Tax preparation tools in California
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F-IRS! Tax Technicians taxtechs.net
● ClosedWelcome to F-IRS! Tax Technicians, your trusted partner in accounting and finance located in the heart of Compton, California. Situated at 930 South Central Avenue, we specialize in providing exceptional tax and financial services tailored to meet the unique needs of our local community. At F-IRS! Tax Technicians, we understand the complexities of the financial world and are committed to simplifying them for you. Our team of experienced professionals is dedicated to delivering comprehensive solutions that ensure compliance and optimize your financial health. Whether you're an individual or a business, we offer personalized services ranging from tax preparation and planning to bookkeeping and financial consulting.
930 South Central Avenue, Compton, California 90220, United States -
Pride Tax & Bookkeeping
● ClosedWelcome to Pride Tax & Bookkeeping, your trusted partner in accounting and finance located in the heart of Long Beach, California. Situated at 5500 East Atherton Street, our firm is dedicated to providing personalized financial solutions to individuals and businesses in the community. At Pride Tax & Bookkeeping, we understand that managing finances can be a daunting task, whether you are an individual taxpayer or a business owner. Our team of experienced professionals is here to simplify the process and ensure that your financial affairs are in order. We specialize in a wide range of services, including tax preparation, bookkeeping, payroll management, and financial consulting.
5500 East Atherton Street, Long Beach, California 90815, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 4018 30th Street in San Diego, California, United States. With a strong reputation for providing top-notch tax preparation services, financial advice, and accounting solutions, H&R Block is a trusted partner for individuals and businesses alike. Their team of knowledgeable professionals is dedicated to helping clients navigate the complexities of tax laws and financial management, ensuring they maximize their returns and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is here to provide expert guidance and support. Visit their San Diego location today to experience the difference firsthand.
4018 30th St, San Diego, CA 92104, United States -
Stride Health
● ClosedStride Health is an insurance agency located at 501 2nd Street, San Francisco, California, United States. If you’re a freelancer, entrepreneur, or carving your own path, Stride is here to support you every step of the way. They simplify the challenges of being independent by helping you handle insurance, finances, and taxes all in one convenient platform. Stride offers access to dental, vision, and life insurance plans specifically curated for independent workers, as well as discounts on vision plans and personalized plan recommendations. Their unbiased advisors are available to help you make the best choices for your needs. With tools for mileage and expense tracking, income tracking, and tax support, Stride helps you save money and prepare for tax time. Their goal is to help independent workers thrive day to day and build towards the life they aspire to create. Stride is free to use, and they provide support throughout the enrollment process. If you handle insurance and taxes without the support of an employer, Stride is here to provide you with the services and resources you need. Don’t miss out on Open Enrollment periods, as health insurance can be crucial for protecting your health and wealth. Enroll through Stride for personalized coverage recommendations and one-on-one support. Contact Stride at (866) 360-1114 or [email protected] for assistance with insurance, taxes, and more. Stay connected with Stride for important reminders, useful tips, and other information. Enroll in health insurance made easy with Stride's step-by-step guide.
501 2nd St #120, San Francisco, CA 94107, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● OpenSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.
4320 Stevens Creek Blvd #191, San Jose, CA 95129, United States -
Servicios Latinos Corporation
● ClosedServicios Latinos Corporation is a reputable accounting and finance institution located at 4720 Franklin Boulevard in Sacramento, California. With a strong focus on serving the Latino community, our dedicated team of professionals provides a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial consulting. We strive to empower our clients with the knowledge and tools they need to make informed financial decisions and achieve their goals. Trust Servicios Latinos Corporation to provide personalized and reliable financial solutions tailored to your individual needs.
4720 Franklin Blvd, Sacramento, CA 95820, United States -
Galanti & Copenhaver, Inc.
● ClosedGalanti & Copenhaver, Inc. is a prestigious law firm located at 1180 4th Street in Santa Rosa, California. With a team of experienced and dedicated lawyers, they specialize in providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the professionals at Galanti & Copenhaver, Inc. are here to help. Their commitment to excellence and client satisfaction sets them apart as one of the leading law firms in the area. Contact them today for expert legal representation.
