John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their goals. Our experienced team creates personalized strategies tailored to each individual's unique financial situation. We strive to develop long-term relationships that are built on trust and understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings plans, estate and tax-planning issues, insurance-related needs, and timely answers to your financial questions. We also provide periodic portfolio reviews, weekly market commentaries, and online access to brokerage accounts. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

I am Martin Lowe, CPA, dedicated to providing personalized and comprehensive tax services to individuals, small businesses, and corporations. My mission is to help clients manage their taxes with confidence and efficiency. I specialize in assisting Silicon Valley professionals and business owners with filing taxes, audit services, and tax resolution. Furthermore, I provide accounting and payroll services, as well as helping US expats to meet their tax obligations. With my experience and commitment to customer service, I make sure that clients feel supported and secure with their tax filings. 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.

I am an experienced mortgage advisor with Exertus Mortgage Advisors, and I am here to make your purchase or refinance process as smooth as possible. I am licensed in California and offer a wide variety of programs for first-time buyers and experienced investors/flippers alike. Our specialty programs include no income verification, bank statement income verification for self-employed borrowers, interest only on investments, hard money loans, low fico score options, and A-paper loans. We are dedicated to providing competitive rates and quick turnarounds, with most purchases closing in 20-25 days or less and pre-approvals taking 24 hours or less. Plus, I am fluent in Spanish! Our team is committed to providing top-notch customer service and offering the best possible options to our clients. We understand the market and strive to make sure you are completely satisfied with your mortgage experience. With our knowledgeable staff and a variety of loan options, we are your one-stop shop for all your financing needs.

Dunham Associates, CPAs is a full-service accounting firm that provides a wide range of services to individuals, businesses, and organizations. Our mission is to provide the highest quality financial guidance to our clients in order to help them make informed decisions and improve their financial outlook. We strive to offer the best customer service possible and ensure that all our clients receive the most accurate advice and attention they need. We offer our clients a variety of services such as real estate taxation, multi-state tax preparation and nexus issues, stock options planning and AMT credit maximization, business succession planning, estate, gift and trust tax return preparation, financial planning and tax preparation and planning, 401k benefit plan audits, financial audits, reviews and compilations, sales tax services, QuickBooks consulting and IRS, state and local representation. Our team of experienced professionals is dedicated to providing you with the most comprehensive accounting solutions and personalized advice to meet your needs.

Are you worried about tax return preparation and foreign account reporting? Worry no more – Sanjiv Gupta, CPA is here to help. Our tax practice has been providing solutions for numerous clients in various fields, from the simplest to complex financial transactions. We have expertise in negotiating and settling with the IRS and the Comptroller of the Treasury. If you hold bank accounts in other countries, such as India, Canada or any other international location, you need to make sure that you are compliant with the new laws. We can help you understand the laws and guide you through the filing process. We can also assist you in bringing your money back into the United States or with filing a proper return. Sanjiv Gupta, CPA also provides financial consulting services in many areas, including 401k, IRA, retirement, education, stocks, bonds, home, business, rental, buy, lease and insurance. We analyze all your past, current and future financial transactions to come up with a plan that helps you become financially secure and lessen your tax liability.

CommonWealth Central Credit Union is a not-for-profit, member-owned financial institution located in Santa Clara County. We are committed to helping our members reach their financial goals, whether it's buying a home, car, paying for college or planning for retirement. Our low-interest loans, competitive interest savings and financial expertise make us the ideal partner for achieving success. With a dedicated team of professionals, we strive to provide the best possible experience for our members. 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.

Excite Credit Union has been providing excellent services and experiences for their members for the past 68 years. They are committed to supporting their communities and helping everyone to build a financially stronger future. They offer a range of financial services including savings accounts, high yield checking accounts, credit cards, low-rate auto-loans, mortgages, home equity loans and 24/7 online and mobile banking. In addition, their team is made up of relatable, jean-wearing and highly-caffeinated individuals that make sure their members get the best service possible. 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.

