Area. As a Certified Financial PlannerTM Professional representing Gateway Financial Advisors, Inc., David is committed to building long-lasting relationships with his clients. With a focus on developing customized financial plans tailored to individual goals, David provides clear explanations of financial products and services to help clients work towards a more secure financial future. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc. Please note that content provided via links to third party sites should be viewed as general information and educational purposes only. David Bobrowsky is licensed to provide services in the states of CA, CO, GA, HI, NM, NV, OR, VA, and WA. For more information, visit his website or contact him directly for a consultation.
1990 N California Blvd 8th floor Suite # 867, Walnut Creek, CA 94596, United States -
Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner
● OpenGates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.
280 2nd St # 280, Los Altos, CA 94022, United States -
Del Monte Group, LLC - Financial Planner
● OpenDel Monte Group, LLC is a reputable financial planning institution located at 75 Golden Meadow Lane in Alamo, California, United States. With a team of experienced and knowledgeable financial planners, we offer personalized and comprehensive financial services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated team is here to provide expert guidance and support. Trust Del Monte Group, LLC to help you secure a stable financial future.
75 Golden Meadow Ln, Alamo, CA 94507, United States -
Wealth & Tax Planners
● OpenWealth & Tax Planners is a leading financial institution located at 3021 Citrus Circle in Walnut Creek, California, United States. Our team of experienced professionals specializes in providing comprehensive wealth management and tax planning services to individuals and businesses. Whether you are looking to grow your investments, minimize your tax liability, or plan for your financial future, our experts are here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
3021 Citrus Cir #200, Walnut Creek, CA 94598, United States -
Allied Tax Planners
● OpenAllied Tax Planners, located at 7300B Johnston Road in Pleasanton, California, offers experienced and personal service for all your tax and financial planning needs. With expertise in navigating IRS audits, they provide unmatched knowledge to help you overcome any tax issues you may face. From personalized planning for tax minimization, retirement, and investments, to year-round support and assistance, the professionals at Allied Tax Planners are dedicated to helping you achieve financial success. Unlike chain stores that disappear after April, Allied Tax Planners will have your back every step of the way. Clients appreciate the ability to work with knowledgeable professionals who can address all their financial and tax-related concerns. Securities and advisory services are offered through American Investors Company, ensuring that you receive top-notch support and guidance. Visit Allied Tax Planners today for expert assistance with all your financial needs.
7300B Johnston Rd, Pleasanton, CA 94588, United States -
Bourke Wealth Management Certified Financial Planner
● OpenBourke Wealth Management Certified Financial Planner is a finance institution located at 222 East Canon Perdido Street in Santa Barbara, California, United States. The institution is dedicated to helping clients manage their investments and financial planning needs. The founder, Kevin Bourke, has received praise for his book "Make Your Money Last a Lifetime" from renowned author Jack Canfield, co-author of the Chicken Soup for the Soul series.
222 E Canon Perdido St Suite 305, Santa Barbara, CA 93101, United States -
Excelsus Capital Management - Investment Advisor & Financial Planner
● OpenExcelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.
111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, United States -
David Rae, Certified Financial Planner, Accredited Investment Fiduciary
● OpenDavid Rae, Certified Financial Planner and Accredited Investment Fiduciary, is located at 19191 Vermont Avenue in Torrance, California. Specializing in finance, David Rae aims to guide individuals towards a happier, healthier, and wealthier retirement. As a Los Angeles Financial Planner, David Rae offers personalized financial advice to help clients make smarter decisions and stay on track for their financial goals. With over 20 years of experience, David Rae is dedicated to simplifying the financial planning process and ensuring his clients are well-positioned for prosperity. As a proud recipient of the Investopedia Top 100 Financial Advisors in America award for six consecutive years, David Rae has also been featured in various media outlets, including The Today Show and Forbes. Whether it's retirement planning, tax planning, or investment strategies, David Rae is committed to helping clients live a better life now and in the future. With a focus on financial freedom and tax planning, David Rae offers expert advice and guidance to clients throughout California and beyond. Advisory services are provided by DRM Wealth Management LLC, a registered investment advisor.