1180 4th St, Santa Rosa, CA 95404, United States -
Wasson Investment Services
● ClosedWasson Investment Services, located at 6020 Commerce Boulevard in Rohnert Park, California, is a finance and insurance agency that aims to provide families and businesses with innovative financial strategies to improve their quality of life. Through a true partnership with clients, they design customized financial plans to provide confidence, clarity, and protection for the future. Specializing in income planning for retirement, Wasson Investment Services helps clients navigate through accumulation, distribution, and preservation phases while utilizing tax-advantaged vehicles to achieve retirement income goals. Their New Generation Retirement® system incorporates stewardship, transparency, and technology in five steps to help clients weather the complex challenges of the financial world. They also provide education on Social Security benefits and offer personalized risk analysis through the Color of Money Risk Analysis tool.
6020 Commerce Blvd Suite 122, Rohnert Park, CA 94928, United States -
Fincent Inc.
● ClosedLocated in Sunnyvale, California, Fincent Inc. is a leading institution offering accounting and finance services. With a unique combination of beautiful software, human bookkeepers, and exceptional customer support, Fincent is more than just a service - they are a strategic partner in your growth story. Trusted by businesses big and small, Fincent provides up-to-date, balanced, and verified books by the 15th of every month, along with Catch-Up Bookkeeping for books that haven't been updated in ages. Whether you need tax filing for your S-Corp, LLC, or any other business entity, Fincent has you covered. Their professional team prepares, reviews, and verifies your forms before you sign them, saving you time and money. Clients rave about the ease of use, supportiveness, and responsiveness of Fincent. With features like built-in search engine, insightful financial reports, and seamless integration with your favorite tools, Fincent offers everything you need to manage your finances efficiently. From handling IRS notices to understanding tax debt relief options, Fincent provides expert insights to help you navigate the complexities of financial management. Whether you're a small business owner, self-employed individual, or looking to grow your business smarter, Fincent is the perfect solution staring you in the face. Book a product tour or watch a pre-recorded walkthrough video to see how Fincent can transform your financial management today.
1190 Miraloma Way, Sunnyvale, CA 94085, United States -
Companies Incorporated
● ClosedCompanies Incorporated is the world's largest inventory of aged shelf companies, located at 28015 Smyth Drive, Santa Clarita, California. Protect your personal assets from business liability, disputes, lawsuits, and judgments with our powerful tools and products. Grow your business with aged corporations and compliance tools. Our virtual office services provide a mailing address and telephone receptionist services. We offer all the resources you need to start a new business, including incorporating, LLC formation, and more. Choose from our wide selection of aged shelf companies or LLCs, ranging from .5 to 100 years old. Incorporate online in any state, including offshore and Canadian entities. Our complete document package includes all necessary paperwork for your new business.
28015 Smyth Dr #100, Valencia, CA 91355, United States -
Mike Habib, EA
● OpenMike Habib, EA is an IRS licensed enrolled agent located at 13215 Penn Street, Whittier, California, United States. Specializing in accounting, finance, and tax law, Mike Habib provides Los Angeles tax services to help individuals and businesses get tax relief and IRS debt relief by resolving their IRS problems. With an excellent “A ” Better Business Bureau rating, Mike Habib personally handles and represents clients in negotiating tax settlements and unpaid back taxes with the IRS. As an IRS licensed Tax Power of Attorney, Mike Habib assists taxpayers nationwide in negotiating with the IRS and State Tax Agencies on their behalf. Facing tax debts can be overwhelming, and Mike Habib is dedicated to providing IRS tax relief and state tax relief for those in need. With expertise in resolving employment 941 payroll problems and delinquent tax returns, Mike Habib offers assistance in filing tax returns, obtaining income tax records, and settling tax debts. In cases where individuals are unable to pay their back taxes, Mike Habib can help apply for IRS hardship status to alleviate financial burdens.
13215 Penn St #329, Whittier, CA 90602, United States -
1 For The Books
● Closed1 For The Books is an accounting and finance institution located at 822 G Street, Arcata, California, United States. Our team at Crystal Clear Financial Co. is dedicated to helping business owners achieve sustainable growth by providing innovative tools and expertise in navigating the ever-evolving landscape of business finance. We specialize in creating simple business systems to manage and analyze financial information, using software applications, technology, and processes to streamline finances. Whether you need part-time or full-time support, we can design a plan that works for you.
822 G St #6, Arcata, CA 95521, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 700 Main Street in Napa, California, is a leading finance institution offering comprehensive wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your unique goals and needs, drawing on years of combined knowledge and expertise in the industry. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with you to understand your current financial situation and create strategies to meet your long-term objectives.
