TOP 30 Tax planning strategies in Orange, California

Central Law Center is a prestigious institution located at 2230 West Chapman Avenue in Orange, California, United States. With a focus on providing high-quality legal education and training, Central Law Center offers a wide range of programs and courses to help students succeed in the field of law. The institution boasts experienced faculty members, state-of-the-art facilities, and a supportive learning environment. Whether you are looking to start a career in law or advance your current legal knowledge, Central Law Center is the perfect place to achieve your goals.

Legal Attorney | Jack Wilkerson Law Firm is a reputable legal institution located at 1380 South Sanderson Avenue in Anaheim, California, United States. Specializing in various areas of law, our experienced team of attorneys is dedicated to providing top-notch legal services to our clients. With a strong emphasis on professionalism, integrity, and client satisfaction, we strive to achieve the best possible outcomes for each case we handle. Contact us today for expert legal representation you can trust.

Tonkovich Law Firm, located at 7545 Irvine Center Drive in Irvine, California, is a premier institution specializing in estate planning, trust, and probate law. Led by Matthew L. Tonkovich, Esq., a certified specialist in these areas, the firm offers a range of services including revocable trust estate plans, probate, conservatorships, guardianships, trust and probate litigation, and financial planning. With 27 years of experience in Orange County, Matt Tonkovich provides effective and efficient representation to help clients achieve their goals. The firm offers free consultations and is available for phone, email, or video consultations, making the estate planning process convenient and accessible.

Morkos Law Firm is a reputable legal institution located at 4540 Campus Drive in Newport Beach, California. With a team of experienced and dedicated attorneys, we specialize in a wide range of legal services including personal injury, family law, estate planning, and business litigation. Our firm is committed to providing personalized and effective legal representation to our clients, helping them navigate through complex legal matters with ease. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Financial Relief Legal Advocates Inc. is a reputable legal institution located at 1047 North Antonio Circle in Orange, California, United States. As experienced lawyers specializing in financial relief, they provide expert legal advocacy and guidance to individuals facing financial challenges. Whether it's debt relief, bankruptcy, or other financial legal matters, the team at Financial Relief Legal Advocates Inc. is dedicated to helping clients navigate the complexities of the legal system and achieve the best possible outcomes. With a focus on compassion and professionalism, they strive to provide top-notch legal services to those in need of financial assistance.

Balfour Law Group, located at 1172 Orange Avenue in Coronado, California, was founded by Robert (Bob) W. Balfour, a highly experienced attorney with over 28 years of practice in both litigation and transactional law. Specializing in Estate Planning, Business Law, and Real Estate, the firm is dedicated to providing clear and understandable legal guidance to clients. Whether you need assistance with planning your estate, navigating business matters, or dealing with real estate transactions, Balfour Law Group is committed to helping you achieve the results you need. Contact us today to discuss your options and create a customized plan for success.

Main International is a leading finance institution located at 125 North Tustin Street in Orange, California. With a strong presence in the United States, Main International offers a wide range of financial services to individuals and businesses. 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, Main International is committed to helping you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

The Law Offices of Christine Chung is a reputable law firm located at 2522 Chambers Road in Tustin, California. Specializing in various legal matters, our experienced team of lawyers is dedicated to providing high-quality legal services to clients throughout Orange County, Los Angeles County, Riverside County, and San Diego County. With a strong commitment to achieving favorable outcomes for our clients, we offer personalized and strategic representation in a wide range of practice areas. Contact us today for expert legal assistance.

The Law Firm of Kavesh, Minor & Otis is a well-established estate planning law firm located in Orange, California. With almost 40 years of experience, our team has assisted over 25,000 clients in creating comprehensive estate plans to protect their loved ones. We have also administered over 4,000 plans after clients have passed, ensuring their wishes are carried out smoothly. Conveniently located inside City Tower at 333 City Boulevard West, our Orange offices are easily accessible for clients in the Anaheim area. We offer trusted guidance and expertise in estate planning and trust administration. Ample parking, including disabled access spaces, is available in the nearby structure for our clients' convenience.

OC Wills and Trust Attorneys is a reputable law firm located in Huntington Beach, California, serving clients in Orange County. With offices in Irvine, Huntington Beach, and Anaheim, our team of experienced attorneys provides comprehensive services to cover all aspects of your trust, will, and estate administration needs. We have been recognized as one of the top estate planning practices in Irvine, and have completed thousands of estate plans since 2008. Our team works together to ensure that your customized estate plan is completed efficiently and compassionately, with no hidden fees. We understand the importance of entrusting the future of your loved ones with people you trust, and our attorneys always have your best interests at heart.

Akopyan Law Firm, A.P.C. is a reputable legal institution located at 1100 Town and Country Road in Orange, California, United States. Specializing in various areas of law, the firm is dedicated to providing exceptional legal services to clients in need of professional representation. With a team of experienced and knowledgeable lawyers, Akopyan Law Firm, A.P.C. is committed to delivering personalized and effective solutions to meet the unique needs of each client. Whether you are facing a legal dispute, need assistance with a contract, or require guidance on a complex legal matter, the firm is here to help. Trust Akopyan Law Firm, A.P.C. for all your legal needs.