Patelco Credit Union is a not-for-profit financial institution that offers competitive rates, fewer fees, and personalized service to its 400,000+ members across Northern California. Our 37 branches provide convenient services and access comparable to the big banks, but with better rates and personal attention. We are proud to serve the Bay Area, Sacramento, and San Jose with more than $8 billion in assets under our management. Our commitment to the communities we serve goes beyond our financial products. We regularly host community events, donate to local causes, and volunteer our time and resources. We are federally insured, well-capitalized, and free to join. Join us today and see why Patelco Credit Union is one of the largest credit unions in the nation.

We are here to help you on your journey to improving your credit profile. We will go over the steps needed to maximize your credit score and we'll also provide education so that you can continue to manage your credit long after our time together. In addition, we will review each line of your credit report to identify any items that may be reporting incorrectly, outdated, unverifiable, misleading, or questionable. We can help you with the correspondence that is needed to interact with the major credit bureaus and your creditors in order to get rid of these negative items from your credit report. Lastly, we will develop a plan with you to rehab your credit and put you on a path that is most efficient and effective in increasing your credit score. Throughout this process, you will acquire knowledge about credit management and credit wellness that will stay with you for life. Blue Water Credit is here to provide you with the necessary guidance and counseling to help protect your credit scores.

Having bad credit doesn't have to be a permanent problem. At Credit Repair Bay Area, our certified advisors can guide you through the process of improving your credit score. Our team is proactive and dedicated to helping clients achieve their desired credit rating. We are an experienced and reliable company that will provide you with the necessary tools and resources to help you get back on track. Our team of experts have extensive knowledge in financial services and credit repair. We are committed to providing personalized advice and support to ensure that our clients reach their goals. We make sure that clients understand each step of the process, from analyzing their credit reports to creating actionable strategies for improvement. Our team is available to answer questions and provide assistance throughout the entire process.

At Fitzpatrick & Tucker Inc. we offer a range of services for our clients, from tax returns to business consulting. We specialize in preparing tax returns for individuals, partnerships, corporations, non-profits, trusts and estates, as well as multi-state returns. We also provide review and compilation of financial statements and can represent our clients if required. In addition to tax preparation, we take a proactive approach and focus on tax planning to reduce current and future tax liabilities. Estate and trust planning is also part of an overall financial plan, for which we offer estate planning, taxation, trust administration and taxation services. We also provide business consulting services to help do-it-yourself business owners manage their operations with accounting software packages such as QuickBooks. Our firm is based in San Jose and we serve a variety of individual and business clients, providing professional services tailored to meet the unique needs of each one. You can find out more about our services on our website. Our aim is to support our clients by providing them with the knowledge they need to make informed decisions. We create custom solutions to help achieve maximum growth and potential wealth.

Horizon Revenue Solutions is a medical billing service located in the San Francisco Bay Area. We strive to provide personalized attention for our clients that cannot be found with national billing companies. Our mission is to help practices achieve success by providing responsive service, customized workflows, coding information, and documentation feedback. We are able to process claims for all private professional specialties, while working with all commercial and government insurance carriers. We offer competitive rates and no long term contracts, and are able to integrate with any software used by the practice. Our vision is to become a premier local billing service that is known for quality, customer care and accuracy. Our team is dedicated to helping practices achieve their goals and making sure our clients receive the best possible service.

For most Loan Officers, the closure of a loan represents the completion of a business transaction. But for me, it's just the start of a lifelong relationship. It is my priority to ensure that each and every client has an exceptional experience right from the start of their loan process, throughout the loan closing process, and even after. I will always track the terms of your loan to keep you ahead of the market. At Loan Simple, we are dedicated to creating a positive experience for our clients. Our team is committed to providing expert advice and assistance to ensure that you get the best possible mortgage terms and remain informed of any changes in the market. We take pride in being with you through every step of the loan process and beyond.