700 Main St, Napa, CA 94559, United States -
RCG CPA & Advisors, LLP
● ClosedRCG CPA & Advisors, LLP is a trusted accounting firm located in Antioch, California. Our team of experienced financial professionals offer tax preparation, planning, accounting, and business solutions for individuals and small- to mid-sized businesses. We are Certified QuickBooks ProAdvisors, CPAs, and EAs dedicated to providing the highest quality services to our clients. Our expertise in cloud-based solutions helps streamline workflow and increase efficiency, giving you the tools needed to focus on growing your business. We offer valuable guidance to startups and provide tax planning and consultation services to support your business operations at every stage of growth. Clients can securely send us tax information through our client portal, and we store data through documentation and tax returns for easy access. Additionally, we offer assistance with IRS or FTB audits when needed. Trust RCG CPA & Advisors, LLP to be your trusted financial advisors.
5141 Lone Tree Wy Suite A, Antioch, CA 94531, United States -
Sierra Shore Financial
● ClosedSierra Shore Financial, located at 500 Cypress Street, Pismo Beach, California, is a Registered Investment Advisor firm dedicated to providing responsive service and innovative solutions through quality vendors. With over 25 years of experience in the insurance and financial services industry, Mr. Hollett, the owner of Sierra Shore Financial, focuses on individual financial planning and employee benefit programs for small to medium size businesses. The institution offers services such as risk management tools, estate planning, college funding plans, IRAs, and 401ks to help families prepare for various life events. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Additional advisory services are offered through Sierra Shore Financial (SSF). Mr. Hollett is also a licensed life, health, & variable securities agent in California. Clients residing in states where services may legally be offered can benefit from the institution's expertise in investment decisions. It is important to note that Sierra Shore Financial, Independent Financial Group, LLC, and their affiliates do not provide tax and legal advice. Links provided on the website are for informational purposes only and do not constitute an endorsement or recommendation. Clients can check the background of the firm on FINRA's BrokerCheck.
500 Cypress St #15, Pismo Beach, CA 93449, United States -
Merrill Lynch Financial Advisor Stanton Roseman
● ClosedMerrill Lynch Financial Advisor Stanton Roseman is a trusted institution located at 333 South Hope Street in Los Angeles, California, United States. Specializing in finance, Stanton Roseman offers insights, observations, and personalized financial strategies to help clients achieve their short- and long-term goals. With a focus on retirement planning, estate preservation, and market volatility, Stanton Roseman works closely with clients to develop customized plans tailored to their individual needs. As a CERTIFIED FINANCIAL PLANNER™ professional with years of experience in the industry, Stanton Roseman is dedicated to building strong client relationships based on trust and personalized service. Backed by the global resources of Merrill Lynch, Stanton Roseman and his team provide clients with the tools and guidance needed to navigate the complexities of the financial world. Whether you are planning for retirement, funding a child's education, or preparing for the future, Stanton Roseman is committed to helping you achieve your goals. Contact Stanton Roseman today to start building a personalized financial plan that aligns with your aspirations and priorities.
333 S Hope St, Los Angeles, CA 90071, United States -
Cloud-CPA / CloudPersonnel
● ClosedCloud-CPA / CloudPersonnel is a cutting-edge institution located at 14831 Whittier Boulevard in Whittier, California, United States. Specializing in accounting and finance, this institution offers innovative cloud-based solutions for businesses and individuals looking to streamline their financial processes. With a team of experienced professionals, Cloud-CPA / CloudPersonnel provides personalized services tailored to meet the unique needs of each client. Whether you are looking for accounting services or assistance with personnel management, this institution is dedicated to helping you achieve your financial goals efficiently and effectively.
14831 Whittier Blvd # 202, Whittier, CA 90605, United States -
JDT Associates
● ClosedJDT Associates is a reputable accounting and finance institution located at 120 Vantis Drive in Aliso Viejo, California, United States. Our commitment to precision, quality, and perseverance sets us apart in the industry. With years of experience and expertise, we provide efficient and honest services that deliver remarkable results. Our team at JDT Associates treats clients with courtesy and integrity, ensuring that you are in good hands. We have a consistent track record of uncompromising ethics, instilling confidence and trust in our clients. Utilizing cutting-edge technology, we are able to respond quickly and provide relevant information and perspectives.
120 Vantis Dr, Aliso Viejo, CA 92656, United States -
Anderson & Associates, CPA
● ClosedAnderson & Associates, CPA is a renowned accounting and finance institution located at 3576 Arlington Avenue in Riverside, California, United States. With over 40 years of experience, we specialize in providing businesses and individuals with top-notch tax return preparation, financial statement composition, and bookkeeping services in the Southern California region. Our professional team offers tailored solutions for business tax and financial statement preparations, bookkeeping, payroll services, and business accounting technology consulting. Additionally, we provide customized QuickBooks® training and setup through remote access to ensure our clients have the tools they need to succeed in their financial endeavors. Choose Anderson & Associates, CPA for expert financial and investment consulting services.
