TOP 20 Best Tax strategy in Capitola, California
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EZ Tax
EZ Tax is a reputable accounting and finance institution located at 1855 41st Avenue in Capitola, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust EZ Tax to handle all of your financial needs with efficiency and expertise.
E M Rasmussen Tax & Consulting
E M Rasmussen Tax & Consulting is a reputable accounting and finance institution located at 1850 41st Avenue in Capitola, California, United States. With years of experience and expertise in tax preparation, consulting, and financial services, they provide top-notch services to individuals and businesses alike. Whether you need assistance with tax planning, bookkeeping, or financial analysis, their team of professionals is dedicated to helping you achieve your financial goals. Trust E M Rasmussen Tax & Consulting for all your accounting and finance needs.
Pacific Rim Tax Institute
The Pacific Rim Tax Institute is a leading educational institution located at 2121 41st Avenue in Capitola, California, United States. Specializing in tax law and policy, the institute offers a wide range of courses and programs designed to provide professionals with the knowledge and skills needed to navigate the complex world of taxation. With expert faculty and a commitment to excellence, the Pacific Rim Tax Institute is dedicated to helping individuals and organizations succeed in today's ever-changing tax landscape.
James Wells EA MBA Tax Office
James Wells EA MBA Tax Office is a reputable accounting and finance institution located at 1515 Capitola Road in Santa Cruz, California, United States. Led by James Wells, an Enrolled Agent with a Master's in Business Administration, the office offers expert tax services to individuals and businesses alike. With a focus on maximizing tax efficiency and minimizing liabilities, clients can trust in the knowledge and experience of the team at James Wells EA MBA Tax Office.
Capitola Finance Department
Welcome to the Capitola Finance Department, your trusted local government office dedicated to serving the financial needs of the Capitola community. Conveniently located at 420 Capitola Avenue in the heart of Capitola, California, our department is committed to ensuring transparent, efficient, and responsible financial management for the city. Our team of experienced professionals works diligently to oversee the city's budget, manage public funds, and support the financial operations that keep Capitola thriving. We are proud to provide a range of services, including financial reporting, budgeting, revenue collection, and fiscal planning, all designed to enhance the quality of life for our residents and businesses.
Block Advisors
Block Advisors is a trusted institution located at 1475 41st Avenue in Capitola, California. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and tailored solutions, Block Advisors is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
STRAHLE LEGACY PLANNING LAW OFFICES
Strahle Legacy Planning Law Offices is a reputable law firm located at 716 Capitola Avenue in Capitola, California, United States. Specializing in legacy planning, their team of experienced lawyers are dedicated to helping clients protect their assets and ensure their wishes are carried out according to their estate plans. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, Strahle Legacy Planning Law Offices is committed to providing personalized and comprehensive legal services to meet your needs. Contact them today to schedule a consultation and start planning for your future.
Lanai Financial Solutions
Lanai Financial Solutions is a leading finance institution located at 1066 41st Avenue in Capitola, California, United States. Specializing in providing comprehensive financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lanai Financial Solutions is here to help. Our personalized approach and commitment to excellence set us apart as a trusted partner in your financial journey. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Phelps Karen a CPA
Phelps Karen, a CPA, is a reputable accounting and finance institution located at 824 Bay Avenue in Capitola, California, United States. With years of experience and expertise in the field, Phelps Karen offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch solutions to individuals and businesses alike. Trust Phelps Karen, a CPA, to handle all your accounting and finance needs with professionalism and precision.
Allison Duffy, An Accountancy Corporation
Allison Duffy, An Accountancy Corporation is a reputable accounting firm located at 1500 41st Avenue in Capitola, California, United States. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, we strive to help our clients achieve their financial goals with precision and expertise. Contact us today to schedule a consultation and see how we can assist you with all your accounting needs.
Merrill Edge
Welcome to Merrill Edge, located at 4055 Capitola Road, Capitola, California. As a leading provider of financial solutions, we are committed to helping you turn your ambitions into action. Our team of experienced Merrill® Financial Solutions Advisors™ is ready to offer personalized advice and guidance tailored to your unique goals and priorities. Whether you are planning for the future or seeking to make informed financial decisions, our advisors can meet with you in the way that suits you best. At Merrill, we provide a comprehensive range of services including brokerage, investment advisory, and financial planning. We are dedicated to delivering valuable insights and tools to help you navigate the complexities of investing. Please note that investing in securities involves risks, including the potential loss of principal. We encourage you to review our detailed information about products and services through our Client Relationship Summary.
