Tax services for families in San Rafael, CA
13 results found
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Callahan Financial Planning | San Rafael Financial Advisors
● ClosedCallahan Financial Planning is a team of experienced financial advisors located in San Rafael, California. Our dedicated advisors at Callahan Financial Planning provide personalized financial planning services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or managing your investments, our team is here to provide expert guidance and support. Visit us at 851 Irwin Street in San Rafael to start planning for a secure financial future today.
851 Irwin St #201A, San Rafael, CA 94901, United States -
Munoz Mc Cue Financial Services
● OpenMunoz Mc Cue Financial Services is a reputable accounting and finance institution located at 2144 4th Street in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment management. Whether you are an individual or a business, Munoz Mc Cue Financial Services is dedicated to helping you achieve your financial goals and secure your financial future. Visit them today to see how they can help you with your financial needs.
2144 4th St A, San Rafael, CA 94901, United States -
The Bottom Line, Bookkeeping Services
● ClosedThe Bottom Line Bookkeeping Services, located on 4th street in San Rafael, California, is your go-to institution for all your accounting and finance needs. Our dedicated team is committed to helping you and your business achieve peace of mind so you can focus on growth. Whether you're just starting out or need to get your books back on track, we can tailor a bookkeeping system to meet your specific needs. Led by founder Kathy Samoun, who has over 20 years of experience in the accounting and bookkeeping fields, we offer personalized services to ensure your financial success. We understand that one size does not fit all when it comes to bookkeeping, which is why we customize packages to suit your individual requirements.
4th street, San Rafael, CA 94901, United States -
BOH Services | Restaurant Accounting, Bookkeeping, Payroll, Human Resources, Consulting
● ClosedAbout BOH Services Welcome to BOH Services, your trusted partner in restaurant accounting and financial management, located at 1000 Business Center Circle, Thousand Oaks, California. Specializing exclusively in the hospitality industry, we provide comprehensive bookkeeping, payroll, human resources, and consulting services tailored to the unique needs of independent restaurants. Our mission is to deliver two invaluable resources to restaurant owners: Time and Information.
1000 Business Center Circle, Thousand Oaks, California 91320, United States -
Law Offices of Arnold H. Zippel
● ClosedThe Law Offices of Arnold H. Zippel is a reputable legal institution located at 23 Heritage Drive in San Rafael, California, United States. Specializing in various areas of law, including criminal defense, family law, and personal injury, Attorney Arnold H. Zippel and his team are dedicated to providing top-notch legal services to their clients. With years of experience and a track record of success, the Law Offices of Arnold H. Zippel is a trusted choice for anyone in need of expert legal representation.
23 Heritage Dr, San Rafael, CA 94901, United States -
CunninghamLegal
● ClosedCunninghamLegal is a trusted institution located at 999 Fifth Avenue in San Rafael, California. Specializing in estate planning, trust administration, asset protection, probate law, advanced tax planning, and elder law, CunninghamLegal is led by CEO and founder Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law. Jim Cunningham, a bestselling author, is dedicated to providing expert legal services to clients in Marin County and surrounding areas. The team at CunninghamLegal is committed to helping individuals and families navigate the complexities of estate planning, ensuring that their wishes are carried out effectively. With a focus on professionalism, knowledge, and care, the lawyers and staff at CunninghamLegal assist clients in creating personalized estate plans that reflect their unique needs and circumstances.
999 Fifth Ave STE 200, San Rafael, CA 94901, United States -
Adm Systems
● OpenAdm Systems is a reputable institution located at 229 West End Avenue in San Rafael, California, United States. Specializing in accounting and finance, we offer a wide range of financial services including income tax preparation, payroll management, bookkeeping, and audit services for corporations, LLCs, partnerships, and individuals. Our family-owned account service has been proudly serving the Bay Area and San Francisco community since 1990. With a team of experienced Certified Tax preparers, Bookkeeping and Payroll experts, and dedicated support staff, we are committed to providing both personal and professional financial services to our clients. Trust Adm Systems for all your accounting and financial needs.