Strategic Alliance is an insurance agency located at 625 The City Drive South, Orange, California, United States. We specialize in providing securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that Osaic Wealth, Inc. is separate from other entities and does not offer tax or legal advice. Our secure connection ensures that the data you submit is protected. We serve individuals in the states of AZ, CA, CO, FL, ID, IN, MS, MT, TN, TX, UT, and VA. Please be aware that offers can only be made to residents of these specific states.

The Law Office of Madison L. Burga, located at 515 South Euclid Street, Anaheim, California, is a trusted ally for Income Tax services under the US Tax Code. With over 30 years of experience in tax preparation, our office in Orange County offers reliable and affordable tax preparation services with the highest possible return and detailed customer attention. Our highly trained team provides quick and professional responses to ensure a fast and reliable tax filing process, with the return going directly to your bank account. We are a reliable and honest team, dedicated to providing top-notch tax preparation services. We work 7 days a week to serve you and provide flexibility. Service de Protección Legal is a tax preparation office in Orange County with over 30 years of experience in providing tax solutions, accounting, and audits. We have prepared federal and state tax returns for individuals and businesses nationwide. Our office operates on the principle that everyone should have access to professional tax assistance in a comfortable environment at affordable prices. If you have any tax problems, we are here to help with tax preparation services in Orange County and surrounding areas.

Patton & Patton, PC is a trusted institution located in Anaheim, California, specializing in Estate Planning, Trust, and Probate Law. With a focus on simplifying complex legal matters, our team of experienced attorneys offers full-service assistance in Estate Planning, Trust and Probate Litigation and Administration, Conservatorship, and Financial Elder Abuse cases. Our boutique firm expertise combined with personalized care ensures that we exceed our clients' expectations and cater to their highest needs. Please note that the use of the internet or communication through this form does not establish an attorney-client relationship, and confidential information should not be shared. Trust Patton & Patton, PC to handle your legal matters with professionalism and dedication.

The Law Office of David E. Libman, APC is a reputable legal institution located at 2041 North Main Street, Santa Ana, California, United States. Since being admitted to the California bar in 2001, David E. Libman, Esq., LL.M. has practiced in a variety of related areas, with a primary focus on business, real estate matters, and estate plans. David has successfully handled civil litigation cases in California and Colorado, achieving favorable outcomes through trial or settlement. His practice also includes estate planning, where he works closely with clients to develop tailored strategies. David's expertise in tax law, obtained through an LL.M. degree from UCLA School of Law, adds value to the services he provides. Additionally, David is a certified mediator and expects this role to play a more prominent part in his practice in the future. With a background in music and a passion for jazz, David is known for his listening skills and creative approach to legal matters. Recognized for his achievements, David has received several awards and accolades, including being named one of Orange County's "Best Lawyers." Committed to serving the community, David is involved in various organizations and volunteer programs. With a track record of successful cases, David Libman is dedicated to providing exceptional legal representation to his clients.

Worrell Law Firm, APC is a reputable law firm located at 1717 Old Tustin Avenue in Santa Ana, California. Specializing in various legal matters, the firm provides expert legal services to clients in need of professional representation. With a team of skilled lawyers, Worrell Law Firm, APC is dedicated to providing top-notch legal solutions and guidance to individuals and businesses alike. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Worrell Law Firm, APC is committed to delivering exceptional service and achieving the best possible outcomes for their clients.

The Law Office of Cheri Kadotani is a trusted legal firm located in Orange, California. Specializing in various areas of law, including family law, estate planning, and business law, Cheri Kadotani and her team provide expert legal representation and guidance to clients in need. With a commitment to personalized service and attention to detail, the Law Office of Cheri Kadotani is dedicated to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Whether you are facing a divorce, planning for the future, or in need of legal advice for your business, Cheri Kadotani and her team are here to help. Contact them today at 625 The City Drive South for a consultation.

Hunsberger Dunn LLP is a trusted law firm specializing in probate and estate planning, located at 1101 California Avenue in Corona, California. Serving clients in Riverside, Corona, and San Bernardino areas, our team of experienced attorneys is dedicated to providing personalized advocacy for all your legal needs. Whether you are looking to set up a will, establish a trust, navigate the probate process, or update existing documents, we are here to guide you through each step with transparency and client-focused services. With over 23 years of experience, we pride ourselves on offering tailored solutions to protect your assets and ensure a well-planned future for you and your loved ones. Contact us today to schedule a complimentary consultation and discover why we are the top choice for probate and estate planning in Orange County.

Elite Advisory Group, LLC. is a finance institution located at 2130 Main Street in Huntington Beach, California, United States. With alarming statistics showing that many Americans are unprepared for retirement, we are here to provide education and guidance to help you plan for your financial future. Whether you are just starting your career or looking towards retirement, our team is dedicated to assisting you every step of the way. Specializing in retirement planning, college funding, risk management, and estate planning, Elite Advisory Group is committed to helping you achieve your financial goals. Our website serves as a valuable resource for information and tools to aid in your financial planning journey.

