Key Financial & Tax Professionals

Providence Financial Insurance and Tax Services

We strive to provide outstanding customer service and support. Our financial planning strategy workshops are tailored to meet all your needs. We offer bilingual services for English and Spanish literature. Our team specializes in auto, home, life, retirement planning and college savings. We will work closely with you to ensure that you receive personalized services so that you can make informed decisions concerning your finances and plan for a secure future. We have perfected our processes and systems so that we are able to offer you the best solutions to meet any financial goal. We understand the importance of planning for your future, which is why we are dedicated to offering you the most up-to-date strategies and solutions that best fit your individual needs. With us, you can rest assured that you will have the expertise to navigate any financial opportunity and choose the best course of action for your future.

California Financial and Tax Services

At California Financial and Tax Services, our mission is to provide our clients with the best possible service, helping them to understand complex financial issues and turn our knowledge into value. We are dedicated to providing every customer with our full attention, regardless of size, and offer a range of services including accounting, tax and loan advice. Our experienced team strives to provide the highest standard of expertise and professionalism, always seeking to give the best advice to our clients. Initial consultations are complimentary, offering an opportunity to discuss your needs and how California Financial and Tax Services can help.

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

The Office of Terrie Bui - Financial Planning, Tax and Insurance

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-Free College Funding Plan

Calone & Harrel Law Group LLP High Quality Legal And Tax Planning Services

For over 50 years, residents and business owners of the San Joaquin and Stanislaus Counties. Our clients include large and small businesses and small and large estate clients. We specialize in the areas: Tax Planning, Estate and Wealth Management planning, Business and Commercial Transactions (Corporate, Partnership, LLCs), Post Mortem Estate and Trust Administration, Real Estate Law, Trust and Estate Litigation and Tax Litigation (and Controversies). We work zealously to provide consistent, high quality legal and tax planning services. At Calone & Harrel Law Group, we have the Experience, Breadth, and Vision that you can rely for expert and aggressive representation. Call us to schedule a consultation.

Baity & Assoc. Tax and Financial Services

Baity & Assoc. Tax and Financial Services provides comprehensive solutions for individuals and businesses to meet their personal and business goals. Our mission is to enable our clients to be more effective in their financial planning. We specialize in tax return preparation services, bookkeeping, payroll report filing, IRS resolution, and tax planning. Our QuickBooks ProAdvisors can even train your staff to better use the software, helping your business run more efficiently. With our dedicated team of professionals, our clients are sure to receive the best possible advice and services. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Thornton Law Firm LLP A Wide Range Of Litigation, Business Law And Financial Planning Services

Thornton & Naumes is a law firm that provides a wide range of litigation, business law and financial planning services and solutions. It specializes in the areas of resolving disputes and business and legal solutions. The firm offers various legal services that include Pharmaceutical drug and medical device litigation, toxic tort. Environmental litigation, and construction and jobsite accidents. It also provides a variety of other services in additional areas that include: Products liability and personal injury, mesothelioma and asbestos claims, childhood lead poisoning, Federal employers liability, workers' compensation and whistleblower litigation. It also offers law-related assistance for automobile, truck and bus accidents.

718 Tax and Financial Services

At 718 Tax and Financial Services, we strive to provide the best experience when it comes to virtual tax preparation services. With our expertise and care, we are here to make a difference in your tax preparation needs. Our team of dedicated professionals is here to support you every step of the way and make sure your taxes are completed with accuracy. Our easy process provides you with the convenience of having an expert take care of all your tax service needs. We guarantee that you will be impressed with the quality of our services and the attention to detail we provide. Contact us today to learn more about how we can help you with your tax preparation needs.