19191 Vermont Ave #400, Torrance, CA 90502, United States -
WorthPointe Financial Planners
● OpenWorthPointe Financial Planners is a leading finance institution located at 888 Prospect Street in the vibrant city of San Diego, California, United States. Our team of experienced financial planners offers personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, WorthPointe Financial Planners is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
888 Prospect St Suite 200, La Jolla, CA 92037, United States -
After-Tax Wealth Management
● OpenAfter-Tax Wealth Management is a finance institution located at 1255 Scott Street in San Diego, California. Founded by Nathan Medina, CFP®, the firm specializes in working with wealthy families who are deeply concerned with preserving and transferring wealth across generations. At After-Tax Wealth Management, we help our clients leave a lasting legacy by strategically aligning their decisions to pursue tax-advantaged investments and intergenerational wealth transfer. Our unique approach includes access to top institutional money managers and a deep understanding of the tax implications of financial decisions in real-time.
1255 Scott St, San Diego, CA 92106, United States -
Cody Roulier | Financial Planner - LPL Financial
● OpenCody Roulier is a financial planner affiliated with LPL Financial, located at 11440 West Bernardo Court in San Diego, California. With expertise in financial planning and investment management, Cody Roulier helps clients achieve their financial goals through personalized strategies tailored to their individual needs. As a trusted advisor, Cody Roulier provides comprehensive financial planning services to help clients navigate the complexities of wealth management and achieve financial success.
11440 W Bernardo Ct #253, San Diego, CA 92127, United States -
Cadena Financial Planning & Tax Services
● OpenCadena Financial Planning & Tax Services is a reputable finance institution located at 6540 Lusk Boulevard in San Diego, California. Our team of experienced financial planners and tax experts are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment strategies, tax preparation, or estate planning, our knowledgeable team is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
6540 Lusk Blvd C136-C, San Diego, CA 92121, United States -
Shannon D. Schmidt - LPL Financial Planner
● OpenShannon D. Schmidt - LPL Financial Planner is a finance institution located at 490 Chadbourne Road, Fairfield, California, United States. Specializing in investments tailored specifically to each individual, Shannon D. Schmidt aims to help clients take advantage of market cycles and achieve financial freedom. With a focus on understanding each client's goals and needs, Shannon D. Schmidt provides personalized financial plans that encompass investment portfolios, retirement and tax planning, and protection plans. Clients are encouraged to meet annually, or more frequently if desired, to review and adjust their plans as needed. Meetings can be conducted in-person or virtually, making it convenient for clients across the country. Don't wait to secure your financial future - schedule a meeting with Shannon D. Schmidt today.
490 Chadbourne Rd Suite V, Fairfield, CA 94534, United States -
David Rae, Certified Financial Planner, Tax Planning Financial Advisor
● OpenDavid Rae, Certified Financial Planner and Tax Planning Financial Advisor, is located at 529 North Kilkea Drive in West Hollywood, California. David Rae is a compassionate and experienced financial planner dedicated to guiding you towards a happier, healthier, and wealthier retirement. Tired of feeling overwhelmed by your finances? David Rae is here to help you feel more confident and in control of your financial future. As a fiduciary financial planner, David Rae offers independent and personalized financial advice tailored to your specific goals. With over 20 years of experience, David Rae has been recognized as one of the top financial advisors in America by Investopedia for six consecutive years. He has been featured on various media outlets and has written extensively on tax planning and financial strategies. Whether you are looking to plan for retirement, reduce your tax burden, or achieve financial freedom, David Rae is here to help you every step of the way. Contact David Rae, Certified Financial Planner, for a personalized financial planning experience that will lead you to a happier, healthier, and wealthier life.
