Joanne K Brenner, CPA
Joanne K Brenner, CPA specializes in helping Silicon Valley professionals reduce their tax liability and stay up to date with the new tax laws of the TCJA. With 2018 Tax Planning Projections, there is still time to implement strategies that can save money.
The company provides services for individuals, sole proprietors, LLCs, S-Corps, and small to medium corporations. They also have QuickBooks Certified ProAdvisors on staff who can provide bookkeeping and accounting services. Joanne K Brenner, CPA strives to ensure that their clients are informed and confident about their financial decisions.
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Asset Preservation Wealth & Tax
Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.
Lynn Osband Events
Organizing and planning special events is part of our expertise at Lynn Osband Events. We can help you craft a meaningful and wonderful event that will leave a lasting impression. More importantly, we'll allow you to actually enjoy your own party! Our services include: - Providing guidance based on our years of experience to guarantee your event's success. - Utilizing existing connections to source the best vendors. - Coming up with fun and original ideas. - Taking over all the little details that can make or break an event so you don't have to worry. - Allowing you to be with friends and family instead of stressing out over last minute tasks on your big day. If you're in Silicon Valley and are too busy to organize your special event, get in touch with us at 408-981-8422 or LynnOsbandEvents@gmail.com. We'll discuss how to turn your dreams into reality and provide you with a free copy of 10 Tips for a Successful Event.
Tax Group of San Diego
Tax Group of San Diego has been in the business of providing high quality, cost-effective individual and corporate tax preparation and planning since 2010. Our team of Enrolled Agents possess a deep understanding of the tax field which allows us to provide our clients with comprehensive services such as tax planning, bookkeeping, tax managed investments, and business coaching. We work one-on-one with our clients to ensure that they receive the best possible service. Our accountants and financial advisors are well-informed on the latest tax and financial laws, allowing us to keep our clients up-to-date and knowledgeable. Our offices are located in Mission Valley and San Marcos, giving us coverage throughout San Diego County. Appointments can be scheduled through our website calendar or by phone. My name is Joe Vallone, EA. If you're looking for a tax and business professional, please don't hesitate to call me. I'm confident that I can be your go-to person for years to come.
The Party Helpers
Kristin Dickens was inspired to pursue a career in catering after graduating from San Jose State University with a degree in Business Marketing. She decided to give it a shot for the summer and 30 years later, The Party Helpers is one of the leading caterers in Silicon Valley. Kristin was able to use her marketing, sales and decorating skills to build up the business and she also learnt about recipes, menus and portions along the way. The Party Helpers has provided catering services for a variety of occasions from christenings and graduation parties to weddings, baby showers and funeral gatherings. Their mission statement of “personal, professional catering” has stayed the same throughout the years. It involves constant striving for excellence and a commitment to going above and beyond the client’s expectations. Kristin's clients have remained loyal throughout the years and now, even their children are served by The Party Helpers. This is a testament to the dedication and hard work that Kristin and her team put into each event. With their attention to detail and organization, The Party Helpers will continue to be the premier choice for catering and event planning in Silicon Valley.
Catherine Gortner Properties
As a top 10% real estate agent serving Silicon Valley, I understand the value of working with an experienced broker to get the best sale price and a stress-free experience. My reviews demonstrate that I am able to exceed my clients' expectations by providing them with a custom marketing plan that leads to the highest possible sale price, often a record-breaking one. Before launching my brokerage, Catherine Gortner Properties, in 2003, I had a career as a Vice President of Business Development & Marketing in Silicon Valley. That experience allowed me to bring modern marketing techniques and big-dollar negotiations to the real estate industry. I have been a resident of the Bay Area since 1979, having graduated from Stanford University with both a Bachelor of Arts and Science and a Master of Science with Honors. I also attended Castilleja School for Girls in Palo Alto. My involvement in the local community includes serving on the board of directors of the Bay Area MLS, the California Association of Realtors, and a mutual water company where I was instrumental in negotiating its acquisition by San Jose Water in 2020. I live in the San Jose hills and have previously resided in Palo Alto, Portola Valley, and San Carlos. If you're looking for a top-notch real estate agent with the expertise to achieve excellent results, please don't hesitate to reach out. I'm here to help when you're ready.
Silicon Valley Law Offices
Silicon Valley Law Offices is a professional law firm based in Silicon Valley, California. Our team of experienced attorneys provide specialized services in family law (including divorce, custody, support and mediation), premarital agreements, and estate planning (such as wills, trusts, durable power of attorney, and health care directive). Our staff and attorneys are knowledgeable and fluent in both English and Spanish, enabling us to serve both English-speaking and Spanish-speaking clients. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.