Sheriff & Morgan, CPA

AA CPA Tax Strategies

AA CPA Tax Strategies specializes in helping individuals and businesses build and preserve their wealth. We offer customized tax strategies to help clients legally beat the IRS, as well as one-on-one guidance and comprehensive financial planning services. Our team also specializes in business valuation, tax preparation & IRS dispute resolution, bookkeeping and payroll services. We are dedicated to providing small business owners, start ups, dentists and Mexi with comprehensive financial, tax and accounting solutions. With our expertise and professional service, we ensure the growth and longevity of our clients' wealth. 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.

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.

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.

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.

JH Advisers

Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.

Wastvedt & Co

At Wastvedt & Co, we strive to provide our clients with the best strategies for minimizing their liability through expert tax planning and preparation. We specialize in helping small businesses and those with a high net worth, and focus on reducing both estate and income tax. Our personalized approach gives our customers the peace of mind that comes with knowing that their taxes are handled with the utmost care and precision. We provide comprehensive tax planning and preparation services, and our team of experienced professionals can advise on a variety of topics ranging from start-up operations to tax reduction strategies for high net worth individuals. Our goal is to be a trusted partner to all of our clients, providing sound advice and counsel tailored to their individual needs.

David J. Prothero, CPA P.C.

At David J. Prothero, CPA P.C., we offer personalized and professional financial services to individuals and small businesses. Our mission is to provide tailored advice for tax reduction strategies, investments, and insurance to our clients. We specialize in helping our customers minimize their tax burden and maximize their returns. We offer a range of services, from small business tax consulting to IRS and Massachusetts Department of Revenue Notice/Audit Resolution. In addition, our team assists with capital gains analysis and planning, AMT analysis and planning including Incentive Stock Options, as well as tax implications and planning for investing in real estate, including buying a multifamily or vacation home. Our tax preparation services cover corporations, individuals, trusts, and estates.