Braunstein & Company, LLC

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.

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.

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.

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

Safeword Tax Service tax planning, return preparation, and advocacy for members

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My Tax

My Tax was established with the goal of creating a simple and transparent tax preparation process for customers. We believe that your taxes should be yours and that you should feel safe trusting your tax preparer with your financial life. Our team is highly knowledgeable and experienced, providing advice that can help you make informed decisions when it comes to things like financial aid, mortgages, and immigration services. We strive to provide a service that eliminates surprises and offers peace of mind. Our team has the expertise to simplify any tax situation, no matter how complex. From individual and business tax filing to tax planning and compliance, we have the experience and know-how to ensure that you get the most out of your taxes. We take pride in providing top-notch customer service and making sure that our clients understand the entire process. We are committed to helping you achieve your financial goals.

Tax-Man Consulting

Tax-Man Consulting provides specialized tax planning and compliance services for the demanding entrepreneur. Our advisors are knowledgeable in the ever-changing tax codes and regulations, and have the experience to provide research, consulting, compliance and planning services for businesses of all sizes and complexities. We serve companies across numerous industries, as well as high-net-worth individuals, estates, and trusts. Our tax management services include federal and state tax planning and compliance, quarterly estimated payment calculations, business deductions and QBID optimization, income tax minimization planning, transfer and asset protection planning, accounting for income taxes and uncertain tax positions, R&D tax credits, employee retention credits, and energy credits. At Tax-Man Consulting, we understand the importance of efficient and accurate tax services, and strive to provide our clients with ongoing consultation and immediate assistance when needed. Should you require professional tax help, please don’t hesitate to contact us. We’re here to assist you.

McKinnon Patten & Associates

At McKinnon Patten & Associates, we strive to provide our clients with top-notch financial and strategic solutions. Our team of experts are dedicated to listening to our clients in order to understand their needs and provide them with the best solutions. We specialize in a variety of industries and serve businesses of all sizes, from small local businesses to large enterprises. Our services include business consulting, tax planning and compliance, and audit and accounting. We have extensive experience in business valuation, fraud and forensics, mergers and acquisitions, succession and shareholder planning, wealth management, individual tax planning, trust and estate planning, international tax, state and local tax, and business accounting and audit assurance.