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TOP 30 Tax strategy in City of Industry, CA
302 results found
Search for local businesses, places and services near you
CA Tax Pros, formerly The Tax Gals, Inc.
CA Tax Pros, formerly known as The Tax Gals, Inc., is a reputable accounting and finance institution located at 200 Station Way in Arroyo Grande, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
LEE TAX AND LAW OFFICE
Lee Tax and Law Office is a professional institution located at 3020 Beacon Boulevard in West Sacramento, California. We specialize in accounting, finance, and legal services, catering to individuals, startups, established businesses, and nonprofit organizations. Our services include payroll reconciliation to bank records, financial statements, workers' compensation audits, unemployment claims, corporate and partnership tax preparation, local and state sales tax compliance, state and federal payroll tax, W-2, W-3, and 1099 forms, tax planning strategies, state and federal income tax preparation, trusts and estates, self-employment matters, strategic entity formation, funding, equity incentive plan matters, founder issues, corporate governance, entity conversion, letters of intent, customer and distributor contracts, manufacturing and supplier contracts, commercial leases, residential rental agreements, intellectual property licenses, joint ventures, sale of a business, purchase of a business, merger, spinout, real estate acquisitions and dispositions, and strategic investments.
Confederation Institute of Education
Confederation Institute of Education, formerly known as the Confucius Institute of Education, is located at 355 South Grand Avenue in Los Angeles, California. Established in August 2014, the institute focuses on research and teaching in entrepreneurial education, offering industry-specific executive development programs aimed at developing essential skills for building effective and profitable organizations. The programs at Confederation Institute of Education provide participants with up-to-date theory and practice in areas such as strategy, marketing, finance, operations, and management. In addition to lectures by distinguished faculty, participants have the opportunity to receive individualized consultative assistance to address current challenges facing businesses.
Law Offices of Craig Redler
The Law Offices of Craig Redler, located at 333 Bayside Drive in Newport Beach, California, offers comprehensive estate planning and asset protection services to help individuals and businesses safeguard their assets and secure their financial future. With over twenty years of experience in estate planning, Attorney Craig Redler specializes in developing personalized strategies to manage and mitigate potential litigation risks. By creating a customized estate plan, you can ensure that your loved ones are protected and that your financial wishes are carried out in the event of disability or death. In addition to traditional estate planning services, Craig Redler also offers asset protection planning to help safeguard your assets from potential lawsuits, claims, and other unforeseen events. By taking proactive steps to protect your assets, you can minimize the risk of losing your hard-earned property in a ruinous lawsuit. With a focus on personalized service and tailored solutions, Craig Redler works closely with clients to develop comprehensive estate, tax, and financial plans that meet their individual needs and goals.
Zachary Bressick Financial Advisor with Eagle Strategies, LLC
Zachary Bressick Financial Advisor with Eagle Strategies, LLC, located at 321 College Avenue, Santa Rosa, California, is a trusted institution in the finance industry. With a focus on helping individuals navigate the complexities of their financial situations, Zachary Bressick offers personalized services to protect wealth, lifestyle, and dreams for the future. Through a thoughtful and comprehensive approach, clients can feel secure and prepared for any financial challenges that may arise. Zachary Bressick is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Adviser with Eagle Strategies LLC, Zachary Bressick provides advisory services to residents of California and Oregon. With a commitment to helping clients make informed financial decisions, Zachary Bressick is dedicated to providing guidance and support throughout life's financial journey.
Tax & Financial Consulting Services
Tax & Financial Consulting Services is a reputable institution located at 333 City Boulevard West in Orange, California, United States. Specializing in accounting and finance, our team offers nationwide tax preparation services to individuals and businesses alike. Our new office location at Orange City Tower Center, Suite 300, will be open for business starting January 23rd. At Tax & Financial Consulting Services, we provide comprehensive support in all areas of business consulting, helping our clients develop financial strategies that lead to growth and success.
Bank of America Private Client Advisor Lisa Pena
Bank of America Private Client Advisor Lisa Pena, located at 2321 Rosecrans Avenue in El Segundo, California, is a finance institution dedicated to helping clients manage their significant wealth. With a personalized approach and access to the resources of Bank of America, our team creates strategies tailored to meet the needs and goals of individuals, families, businesses, and institutions. We prioritize your financial objectives, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our experienced advisors. We take the time to listen and understand your unique situation before crafting disciplined financial strategies that span generations. Our commitment to innovation ensures that we can anticipate and adapt to the evolving financial landscape.
Bank of America Private Client Advisor Shane Boex
Bank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Bank of America Private Client Advisor Kevin D Hilderman
Bank of America Private Client Advisor Kevin D Hilderman is a Managing Director, Private Client Advisor, and Institutional Client Advisor at Bank of America Private Bank in San Diego, California. With a focus on ultra-high-net-worth clients, Kevin provides personalized wealth management strategies by collaborating with professionals across Bank of America and its affiliates. He brings over a decade of experience in the financial industry, holding the CERTIFIED FINANCIAL PLANNER™ certification and a Bachelor of Arts in economics and sociology. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering tailored financial solutions to meet the needs and goals of individuals, families, businesses, and institutions. With a commitment to innovation and a long history of serving clients' best interests, Bank of America Private Bank strives to provide disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.
