TOP 10 Tax strategy advisors in California

Merrill Lynch Financial Advisor Ken Park is a finance institution located at 800 East Colorado Boulevard, Pasadena, California, United States. As your Merrill advisor, Ken Park focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. Ken follows a disciplined process that starts with understanding each client's unique needs and concerns. Holding the CERTIFIED FINANCIAL PLANNER™ certification, Ken is passionate about delivering excellent service. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Supported by the global resources of Merrill, Ken's team is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, Ken helps clients navigate changing life circumstances and market conditions. Through a personalized financial strategy, clients have access to investment insights and banking convenience. The Investment Personality Assessment helps customize financial approaches based on individual preferences. By staying connected with clients and adjusting strategies as needed, Ken helps clients pursue their goals effectively. As a Merrill advisor, Ken offers advice and guidance tailored to each client's goals and priorities. The institution provides a range of financial services, with a focus on personalized investment strategies and comprehensive financial solutions. Ken Park is registered to do business in multiple states and holds certifications from CFP Board and The American College of Financial Services. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill offers a variety of services, including brokerage, investment advisory, and financial planning. The institution is committed to helping clients achieve their financial goals through personalized approaches and ongoing support.

Vitae Tax is a team of experienced small business tax advisors located in West Covina, California. Our dedicated professionals specialize in providing expert accounting and finance services to help small businesses navigate the complexities of tax regulations. With a commitment to personalized attention and tailored solutions, Vitae Tax is the go-to institution for small businesses looking to optimize their financial strategies and maximize their tax savings. Visit us at 1224 West Francisquito Avenue to discover how Vitae Tax can support your business goals.

Merrill Lynch Financial Advisor Heidi Leu is a trusted Wealth Management Advisor located at 800 East Colorado Boulevard in Pasadena, California. With over 20 years of experience in the financial services industry, Heidi specializes in customized individual and family financial plans, retirement income stream planning, portfolio management, and tax-deferred retirement plans. She holds Series 7, 63, 65 FINRA registrations and a California state insurance license, as well as the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Heidi partners with seasoned banker Christopher Leu to provide clients with innovative financial advice in areas such as tax deferral strategies, insurance, retirement planning, and lending needs. Her approach to investing is personalized and grounded in understanding each client's unique goals and priorities. Whether you are a business owner, high-net-worth individual, retiree, or millennial, Heidi is dedicated to helping you achieve your financial objectives and grow personally. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, Heidi and her team are committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Heidi Leu today to start planning for your financial future.

Welsh Advisors is a leading financial institution located at 1915 West Orangewood Avenue in Orange, California, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial guidance. With a commitment to excellence and a focus on client satisfaction, Welsh Advisors is your trusted partner in navigating the complex world of finance. Contact us today to learn more about how we can help you secure your financial future.

FI Tax Planning, Inc. is a reputable accounting and finance institution located at 550 West Orangethorpe Avenue in Placentia, California, United States. With a team of experienced professionals, FI Tax Planning, Inc. offers expert tax planning services to individuals and businesses alike. Whether you are looking to optimize your tax strategy or navigate complex financial matters, FI Tax Planning, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust FI Tax Planning, Inc. to help you achieve your financial goals with precision and expertise.

Merrill Lynch Financial Advisor Marcus S Alexander, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to building and maintaining strong relationships with clients. Marcus Alexander is accessible, knowledgeable, and experienced, passionate about helping clients make important financial decisions. With a deep understanding of each client's financial picture, personalized wealth management strategies are created to help clients pursue their goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can devise potential strategies to grow, preserve, and distribute their wealth. Marcus Alexander believes in understanding each client's unique goals and priorities, offering personalized plans to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment, Marcus can customize financial approaches based on individual preferences and goals. Regular check-ins and adjustments are made to financial approaches to reflect changes in clients' lives and the financial markets. The ultimate goal is to help clients achieve their financial aspirations and turn their goals into reality.

