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Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). 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.

Polaris Tax & Accounting

At Polaris Tax & Accounting, our mission is to help business owners take a proactive approach to their accounting and tax needs. Our team of experts can help you reduce the time spent managing your books, and give you up-to-date financial information on how your business is performing. We also provide powerful tax reduction strategies to ensure that you know exactly how much taxes you owe before the end of the year. We make the tax reporting process easy and painless. Our team of professionals are dedicated to providing you with the best service. We strive to help you spend less time worrying about your books and more time doing what you love. With our help, you can be sure that your taxes are taken care of quickly and efficiently, giving you peace of mind.

Rouss Tax & Accounting

At Rouss Tax & Accounting, we strive to be the trusted source of tax solutions for any taxpayer or business owner. We provide tailored strategies to maximize returns and reduce tax burden. Our services include Bookkeeping, Before The Fact and After The Fact tax strategy, as well as top 3 tax saving and tax planning hidden within the New Tax Code. Our team specializes in helping Small Businesses and Nurses with their tax needs. TLC drivers also benefit from our services, which can help them improve cash flow and save an average of 40k. To take advantage of our expertise, click the link or call us at 886 955 5972 to book a discovery session.

Wealth Engineers

Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.

Top Dollar Tax Services

Top Dollar Tax Services has over 30 years of combined experience in tax reduction strategies, same day refund advances, business formation, individual and business tax filings, and ITIN applications. We are a family and minority owned business committed to helping you maximize your income tax refunds. 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.

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Utah Real Estate Accountants

Having a plan to reduce taxes is essential in order to maximize your bottom line and stay within the boundaries of the law. It's not enough to have a great accountant for the annual tax filing - you need ongoing support to ensure you are taking advantage of all legal deductions, credits, and strategies. Utah Real Estate Accountants provides year-round contact and guidance to help you make the most of the tax code. Their team of Certified Tax Coaches offers personalized advice to help you stay compliant with the law while minimizing your tax burden. They provide support and accountability to make sure you are making the best decisions for your business and future.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.

KNR Wealth Management

At KNR Consulting Group, Inc. we offer: - We offer risk-controlled portfolio management with consideration of taxes and income needs. - We offer full service financial planning by partnering with other specialists for tax reduction strategies, wills, living trusts, and more. - Social Security maximization strategies - Mediare plan comparisons   - Annuity maximization analysis - We work exclusively with individuals and couples near or in retirement, as well as their families. - We are a fee-only service.   - We act as a fiduciary, meaning we are legally obligated to put your financial interests ahead of our own. - We provide specialized reporting for all of your accounts, including 401(k), IRAs, annuities, and company stock accounts held at other firms.