Tax solutions in Monterey, California

The Law Office of Mary Ann Tardiff is located at 6907 El Camino Real in Atascadero, California. Mary Ann Tardiff has over 30 years of experience as an attorney, offering practical legal solutions for everyday life. She is available for consultations at her office during regular business hours, as well as flexible times to accommodate clients' needs. Mary Ann obtained her J.D. degree from the Santa Barbara College of Law in 1984 and has been a member of the California Bar Association since 1986. She has a wide range of legal experience and is dedicated to providing affordable and practical services to her clients. The Law Office of Mary Ann Tardiff serves the communities of San Luis Obispo County and Monterey County. Operating hours are Monday to Friday from 8am to 5pm. Mary Ann Tardiff is a top choice for legal services, delivering common sense and timely solutions for her clients. She can be found on State Bar Association Lawyer.com and Martindale.com.

Edward Jones - Financial Advisor: Milda Esquivel, AAMS™ is a trusted financial institution located at 2 Lower Ragsdale Drive in Monterey, California, United States. Specializing in providing personalized financial advice and services, Milda Esquivel, a certified Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones is a reliable partner in navigating the complexities of financial planning and investing. Visit us today to learn more about how we can help secure your financial future.

CAL Accounting, P.C. is a reputable accounting and finance institution located at 98 Del Monte Avenue in Monterey, California, United States. Our team of skilled professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With our attention to detail and commitment to excellence, you can trust CAL Accounting, P.C. to handle all of your accounting needs with precision and expertise.

Tostevin Accountancy Corporation is a leading accounting and finance firm located at 877 Pacific Street in Monterey, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can help you with your financial needs.

Bradley A Leach, CPA is a reputable accounting and finance institution located at 17760 Monterey Street in Morgan Hill, California, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, the team at Bradley A Leach, CPA is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, they strive to help their clients achieve financial success and peace of mind.

Mark D. Sears - Morgan Stanley is a reputable finance institution located at 401 Fremont Street in Monterey, California, United States. With a strong focus on providing top-notch financial services, Mark D. Sears - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mark D. Sears - Morgan Stanley is committed to helping you succeed.

Welcome to Kathy Davi, CPA, PC, your trusted partner in accounting and finance located in the heart of Monterey, California. Situated at 484 Washington Street, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of both individuals and businesses in our community. At Kathy Davi, CPA, PC, we pride ourselves on delivering personalized and professional service. Our team of experienced accountants and financial experts is committed to helping you navigate the complexities of financial management with ease and confidence. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we offer a wide range of services designed to support your financial well-being and success.

Welcome to Phillips Real Estate, your trusted partner in navigating the dynamic real estate market of Monterey, California. Conveniently located at 337 El Dorado Street, our agency is dedicated to providing exceptional real estate and financial services tailored to meet your unique needs. With a deep understanding of the local market and a commitment to integrity, our experienced team is here to guide you through every step of buying, selling, or investing in property. Whether you're a first-time homebuyer, a seasoned investor, or looking to explore new opportunities, Phillips Real Estate is your go-to resource for reliable advice and personalized solutions. Experience the difference of working with a team that values your goals and prioritizes your success. Visit us today and let's turn your real estate dreams into reality.

AYI & Associates is a trusted general contractor located at 131 Lighthouse Avenue in Monterey, California. With years of experience and a commitment to excellence, we provide top-notch construction services for residential, commercial, and industrial projects. Our team of skilled professionals is dedicated to delivering high-quality workmanship, on-time completion, and budget-friendly solutions. Whether you're looking to renovate your home, build a new office space, or tackle a large-scale construction project, AYI & Associates has the expertise to make your vision a reality. Contact us today to learn more about our services and how we can help you with your next construction project.

Kathleen Lawler Bodmer, Attorney at Law, PC, located at 655 Capitola Road in Santa Cruz, California, is a trusted legal institution specializing in estate planning, trust administration, and business transactions. With over twenty years of experience, Kathleen provides professional and timely solutions to individuals, families, and businesses throughout the Monterey to San Francisco area. From probate avoidance to advanced tax planning, Kathleen works closely with her clients to address their unique needs and desires. With offices in Santa Cruz and Los Gatos, Kathleen Lawler Bodmer offers a wide range of services for all stages of life, ensuring that her clients receive comprehensive legal counsel for both personal and business matters.

Horan Lloyd Karachale & Dyer is a renowned law firm located at 26385 Carmel Rancho Boulevard in Carmel-by-the-Sea, California. With over fifty years of experience serving Monterey County and surrounding areas, we are one of the largest and most respected firms on the Central Coast. Our firm has received the highest rating from the prestigious Martindale-Hubbell Legal Directory, showcasing our commitment to excellence. At Horan Lloyd, our team of top-rated attorneys offers extensive experience in all major areas of civil practice. We are dedicated to providing our clients with professional services of the highest quality, working together across practice areas to ensure that our clients receive first-class comprehensive advice and legal solutions that are fully attuned to their objectives and legal needs.