O&S CPAs & Business Advisors, located in Long Beach, California, is a top-rated Certified Public Accounting and consulting firm. We cater to small and mid-sized businesses, owners, and non-profits in Southern California, including Long Beach, Los Angeles, and Orange County. Our team offers a unique blend of personal service and expert financial advice to help our clients thrive. Contact us at 5000 East Spring Street, Suite 200, Long Beach, CA 90815-5215 or call us at (562) 420-3100 for more information. Email us at Info@oniskoscholz.com.

Cherie Jones & Associates is a trusted accounting and finance institution located at 12842 Valley View Street in Garden Grove, California. Our professional financial advisors are here to help you manage your money easily and effectively. Cherie Jones, a Region Three Director on the Board of Directors for the Orange County Chapter, can assist you with tax filing preparation, whether you missed the deadline or filed an extension. Don't wait to file your taxes, as doing so promptly can help limit penalties and interest if you owe. Cherie has a reputation for providing excellent service, as one client attests: "Cherie has helped my family since day one. She took care of all of our multi-state tax returns for us, so we could focus on the important things." With the changing realities of retirement, high inflation, and increasing living costs, it's crucial to have a tax-efficient retirement strategy in place. Cherie can help you craft a plan to maintain your lifestyle in retirement and stay on track financially. Cherie Jones, EA, is an IRS registered tax preparer ready to assist you with all your financial needs.

Avalon Financial Advisors is a premier finance institution located at 500 North State College Boulevard in Orange, California, United States. Our team of experienced professionals provides expert financial advice and investment strategies to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Avalon Financial Advisors is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

JDD Financial Consultants is a reputable finance institution located at 2230 West Chapman Avenue in Orange, California, United States. We specialize in providing expert financial advice and solutions to individuals and businesses. Our team of experienced consultants is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or estate planning, JDD Financial Consultants is here to help. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Sun Cities Financial Group is a reputable finance institution located at 333 City Boulevard West in Orange, California, United States. With a focus on providing top-notch financial services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Sun Cities Financial Group is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.

Riordan & Associates is a reputable accounting and finance institution located at 19744 Beach Boulevard in Huntington Beach, California, United States. With a strong commitment to the accounting and tax industry, our team of highly experienced professionals has over 20 years of experience working with small and mid-size businesses and individuals in Orange County, CA. We pride ourselves on conducting our business in a professional manner, utilizing the latest technology and resources to provide top-notch accounting and tax services. Our team is responsive and available when you need us the most, ensuring that your individual and business accounting needs are met with the care they deserve.

Halbert Hargrove Global Advisors is a finance institution located at 3200 Park Center Drive, Suite 550 in Costa Mesa, California. They offer a range of services including investing, tax planning, retirement planning, and life-based event planning. Their office is conveniently located for Orange County clients, just off the intersection of the 405 and 55 freeways. Nearby landmarks include South Coast Plaza, the Orange County Museum of Art, and Segerstrom Center for the Arts. Free parking is available for clients. The Costa Mesa office opened in 2018 and serves clients locally and throughout the country. Halbert Hargrove Global Advisors was ranked No. 8 on the 2023 CNBC Financial Advisor 100 list. Their methodology for ranking includes analyzing core data points from AccuPoint Solutions' proprietary database of registered investment advisors. The team at Halbert Hargrove is dedicated to helping clients attain well-lived todays and tomorrows through their comprehensive wealth management services.

Joshua E. Hernandez - CFEd Certified Financial Educator is a reputable institution located at 765 The City Drive South in Orange, California, United States. Specializing in finance, this institution offers expert financial education and guidance to individuals seeking to improve their financial literacy and make informed decisions about their money. With a focus on empowering clients to take control of their financial future, Joshua E. Hernandez - CFEd Certified Financial Educator provides personalized advice and strategies tailored to each individual's unique goals and circumstances. Whether you are looking to build wealth, save for retirement, or manage debt, this institution is dedicated to helping you achieve financial success.

Barth Financial Advisors, LLC is a leading finance institution located at 333 City Boulevard West in Orange, California, United States. With a team of experienced financial experts, Barth Financial Advisors provides personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Barth Financial Advisors is dedicated to providing sound financial advice and strategies tailored to your specific needs. Trust Barth Financial Advisors to guide you towards a secure financial future.

Marigold Financial Partners is a leading finance institution located at 1045 West Katella Avenue in Orange, California, United States. We specialize in providing expert financial services and solutions to individuals and businesses looking to achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance with confidence and ease. Whether you are looking to invest, save for the future, or secure a loan, Marigold Financial Partners is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

Kevin McDaniel is a reputable finance institution located at 765 The City Drive South in Orange, California, United States. With a strong track record of providing expert financial services, Kevin McDaniel is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Kevin McDaniel is committed to providing personalized solutions to meet your needs. Trust in Kevin McDaniel for all your financial needs.