3576 Arlington Ave #200, Riverside, CA 92506, United States -
FirstCorr Financial Services LLC
● ClosedFirstCorr Financial Services LLC is a leading accounting and finance institution located at 43537 Ridge Park Drive in Temecula, California, United States. Our firm is dedicated to charting your financial future, offering a wide range of services to individuals, business owners, and independent professionals. With a team of experienced professionals, we provide expert financial management to help our clients achieve tangible success. Our mission at FirstCorr Financial Services is to empower our clients with the knowledge and tools necessary to make informed financial decisions. Through precise data, resources, and expertise, we guide our clients towards financial success. Stay connected with us to receive the latest updates, events, and stories directly in your inbox by joining our mailing list.
43537 Ridge Park Dr, Temecula, CA 92590, United States -
Accounting Combat
● ClosedAccounting Combat is a leading institution located at 580 Sandy Lane in San Marcos, California, United States. Specializing in accounting and finance, our institution offers a wide range of courses and programs designed to equip students with the skills and knowledge needed to excel in the competitive world of finance. Our experienced faculty and state-of-the-art facilities ensure that students receive a high-quality education that prepares them for successful careers in the accounting and finance industries. Join us at Accounting Combat and start your journey towards a rewarding and lucrative career in finance.
580 Sandy Ln, San Marcos, CA 92078, United States -
SET Advisors
● OpenSET Advisors is a premier institution located at 3919 30th Street in San Diego, California, United States. Specializing in accounting and finance, SET Advisors caters to over 300 Airbnb clients with multiple income streams, offering expert guidance on using short-term real estate as a wealth-building tool while maintaining tax advantages. Whether you're a freelancer, Airbnb host, or independent contractor, SET Advisors provides tailored tax preparation services to save you time, money, and give you peace of mind. With a deep understanding of the sharing economy, SET Advisors offers a range of services to optimize financial success in the Airbnb and 1099 landscape. Their team of experienced accountants is dedicated to helping clients navigate tax planning, compliance, preparation, and savings. From individual and business income tax return preparation to compliance with local, state, and federal regulatory requirements, SET Advisors is committed to providing top-notch accounting solutions. Clients rave about their expertise, efficiency, and personalized approach, making SET Advisors a trusted partner for all accounting and tax needs.
3919 30th St, San Diego, CA 92104, United States -
Fox Caliber, A Professional Accountancy Corporation
● ClosedFox Caliber, A Professional Accountancy Corporation, located at 2567 K Street in San Diego, California, is a trusted institution specializing in accounting and finance services. From tax preparation and planning to outsourced CFO services and commercial insurance, Fox Caliber caters to a wide range of clients including individuals, businesses, and trusts. With a focus on individual taxation, tax planning, and insurance solutions such as property, life, and umbrella policies, Fox Caliber is dedicated to helping clients maximize their financial benefits while navigating the complexities of tax laws and regulations. At Fox Caliber, we understand the importance of staying up-to-date with ever-changing tax policies and rules. Our team of experts is committed to providing personalized solutions and proactive guidance to address any taxation issues and opportunities for our clients. Whether you need assistance with tax consulting, outsourced CFO services, or business consulting, Fox Caliber is just a call, text, or email away. We offer remote collaboration options using online tools such as MS Teams and Skype, making it convenient for clients to access our services from anywhere. Contact Fox Caliber today to schedule a complimentary consultation and discover how we can help you achieve your financial goals.
2567 K St, San Diego, CA 92102, United States -
Pam's Financial Solutions
● ClosedPam's Financial Solutions, located at 9245 Laguna Springs Drive in Elk Grove, California, offers cloud-based virtual accounting solutions to small and medium sized companies in the Sacramento and Bay Area regions of Northern California. As a virtual financial solutions provider, PFS specializes in customized financial services including accounting, bookkeeping, financial reporting, management consulting, software integrations, and staff training. With a focus on utilizing cloud-based software tools for greater efficiency and workflow, PFS aims to provide the highest level of financial consulting to help businesses work smarter and faster. QuickBooks, one of the products offered by PFS, provides all the necessary tools for invoicing, bill payment, mobile payments, expense tracking, and tax preparation. Choose Pam's Financial Solutions for all your accounting and finance needs.