229 West End Ave, San Rafael, CA 94901, United States -
Polaris Greystone Financial Group, LLC
● ClosedLocated in San Rafael, California, Polaris Greystone Financial Group, LLC is a finance institution that offers a comprehensive suite of services for individuals and families with complex financial needs. As part of RWA Wealth Partners, they believe in the importance of enjoying life, pursuing goals, and experiencing well-being as the true symbols of wealth. With over 6,000 clients trusting them to build and preserve their wealth for generations, Polaris Greystone Financial Group provides institutional quality investment management, tax preparation, estate planning, and trust services all under one roof. They also offer personalized tax advice through RWA Tax Solutions, LLC, and legal services through their partnership with Hall & Diana LLC. With a focus on creating sustainable plans and mitigating risk, their experienced advisors can help clients navigate the complexities of managing and maximizing their wealth. Whether it's crafting a well-balanced portfolio, creating liquidity with stock grants, or introducing valuable business relationships, Polaris Greystone Financial Group aims to give clients the confidence to pursue their financial goals to the fullest. With a human-first approach to wealth management, they strive to bring clients and their families the financial future they aspire to.
824 E St, San Rafael, CA 94901, United States -
Carson Wealth
● ClosedCarson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.
2370 Kerner Blvd #350, San Rafael, CA 94901, United States -
Danielle Salk, Founder of Eleven Real Estate
● OpenWelcome to Eleven Real Estate, where traditional values meet modern innovation. Founded by Danielle Salk, our boutique agency is nestled in the heart of Fairfax, California, at 44 Bolinas Road. At Eleven Real Estate, we pride ourselves on understanding our clients' unique needs and delivering exceptional, personalized service. Our smart, savvy, and down-to-earth approach ensures that your real estate journey is both efficient and enjoyable. With over 50 years of combined experience, our team has an unparalleled understanding of the local market in Marin, Sonoma, and San Francisco counties. We specialize in areas like San Anselmo, Fairfax, Kentfield, Coastal Marin, Greenbrae, Novato, San Rafael, and Ross Valley. Our expertise extends beyond just real estate; we're also well-versed in local amenities, including hiking and biking trails, schools, and cultural venues.
44 Bolinas Road, Fairfax, California 94930, United States -
Kerry Berry-Eleven Real Estate
● OpenWelcome to Kerry Berry-Eleven Real Estate, where tradition meets innovation at 721 Center Boulevard, Fairfax, California. At Eleven Real Estate, we pride ourselves on being both smart and savvy, understanding your unique needs with a down-to-earth approach. Our bespoke services are designed to align perfectly with your goals, ensuring a seamless and efficient experience where your time is respected and valued. Our philosophy embraces luxury not just as a service but as a mindset. We are committed to providing the highest level of care, which is reflected in the fact that 90% of our business stems from referrals and returning clients. This is a testament to the genuine connections we build and the exceptional results we deliver.
721 Center Boulevard, Fairfax, California 94930, United States -
Marin's Finest Real Estate
● OpenWelcome to Marin's Finest Real Estate, your trusted partner in navigating the dynamic real estate markets of Marin, Sonoma, and San Francisco counties. Located at 1122 Grant Avenue, Novato, California, we are dedicated to serving buyers and sellers in Novato, San Rafael, Mill Valley, Belvedere, Tiburon, Sausalito, Larkspur, Greenbrae, Kentfield, San Anselmo, Fairfax, San Francisco, Petaluma, Santa Rosa, Sonoma, and Oakmont. At Marin’s Finest Real Estate, we pride ourselves on a unique blend of expert marketing, strategic pricing, and genuine customer service. Recognized among the top 10% of agents in Marin County, our team, led by San Francisco natives and longtime Marin residents Vince Sheehan and Stacy Lynch, brings over 50 years of Bay Area real estate experience to your doorstep. Our calm diligence and commitment to delivering your desired outcomes ensure you have the edge in any transaction.
1122 Grant Avenue, Novato, California 94945, United States -
Amazing South Bay Homes @ COMPASS
● ClosedWelcome to Amazing South Bay Homes @ COMPASS, your premier real estate agency located at 21250 Hawthorne Boulevard, Torrance, California. Specializing in the vibrant and diverse Greater South Bay Area, we are dedicated to helping you find your dream home or sell your property for maximum returns. Our experienced team, led by Sam and Bindu, is renowned for their exceptional customer service, expert market knowledge, and strategic negotiation skills. With Instant MLS Access and New Listing Alerts, you'll never miss an opportunity to discover your ideal home. Whether buying or selling, Sam and Bindu's hands-on approach ensures a seamless and stress-free experience. Their commitment to excellence has helped clients achieve their desired outcomes, often exceeding expectations by closing deals swiftly and efficiently.
21250 Hawthorne Boulevard, Torrance, California 90503, United States
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