Tax services for entrepreneurs in California
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TRC Financial
● OpenTRC Financial is an independent insurance agency located in Irvine, California, United States. With a focus on life, disability, and long-term care insurance, we help our clients protect their wealth and preserve their legacies. Our experienced team specializes in structuring and administering large life insurance portfolios for entrepreneurs, affluent families, and institutions. We have decades of experience in underwriting and managing custom insurance solutions for our clients, offering proprietary products not available in the retail market. As an independent firm, we provide unbiased advice to our clients and their advisors, with direct access to insurance carrier products and designs. Our long-standing relationships with clients are built on trust and exceptional service. We offer innovative benefit plans and investment accounts to help clients achieve tax-deferral on investment gains and transfer wealth to future generations.
1 Post #150, Irvine, CA 92618, United States -
Venture US
● OpenVenture US is a travel agency located at 12881 Knott Street in Garden Grove, California. In addition to travel services, we also offer a range of business formation services including obtaining Employer Identification Numbers, filing Articles of Incorporation, and assisting with trademark and copyright services. Our team also provides support with labor compliance, business planning, and securing licenses and permits. We specialize in assisting Filipino entrepreneurs looking to start a business in the United States, offering end-to-end solutions from the initial stages to the operational phase. Our goal is to provide the best recommendations and support to our clients throughout their business journey. Visit us at the Law Office of Jayson M. Aquino for all your business needs.
Located at Law Office of Jayson M. Aquino, 12881 Knott St #221, Garden Grove, CA 92841, United States -
Alfredo Gonzalez Jr. - State Farm Insurance Agent
● OpenAlfredo Gonzalez Jr. - State Farm Insurance Agent is an insurance agency located at 10844 Atlantic Avenue in Lynwood, California, United States. Our office is conveniently situated on Atlantic Avenue between Abbott Rd and Imperial Hwy, across the street from McDonalds. We offer a range of insurance services including auto, life, health, and more. Our agency has been serving customers since 2007 and our State Farm Agent in Lynwood since 2013. We are licensed to do business anywhere in the state and have clients from California, Arizona, and Oregon. As a State Farm representative, we offer commercial auto insurance, life insurance, health insurance, and pet insurance. Our mission is to help individuals manage risk through personalized insurance and financial service options. We strive to be there for our customers when they need us most and to make our community a better place through information and involvement.
10844 Atlantic Ave, Lynwood, CA 90262, United States -
Semanchik Law Group
● OpenSemanchik Law Group, located in San Diego, California, is a modern law firm with a focus on providing quality legal services to small businesses, nonprofits, and individuals. Led by Founding Attorney Nikki Semanchik, the firm aims to make legal services accessible and hassle-free for clients. With a virtual office and a commitment to using technology to simplify the legal process, Semanchik Law Group prioritizes personal relationships and takes the time to understand the unique needs of each client. Specializing in estate planning, probate, business law, and nonprofit formation, Semanchik Law Group offers comprehensive legal services tailored to entrepreneurs, philanthropists, and families. Whether you need assistance starting a business, forming a nonprofit, or creating an estate plan, the experienced attorneys at Semanchik Law Group are dedicated to helping you achieve your goals.
2869 Historic Decatur Rd #500, San Diego, CA 92106, United States -
SCORE
● OpenSCORE is a finance institution located at 455 Market Street in San Francisco, California, United States. Whether you're a new entrepreneur with an innovative idea or a small business owner looking to expand, SCORE is here to assist you. Our mentors, who have experience as small business owners, are ready to support you every step of the way. Join our free webinar series to learn the secrets to success in selling on Amazon, from setting up your account to advanced growth strategies. We also offer SCOREBoard workshops where you can gain insights from experienced mentors in a personalized setting.
455 Market St Ste 600, San Francisco, CA 94105, United States -
Mission Economic Development Agency
● OpenMission Economic Development Agency (MEDA) is located at 2301 Mission Street in San Francisco, California. As an institution specializing in accounting and finance, MEDA is deeply rooted in the Mission District of San Francisco and is dedicated to advancing a national equity movement by promoting Latino prosperity, community ownership, and civic power. MEDA offers a variety of services to support the community, including preserving and producing affordable housing for all San Franciscans, providing free workshops and coaching for first-time homebuyers and individuals seeking below-market-rate apartments, and offering assistance in reducing debt, increasing income, and improving credit scores.
