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TOP 30 Tax strategy planning in National City, CA
26 results found
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Together CFO- Tax Savings Preparation, Accounting, Advisor and Consultant in Los Angeles
Together CFO is a premier institution located in Los Angeles, California, specializing in tax savings preparation, accounting, and financial advisory services. Our team of experienced professionals works with 7-8 figure business owners to create and execute comprehensive financial strategies that help them keep more of their hard-earned money and protect their family's legacy. We offer services that range from improving financial reporting to strategic giving, blending billionaire-inspired philanthropy with smart financial planning. Our expertise in tax laws and efficient planning techniques allows us to help clients safeguard their profits and reduce their tax burden.
Liberty Tax
Liberty Tax is a finance institution located at 907 East 8th Street in National City, California, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their tax returns and minimize their tax liabilities. Whether you are looking for assistance with filing your annual tax return or need help with tax planning strategies, Liberty Tax is here to provide personalized and reliable financial solutions.
Italiano Tax Solutions, Inc. Dba Lacy Italiano, EA
Italiano Tax Solutions, Inc. is a leading accounting and finance institution located at 7851 University Avenue in La Mesa, California. Established in 2009 by President and CEO Lacy Italiano, EA, the firm specializes in providing tailored tax strategies for individuals and small businesses. As an IRS Enrolled Agent, Lacy Italiano and her team offer a wide range of services including tax preparation, planning, compliance, and representation before tax authorities. With a commitment to excellence and client satisfaction, Italiano Tax Solutions stays up-to-date with changes in tax legislation and utilizes cutting-edge technology to provide efficient and accurate solutions. Clients trust the firm for its integrity, expertise, and dedication to achieving optimal outcomes in all tax-related matters.
Edralin Mars Tax Services
Edralin Mars Tax Services is a reputable accounting and finance institution located at 1927 Beta Street in National City, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Edralin Mars Tax Services is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax filing or advice on investment strategies, you can trust Edralin Mars Tax Services to provide expert guidance and personalized solutions.
Tracey Rivera Insurance Agency Inc. - State Farm Insurance
Tracey Rivera Insurance Agency Inc. is a State Farm Insurance agency located at 1239 Palm Avenue in Imperial Beach, California. Tracey Rivera has been a State Farm Agent since 2001 and has been working with State Farm since 1989. She is a second generation State Farm Agent and a San Diego native, with a B.A. in Business Management from the University of Phoenix. Tracey has received numerous awards and is actively involved in various boards and committees in the community. The agency offers a range of insurance products, including health insurance. Tracey Rivera Insurance Agency also provides information on GAP insurance, auto maintenance tips, home improvement strategies, and pet insurance options. They prioritize protecting the personal information of their clients and provide accessibility options for those using screen readers.
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards is a boutique firm located at 440 North Wolfe Road in Sunnyvale, California. Specializing in estate planning, trust litigation, and tax law, our team is dedicated to providing personalized solutions tailored to each client's unique situation. Julie Ann Sowards, the founder of the firm, is a seasoned attorney with a focus on advanced estate planning and taxation strategies. With a strong belief in enforcing the rights of beneficiaries, Julie is committed to putting her clients in the most advantageous position possible. She also offers mentorship programs for aspiring attorneys and women starting their own legal practices.
Bill Sampson - State Farm Insurance Agent
At Bill Sampson - State Farm Insurance Agent, located in Fullerton, California, we are committed to helping individuals and families protect what matters most. With over two decades of experience in the insurance industry, I have the knowledge and expertise to assist you with your insurance and financial service needs. As a graduate of Cal State Fullerton, I understand the importance of education and strive to provide clear and effective communication with all of my clients, whether they speak English or Spanish. Whether you are in need of Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, or Health Insurance, I am here to help tailor a plan that fits your unique requirements. My goal is to build strong relationships with my clients and ensure that they make informed choices about their insurance needs.
Focus Strategic Solutions
Focus Strategic Solutions is a finance institution located at 9400 Honsa Avenue, Windsor, California, United States. We understand that no two retirements are alike, which is why we tailor our guidance to meet your specific needs. Whether you are looking to review your current financial outlook or create a retirement plan for the next 30-plus years, our experienced professionals are here to help. At FOCUS Strategic Solutions, we are dedicated to simplifying the complexities of the financial world and serving as your advocate. We work with pre-retirees, retirees, entrepreneurs, and confident women who want to take control of their retirement. Our services are designed to help you achieve your unique retirement goals.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, 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 in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. 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. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.
My Corporate Agent Inc
My Corporate Agent Inc is a reputable finance institution located at 626 Cherry Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, we are here to help. Trust My Corporate Agent Inc to help you achieve your financial goals and secure your future.
Chartwell Financial Advisory, Inc.
Chartwell Financial Advisory, Inc. is a leading finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a commitment to helping clients achieve sustainable results, Chartwell offers a holistic approach to financial advisory services. Specializing in strategic ownership and compensation decisions, Chartwell assists clients in making informed choices designed for long-term success. With a multi-disciplinary approach, Chartwell provides efficient and effective assistance in a wide range of corporate finance transactions. Their transaction opinions serve as a valuable tool for stakeholders to mitigate risks and make well-informed decisions. Chartwell's independent analyses and comprehensive reports are tailored to meet the unique needs of each client.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Pacifica Wealth Advisors
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.
MILES Financial Group
MILES Financial Group is a leading financial services firm located at 3633 Inland Empire Boulevard, Ontario, California, United States. Specializing in tax-free asset growth, wealth preservation, guaranteed lifetime income, premium financing, and estate planning, we are dedicated to helping our clients secure their financial future by developing savings and retirement solutions that exceed their goals. Our team of industry veterans is committed to positively impacting the financial futures of families nationwide. Co-Founded by Retirement Income specialist Billie C. Miles III, MILES Financial Group offers the MILES Financial Show on AM590 ”The Answer” to educate listeners on safer money management and strategies to protect their retirement accounts from stock market losses. Mr. Miles is nationally recognized for his expertise in "no market risk" financial planning strategies that provide potential market growth with no downside risk.
Beacon Pointe Advisors
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.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located in Carlsbad, California, United States. 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 focus on full-service financial planning and research-driven investments. The firm's holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and transition smoothly into retirement. They offer personalized wealth management experiences and customized solutions for clients. With a commitment to fiduciary responsibility, Beacon Pointe Advisors is dedicated to providing top-notch financial services to their clients.
UBS International
UBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
Economic Group Pension Services (EGPS)
Economic Group Pension Services (EGPS) is a finance institution located at 9685 Via Excelencia in San Diego, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, converted prospects, and satisfied clients are what set us apart. We tailor retirement plan designs to maximize savings, tax benefits, and unique goals. By partnering with us, we handle all the complex administrative work, reducing your responsibilities and risks while keeping your plan in compliance. At EGPS, we focus on getting to know our clients, their businesses, and their retirement plan goals to design individualized plans that meet their unique needs. We are dedicated to helping business owners and employees save for their dreams, while minimizing risk and tax burdens and maximizing savings. We also serve financial advisors, CPAs, and recordkeepers as their best ally, combining national resources, professionalism, expertise, and personal collaboration to help you reach your unique goals. Fill out our short form to receive our services and a cost estimate, and let us help you secure a comfortable retirement future.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
Baker Street Advisors, LLC
Baker Street Advisors, LLC is a finance institution located at 575 Market Street in San Francisco, California, United States. We specialize in providing sophisticated wealth management services for successful families and foundations. Our team offers customized, prompt, and attentive service to meet the complex and demanding administrative needs of our clients. With decades of experience working with some of the nation's wealthiest families, we have the expertise to efficiently organize and oversee intricate financial structures. Our investment process is based on data-driven strategies used by the nation's largest university endowments. We prioritize minimizing tax costs when making portfolio changes, ensuring that our clients' investment plans are successful in the long run. In addition to investment management, our team can serve as your personal CFO, addressing tax, insurance, and estate planning matters to create a comprehensive wealth management plan.
Syud Sharif - Ameriprise Financial Services, LLC
Syud Sharif - Ameriprise Financial Services, LLC is a finance institution located at 10801 National Boulevard in Los Angeles, California, United States. With a focus on providing comprehensive financial planning services, Syud Sharif and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Syud Sharif - Ameriprise Financial Services, LLC is committed to providing personalized and professional financial guidance to meet your individual needs.
H&R Block
H&R Block is a trusted accounting and finance institution located at 11273 National Boulevard in Los Angeles, California. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert advice and guidance to individuals and businesses seeking to navigate the complexities of the financial world. Whether you need help with tax planning, bookkeeping, or investment strategies, H&R Block's team of professionals is dedicated to helping you achieve your financial goals.
H&R Block
H&R Block is a well-known accounting and finance institution located at 920 Highland Avenue in National City, California, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to manage their finances effectively. Whether you need help with tax filing, financial planning, or investment strategies, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office today to experience their top-notch services firsthand.
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