Pacifica Wealth Advisors is a finance institution located at 9870 Research Drive in Irvine, California, United States. Specializing in retirement planning and managing sudden wealth, Pacifica Wealth Advisors has been helping clients navigate financial transitions for nearly three decades. Lead advisor Robert Pagliarini, who holds a PhD in financial and retirement planning, is dedicated to putting clients' best interests first as a Real Fiduciary. With a focus on serving Sudden Wealth™ recipients, Pacifica Wealth Advisors helps individuals go from confused to confident in their financial decisions. The institution does not receive commissions or financial incentives and is nationally recognized for its financial expertise. With a team of experienced financial planners and investment managers, Pacifica Wealth Advisors offers a free 9-day investment course to educate clients on essential investing principles. Choose Pacifica Wealth Advisors for fiduciary financial planning services that prioritize your financial well-being.

Young's Tax & Financial Services is a reputable accounting and finance institution located in Brea, California. With a focus on providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or investment strategies, Young's Tax & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us at 3230 East Imperial Highway to learn more about how we can help you achieve your financial goals.

Tax Smart Investing & Planning is a finance and insurance agency located at 9870 Research Drive in Irvine, California, United States. Our focus is on after-tax outcomes of investments, including various types of income, retirement accounts, types of investments, and trust considerations. Unlike many financial planning firms, we prioritize discussions on tax implications to ensure that you are maximizing your wealth in a tax-efficient manner. We believe that tax-smart investing is essential for long-term financial success, and our strategies are designed to benefit clients through tax-efficient wealth development, retirement planning, and wealth preservation. By working closely with your CPA, we aim to reduce tax liabilities and optimize your overall financial well-being.

Weber Wealth Advisors is a leading finance institution located at 22800 Savi Ranch Parkway in Yorba Linda, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we provide comprehensive financial planning services to meet your needs. Trust Weber Wealth Advisors to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Michael S. Sussman, located at 28202 Cabot Road, Laguna Niguel, California, is a reputable finance institution that prides itself on providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Advisors" in 2022 and 2023, the institution offers personalized wealth management services to help clients feel secure throughout their lifetime. The team at Merrill Lynch aims to understand each client's unique wealth situation in order to tailor a personalized plan centered on their goals and aspirations. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Terry J Beauchamp is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager located at 28202 Cabot Road, Laguna Niguel, California, United States. Terry specializes in working with affluent individuals and business owners to create a personalized "Family Blue Print" to help clients pursue their financial goals. With over 20 years of experience in Financial Services, Terry holds an MBA from the University of Redlands and is a qualified Portfolio Manager who can provide traditional advice and guidance, as well as build and manage personalized investment strategies. He works closely with clients to determine their goals, risk tolerance, and investment time frames before structuring any recommendations. Terry's team offers services such as cash management strategies, asset management, financial strategies, trust and estate planning, retirement planning, and more. By focusing on the client's aspirations and encouraging open communication, Terry aims to help clients achieve their financial objectives and manage investment risk effectively. With access to the resources of Merrill Lynch and Bank of America, Terry and his team are dedicated to building strong client relationships based on trust and personalized service. Whether you are an existing client or looking for a new financial advisor, Terry welcomes the opportunity to help you create a personalized financial plan tailored to your goals.

Prudence CPA | Accountant & Tax Service is a reputable institution located at 25201 Paseo De Alicia in Laguna Hills, California, United States. Specializing in accounting and finance services, they offer expert advice and assistance to individuals and businesses in managing their financial affairs. With a team of experienced professionals, Prudence CPA provides top-notch services in tax preparation, bookkeeping, financial planning, and more. Whether you need help with filing your taxes or developing a financial strategy, Prudence CPA is dedicated to helping you achieve your financial goals.

DH Tax & Consulting, Inc. is a trusted institution located at 85 Argonaut, Aliso Viejo, California, United States. Specializing in accounting and finance, we are committed to excellence and dedicated to guiding you towards financial success. Our seasoned team of professionals offers tailored tax and accounting services for individuals and businesses nationwide. From personalized tax planning advice to strategic accounting solutions, we are here to help you navigate the complexities of tax regulations and financial management with ease. Whether you need assistance with IRS matters or tax compliance for your business, we have the expertise to address the full spectrum of state and federal regulations. Our comprehensive tax planning and minimization strategies ensure that you can profitably allocate income and manage expenditures effectively. With a focus on high-quality, personalized services, our team of certified public accountants and tax specialists is here to support you in achieving your financial goals. Don't hesitate to contact us at 949-848-2480 or visit us at our office in Aliso Viejo. Trust DH Tax & Consulting, Inc. to provide you with expert guidance and support for all your tax and financial needs.