Bank of America Private Client Advisor Dirk Harris
Bank of America Private Client Advisor Dirk Harris is a finance institution located at 701 B Street in San Diego, California. As a Senior Vice President and Private Client Advisor, Dirk specializes in providing wealth management services to ultra-high-net worth individuals and families. With over 23 years of experience in the financial sector, Dirk offers comprehensive strategies tailored to each client's unique needs, focusing on managing and transitioning wealth. Dirk holds dual B.S. degrees in microbiology and finance, as well as certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He is actively involved in the local community and various professional organizations, offering personalized financial guidance to clients in industries such as real estate and healthcare. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve their financial goals. With a commitment to innovation and providing disciplined financial strategies, Bank of America Private Bank aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.
Martin Petoyan, Financial Advisor - Eagle Strategies
Martin Petoyan, Financial Advisor at Eagle Strategies, located at 801 North Brand Boulevard in Glendale, California, offers a wide range of financial services to help individuals protect their assets, plan for retirement, and secure their financial future. With a focus on customized solutions tailored to each client's needs and goals, Martin Petoyan works closely with clients to create comprehensive insurance and investment plans. As a member of The Nautilus Group®, Martin has access to a team of experts in legal, tax, and charitable planning, providing high net worth clients with sophisticated planning strategies. Whether you're looking to protect your family, grow your wealth, or plan for retirement, Martin Petoyan can help guide you through life's financial decisions. With a commitment to building long-term relationships and a dedication to helping clients achieve their financial goals, Martin Petoyan is a trusted advisor in the finance industry. Contact Martin Petoyan today to start planning for a secure financial future.
E & D Bookkeeping & Tax Services
E & D Bookkeeping & Tax Services is a reputable accounting and finance institution located at 72 George Street in San Jose, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances or filing your taxes, we are here to assist you every step of the way. Trust E & D Bookkeeping & Tax Services to handle all your accounting needs with professionalism and expertise.
Roy Holmes Tax & Business Services
Roy Holmes Tax & Business Services is a reputable accounting and finance institution located at 11222 South La Cienega Boulevard in Inglewood, California. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax and business 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. Trust Roy Holmes Tax & Business Services for all your accounting and finance needs.
Sandoval Tax CPAs, Inc.
Sandoval Tax CPAs, Inc. is a CPA Firm located at 3877 Stockdale Highway in Bakersfield, California. We specialize in providing professional tax and accounting services to business owners across all 50 states. Our mission is to help business owners save money in taxes through proactive tax planning strategies, ultimately allowing them to invest back into their businesses, support their families, employees, and communities. Our tax services include tax planning and tax preparation, with a focus on reviewing the business owner's choice of entity, tax deductions, credits, retirement, and specific strategies tailored to their industry. We have successfully saved business owners tens of thousands of dollars in taxes by ensuring they are operating under the most tax-efficient entity.
Forest Accounting and Tax
Forest Accounting and Tax is a reputable institution located at 585 East Los Angeles Avenue in Simi Valley, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you navigate through the complexities of financial management. Visit us today to see how Forest Accounting and Tax can help you achieve your financial goals.
JRRO, A Division of SingerLewak
JRRO, a Division of SingerLewak, is a renowned accounting and finance institution located at 325 East Hillcrest Drive in Thousand Oaks, California, United States. With a strong reputation for excellence in the industry, JRRO offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch accounting and financial solutions tailored to meet the unique needs of each client. Whether you are looking for tax planning, audit services, or financial consulting, JRRO has the expertise and resources to help you achieve your financial goals. Visit their office today to learn more about how they can assist you in managing your finances effectively.
First Tax Resolution
First Tax Resolution, located at 1879 Lundy Avenue in San Jose, California, is a finance institution dedicated to helping individuals overcome tax debt and regain financial freedom. Led by Enrolled Agent Anh Nguyen and tax resolution specialist Victoria Nguyen, the team at First Tax Resolution is committed to providing personalized strategies to efficiently resolve tax liabilities and compliance issues. With years of experience in the tax industry, Victoria and Anh work tirelessly to advocate for their clients and achieve the best possible outcomes. Clients praise First Tax Resolution for their dedication, understanding, and hard work in navigating complex IRS disputes. If you are facing tax challenges, First Tax Resolution is here to simplify the process and help you reclaim control of your financial future.
Barone's Bookkeeping & Tax Services
Barone's Bookkeeping & Tax Services is a reputable accounting and finance institution located at 5172 Barron Park Drive in San Jose, California. With years of experience in the industry, our dedicated team provides comprehensive bookkeeping and tax services to individuals and businesses alike. Whether you need assistance with managing your finances, preparing tax returns, or optimizing your financial strategies, our skilled professionals are here to help. Trust Barone's Bookkeeping & Tax Services for all your accounting needs.