2301 Mission St #301, San Francisco, CA 94110, United States -
The Founder's Attorney
● OpenLocated at 12130 Millennium Drive in Los Angeles, California, The Founder's Attorney is a legal institution specializing in assisting entrepreneurs and startups in navigating the challenges of starting a company. With a focus on providing personalized and friendly service, The Founder's Attorney offers expertise in various practice areas. Testimonials from satisfied clients praise Curtis, the founder of the institution, for his genuine and approachable demeanor, as well as his dedication to adding value to their businesses. Many clients appreciate his knowledge and expertise in starting up businesses, noting that his advice is both honest and beneficial.
12130 Millennium Dr, Los Angeles, CA 90094, United States -
KKOS Lawyers
● OpenKKOS Lawyers is a prestigious law firm located in Irvine, California, United States. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, KKOS Lawyers is here to help. Our office is conveniently located at 7700 Irvine Center Drive, making it easily accessible to clients in the Irvine area. Trust KKOS Lawyers to advocate for your rights and provide expert legal counsel.
7700 Irvine Center Dr #800, Irvine, CA 92618, United States -
Griffin | A Professional Law Corp.
● OpenGriffin | A Professional Law Corp. is a legal institution located at 1255 West Colton Avenue, Redlands, California, United States. Specializing in business law, the team at Griffin understands the challenges and complexities of launching and running a successful business. They offer a unique subscription legal plan that goes beyond basic startup and tax advice, providing holistic guidance based on the client's individual circumstances. With a team of experienced professionals who have owned small businesses themselves, Griffin is dedicated to helping entrepreneurs navigate the business landscape and achieve their goals. From branding and marketing strategy to business expansion and compliance, Griffin offers comprehensive legal services to support their clients at every stage of their entrepreneurial journey. With a focus on building lasting relationships and providing timely, crucial information, Griffin aims to serve as the ultimate advisor for their clients. Whether you're just starting out or looking to take your business to the next level, Griffin is there to help turn your entrepreneurial dreams into reality.
1255 W Colton Ave Ste 588, Redlands, CA 92374, United States -
John D Milikowsky Law Office
● OpenJohn D. Milikowsky Law Office is a trusted institution located at 4250 Executive Square in San Diego, California. Specializing in accounting, finance, and legal services, we are dedicated to defending business owners in cases of IRS audits, California Employment Development Department (EDD) worker misclassification audits, SBA PPP loan forgiveness denials, CDTFA sales tax audits, and California Franchise Tax Board Audits. Our team, comprised of former business owners, understands the complexities of the law, audit processes, and the challenges of running a business. We are experienced in handling government tax audits and strive to be the leader you need when facing the IRS, EDD, or other government entities.
4250 Executive Square #650, La Jolla, CA 92037, United States -
Adibi IP Group | Oakland Patent & Trademark Law
● OpenAdibi IP Group | Oakland Patent & Trademark Law is a renowned institution located at 189 3rd Street in Oakland, California, United States. With decades of experience in patent law, our team is dedicated to helping businesses succeed in today's competitive market. We specialize in bringing inventions to market and guiding companies through complex patent and market conditions. Our unparalleled customer service is at the core of our ethos. We strive to create an open environment where clients can effectively communicate their inventions and goals. We provide guidance through the patent process, helping clients avoid pitfalls and maximize their investment.
189 3rd St #4, Oakland, CA 94607, United States -
Nationwide Incorporators, Inc.
● OpenNationwide Incorporators, Inc. is located at 361 Main Street in Orange, California, United States. We specialize in helping entrepreneurs and investors navigate the incorporation process, whether they need an S-Corp, C-Corp, or LLC. Our comprehensive services are designed to get you up and running quickly and affordably. With personalized attention from our experienced attorneys, we can answer your specific questions and walk you through each step of the process. We check the availability of your requested entity names with your formation state, prepare and file your formation documents, and create your new legal entity. We understand that there are several important factors to consider when selecting an entity and tax classification, and we are here to help you make the best decision for your business.
