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TOP 30 Tax planning legal in Costa Mesa, CA
14 results found
Search for local businesses, places and services near you
Bohm Wildish & Matsen, LLP
Bohm Wildish & Matsen, LLP is a highly reputable institution located at 600 Anton Boulevard in Costa Mesa, California, United States. Specializing in accounting, finance, and legal services, our firm is known for its aggressive litigation and client advocacy in both complex and routine matters. Our team of professionals is dedicated to achieving results for our clients in Southern California and San Diego. With a focus on building long-term relationships with our clients, we offer sophisticated legal services at fair rates that are significantly lower than those of traditional big firms. Many of our clients have been with us for over a decade, returning to us for representation and referring others to our firm.
Knapp & Spurlock LLP
Knapp & Spurlock LLP is a prestigious law firm located at 3525 Hyland Avenue in Costa Mesa, California, United States. Our team of experienced attorneys specializes in a wide range of legal services, including business law, real estate law, estate planning, and more. With a commitment to providing high-quality legal representation and personalized attention to our clients, we strive to achieve the best possible outcomes for every case we handle. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
TVA Law
TVA Law is a reputable law firm located at 129 West Wilson Street in Costa Mesa, California. Our team of experienced lawyers specializes in various areas of law including civil litigation, corporate law, real estate law, and more. We are dedicated to providing high-quality legal services to our clients, helping them navigate complex legal issues and achieve favorable outcomes. Whether you are facing a legal dispute or need assistance with a business transaction, our knowledgeable and skilled attorneys are here to help. Contact TVA Law today for reliable legal representation in Costa Mesa, California.
Fallahi Zaher, Attorney At Law, CPA
Fallahi Zaher, Attorney At Law, CPA is a reputable finance institution located at 650 Town Center Drive in Costa Mesa, California. Specializing in providing legal and financial services, their team of experts are dedicated to helping clients navigate complex financial matters with ease. With a focus on professionalism and integrity, Fallahi Zaher, Attorney At Law, CPA is committed to delivering top-notch services tailored to meet the unique needs of each client. Whether you require legal advice, tax planning, or accounting services, you can trust in the expertise of Fallahi Zaher, Attorney At Law, CPA to provide you with the highest level of service and support.
Law Offices of Thomas R. Lamons, APC
The Law Offices of Thomas R. Lamons, APC is a reputable institution located at 600 Anton Boulevard, Costa Mesa, California, United States. Specializing in tax controversies since 1983, Thomas R. Lamons, Esq. offers expert advice on the legal intricacies of US tax laws. With over 30 years of experience, including 15 years representing the United States Government in tax matters, clients can trust in his knowledge and expertise. Whether it's representing clients in tax controversies with Federal, State, and Local tax authorities or advising on complex tax issues and international tax matters, Thomas R. Lamons, Esq. is dedicated to helping clients understand their rights under the tax laws. Additionally, the institution provides assistance with business formations, acquisitions, mergers, estate planning, and other business transactions. Trust in the Law Offices of Thomas R. Lamons, APC for all your tax and legal needs.
Garrett Stiepel Ryder LLP
Garrett Stiepel Ryder LLP is a prestigious law firm located at 3200 Bristol Street in Costa Mesa, California. Our firm offers a unique combination of big firm sophistication and personalized service, providing clients with the deep technical expertise of a large firm while maintaining the agility and attention to detail of a smaller practice. At Garrett Stiepel Ryder LLP, we prioritize building strong relationships with our clients and delivering exceptional results. Our areas of expertise include corporate and commercial real estate transactions, entity formation and governance, debt and equity financings, estate planning, and taxation.
Osaic Wealth
Osaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.