Tax Smart Advisors is a leading accounting and finance institution located at 129 West Wilson Street in Costa Mesa, California. Our team of experienced professionals specializes in providing expert tax advice and financial planning services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or investment strategies, our dedicated advisors are here to help you navigate the complex world of finance. Trust Tax Smart Advisors to help you make smart financial decisions and secure your financial future.

U.S. Bancorp Investments - Financial Advisors in Corona, California, offers expert financial advisory services to help clients achieve their financial goals. Located at 3580 Grand Oaks, our team of experienced advisors provides personalized investment strategies tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our team is dedicated to helping you navigate the complexities of the financial market. Trust U.S. Bancorp Investments - Financial Advisors in Corona to provide you with the guidance and support you need to secure your financial future.

Bright Wealth Advisors is a finance institution located at 400 Spectrum Center Drive in Irvine, California, United States. Our mission is to help our clients live their ideal lifestyle, no matter their age or stage in life. With over 15 years of experience in helping clients navigate retirement, our team of financial professionals puts your needs first. As an independent firm, we have access to a wide selection of financial tools tailored to your unique retirement plan. Through our Lasting Wealth Blueprint, we work with you to create a solid foundation for your retirement, addressing potential risks along the way. We track your progress and meet with you regularly to ensure you stay on track. Bright Wealth Advisors is a registered investment advisor, offering advisory services to clients where we are properly licensed. We do not provide legal, accounting, or tax advice, but work with individuals to create retirement strategies using a variety of investment and insurance products. Investing involves risk, and none of the information on our website constitutes an offer to buy or sell securities. We are here to help you build a secure financial future, every step of the way.

Brezden Wealth Advisors is a leading financial institution located at 18400 Von Karman Avenue in Irvine, California. As a premier wealth management firm, we provide personalized financial planning and investment strategies to help our clients achieve their financial goals. Our team of experienced advisors offers a wide range of services, including retirement planning, investment management, estate planning, and tax optimization. With a commitment to excellence and a focus on client satisfaction, Brezden Wealth Advisors is dedicated to helping individuals and families build and preserve wealth for the future. Contact us today to schedule a consultation and start planning for your financial future.

Freedom Advisors, Inc. is a reputable accounting and finance institution located at 6876 Indiana Avenue in Riverside, California, United States. With a focus on Expert Tax Preparation, Planning, and Consulting Services, our team is dedicated to providing personalized and accurate tax solutions for both individuals and businesses. Since 1987, we have been helping clients accurately project their income tax for various scenarios and offering payroll services, including direct deposit and all payroll tax returns. Our commitment to excellence is demonstrated through our continual investment in professional education, state-of-the-art technology, and strong business relationships. Tony Zapico, a CFP® (CERTIFIED FINANCIAL PLANNER™) practitioner since 1995 and an Enrolled Agent since 2008, founded the business in 1987. Karen, the office manager, has been with Freedom Advisors since its inception and is responsible for technology and ensuring a warm and welcoming atmosphere for our clients.

Beacon Pointe Advisors is a finance institution located at 3610 Central Avenue in Riverside, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. They take a holistic approach to address all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and build enduring legacies. Visit their Riverside office or connect with them virtually to see how they can assist with your investment portfolio and financial planning needs.

roducing Merrill Lynch Financial Advisor Scott J McIntire, located at 3550 Vine Street, Riverside, California, United States. As part of the finance industry, Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. Scott J McIntire and his team, supported by the global resources of Merrill, are committed to helping clients manage their wealth through personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they work with clients to develop flexible approaches to address their financial needs.