361 Main St Suite 2, Orange, CA 92868, United States -
Law Office of Christina Lewis
● OpenThe Law Office of Christina Lewis, located at 3655 Torrance Boulevard in Torrance, California, offers integrative legal counseling to protect your family and your business. Specializing in Estate Planning, Trust Administration, and Business Law, our firm caters to a diverse range of clients, from entrepreneurs to loving parents and grandparents. Our mission is to help successful families and business owners protect their assets and plan for the distribution of their estate to the right people when the time comes. We understand that personal wealth is often tied to business ownership, and we work to ensure that your business is integrated with your overall estate plan for stability, growth, and success.
3655 Torrance Blvd STE 300, Torrance, CA 90503, United States -
Teeple Hall, LLP
● OpenTeeple Hall, LLP is a renowned institution located at 9255 Towne Centre Drive in San Diego, California, United States. Specializing in accounting, finance, and legal services, Teeple Hall, LLP is dedicated to representing entrepreneurs, privately held businesses, and high net worth individuals and families. With a team of experienced attorneys and professionals, Teeple Hall, LLP has a reputation for excellence in handling complex legal matters both domestically and internationally. The institution's practice areas include Private Client services, Corporate & Transactional law, Tax law, International law, and Litigation. Teeple Hall, LLP is known for its exceptional knowledge of the law and its global perspective on business and private client matters, making it a premier choice for clients seeking expert representation.
9255 Towne Centre Dr # 500, San Diego, CA 92121, United States -
MEG International Counsel, PC
● OpenMEG International Counsel, PC is a premier international law firm located at 4364 Bonita Road, Bonita, California, United States. Specializing in estate planning and international business law, our highly skilled attorneys offer personalized and comprehensive legal services for clients with substantial assets. From business transactions to estate planning, including the drafting of wills and trusts, our team is dedicated to protecting your investments and assets for both current and future generations. Our MEG Cares℠ annual maintenance program ensures that your estate plan will continue to meet your goals and needs throughout your lifetime. Additionally, our DocuBank® online document storage system provides you with 24/7 access to your most important legal documents.
4364 Bonita Rd #274, Bonita, CA 91902, United States -
Gleam Law
● OpenGleam Law is a leading institution located at 1 Market Street, San Francisco, California, United States. Our team of cannabis lawyers is dedicated to serving entrepreneurs and businesses in the marijuana, CBD, and hemp industry. We believe in protecting good ideas and helping our clients thrive in a constantly changing legal landscape. With expertise in business law, intellectual property law, civil litigation, and cannabis banking, our top lawyers are here to guide you through any legal challenge. Whether you're in Washington, Oregon, California, New York, or New Jersey, Gleam Law is ready to assist you. Trust our experienced attorneys to provide you with trusted advice and expert service. Contact us at 1914 Willamette Falls Dr Suite 230 West Linn OR 97068 for all your legal needs.
1 Market St floor 36, San Francisco, CA 94105, United States -
Van Duzer Law
● ClosedVan Duzer Law, located at 10000 Washington Boulevard in Culver City, California, offers personalized estate planning attorney services. Specializing in Trusts, Wills, Probates, Trust Administration, Business Planning, Elder Law, Entrepreneur's Personal Planning, and Charitable Planning, the institution helps individuals plan for the future and ensure their assets are distributed according to their wishes. From drafting trusts and wills to navigating probate processes, Van Duzer Law guides clients through every step of estate planning. The institution also offers business succession planning and charitable planning services, as well as expertise in establishing Special Needs Trusts to provide for impaired or disabled individuals. With a focus on tax savings and tailored solutions for each client, Van Duzer Law is dedicated to helping individuals protect their assets and plan for the future. Contact them at 424.570.4888 or email jennifer@vanduzerlaw.com for more information. Please note that the information on their website is for general educational purposes and not a substitute for legal advice from a licensed attorney.
10000 Washington Blvd #600, Culver City, CA 90232, United States -
Tra Law Group
● OpenTra Law Group is a legal institution located in Los Angeles, California, specializing in providing comprehensive legal services to entrepreneurs and businesses. With a team of professionals who have backgrounds in entrepreneurship and business, we are uniquely equipped to address the diverse challenges and opportunities that our clients face. From small businesses to multi-generational family enterprises, we offer practical and tailored solutions to meet specific needs. Our services include trademark registration, intellectual property protection, business ownership considerations for non-U.S. citizens, and navigating legislative changes such as Proposition 19 and the Corporate Transparency Act. We also assist with establishing real estate limited-liability companies for tax-efficient property transfers.
