Tax services and advice in Santa Cruz, CA
31 results found
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Countryside Financial Services
● OpenCountryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States. With a commitment to providing top-notch financial solutions to individuals and businesses in the community, Countryside Financial Services offers a wide range of services including loans, investment advice, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to experience personalized service and expert financial guidance.
411 Kelly Ln, Santa Cruz, CA 95060, United States -
Alves Tax and Financial Services Inc
● OpenAlves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a background as a retired IRS agent, Mary Alves offers expert advice and solutions to help individuals facing tax debt and IRS issues. With a focus on protecting families and assets, Mary can help stop tax liens, wage garnishment, late penalties, and levies with delinquent payroll taxes. She provides free confidential consultations and prides herself on her knowledge of tax laws and her ability to navigate through audits and collection matters with government bodies. Clients have praised Mary for her excellent knowledge, timely preparation of taxes, and personable nature. With appointments available in Santa Cruz and San Jose, Mary guarantees the best service in the business. Stop the anxiety and get help facing the IRS today with Alves Tax and Financial Services Inc.
325 Soquel Ave, Santa Cruz, CA 95062, United States -
Dollars and Sense
● OpenDollars and Sense is a reputable accounting and finance institution located at 1734 Seabright Avenue in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are here to help you make sense of your dollars. Contact us today to schedule a consultation and take control of your finances.
1734 Seabright Ave, Santa Cruz, CA 95062, United States -
Coast Financial Services, Inc.
● OpenCoast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States -
Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenLisa Rosenau is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 125 Water Street in Santa Cruz, California. With a focus on helping clients achieve their financial goals and build a secure future, Lisa provides personalized financial planning and investment advice. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Lisa Rosenau is dedicated to helping you navigate the complexities of the financial world. Contact her today to start on the path towards financial success.
125 Water St Ste A3, Santa Cruz, CA 95060, United States -
C Obert & Co
● ClosedC Obert & Co is a trusted car repair and store located at 301 Encinal Street in Santa Cruz, California. With a team of experienced professionals, they offer top-notch services for all your automotive needs. Whether you need a routine maintenance check or a major repair, you can count on C Obert & Co to provide reliable and efficient service. Visit them today for all your car care needs.
301 Encinal St, Santa Cruz, CA 95060, United States -
Susan Rodriguez - State Farm Insurance Agent
● ClosedSusan Rodriguez - State Farm Insurance Agent is an insurance agency located at 799 Foothill Boulevard, San Luis Obispo, California, United States. Susan Rodriguez has been with State Farm since 1987 and opened her agency in 2003, offering home insurance, auto insurance, and life insurance on the Central Coast. As a breast cancer survivor, Susan understands the importance of taking time for herself and her loved ones. She is a graduate of the University of California at Santa Cruz and a member of the San Luis Obispo Chamber of Commerce since 2003. Susan is also a State of California Notary Public and a Women's Legacy Fund Leader. At Susan Rodriguez - State Farm Insurance Agent, customers can find a State Farm Road Atlas for their travels and pick up a 2024 calendar. The agency provides valuable information on topics such as drunk driving, first cars for new drivers, and document retention. Customers can reach out for assistance with sensitive information or if they are having trouble accessing the website.
799 Foothill Blvd D, San Luis Obispo, CA 93405, United States -
Jeffrey T. Killeen, Attorney at Law
● OpenJeffrey T. Killeen, Attorney at Law is a reputable legal institution located at 303 Potrero Street in Santa Cruz, California. With years of experience and expertise in various areas of law, including criminal defense, personal injury, and family law, Mr. Killeen provides top-notch legal services to clients in need. Whether you are facing a legal dispute or seeking legal advice, Jeffrey T. Killeen, Attorney at Law is dedicated to providing professional and personalized representation to help you navigate the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
303 Potrero St #52, Santa Cruz, CA 95060, United States -
Aleene "Ace" Althouse - State Farm Insurance Agent
● OpenAleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.