BMO
BMO, located at 3820 Capitola Road in Capitola, California, is a full-service bank offering a range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval. In compliance with federal laws, BMO requires detailed information from customers to verify their identity and prevent money laundering activities. Please be aware that third-party websites may have different privacy and security policies than BMO's. It is important to review the privacy and security policies of any websites reached through links from BMO's website. BMO Bank N.A. and its affiliates do not provide legal or tax advice, so it is recommended to consult with independent legal and tax advisors regarding your specific circumstances.
Coast Financial Services, Inc.
Coast 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.
Infinity Wealth Development
Welcome to Infinity Wealth Development, your trusted partner in financial growth and security located in the heart of Capitola, California. Situated at 1925 46th Avenue, our firm is dedicated to empowering individuals and businesses with the financial strategies they need to succeed. With a focus on personalized service, our team of experienced financial professionals is committed to helping you navigate the complexities of wealth management, investment planning, and financial advisement. At Infinity Wealth Development, we believe in building lasting relationships with our clients, understanding their unique financial goals, and crafting tailored solutions to achieve them. Whether you are planning for retirement, seeking investment opportunities, or looking to secure your family's financial future, we are here to guide you every step of the way.
Rovai Wealth Management
Rovai Wealth Management is a premier finance and insurance agency located at 1715 42nd Avenue in Capitola, California. Our team of experienced professionals 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 protecting your assets, we are here to provide expert guidance and support every step of the way. Trust Rovai Wealth Management to help you secure a prosperous financial future.
Edward Jones - Financial Advisor: Jeremy Geels, CFP®
Edward Jones - Financial Advisor: Jeremy Geels, CFP® is a reputable financial institution located at 2121 41st Avenue in Capitola, California. Jeremy Geels, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner for individuals looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Jeremy Geels and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Stiles-Strudley - Raymond James
Stiles-Strudley - Raymond James is a finance institution located at 2121 41st Avenue in Capitola, California. As a branch of Raymond James, a leading financial services firm, Stiles-Strudley offers a wide range of investment and wealth management services to clients in the United States. With a team of experienced financial advisors, they provide personalized financial planning and investment strategies to help individuals and businesses achieve their financial goals. Visit Stiles-Strudley - Raymond James today to start planning for a secure financial future.
Flynn Financial and Insurance Services, Inc
Flynn Financial and Insurance Services, Inc. is a reputable finance institution located at 2121 41st Avenue in Capitola, California. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to our clients. Whether you're looking for investment advice, retirement planning, or insurance coverage, we are here to help. With a commitment to excellence and personalized service, Flynn Financial and Insurance Services, Inc. is your go-to destination for all your financial needs. Contact us today to schedule a consultation and see how we can help secure your financial future.
Beach House Wealth Management
Beach House Wealth Management is a finance institution located at 521 Capitola Avenue in the beautiful coastal town of Capitola, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and build wealth for the future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our expert team is here to provide personalized financial guidance and support. Visit Beach House Wealth Management today and let us help you navigate the complex world of finance with confidence and peace of mind.
Ivison CPA
Ivison CPA is a leading accounting and finance institution located at 614 Capitola Avenue in Capitola, California, United States. With a team of experienced and knowledgeable certified public accountants, Ivison CPA provides a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Ivison CPA is dedicated to helping clients achieve their financial goals. Contact Ivison CPA today for all your accounting and finance needs.
Maura Matera CPA
Maura Matera CPA is a full-service accounting firm located at 2121 41st Avenue in Capitola, California. Serving the Santa Cruz and San Francisco Bay area, our team of experts specializes in all areas of taxation, financial accounting, consulting, and tax planning. We are dedicated to building lasting personal relationships with our clients and exceeding their goals and expectations. Our new office complex offers maximum comfort and convenience, with easy access and ample parking. Visit us near the Capitola Mall to experience our top-notch accounting and finance services.
Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™
Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ is a trusted financial institution located at 1500 41st Avenue in Capitola, California. Stacey VanderKodde, a Certified Retirement Planning Counselor, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a reliable partner in helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Ryan D Bennett
Edward Jones - Financial Advisor: Ryan D Bennett is a reputable financial institution located at 819 Bay Avenue in Capitola, California, United States. As a trusted advisor, Ryan D Bennett provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ryan D Bennett and the team at Edward Jones are dedicated to helping you secure a stable financial future.
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