777 S Alameda St 2nd Fl, Los Angeles, CA 90021, United States -
John D Matrisciano Inc
● OpenJohn D Matrisciano Inc is a health institution located in Los Angeles, California, United States. They offer a range of medical services and treatments to help patients achieve optimal health and well-being. With a team of experienced healthcare professionals, they are dedicated to providing personalized care and support to each individual. Whether you are in need of preventive care, treatment for a specific condition, or ongoing management of a chronic illness, John D Matrisciano Inc is committed to helping you live a healthier and happier life.
Woodland Hills, CA 91364, United States -
Focus Strategic Solutions
● OpenFocus Strategic Solutions is a finance institution located at 9400 Honsa Avenue, Windsor, California, United States. We understand that no two retirements are alike, which is why we tailor our guidance to meet your specific needs. Whether you are looking to review your current financial outlook or create a retirement plan for the next 30-plus years, our experienced professionals are here to help. At FOCUS Strategic Solutions, we are dedicated to simplifying the complexities of the financial world and serving as your advocate. We work with pre-retirees, retirees, entrepreneurs, and confident women who want to take control of their retirement. Our services are designed to help you achieve your unique retirement goals.
9400 Honsa Ave, Windsor, CA 95492, United States -
IWB & Co. Certified Public Accountancy
● OpenIWB & Co. Certified Public Accountancy is a reputable institution located at 133 East Blithedale Avenue in Mill Valley, California, United States. Specializing in accounting and finance services, our team of highly skilled professionals is dedicated to providing top-notch financial solutions for businesses and individuals alike. With a commitment to accuracy, integrity, and client satisfaction, IWB & Co. Certified Public Accountancy is your trusted partner for all your accounting needs.
133 E Blithedale Ave, Mill Valley, CA 94941, United States -
Katy Song Financial Planning
● OpenKaty Song Financial Planning is a reputable finance institution located at 34 Meadow Drive in Mill Valley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Katy Song Financial Planning to help you secure a stable and prosperous financial future.
34 Meadow Dr, Mill Valley, CA 94941, United States -
Robertson Stephens
● OpenRobertson Stephens is a boutique wealth management firm located at 1350 Old Bayshore Highway in Burlingame, California, United States. Specializing in accounting and finance, we cater to entrepreneurs, business owners, executives, family offices, and institutions. Our core values of integrity, collaboration, innovation, and transparency guide our approach to providing comprehensive solutions for long-term financial success. With a focus on innovation, we strive to help our clients improve their standard of living and achieve their financial goals. Recently reaching $5 billion in assets under management, we continue to deepen our presence in the Northeast region. At Robertson Stephens, we are dedicated to offering personalized wealth management services to meet the unique needs of each client.
One Bay Plaza, 1350 Old Bayshore Hwy STE 210, Burlingame, CA 94010, United States -
Catherine Cheung, A Professional Corp
● OpenCatherine Cheung, A Professional Corp is a reputable law firm located in San Francisco, California. Our team of experienced attorneys specializes in various areas of law, including business law, real estate law, and estate planning. We are dedicated to providing high-quality legal services to our clients, helping them navigate complex legal issues with ease. With a commitment to professionalism and integrity, Catherine Cheung, A Professional Corp is your trusted partner in legal matters. Visit us at 1315 23rd Avenue, San Francisco, California to learn more about how we can assist you.
1315 23rd Ave, San Francisco, CA 94122, United States -
Finvisor
● OpenFinvisor is a leading financial advisory firm located at 5 Lucerne Street in San Francisco, California. Our team of experienced professionals is dedicated to providing expert financial advice and guidance to individuals, businesses, and organizations. Whether you are looking to plan for retirement, invest in the stock market, or manage your company's finances, Finvisor is here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today at our San Francisco office to learn more about how Finvisor can help you navigate the complexities of the financial world.
