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TOP 30 Tax savings in Los Altos, CA
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Oakhurst Financial
Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC®
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States. With a focus on providing personalized financial planning services, Cynthia A Wemyss, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), helps clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Cynthia and her team at Edward Jones are dedicated to providing expert advice and guidance to help you make informed financial decisions.
Knight & Co
Knight & Co is an accounting and finance institution located at 419 South San Antonio Road in Los Altos, California, United States. Established in 1954, our family firm has been dedicated to serving individuals and small businesses with their tax filings and accounting needs. Over the years, our clientele has expanded to include a wide range of entities and individuals, and our services have grown to encompass all types of tax and accounting engagements, as well as consulting for operations management and wealth management services. At Knight & Co, we pride ourselves on leveraging technology, common sense, and technical skill to help our clients save time and money. Our goal is to assist you in reaching your financial goals, whether it be through tax planning, accounting services, or wealth management. With our expertise and personalized approach, we strive to help you succeed in all your financial endeavors. Let Knight & Co be your trusted partner in achieving financial success.
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