The Law Office of Michael Ramoneda is a trusted legal institution located at 17770 Monterey Street in Morgan Hill, California, United States. Specializing in Wills, Trusts, Powers of Attorney, and Advance Health Care Directives, this office serves clients in the San Francisco Bay Area. With additional offices in Campbell and Morgan Hill, the team at the Law Office of Michael Ramoneda provides expert legal advice and guidance to help clients navigate complex legal matters related to estate planning and healthcare directives. Trustworthy and experienced, this institution is dedicated to providing personalized and professional legal services to meet the unique needs of each client.

Allstate Personal Financial Representative James Grant is a trusted finance and insurance agency located at 17200 Monterey Street in Morgan Hill, California. With a commitment to helping individuals and families achieve their financial goals and secure their futures, James Grant offers personalized financial planning and insurance solutions. Whether you are looking to invest for retirement, protect your assets, or plan for your family's financial security, James Grant is dedicated to providing expert guidance and support every step of the way. Contact James Grant today to schedule a consultation and take control of your financial future.

Fischer Kerney LLP Home is a reputable law firm located at 2600 Garden Road in Monterey, California, United States. Our team of experienced attorneys specialize in a wide range of legal services, including real estate law, estate planning, and business law. We are dedicated to providing our clients with personalized and effective legal solutions to help them navigate through complex legal issues. With a strong commitment to professionalism and integrity, Fischer Kerney LLP Home is the trusted choice for all your legal needs. Contact us today to schedule a consultation.

Mi Ocampo Financials, LLC is a full-service financial and consulting firm located at 15790 Monterey Street, Morgan Hill, California. Founded in 2020 by President Luis Rodriguez, we specialize in helping small businesses achieve financial stability and success. Our team of experts offers services such as bookkeeping, payroll processing, obtaining capital, and tax code understanding. With over 10 years of combined experience, our IT team can assist with developing creative and operational plans for your business. Our dedicated staff, including Victor Lopez, Ivan Koretskyy, Sarah Hernandez, Lupita Ayala, Karen Segovia, and Vladimir Zhelikhovski, work tirelessly to ensure your financial needs are met. Whether you're looking to grow your investments, plan for retirement, or set up college funds, our financial consultants are here to help you achieve your goals. At Mi Ocampo Financials, we believe that those who fail to plan are simply planning to fail, and we are here to help you succeed.

J Ward Financial is a reputable finance institution located at 16360 Monterey Street in Morgan Hill, California, United States. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, J Ward Financial is here to support you every step of the way. Trust us to provide personalized solutions tailored to your unique financial needs. Visit us today and let us help you secure a brighter financial future.

Buckingham Strategic Wealth, located at 17190 Monterey Street in Morgan Hill, California, is a finance institution that believes in the importance of choosing the right advisor for your financial needs. They take the time to truly understand their clients in order to create a holistic wealth plan that aligns with their values and goals. With a collaborative approach and experienced advisors, Buckingham Strategic Wealth aims to provide clarity and insight to help clients achieve their financial objectives, whether it be building wealth, planning for retirement, funding education, establishing a family legacy, or maximizing business investments. As advocates and fiduciaries, they are dedicated to developing prudent strategies that are in the best interest of their clients. To learn more about becoming a Buckingham client, you can download their "Experience Is Everything" brochure. Additionally, they provide valuable insights on navigating the complexities of elections and understanding restricted stock units (RSUs) for maximizing financial benefits. Buckingham Strategic Wealth understands that your values drive every decision in life, and they are committed to incorporating these values into your personalized financial plan.

Spectrum Small Business Advisors LLC, located at 8339 Church Street in Gilroy, California, offers a range of services including management consulting, CFO consulting, payroll, and bookkeeping. With a focus on providing value to clients, Spectrum Small Business Advisors LLC is dedicated to helping businesses make informed decisions. James, the founder of Spectrum Small Business Advisors LLC, has over 25 years of experience in financial management. With a background in military payroll and experience working with Fortune 500 companies, James brings a wealth of knowledge to his clients. He is known for his ability to develop efficient processes and procedures that result in cost savings for businesses.

Bookkeeping Logic, Inc. is a reputable accounting and finance institution located at 17770 Monterey Street in Morgan Hill, California, United States. With years of experience and a team of skilled professionals, they offer top-notch bookkeeping services to businesses of all sizes. Their expertise in financial management and attention to detail make them a trusted partner for ensuring accurate and efficient record-keeping. Whether you need help with payroll, tax preparation, or general ledger maintenance, Bookkeeping Logic, Inc. is dedicated to providing tailored solutions to meet your specific needs. Contact them today to streamline your financial processes and take your business to the next level.