1215 Mission St, Santa Cruz, CA 95060, United States -
Lauren Foos - State Farm Insurance Agent
● OpenLauren Foos - State Farm Insurance Agent is a local insurance agency located at 2959 Park Avenue, Soquel, California, United States. As a small business owner in Soquel, Lauren and his team are dedicated to taking care of all your insurance needs. They offer free, timely quotes and excellent customer service. Lauren has 34 years of insurance industry experience and his office has been voted the Santa Cruz Sentinel Reader’s Choice Insurance Agent award multiple times. Their office is conveniently located between Soquel and Aptos, in the county of Santa Cruz. They are dog-friendly and you may even meet Oscar, their red polo-wearing dachshund. The office is wheelchair accessible and appointments can be scheduled at the office, at your home, or over the phone.
2959 Park Ave ste b, Soquel, CA 95073, United States -
Margarita Nicol - State Farm Insurance Agent
● OpenMargarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.
2121 41st Ave STE 103, Capitola, CA 95010, United States -
Pete Alexander - State Farm Insurance Agent
● ClosedWelcome to the Pete Alexander State Farm Insurance office located at 2000 Freedom Boulevard in Freedom, California. Our insurance agency, conveniently situated at the corner of Airport and Freedom Blvd in the Safeway Shopping Center, is dedicated to serving the residents of Santa Cruz, San Benito, and Monterey Counties with top-notch Insurance and Financial Services. With over 42 years of experience in the Santa Cruz area, Pete Alexander has deep roots in the community and is committed to helping customers protect what matters most to them. The office specializes in Auto, Motorcycle, ATV, Life Insurance, and Med Supplement coverage. Pete is supported by a team of 6 bilingual licensed Insurance Professionals who are dedicated to finding the right insurance coverage for your specific needs.
2000 Freedom Blvd Ste A, Freedom, CA 95019, United States -
Weist Law
● OpenWeist Law is a full-service public finance law firm located at 20 South Santa Cruz Avenue, Los Gatos, California, United States. Specializing in serving as Bond Counsel & Special Counsel for California Public Agencies, our team of lawyers and registered municipal advisors work together to provide superior legal and financial guidance for projects of all sizes and complexities. With a focus on cost-efficient, effective legal and financing strategies, we empower public agencies to think outside the box, spend public funds wisely, and promote intergenerational equity. Our team pioneers creative legal and financial strategies for financing projects and stays up to date on low-cost loan, grant, and tax credit opportunities, as well as applicable laws and regulations.
20 S Santa Cruz Ave, Los Gatos, CA 95030, United States -
Wildflower Financial
● OpenWildflower Financial is a leading finance institution located at 120 Church Street in the vibrant city of Santa Cruz, California, United States. With a team of dedicated professionals, Wildflower Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Wildflower Financial is here to provide expert guidance and personalized solutions. Trust in Wildflower Financial to help you cultivate a strong financial future.
120 Church St, Santa Cruz, CA 95060, United States -
Babcock Heather CPA
● OpenBabcock Heather CPA is a reputable accounting and finance institution located at 428 King Street in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Babcock Heather CPA for reliable and accurate financial advice to help them achieve their goals.
428 King St, Santa Cruz, CA 95060, United States -
Scott Tucker - Morgan Stanley
● OpenScott Tucker - Morgan Stanley is a finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a focus on providing comprehensive financial services, the institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Scott Tucker - Morgan Stanley is dedicated to delivering top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Scott Tucker - Morgan Stanley is committed to helping you make informed decisions and navigate the complexities of the financial world.
