Wallace Neumann & Verville LLP

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.

Rita Holder Law In Estate Planning, Retirement Planning And Tax Controversies

Rita Holder Law, located in Walnut Creek and San Francisco, is a well-respected firm specializing in estate planning, retirement planning and tax controversies. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacity or death. Our passion is helping clients design their legacy. It is a priceless gift to your heirs to have planned well. If you have minor children you probably want to name the person or persons to care for them after your death. You probably also want to make sure certain or your relatives DO NOT care for your kids if you die. You must name guardians in your will. If you do not name guardians during your lifetime in your will, the court will decide who will take care of them upon your death. There are different types of conservatorships under the California Probate Code, including general conservatorships and limited conservatorships.

Lance S. Cox, Attorney at Law with estate planning and tax law

When you're dealing with complex legal situations, a single mistake could have significant long-term consequences. Whether you're starting a business or planning your wills, Lance S. Cox. Attorney at Law has the experience and ability to guide you through even the most complicated legal process. With over 30 years' experience, this highly accomplished probate and IRS attorney has a reputation for providing high-quality legal representation. Visit his office for help creating a legally binding living will, establishing a trust, or starting a new business venture. Lance S. Cox and his helpful staff are also available for all avenues of tax preparation, for business, estates, and individuals alike. Visit Lance S. Cox, Attorney at Law online now to see his extensive list of legal services. Call (513) 528-6000 to schedule a consultation.

Chan CPA & Company

At Chan CPA & Company, we are thrilled to offer our professional services. We are a comprehensive firm dedicated to helping and nurturing our clients’ growth. Our mission is to provide the best possible support to small businesses, individuals, startups, pre-IPO businesses, corporations, and more to help them reach their financial and business objectives. We have been in business for over two decades, providing accounting and taxation services to clients from the San Francisco Bay Area, Monterey Bay Area, as well as across the country and internationally. Our team of experienced professionals can assist you with bookkeeping, payroll and human resource support, tax compliance and planning, and even interim CFO services.

Pinnacle Tax Services

Pinnacle Tax Services provides top-notch financial advice to both individuals and businesses in Southern California. Our expertise ranges from basic tax compliance and accounting services to more advanced services such as strategic financial planning and tax debt resolution. We are one of the few firms in Greater Los Angeles that specializes in addressing unique tax issues pertaining to the marijuana industry, cannabis businesses, and microcap public companies. Our commitment to excellence is what sets us apart from the competition. All of our staff members are tax professionals with experience and integrity, so you can trust that you will get the highest quality service and attention. With our knowledge, experience, and team approach, we guarantee our clients will receive reliable, affordable services. We provide a wide variety of services, including tax planning, preparation, and compliance; foreign tax planning and compliance for multinational taxpayers; small business accounting services; bookkeeping; payroll services; state and local tax planning and compliance; multistate sales tax compliance; M&A tax compliance and strategic planning; and forensic audits.

Sally Sackett, CPA

Sally Sackett, CPA provides tax management services to help clients make their way through the complex financial maze. Our experienced and knowledgeable team assists clients with tax planning and preparation strategies that minimize their liabilities and maximize cash flow. We also provide representation for IRS and Franchise Tax Board proceedings. Our mission is to create a stress free experience for our clients by providing assurance and guidance through the financial complexity. Our team is dedicated to providing quality assurance services with expertise in tax compliance and planning. We are committed to delivering efficient and reliable service to give our clients peace of mind. Our services include tax planning, preparation and compliance, as well as IRS and Franchise Tax Board representation. With our extensive knowledge on the ever-changing tax laws, Sally Sackett, CPA is the perfect partner to help you reach your financial goals.

Five Stone Tax Advisers

Five Stone Tax Advisers is a full-service tax firm that helps U.S. taxpayers across the world lower their tax burdens. Our mission is to make a positive impact on people's lives through these services, which include tax preparation and planning, audit defense, international compliance and advisory services, small business taxation, property tax representation, and IRS representation. We are a licensed accounting firm and donate 33% of our profits to local and national charities. We also assist homeowners in Travis County by disputing unfavorable property appraisals. Our contingency-based fee structure ensures that our clients only pay us when we save them money. We are a trusted partner to clients nationwide, offering reliable tax advice and support.