TOP 10 Best Tax savings strategies in Saratoga, California
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Pat Stoller Tax Services
Pat Stoller Tax Services is a leading accounting and finance institution located at 920 Saratoga Avenue in San Jose, California, United States. With years of experience and expertise in tax services, they offer personalized solutions to individuals and businesses to help them navigate the complexities of the tax system. Whether you need help with tax planning, preparation, or filing, the team at Pat Stoller Tax Services is dedicated to providing top-notch service and ensuring your financial success. Trust them to handle all your tax needs with professionalism and efficiency.
Tax Goddess
Tax Goddess is a renowned accounting and finance institution located at 690 Saratoga Avenue in San Jose, California, United States. With a team of highly skilled professionals, Tax Goddess specializes in providing expert tax and financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Tax Goddess is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Trust Tax Goddess to be your go-to resource for all your accounting and finance needs.
Retirement Capital Strategies (RCS)
Retirement Capital Strategies (RCS) is a finance institution located at 1190 Saratoga Avenue in San Jose, California, United States. RCS specializes in helping individuals plan and manage their finances for retirement. With a team of experienced financial advisors, RCS offers personalized strategies and solutions to help clients achieve their retirement goals. Whether you are looking to grow your wealth, protect your assets, or plan for a comfortable retirement, RCS is dedicated to providing expert guidance and support every step of the way.
H&R Block
H&R Block is a trusted accounting and finance institution located at 1426 El Paseo de Saratoga in San Jose, California. With a strong presence in the United States, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their team of experienced professionals are dedicated to providing top-notch service and expertise to help individuals and businesses navigate their financial needs effectively. Whether you're looking for assistance with tax filing or need help with financial planning, H&R Block is here to help.
SV Financial Services
SV Financial Services is a leading finance institution located at 21475 Mount Eden Court in Saratoga, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust SV Financial Services to provide you with expert guidance and personalized solutions for all your financial needs.
Cathleen Petersen Financial
Cathleen Petersen Financial is a reputable finance institution located at 14583 Big Basin Way in Saratoga, California, United States. With a strong focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Cathleen Petersen Financial is here to provide you with the guidance and support you need. Trust in our expertise and experience to help you secure your financial future.
Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™
Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™ is a reputable finance institution located at 14375 Saratoga Avenue in Saratoga, California, United States. Lucy McGuire, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™), offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a comprehensive approach to financial planning, Lucy McGuire and the team at Edward Jones are dedicated to helping clients navigate the complexities of investing and retirement planning. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Lucy McGuire is committed to providing you with the guidance and support you need to make informed financial decisions.
BetterWealth
BetterWealth is a leading financial institution located at 1475 Saratoga Avenue in San Jose, California. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the individual needs of each client. Trust BetterWealth to provide you with expert financial advice and guidance to help you build a better financial future.
Albert Lee CFP
Albert Lee CFP is a reputable finance institution located at 275 Saratoga Avenue in Santa Clara, California, United States. Specializing in financial planning and investment management, Albert Lee CFP provides personalized services to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial advice and strategies tailored to each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Albert Lee CFP is dedicated to helping you secure a stable financial future.
TaxZerone
TaxZerone is a trusted institution located at 690 Saratoga Avenue, San Jose, California, United States, specializing in accounting and finance services. If you need to extend your tax filing deadline, TaxZerone can help you e-file Form 7004 or 4868 for an additional 6 months with just 3 simple steps. They also offer fast and easy e-filing for nonprofit tax forms such as Form 990-N, 990-EZ, 990, and 990-PF. With TaxZerone, you can confidently file a wide range of IRS forms, including employment tax forms like Form 941 and Form 940, as well as information returns like Form 1099-NEC and Form 1099-MISC. They also help with filing Form W-2 for employees and HVUT returns for trucks, allowing you to claim refunds of excise taxes.
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ is a reputable finance institution located at 12297 Saratoga Sunnyvale Road in Saratoga, California, United States. As a dedicated financial advisor, Glynis A Wineinger, AAMS™ offers personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Glynis A Wineinger, AAMS™ provides expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ is committed to helping clients secure their financial future.
ARIA Wealth Management
ARIA Wealth Management is a leading finance institution located at 20640 3rd Street in Saratoga, California, United States. With a focus on personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ARIA Wealth Management offers comprehensive services tailored to meet your individual needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure a brighter financial future.
Lexington Financial
Lexington Financial is a leading finance institution located at 260 Saratoga-Los Gatos Road in Los Gatos, California. As a trusted provider of financial services, Lexington Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lexington Financial is dedicated to providing personalized and comprehensive financial advice to help clients navigate complex financial decisions. Whether you are looking to invest, save for the future, or secure a loan, Lexington Financial is committed to helping you succeed. Visit us today to learn more about our services and how we can help you achieve financial success.
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services, LLC
Herminia Ojeda - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 920 Saratoga Avenue in San Jose, California. Specializing in providing personalized financial planning and investment advice, Herminia Ojeda helps clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and offering comprehensive financial solutions, Herminia Ojeda is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact Herminia Ojeda today to start your journey towards financial success.
Centaurus Financial Inc
Centaurus Financial Inc is a finance institution located at 940 Saratoga Avenue in San Jose, California, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking for investment guidance, retirement planning, or wealth management services, Centaurus Financial Inc is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center is located at 1695 Saratoga Avenue in San Jose, California. As a finance institution, we provide personalized advice and guidance to help you achieve your financial goals. Our team of Merrill Financial Solutions Advisors can help you plan for the future and make informed investment decisions. Whether you are looking to save for retirement, build wealth, or protect your assets, we have the tools and expertise to assist you. Please note that investing in securities involves risks, and our team is here to help you navigate the complexities of the market. Additionally, we offer a range of banking products through Bank of America, N.A. and affiliated banks. Contact us today to schedule a consultation with one of our advisors and start working towards your financial aspirations.
The Perreault Birmingham Group LLC
The Perreault Birmingham Group LLC is a finance institution located at 20115 Bonnie Brae Way in Saratoga, California. With a focus on providing personalized financial services to clients, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.
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