6004 La Madrona Dr, Santa Cruz, CA 95066, United States -
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
● OpenEdward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ is a reputable financial institution located at 1414 Soquel Avenue in Santa Cruz, California. As a Certified Retirement Planning Counselor, Kris A Schilperoort offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and retirement planning, Edward Jones provides a comprehensive approach to wealth management. Trust Kris A Schilperoort and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
1414 Soquel Ave #107, Santa Cruz, CA 95062, United States -
Tristan Kass - Morgan Stanley
● OpenTristan Kass - Morgan Stanley is a prestigious finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a strong reputation for excellence in financial services, Tristan Kass - Morgan Stanley offers a wide range of investment and wealth management solutions to clients in the Santa Cruz area and beyond. The knowledgeable team at Tristan Kass - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tristan Kass - Morgan Stanley is committed to providing personalized and professional financial advice tailored to your individual needs.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
Richard Kapchuk - Morgan Stanley
● OpenRichard Kapchuk - Morgan Stanley is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. As a branch of the prestigious Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or plan for retirement, Richard Kapchuk - Morgan Stanley is dedicated to providing top-notch financial advice and services.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
The Bargetto Ingesson Evans Group - Morgan Stanley
● OpenThe Bargetto Ingesson Evans Group - Morgan Stanley is a prestigious finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. From investment strategies to wealth management, this institution is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike. Trust in The Bargetto Ingesson Evans Group - Morgan Stanley for all your financial needs.
6004 La Madrona Dr, Santa Cruz, CA 95066, United States -
H&R Block
● OpenH&R Block is a well-established accounting and finance institution located at 724 Water Street in Santa Cruz, California, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.
724 Water St, Santa Cruz, CA 95060, United States -
Windsor Accounting
● OpenWindsor Accounting is a reputable institution located at 899 Santa Cruz Avenue in Menlo Park, California, United States. Specializing in accounting and finance services, Windsor Accounting offers a wide range of professional services to individuals and businesses in the area. With a team of experienced accountants and financial experts, they provide expert advice, tax preparation, bookkeeping, and financial planning services. Whether you are a small business owner or an individual looking for financial guidance, Windsor Accounting is dedicated to helping you achieve your financial goals.
899 Santa Cruz Ave #206, Menlo Park, CA 94025, United States -
Diane F. Drake C.P.A
● OpenDiane F. Drake C.P.A is a reputable accounting and finance institution located in Los Gatos, California. With a convenient location at 20 South Santa Cruz Avenue, this institution offers top-notch services in the field of accounting and finance. Led by experienced professionals, Diane F. Drake C.P.A provides expert advice and assistance to individuals and businesses in managing their financial needs. Whether you need help with tax preparation, auditing, or financial planning, this institution is dedicated to providing quality service and personalized solutions to meet your specific needs. Trust Diane F. Drake C.P.A for all your accounting and finance needs in the Los Gatos area.
20 S Santa Cruz Ave # 210, Los Gatos, CA 95030, United States -
The Numbers Witch
● OpenThe Numbers Witch is a unique accounting and finance institution located in Santa Cruz, California. With a reputation for conjuring up good Bookkeeping Juju since the late 20th century, The Numbers Witch is known for their expertise in managing finances for nonprofit arts organizations. The founder, Jenee, is a financial badass with a depth of knowledge and efficiency that is extraordinary. From creating budgets to managing payroll, The Numbers Witch is dedicated to making financial processes easier for their clients. Clients rave about Jenee's ability to collaborate and her solid advice, making her a trusted partner for all financial needs. Visit The Numbers Witch at 334 Walnut Avenue for expert financial services with a touch of magic.
334 Walnut Ave, Santa Cruz, CA 95060, United States -
Jane Becker Law Office: Becker Jane
● ClosedJane Becker Law Office, located at 1537 Pacific Avenue in Santa Cruz, California, is a trusted legal institution specializing in providing expert legal services in various areas of law. Led by the experienced attorney, Jane Becker, the firm is dedicated to providing top-notch legal representation and advice to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Jane Becker Law Office is here to help. With a commitment to excellence and a passion for justice, Becker Jane is the go-to lawyer for all your legal needs in Santa Cruz and beyond.