Polaris Wealth Advisory Group, LLC
Located in Costa Mesa, California, United States, Polaris Wealth Advisory Group, LLC is a finance institution that is now part of RWA Wealth Partners. With a focus on helping individuals and families across generations achieve their financial goals, Polaris Wealth Advisory Group offers a comprehensive suite of services including investment management, tax preparation, estate planning, and trust services. Their experienced advisors can help you navigate complex financial decisions and create a sustainable plan for your wealth. Additionally, they can assist with personalized tax advice through RWA Tax Solutions, LLC and legal services through their partnership with Hall & Diana LLC. With a human-first approach to wealth management, Polaris Wealth Advisory Group aims to help clients build and preserve their wealth for the long term. Explore their services and career opportunities to see how they can help you secure a financial future you aspire to.
Reef Point, LLC
Reef Point, LLC is a finance and law institution located at 3525 Hyland Avenue in Costa Mesa, California, United States. They specialize in helping clients defer capital gains taxes and preserve wealth through innovative tax strategies. If you are looking to sell a highly-appreciated asset and want to avoid hefty capital gains taxes, consider a Deferred Sales Trust (DST) with Reef Point, LLC. This legal contract allows you to control your tax exposure, reinvestment terms, and receive installment payments over a prearranged period. Gregory H. Reese, one of only 13 Trustees in the US for DSTs, leads the team at Reef Point, LLC. They offer exclusive events, seminars, market updates, and personalized guidance to help clients maximize their profits and achieve their financial goals. Contact Reef Point, LLC today to explore the benefits of a DST and other estate planning techniques.
Stephanie Shields - Thrivent
Stephanie Shields - Thrivent is a financial institution located at 959 South Coast Drive, Costa Mesa, California, United States. Our mission is to help our clients define and achieve financial success so they can make a positive impact in their lives and communities. With decades of experience in personal finance, we are dedicated to creating personalized financial plans that align with the unique goals and dreams of each family we serve. Our comprehensive advice and financial strategies are designed to provide clarity and confidence as you work towards your financial aspirations. At Thrivent, we believe that money is a tool, not a goal. We are driven by a higher purpose and committed to offering financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. As a member of Thrivent, you become part of a community that looks out for each other and strives to live more meaningful lives.
Cole Bryant - Thrivent
Cole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.
Payroll Etc
Payroll Etc is a trusted institution located at 760 West 16th Street in Costa Mesa, California, specializing in accounting, finance, and legal services. With a team of experienced professionals, we offer comprehensive payroll solutions, financial consulting, and legal advice to help businesses navigate complex financial and legal matters. Whether you need assistance with payroll processing, tax planning, or legal compliance, Payroll Etc is here to provide expert guidance and support. Visit us today to learn more about how we can help your business thrive.
Kempton Accountancy
Kempton Accountancy is a leading institution in accounting and finance located at 3420 Bristol Street, Costa Mesa, California, United States. Our proprietary tax planning process ensures that you pay the least amount of tax legally allowed, keeping more of your hard-earned money in your pocket. Our team of experts, led by Mark, provides practical and effective guidance to help increase your profits and minimize your tax bill. We prioritize compliance with tax laws and regulations to help you avoid potential legal issues. Whether you are a new business or looking for a holistic view of your finances, Kempton Accountancy is here to help you succeed. Contact us today to see how we can assist you in reaching your financial goals.
Brett Halpin - State Farm Insurance Agent
Welcome to Brett Halpin - State Farm Insurance Agent, your trusted local insurance agency located at 5011 Argosy Avenue, Huntington Beach, California. With a deep-rooted connection to Southern California and a genuine commitment to the community, Brett Halpin is dedicated to providing personalized insurance solutions that protect what matters most to you. As a devoted husband and father, Brett understands the significance of safeguarding your family and valuable assets. With years of experience in the insurance industry, coupled with a background as a tennis professional, Brett brings a unique blend of dedication, insight, and service excellence to his clients. His intimate understanding of the local area allows him to tailor insurance recommendations to meet the specific needs of residents in Huntington Beach, Costa Mesa, Westminster, and Newport Beach.
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