Jim Moore's Tax Service
Jim Moore's Tax Service is a reputable accounting and finance institution located at 24 East Lake Avenue in Watsonville, California. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, our experts are here to assist you every step of the way. Trust Jim Moore's Tax Service for all your financial needs.
RAMIREZ TAX SERVICE
RAMIREZ TAX SERVICE is a trusted accounting and finance institution located at 540 Main Street in Watsonville, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients navigate the complexities of the tax system and achieve their financial goals. Trust RAMIREZ TAX SERVICE for all your accounting and finance needs.
Landazuri Tax Services
Landazuri Tax Services is a reputable accounting and finance institution located at 125 4th Street in Hollister, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services tailored to meet our clients' specific needs. Trust Landazuri Tax Services to handle all of your accounting and finance needs with precision and expertise.
Lupita Income Tax
Lupita Income Tax is a trusted accounting and finance institution located at 1705 C Street in Livingston, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch income tax 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. Trust Lupita Income Tax to help you navigate the complexities of tax laws and maximize your financial success.
Sousa & Weber LLP (Combined with Moss Adams in 2022)
Sousa & Weber LLP, a renowned accounting and finance institution, has been a trusted name in the industry for years. Located at 2615 California 1 in Hermosa Beach, California, United States, this institution has provided top-notch financial services to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, Sousa & Weber LLP has built a strong reputation for reliability and expertise. In 2022, the institution joined forces with Moss Adams, further enhancing their capabilities and expanding their reach. Whether you're in need of tax preparation, financial planning, or business consulting, Sousa & Weber LLP (Combined with Moss Adams in 2022) is the go-to destination for all your accounting and finance needs.
Mark's Tax Services
Mark's Tax Services is a reputable accounting and finance institution located at 9020 Slauson Avenue in Pico Rivera, California. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Mark's Tax Services is dedicated to providing top-notch assistance and ensuring their clients' financial success. Their commitment to excellence and personalized service sets them apart in the industry. Visit them today to see how they can help you with all your tax needs.
Pronto Income Tax
Pronto Income Tax is a reputable accounting and finance institution located at 3446 Whittier Boulevard in Los Angeles, California. Our knowledgeable team of professionals is dedicated to providing top-notch tax preparation services and financial advice to individuals and businesses in the area. With years of experience in the industry, we strive to help our clients maximize their tax refunds and optimize their financial strategies. Trust Pronto Income Tax for all your accounting and finance needs in the heart of Los Angeles.
Compro Tax
Compro Tax, located at 5349 Crenshaw Boulevard in Los Angeles, California, is a leading institution specializing in accounting and finance. Upon registration, individuals can access IRS Continuing Education Courses to enhance their knowledge of tax laws and filing procedures, ensuring they maintain their credentials and stay up-to-date in the field. The institution also offers specialized training programs for affiliated partners, focusing on advanced tax concepts, software use, and strategies for business growth. Comprehensive tax courses are available to all individuals, from foundational to advanced levels, without the need for an existing partnership. This allows for the development of broadened skill sets in tax preparation and advisory services. Compro Tax also provides industry-leading exam preparation methods for professional certification exams in tax and accounting.
Payless Accounting and Tax Inc
Payless Accounting and Tax Inc is a reputable institution located at 18309 Colima Road, Rowland Heights, California, United States. Specializing in accounting and finance services, our team of certified tax professionals is dedicated to providing personalized and high-quality service to individuals and small businesses in various industries. Our services include individual and business tax returns, tax planning, audit representation, and IRS resolution. Additionally, we offer a range of insurance options such as auto, home, life, health, and business insurance through multiple carriers to provide our clients with various choices and discounts.
Lilo's Tax Service
Lilo's Tax Service is a trusted accounting and finance institution located at 653 Giano Avenue in South San Jose Hills, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax 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. Trust Lilo's Tax Service to help you navigate the complex world of taxes and finances with ease and confidence.
Shaan Afridi CPA -Tax Planning for Real Estate Investors in Orange County
Shaan Afridi CPA is a trusted institution specializing in tax planning for real estate investors in Orange County. Located at 1475 South State College Boulevard in Anaheim, California, this accounting and finance firm offers expert guidance and strategies to help real estate investors maximize their financial goals. With a focus on personalized service and industry expertise, Shaan Afridi CPA is dedicated to helping clients navigate the complexities of real estate tax planning to achieve optimal results.
Roger Serna Tax Consultant
Roger Serna Tax Consultant is a reputable accounting and finance institution located at 22349 La Palma Avenue in Yorba Linda, California, United States. With years of experience in the industry, Roger Serna and his team specialize in providing expert tax consultation services to individuals and businesses alike. Whether you need assistance with tax planning, preparation, or filing, you can count on Roger Serna Tax Consultant to provide personalized and professional solutions tailored to your specific needs. Trustworthy, reliable, and dedicated to client satisfaction, Roger Serna Tax Consultant is your go-to destination for all your tax and financial needs.
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