1537 Pacific Ave # 201, Santa Cruz, CA 95060, United States -
Drenched IV Incorporated
● OpenWelcome to Drenched IV Incorporated, your premier mobile IV hydration and vitamin therapy service in Monterey, California. Located at 550 Figueroa Street, we specialize in bringing wellness directly to your doorstep, offering a variety of infusion therapies tailored to meet your unique health needs. Our professional team provides a wide range of services, from Energy and Focus infusions to Recovery and Hangover Relief, and specialized Women’s Health Support. Each infusion is expertly crafted with a blend of essential vitamins, minerals, electrolytes, amino acids, antioxidants, and NAD to give your body a comprehensive wellness boost. Whether you're preparing for a big event or recovering from a strenuous workout, our therapies are designed to support your lifestyle and enhance your well-being.
550 Figueroa Street, Monterey, California 93940, United States -
BMO
● OpenWelcome to BMO, your trusted financial partner located at 1551 Pacific Avenue, Santa Cruz, California 95060. As a full-service branch, we offer a comprehensive range of banking services tailored to meet the needs of both personal and commercial customers. Whether you're looking for everyday banking solutions, investment opportunities, or lending products, our dedicated team is here to assist you. At BMO, we are committed to providing you with secure and reliable financial services. As a member of the FDIC, our banking products and services are subject to bank and credit approval, ensuring that your financial needs are met with the highest standards of security and compliance.
1551 Pacific Avenue, Santa Cruz, California 95060, United States -
Mario Desantis & Associates
● OpenWelcome to Mario Desantis & Associates, your trusted real estate partner located at 6990 California 9, Felton, California. Specializing in serving Santa Cruz, Santa Clara Counties, and beyond, our agency is committed to guiding you through every step of your real estate journey with expertise and dedication. Led by Mario Desantis, a passionate and driven real estate professional originally from Altamura, Puglia, Italy, our team is built on the foundation of trust, knowledge, and personalized service. Mario's journey to the United States began with a vacation to Santa Cruz, where he fell in love with the city, its redwoods, and its vibrant community. His commitment to personal growth, including mastering English and Spanish, is reflected in his approach to real estate—always striving for excellence and client satisfaction.
6990 California 9, Felton, California 95018, United States -
Desantis & Associates
● OpenWelcome to Desantis & Associates, your trusted partner in real estate, proudly serving Santa Cruz, Santa Clara Counties, and beyond. Located at 6990 California 9, Felton, California, we are dedicated to helping you navigate your real estate journey with confidence and ease. Led by Mario Desantis, a passionate and results-driven real estate expert, our team is committed to exceeding your expectations. Mario's journey from Altamura, Italy, to the vibrant community of Santa Cruz has enriched his multicultural perspective and fueled his dedication to helping others achieve the dream of homeownership. Fluent in English, Spanish, and Italian, Mario is uniquely equipped to assist clients from diverse backgrounds, including those relocating from outside the U.S. His extensive knowledge of the local market, coupled with high-level training and unwavering dedication, ensures that whether you're buying or selling, you receive the best possible service.
6990 California 9, Felton, California 95018, United States -
Mario Desantis & Associates
● OpenWelcome to Mario Desantis & Associates, your trusted real estate agency located at 4746 Soquel Drive, Soquel, California. Proudly serving Santa Cruz, Santa Clara Counties, and beyond, we are committed to guiding you through your real estate journey with unparalleled dedication and expertise. Founded by Mario Desantis, a visionary real estate agent with a passion for helping others achieve their homeownership dreams, our agency is built on trust, knowledge, and a relentless drive for results. Mario's journey from Altamura, Italy, to the vibrant community of Santa Cruz, California, has imbued him with a unique perspective and a deep appreciation for the cultural richness of the area.
4746 Soquel Drive, Soquel, California 95073, United States
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