Ivan Breger, CPA

Accounting, Management and Tax Solutions

At Accounting, Management and Tax Solutions (AMTS), we specialize in accounting and tax reporting for small businesses. We strive to provide our clients with accurate, timely and professional services that result in highly satisfied customers. Our aim is to deliver quality reports and tax returns that will not be flagged for audit by the IRS or other agencies. We understand that proper planning and attention to our clients' needs can lead to significant cost savings. As such, our fees are usually much lower than the deductions and credits that can be claimed through legitimate means. This often means that your business's tax savings and increased profit margins will be greater than the amount paid for our services. Our team of accountants are highly experienced and knowledgeable. They are able to provide all the necessary services required to produce financial statements, cost reports, budgets and cash flow reporting. As fellow business owners, we understand the day-to-day needs of a business and use the right tools to help our clients make informed decision. We offer tax preparation services for both individuals and businesses, as well as accounting and bookkeeping services for small businesses.

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

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

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.

Lifetime Wealth Planning and Management

Fee-Only Planner Financial Planner National Harbor, Maryland and Alexandria, Virginia Retirement Planning Estate Planning Investments Tax Planning NAPFA Member Financial Advising

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.

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.

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.