K D Smith & Associates

K D Smith & Associates

At K D Smith & Associates, we specialize in providing comprehensive financial and tax services for our clients. Our team has specialized knowledge in health care exemptions, Uber driver tax preparation, property management exemptions, and business return preparation. We also offer a range of other services, from retirement and education planning to risk management services. Additionally, we are an authorized health care enrollment center for the Affordable Care Act, or "ObamaCare". K D Smith & Associates is equipped with experienced professionals who are committed to helping our clients make informed decisions about their finances, investments, and taxes. Our team is dedicated to providing personalized service to meet each client's individual needs. We strive to help our clients build wealth and achieve financial security by offering tailored advice and guidance.

Family First Tax Services

Family First Tax Services is a tax preparation company offering services for 1040 returns with or without Schedule C (self-employed) business returns 1120 or 1120s, 1065, K-1, 941 and other related forms. We are also knowledgeable in the Affordable Care Act or ObamaCare premium tax credit, fees associated or qualifications for exemptions. We strive to leave our communities better off financially, so we offer our services to be utilized as a way to raise funds for local businesses and organizations, both for and not for profit, within the areas we service. Most tax prep places come and go during the tax season, but we believe in circulating the local dollar by providing education and commerce exchange opportunities. This helps to create smarter filers, spending and earnings! Whether you're looking to maximize your refund or minimize the balance due, proper education and compliance is essential. We are dedicated to providing the best advice on tax evasion strategies that have been put in place by the government and the IRS. Let us help you make sure this knowledge is applied to your unique situation. We look forward to working with you.

Law Offices of Robert P Bergman

Introduction: Robert P. "Bob" Bergman is an estate planning attorney and counselor who specializes in the preparation of foundational estate planning, including the use of custom-drafted wills, revocable living trusts, advance health care directives, and powers-of-attorney. Service: He also prepares special legal documents for families with minor children to keep them out of the foster care system. Bob's detailed approach to the planning process assures that his clients' wishes and desires are implemented in the estate plans that he prepares. He is a Certified Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization) . Bob prepares more advanced estate planning tools such as life insurance trusts for asset protection and estate tax planning, charitable remainder trusts, special needs and supplemental needs trusts for special needs persons, and the Retirement Plan Trust (designed to provide asset protection and maximum tax advantages for an inherited IRA for children or other heirs).

Max Tax Pro

At Max Tax Pro, our goal is to become part of your family. We provide top-notch bilingual tax preparation services in Pasadena and are locally owned, so you don't have to worry about pricey order-takers from big franchises. With our competitive prices and dedication to finding all the deductions, credits, and exemptions possible, we can ensure that you get the most out of your return. Additionally, we offer a generous referral program for those who spread the word about our services. We understand that trust is a two-way street, which is why our knowledgeable and experienced team is dedicated to providing personalized services and making sure you are taken care of. We also offer assistance with buying or selling a home through our real estate professionals. Max Tax Pro is committed to exceeding your expectations and earning your loyalty.

Sun Loan Company

At Sun Loan Company, we understand the need for financial assistance when it's needed most. That's why we offer installment loans of up to $7,500 with reasonable monthly payments. Over the years, we have grown to become an integral part of the community, offering services such as loans, tax preparation, credit rebuilding, and financial health building. Our company is fully compliant with all applicable state laws and regulations. When life throws you unexpected expenses, such as utility bills, medical bills, home or car repairs, and holiday celebrations, you can count on us to get the money you need with payments that fit your budget. We have been providing our customers with reliable service for over 30 years and many of them have become like family. We care about your financial wellbeing and strive to ensure that you are in a secure and stable position. With our presence in seven states and over 230 offices, Sun Loan Company is always available to lend a helping hand.

Sun Loan Company

At Sun Loan Company, we have been providing installment loans of up to $7,500 with manageable monthly payments for over 30 years. We strive to be a true community resource, offering more than just access to money. We can help you with loan applications, tax preparation, credit rebuilding, and financial health. Our services are fully compliant with all applicable laws and regulations. When life throws you an unexpected expense, like home repairs, medical bills, or utility costs, you can rely on us. We understand that times may be tough, which is why we make it easy to get the money you need with reasonable repayment options. Through our network of over 230 offices across 7 states, we have built relationships with our customers that go beyond just lending money. They become part of our family and we are dedicated to helping them improve their financial wellbeing. Come to us when you need help, and trust that we care about your financial health.

Kositzka, Wicks & Company

Kositzka, Wicks & Company provides a wide range of accounting, auditing, tax services and business advisory services. Our expertise covers preparing and reviewing financial statements, tax preparation and planning, and consulting on the best practices for privately owned companies, individuals, estates, trusts, tax exempt organizations and employee benefit plans. Our experienced team is specialized in various sectors including professional services, not-for-profit organizations, real estate and construction, government contracting, health care, technology and affluent individuals. We strive to provide our clients with the highest quality of service. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Rowell CPA Group

Rowell CPA Group is a full-service, family-owned accounting firm offering a variety of services. We specialize in tax preparation, estate planning, payroll services, tax minimization planning, IRS issues, 401K rollovers, offers in compromise, state tax issues, audit help, the Affordable Care Act, setting up a new business, 1099 preparation, personal property returns, sales tax returns, 501c3 charities, sale of business, succession planning, QuickBooks training, health insurance, life insurance, annuities, 403B rollover, 457 rollover, safe retirement options, and free consultations. Our experienced team of professionals is dedicated to providing our clients with the best advice and highest quality work. We are committed to helping our clients reach their financial goals through sound planning and creative solutions. Our expertise extends beyond tax and accounting, and includes health insurance for both individuals and small businesses.