At The Reen Team - Direct Mortgage Funding, we are leaders in home financing and are dedicated to helping you make the most out of your next home purchase. Representing a top mortgage bank, we offer access to specialized tools to make sure you get the ideal loan for your needs. Our highly experienced team is recognized as being in the top 1%, and we are committed to providing our clients with the individual attention and respect they deserve. Our commitment to our clients goes beyond just helping them qualify, apply and be approved for the perfect loan. We also host home buyers workshops to provide more information and guidance on the process. NMLS 304120, DFPI License 01136905 and Company NMLS #227765, we are an Equal Housing Lender. Let us help you make the right decision when it comes to buying or refinancing your home.

Shawn Sidhu is a top-rated mortgage consultant working with clients in multiple states such as California, Colorado, Washington, and Oregon. He is associated with C2 Financial Corporation and specializes in helping home buyers who may have difficult loan requirements or face obstacles when going through direct lenders. With the network of C2, Shawn is able to match his customers with the best loan option for them. His services include FHA loans, reverse mortgages, stated income and bank statement loans, construction loans, commercial loans, and VA loans. Additionally, conventional and jumbo loans are also available. 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.

Medical Billing Specialists offers a wide range of services and solutions to healthcare providers. Our mission is to provide high-quality, cost-effective services that improve the efficiency and accuracy of medical billing operations. We are committed to helping our clients maximize their revenue, minimize their costs, and ensure compliance with all relevant regulations. We provide specialized solutions such as revenue cycle management (or medical billing), practice management consulting, provider credentialing, new practice startups, software analysis & selection, system data conversion, interface analysis and development, technical and business project management, EMR implementations, cloud technology hosting and support, system and business training, "Meaningful Use" and PQRS assistance, ICD-10 coding, regulatory compliance, clinical workflow optimization, change management, and more. Our team is composed of experienced professionals with deep knowledge and expertise in the healthcare industry.

At KeyPoint Credit Union, our mission is to empower people with the financial tools they need to succeed. We offer competitive rates and fewer fees than major banks, as well as a full range of banking products and services. Our free checking and Visa® Debit Card, low-rate loans, high-yield savings, money market accounts, certificates, IRAs, investments and affordable insurance are designed to help you make sound financial decisions. We also provide free online banking, mobile apps and bill pay, access to 30,000 free ATMs and 5,000 CO-OP branches nationwide, a Starting Point program to help you get a first auto loan, free financial education seminars, a college scholarship program and great member discounts. Convenient car-buying through Autoland is also available. KeyPoint Credit Union is Federally insured by NCUA and is an Equal Housing Lender (NMLS# 417395).

At Sosa Practice Partners, our mission is to help ensure your success. We offer a range of highly personalized services tailored to the needs of individual and small group practices, so as to improve cash flow and reduce operating expenses. Our services include medical billing and practice management solutions, EMR/EHR software, creative collection solutions, well care services, MD Audit Shield, CodeMAXX services, physician credentialing, remote data backup and recovery services, digital scanning and archiving of medical records, electronic fund transfer services, HIPAA compliance and more. We understand how busy life can be for medical practitioners, which is why we are dedicated to providing the best possible solutions to ease the pressure of tedious paperwork. Our primary goal is to look out for your best interests and protect your bottom line. As part of this commitment, we provide free code and cost analysis, as well as free software. We also ensure that each client receives our full attention by carefully balancing our client base.

Cosentus is a leading medical billing service provider in San Jose and the Bay Area, offering comprehensive revenue cycle management for multiple specialties. Our cloud-based system not only provides quick access to all billing data, but also utilizes innovative technology to improve patient relations and engagement. Customers can expect an increase in collections of 7-21% within 90 days. We specialize in Orthopedic Billing, Anesthesia, ASC Billing, OBGYN, and Urgent Care Centers. Our experienced team members are committed to providing excellent customer service and delivering top-notch results. With our cutting edge technology, you can count on Cosentus to handle your billing needs.

College Planning ABC is a company that assists higher income families in obtaining grants and scholarships to help reduce the cost of college. We provide financial strategies and guidance so our clients can get the maximum discount on their tuition fees. