Cannon Advisors
At Cannon Advisors, we strive to ensure that our clients' tax and investment plans are seamlessly integrated to maximize savings and meet their retirement goals. We provide bespoke advice and guidance to help our clients make the most of their finances.
If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
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Fort Vancouver Investment Management
At Fort Vancouver Investment Management, we provide comprehensive financial planning services to help individuals and families plan for and manage their retirement. Our team offers portfolio management and income generation solutions, as well as strategies to minimize taxes and investment expenses. We work closely with our clients to ensure their long-term financial success. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
The Fine Art Investment Group of America
The Fine Art Investment Group of America is the leading provider of financial art advisory and investment services in the country. We are headquartered at 4403 Austin Blvd. Island Park, NY 11558. The Group consists of experts in the fields of Fine Art, Sculpture, Collectibles, Jewelry, Watches, Economics, and Finance. Our company's mission is built around a culture of everyday adherence to our core values of integrity, excellence, transparency, and expertise. Simply; Intelligent investments: Great returns! -Guaranteed. The Groups scale and expertise allows for value creation that an otherwise individual investor could not possibly achieve. -A private art fund with an investment perspective -Short, medium or long term investment - providing a more liquid option than private equity funds -Long term capital growth while collecting museum quality works -Diversification -World-class experts & independent advice We can be reached at 1-877-895-5065 or by email at investment@artfundsgroup.com We look forward to the opportunity to work with you!
Spies Tax Connections
Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.
DeLaveaga Properties Real Estate
Mark Szychowski and Chris Somple of DeLaveaga Properties Real Estate specialize in the sale of residential and investment properties along the Central Coast of Santa Cruz County, including Santa Cruz, Soquel, Aptos, Capitola and Scotts Valley. With years of local knowledge, expertise and integrity, Mark and Chris are dedicated to helping clients find their ideal property, whether it be a new home or development, commercial real estate, rural property, lot or land. The team at DeLaveaga Properties has extensive experience in all areas of the real estate market, providing quality service and guidance to buyers and sellers throughout Santa Cruz County. They have the knowledge and experience to provide sound advice on any residential or investment property purchase, while helping clients navigate the complexities of the local market. With a commitment to excellence and a passion for finding the perfect property, Mark and Chris are the go-to real estate professionals in Santa Cruz County.
Strada Financial Group
At Strada Financial Group, our mission is to empower people to make the best financial decisions both now and for their future. To do this, we understand that many financial decisions come down to tax, so we provide tax and investment services. Our team works together to gain an understanding of all aspects of your life to ensure you are making the right choices. We want to give you more than just tax preparation, so our services incorporate investment experience. Our goal is to make sure you reach your goals and become more successful. The Strada team collaborates to determine the best steps forward for you and your finances.
Erickson Wealth & Tax Management
Erickson Wealth & Tax Management is a Seattle-based CPA and financial investment firm dedicated to helping small businesses, retirement planners and individual taxpayers reach their goals. Our team of fee-only fiduciaries are committed to providing comprehensive tax and investment guidance so that our clients can feel secure and prosperous. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.