5 Lucerne St, San Francisco, CA 94103, United States -
Merrill Lynch Financial Advisor Paul M Luciano
● OpenMerrill Lynch Financial Advisor Paul M Luciano is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. They specialize in developing personalized financial strategies for accomplished individuals, including founders, executives, venture capitalists, and entrepreneurs in Silicon Valley and beyond. The institution focuses on cultivating trust-based relationships and providing comprehensive wealth management services. Their team of advisors aims to educate clients and their families on financial planning, ensuring a legacy of financial wisdom across generations. They offer a planning-centered approach, tailored portfolios, and access to a full spectrum of resources from Bank of America. Collaborating with clients' other advisors, such as CPAs and attorneys, they strive for tax minimization and effective estate planning. The institution believes in delivering fact-based strategies, the power of synergy, and tailored communication to help clients achieve their financial goals. Merrill Lynch Financial Advisor Paul M Luciano is committed to consistently delivering value and appropriate solutions to support clients in achieving their financial aspirations.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Fortified Accounting
● OpenFortified Accounting, located at 735 Industrial Road in San Carlos, California, is the go-to institution for ambitious start-ups looking to streamline their financial management. Led by accounting and business expert Veronica Sagastume, our team of specialists provides professional and responsive service of the highest quality. We understand the challenges faced by entrepreneurs and bold visionaries, which is why we offer a range of services to help you gain control of your finances. From deep diving into your books to implementing diagnostic reviews and keeping your bookkeeping and accounting up to date, we go above and beyond to ensure your financials are in order.
735 Industrial Rd, San Carlos, CA 94070, United States -
SCS Global Professionals LLP
● OpenSCS Global Professionals LLP is a leading accounting and finance institution located at 800 Airport Boulevard, Burlingame, California, United States. Our San Francisco office supports entrepreneurs and investors on the West Coast, while our Dallas office assists companies in the central United States. In Seattle, we provide support to businesses in Washington, Oregon, and Hawaii. Our team of experts offers consulting services for market entry into the U.S., as well as advice on expansion to other states, financial due diligence, mergers and acquisitions, and streamlining accounting operations. With staff members worldwide, SCS Global Professionals is dedicated to helping companies achieve smooth global expansion. Our multilingual team is ready to assist you in both English and Japanese. We have established offices and joint ventures in various countries across Asia and around the world, allowing us to provide high-quality services tailored to each country's culture and customs. Contact SCS Global Professionals today for all your accounting and finance needs.
800 Airport Blvd. Suite 410, Burlingame, CA 94010, United States -
Merrill Lynch Financial Advisor Michael H Reid
● OpenMerrill Lynch Financial Advisor Michael H Reid is a finance institution located at 2 Belvedere Place, Mill Valley, California, United States. Michael H. Reid, CFA, CFP - Senior Vice President - Wealth Management Advisor, leads a team that tailors portfolios to meet the needs of affluent clients based on their objectives and risk tolerance. With over thirty years of experience, Michael holds multiple financial designations and is dedicated to helping clients achieve their financial goals. Michelle Gipson, Registered Senior Wealth Management Client Associate, brings over thirty years of experience in customer service and operations to the team. Together, they provide personalized financial plans centered on client goals and priorities. Through the Merrill Personal Wealth Analysis™, they help clients document and achieve their financial aspirations.
2 Belvedere Pl Suite 100, Mill Valley, CA 94941, United States -
David Bobrowsky, Certified Financial Planner
● OpenDavid Bobrowsky, Certified Financial Planner, located at 1990 North California Boulevard in Walnut Creek, California, offers personalized financial planning services to clients in the greater San Francisco Bay Area. As a Certified Financial PlannerTM Professional representing Gateway Financial Advisors, Inc., David is committed to building long-lasting relationships with his clients. With a focus on developing customized financial plans tailored to individual goals, David provides clear explanations of financial products and services to help clients work towards a more secure financial future. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc. Please note that content provided via links to third party sites should be viewed as general information and educational purposes only. David Bobrowsky is licensed to provide services in the states of CA, CO, GA, HI, NM, NV, OR, VA, and WA. For more information, visit his website or contact him directly for a consultation.
1990 N California Blvd 8th floor Suite # 867, Walnut Creek, CA 94596, United States
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