529 N Kilkea Dr, West Hollywood, CA 90048, United States -
Elbaum CPA Group (California Tax Planner)
● OpenElbaum CPA Group, located at 20501 Ventura Boulevard in Los Angeles, California, is a leading accounting and finance institution specializing in tax planning. Their approach is focused on finding legal ways to reduce tax liabilities for clients, allowing them to keep more of their hard-earned money. Each client, whether corporate or personal, receives a thorough tax analysis that reviews past returns and current financials to uncover missed opportunities and past mistakes that led to unnecessary tax expenses. The team at Elbaum CPA Group then creates a personalized plan to save clients thousands of dollars. Their diverse client base includes those in the Entertainment Industry, Manufacturing, Professional Service Businesses, Doctors, Dentists, Adult Day Care, and Home Care Centers. If you're looking for expert tax planning services, visit Elbaum CPA Group at 20501 Ventura Boulevard, Suite 162 in Woodland Hills, California.
20501 Ventura Blvd suite 162, Woodland Hills, CA 91364, United States -
UROK Tax Planners
● OpenUROK Tax Planners is a reputable accounting and finance institution located at 2355 San Ramon Valley Boulevard in San Ramon, California, United States. With a team of experienced professionals, UROK Tax Planners offers expert tax planning and financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, UROK Tax Planners is dedicated to helping you achieve your financial goals. Trust UROK Tax Planners for all your accounting and finance needs.
2355 San Ramon Valley Blvd, San Ramon, CA 94583, United States -
CA Tax Planners
● OpenCA Tax Planners is a premier accounting and finance institution located at 898 N North Pacific Coast Highway in El Segundo, California. Our team of experienced professionals specializes in providing expert tax planning and financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, our dedicated team is here to help you achieve your financial goals. Trust CA Tax Planners to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you navigate the complexities of the tax and finance world.
898 N N Pacific Coast Hwy #740, El Segundo, CA 90245, United States -
Downey Tax Prep
● OpenDowney Tax Prep is a reputable accounting and finance institution located at 10919 Lakewood Boulevard in Downey, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to ensure that our clients receive the maximum return possible while staying compliant with all tax laws and regulations. Whether you need assistance with tax planning, filing, or audit representation, Downey Tax Prep is here to help. Contact us today to schedule an appointment and take the stress out of tax season.
10919 Lakewood Blvd Suite 202, Downey, CA 90241, United States -
The Tax Offices
● OpenThe Tax Offices is a professional institution located at 201 Covina Avenue in Long Beach, California. Specializing in accounting, finance, and real estate services, our team of experts is dedicated to providing top-notch assistance to clients in managing their financial affairs. Whether you need help with tax preparation, financial planning, or real estate transactions, our experienced professionals are here to guide you every step of the way. Visit us today to see how we can help you achieve your financial goals.
201 Covina Ave #4, Long Beach, CA 90803, United States -
Toro Taxes Los Jardines
● ClosedToro Taxes Los Jardines, located at 6810 Eastern Avenue in Bell Gardens, California, is a trusted accounting and finance institution that has been providing reliable tax services for over a decade. As a minority-owned and operated business, we take pride in supporting our local communities. Our professional and dedicated team is committed to providing fast and accurate tax preparation and filing services to help you get the maximum refund possible. With over 100 locations nationwide, Toro Taxes offers convenient access to our customers. Our experienced tax advisors are knowledgeable, understanding, and personable, ensuring that all your questions are answered and that you have a clear understanding of our services. We believe that doing your taxes should be simple and easy, and with Toro Taxes, it is!
6810 Eastern Ave Stek, Bell Gardens, CA 90201, United States -
Amigos Income Tax Services
● ClosedAmigos Income Tax Services is a trusted accounting and finance institution located at 1212 South Bristol Street in Santa Ana, California, United States. Since 2009, we have been providing personalized taxation services to clients in the greater Santa Ana area. Our certified tax professionals are dedicated to helping you navigate through the complexities of tax preparation and planning. We pride ourselves on our exceptional customer service, treating our clients like family and ensuring their financial success. In addition to tax preparation, we also offer notary services for a variety of legal documents, and we are authorized by the IRS to assist with ITIN applications. Our clients have consistently praised our honesty, knowledge, and efficiency in handling their tax needs. Whether you are an individual or a business owner, we are here to minimize your tax liability and manage your financial books effectively.