Merrill Lynch Financial Advisor Christopher R Barney is a finance institution located at 901 Via Piemonte, Ontario, California, United States. They specialize in managing wealth by creating flexible strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, they offer personalized wealth management strategies. Christopher Barney is dedicated to participating in the community and volunteers with local organizations. By conducting a Merrill Personal Wealth Analysis™, they can develop a personalized plan centered on specific goals and priorities. The institution focuses on building long-term relationships with clients, understanding their evolving needs and helping them achieve their financial aspirations. Through the Investment Personality Assessment, they gain insights into the investor's preferences to customize financial approaches. They provide ongoing support to adapt to changes in life and financial markets, ensuring clients stay on track towards their goals. Christopher Barney's mission is to understand each client individually and design a personalized plan to manage wealth, mitigate risks, and turn goals into reality. They offer comprehensive financial solutions and personalized investment strategies to address the unique needs of each client. With a focus on providing dedicated one-on-one relationships, they guide clients through various financial decisions and market fluctuations. As a Certified Financial Planner, Christopher Barney is registered to do business in multiple states and adheres to the highest standards of the CFP Board. Investing involves risks, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Christopher R Barney aims to help clients achieve their financial goals and live their best financial life.

Merrill Lynch Financial Advisor Raymond L. Hebert is a finance institution located at 901 Via Piemonte, Ontario, California, United States. As your Merrill advisor, Raymond provides personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With over 20 years of experience, Raymond specializes in developing strategies for high-net-worth individuals, families, and businesses to help them achieve their short and long-term financial goals. He holds Series 7 and 66 FINRA Registrations, a State of California Life & Health Insurance License, and the Chartered Financial Consultant, ChFC designation from The American College of Financial Services. Raymond's mission is to understand your unique needs and priorities to help you create a financial approach that reflects your personality and goals. Whether you are planning for retirement, education funding, tax minimization, or wealth preservation, Raymond is dedicated to helping you pursue financial success. Contact Raymond L. Hebert for personalized investment strategies and comprehensive financial solutions to help you achieve your goals.

KS Tax & Financial Services is a reputable institution located at 6775 Stillbrook Way in Corona, California. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, we have the knowledge and expertise to assist you every step of the way. Trust KS Tax & Financial Services to help you navigate the complexities of the financial world with ease and confidence.

Advantage Tax Services is a trusted institution located at 3723 Tibbetts Street, Riverside, California, United States. Specializing in accounting and finance, our team of experts is dedicated to handling all your tax preparation needs to ensure you get the most out of your refund. With no upfront fees and the option for loans up to $7,000, we make the process easy and convenient for our clients. Located at 6864 Indiana Ave, Suite 102, Riverside, CA 92506, our team at Advantage Tax Services offers secure online tax filing options as well as in-person appointments at our Riverside office. Inland Tax is your reliable partner for all tax preparation needs, providing professional and accurate services for individuals and businesses alike.

At Merrill Lynch Financial Advisor Jeffrey L Rosenzweig, located at 901 Via Piemonte, Ontario, California, United States, we specialize in managing your wealth with a personalized approach. Our team understands that your financial goals are unique to you, and we work closely with you to create a flexible strategy that adapts to changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, we can help you pursue your goals through personalized wealth management strategies. We believe in actively participating in the communities we serve, which is why we are committed to volunteering with local organizations. Our Merrill Personal Wealth Analysis™ can help us build a personalized plan centered on your goals and aspirations. By getting to know you and your family, we can tailor a financial approach that aligns with your priorities, whether it's planning for retirement, saving for a home, or funding a child's education.

JWB Tax and Financial Services is a reputable institution located at 13191 Santa Ana Avenue in Fontana, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax preparation, financial planning, or investment strategies, JWB Tax and Financial Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

Watson Tax & Financial Services is a trusted institution located at 24318 Hemlock Avenue in Moreno Valley, California, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or investment strategies, Watson Tax & Financial Services is here to assist you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Granite Wealth Advisors is a leading finance institution located at 43471 Ridge Park Drive in Temecula, California, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our experts are here to provide comprehensive financial solutions tailored to your individual needs. Trust Granite Wealth Advisors to help you navigate the complexities of the financial world and secure a brighter financial future.

WealthOne Advisors is a leading finance institution located at 2136 Puerto Del Mundo in Fallbrook, California, United States. Our team of experienced advisors provides expert financial guidance and investment strategies tailored to meet the unique needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, WealthOne Advisors is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a more secure financial future.