Melissa Paddock - Raymond James is a finance institution located at 398 Foam Street in Monterey, California, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we provide personalized solutions and guidance to meet your specific needs. With a focus on building long-term relationships based on trust and transparency, Melissa Paddock - Raymond James is committed to helping you secure your financial future.

Belville Financial Advisors is a leading finance institution located at 30 Ryan Court in Monterey, California, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. From investment planning to retirement strategies, we offer a wide range of services to meet the unique needs of each individual. Trust Belville Financial Advisors to guide you towards a secure financial future.

The Pacific Coast Wealth Management Group is a premier financial institution located at 4 Lower Ragsdale Drive in Monterey, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With a focus on building long-term relationships and providing exceptional service, we strive to create customized strategies that align with each client's unique needs and objectives. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, The Pacific Coast Wealth Management Group is here to help you secure your financial future.

Ohana Wealth Management is a premier financial institution located at 288 Pearl Street in Monterey, California. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of expert advisors offers comprehensive financial planning, investment management, and retirement planning services to individuals and families. At Ohana Wealth Management, we are committed to building long-lasting relationships with our clients and helping them secure their financial future. Contact us today to schedule a consultation and see how we can help you achieve financial success.

Scholl & Company, LLP CPA is a leading accounting and finance firm located at 2100 Garden Road in Monterey, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry. Whether you are an individual or a business owner, Scholl & Company, LLP CPA is dedicated to helping you achieve your financial goals and success.

McGilloway, Ray, Brown & Kaufman is a reputable accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, their experts are dedicated to helping you achieve your financial goals. Trust McGilloway, Ray, Brown & Kaufman for all your accounting and finance needs.

Merrill Lynch Financial Advisor Taylor Rhoades is a finance institution located at 200 East Franklin Street, Monterey, California, United States. Taylor Rhoades specializes in managing wealth by understanding your full financial picture and creating flexible strategies tailored to your specific goals. With access to investment insights from Merrill and banking solutions from Bank of America, Taylor Rhoades offers personalized wealth management strategies to help you pursue your financial goals. Taylor Rhoades follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals and aspirations. By getting to know you and your family, Taylor Rhoades can provide advice and guidance on a range of financial decisions, from retirement planning to funding a child's education.

S J Kellerman & Associates: Kellerman Sheila J CPA is a trusted accounting and finance institution located at 38 Seascape Resort Drive, Aptos, California, United States. Sheila Joyce Kellerman CPA has been providing personalized financial guidance to individuals and businesses for years. The institution offers a wide range of services, from basic tax compliance to CFO engagements. Sheila's expertise and experience in business finance, accounting, taxation, and tax consulting make her a valuable partner for clients looking for financial support. With a Masters Degree in Taxation and a Bachelors Degree in Accounting, Sheila is a highly qualified professional in her field. She is an active member of the California Society of Certified Public Accountants and currently serves on the Board of Directors of Bay Federal Credit Union. Sheila believes in providing the appropriate level of service to new businesses and adjusting the level of sophistication as a business grows. Her experience in financial management has benefited numerous companies in the Monterey Bay area, Silicon Valley, and beyond. Contact S J Kellerman & Associates for expert financial guidance and support.

Merrill Lynch Financial Advisor Aida Rosas, located at 200 East Franklin Street in Monterey, California, is dedicated to helping clients prioritize and pursue their financial goals. With over 20 years of experience, Aida is passionate about assisting clients in achieving their financial aspirations. As a first-generation immigrant and coming from a large family, she understands the importance of planning for a secure financial future. Aida holds several FINRA registrations and California Department of Insurance licenses, allowing her to provide comprehensive financial services. At Merrill Lynch Wealth Management, Aida focuses on building personalized plans centered on clients' goals and evolving priorities. She believes in putting clients first and providing tailored advice based on individual needs. By leveraging the global resources of Merrill, Aida and her team strive to establish strong client relationships built on trust and personalized service.

Mariner Wealth Advisors is a leading finance institution located at 17045 Monterey Street in Morgan Hill, California, United States. With a team of experienced financial advisors, they offer personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Mariner Wealth Advisors can provide expert guidance and support. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial planning.

Royal Alliance Associates Inc is a premier financial institution located at 150 Mar Vista Drive in Monterey, California, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Royal Alliance Associates Inc is a trusted partner for individuals and businesses looking to secure their financial futures. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Royal Alliance Associates Inc is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you navigate the complex world of finance.