9245 Laguna Springs Dr #200, Elk Grove, CA 95758, United States -
Atlas Accounting
● ClosedAtlas Accounting is a Sacramento-based CPA firm located at 1321 Howe Avenue, Sacramento, California. Specializing in outsourced CFO, Controller, accounting, and finance services, our goal is to maximize cash flow while minimizing tax liability for our clients. Founded by Alex Neverov, our firm is dedicated to helping businesses take control of their internal accounting operations and systems. At Atlas Accounting, we believe that every business owner should have the tools and resources to succeed and grow. Our tailored accounting services, including payroll services and tax expertise, are designed to meet the unique needs of each client. With accurate and up-to-date record keeping, we strive to ensure reliability and efficiency for all parties involved.
1321 Howe Ave Unit 201, Sacramento, CA 95825, United States -
Safe Harbor, CPA and Accountants
● ClosedSafe Harbor, CPA and Accountants is a top-rated accounting and finance institution located at 5812 Geary Boulevard in San Francisco, California. Our team of best-in-class accountants is dedicated to helping San Francisco residents master the art and science of minimizing taxes and optimizing business finances. We provide tools and resources to keep clients up-to-date with tax issues and offer one-on-one consultations for personalized assistance. Tax laws are constantly changing at both the local and federal levels, making it essential to stay informed. Our goal is to be the best CPA firm in San Francisco, offering exceptional service at affordable rates. Our clients have praised our professionalism, expertise, and attention to detail in handling complex tax matters.
5812 Geary Blvd, San Francisco, CA 94121, United States -
Safe Harbor CPA and Accountants
● OpenSafe Harbor CPA and Accountants is a top-rated accounting and finance institution located at 360 22nd Street in Oakland, California, United States. Our team of best-in-class accountants is dedicated to helping San Francisco residents master the art and science of minimizing taxes and optimizing business finances. We offer a range of tools and information resources to keep our clients up-to-date with tax issues, as well as one-on-one consultations for personalized guidance. With tax laws constantly changing at both the state and federal levels, it's important to stay informed. Our goal is to be the best CPA firm in San Francisco, and our reviews speak for themselves. Clients have praised our affordable services, exceptional professionalism, and expertise in handling complex tax situations.
360 22nd St #530, Oakland, CA 94612, United States -
Palm Capital Management
● ClosedPalm Capital Management is a finance institution located at 23622 Calabasas Road in Calabasas, California, United States. Our financial planning tools and technology provide a visual guide to monitor the likelihood of your financial success and help you develop a plan for a successful retirement. We aim to empower our clients to be in control of their legacy and avoid probate when possible. Our team has the resources to help you manage risk and protect your family. Alano Massi, quoted in various publications, leads our firm which specializes in investment advisory services for individuals, families, and small businesses across America. Whether you are preparing for retirement, approaching retirement, or already retired, our financial planners will create a customized strategy tailored to your unique goals and needs. Please note that the material on our website is for informational purposes only and is not a solicitation to purchase or sell any security. Past performance is not indicative of future results. We are committed to providing the best financial planning services to our clients and thank you for requesting your free sample financial plan. Check your email, including spam folder, for more information.
23622 Calabasas Rd # 102, Calabasas, CA 91302, United States -
Merrill Lynch Financial Advisor Marc Gamberdella
● ClosedMerrill Lynch Financial Advisor Marc Gamberdella, located at 1424 State Street in Santa Barbara, California, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Marc, along with his team, focuses on understanding your goals and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for retirement. With expertise in financial and estate planning, the team at Merrill Lynch Wealth Management can help you manage, grow, and preserve your wealth for the future. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're preparing for major life events or simply looking to stay on track with your financial goals, Marc Gamberdella and his team are committed to helping you achieve what matters most to you. Please note that Marc does not provide legal or tax advice, and it is recommended to consult with your own legal and tax advisors before making any financial decisions.
1424 State St, Santa Barbara, CA 93101, United States -
The Miliare Group
● ClosedThe Miliare Group, located at 2280 Wardlow Circle in Corona, California, is a finance institution dedicated to providing financial education and tools to everyday families and businesses. Our team of leaders is trusted by top companies in the industry to present products that can help families and businesses thrive. Our innovative business model is designed to set you up for success and empower you to become a financial services business owner. As a financial professional with The Miliare Group, we focus on your needs, goals, and objectives to help you create a sound strategy for the future. Our platform offers choice and flexibility, with a wide selection of products and services from well-known insurance and financial services providers. By creating a diverse strategy, we can help you prepare for the future and safeguard the lifestyle you've built.
2280 Wardlow Cir # 205, Corona, CA 92880, United States
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