1212 S Bristol St #11, Santa Ana, CA 92704, United States -
American Financial & Tax-Vicki Mulak EA, CFP
● OpenAmerican Financial & Tax-Vicki Mulak EA, CFP is a reputable accounting and finance institution located at 17632 Irvine Boulevard in Tustin, California, United States. Led by experienced professionals, including Enrolled Agent and Certified Financial Planner Vicki Mulak, the institution provides a wide range of financial and tax services to individuals and businesses. With a commitment to excellence and personalized service, American Financial & Tax is dedicated to helping clients achieve their financial goals and navigate the complexities of tax regulations. Whether you need assistance with tax preparation, financial planning, or other accounting services, you can trust American Financial & Tax to provide expert guidance and support.
17632 Irvine Blvd #130, Tustin, CA 92780, United States -
Alpha Consultants & Estate Planners
● OpenAlpha Consultants & Estate Planners is a trusted institution located at 1425 West Manchester Avenue in Los Angeles, California. Our team of experienced consultants and estate planners are dedicated to providing personalized and comprehensive services to help clients navigate the complexities of financial planning, estate management, and tax strategies. With a focus on integrity and professionalism, we strive to empower our clients to achieve their financial goals and secure their legacy for future generations. Contact us today to learn more about how we can assist you in planning for a secure and prosperous future.
1425 W Manchester Ave b, Los Angeles, CA 90047, United States -
Merrithew & Thorsten, Inc
● OpenMerrithew & Thorsten, Inc is a prestigious finance institution located at 9820 Willow Creek Road in San Diego, California, United States. With a reputation for excellence and expertise in the financial industry, our team of professionals provides top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, Merrithew & Thorsten, Inc is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
9820 Willow Creek Rd, San Diego, CA 92131, United States -
Principal Life Insurance Co
● OpenPrincipal Life Insurance Co is an insurance agency located at 181 Metro Drive, San Jose, California, United States. At Principal Life Insurance Co, we believe in helping you protect what matters most. Whether it's your life, your wages, or your future goals, we offer a range of insurance products and services to meet your needs. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we are proud to celebrate expertise, excellence, and equality in sports. Our mission is to help you feel confident about investing in your future, whether it's for retirement, education, or any other big goals you have in mind.
181 Metro Dr # 700, San Jose, CA 95110, United States -
Impuestos King - Pablo King Ortiz, CTEC, CFP
● ClosedImpuestos King is a reputable tax and financial services institution led by Pablo King Ortiz, a Certified Tax Expert (CTEC) and Certified Financial Planner (CFP). Located at 653 I Street in Eureka, California, Impuestos King specializes in providing expert tax preparation, planning, and consulting services to individuals and businesses. With a strong commitment to professionalism and customer satisfaction, Impuestos King is dedicated to helping clients navigate the complex world of taxes and finances with ease and confidence. Trust Impuestos King to provide reliable and personalized solutions to all your tax and financial needs.
653 I St, Eureka, CA 95501, United States -
Accent Insurance Brokerage
● OpenAccent Insurance Brokerage is an insurance agency located at 26477 Rancho Parkway South in Lake Forest, California, United States. Specializing in helping individuals find the right health coverage and get the most for their healthcare dollars, Accent Insurance Brokerage offers free services that continue even after a plan is purchased. Owned by Melissa Shaw, a Certified Financial Planner™ professional, the agency aims to assist clients in making informed decisions about health insurance and finances. Open Enrollment for 2024 begins on November 1, 2023, providing an opportunity for Californians to explore their healthcare options. Covered California, a free service under the Affordable Care Act, connects individuals with brand-name health insurance and offers tax subsidies to make coverage more affordable. Special enrollment periods are available for those who experience qualifying events, allowing for coverage off cycle.
26477 Rancho Pkwy S, Lake Forest, CA 92630, United States
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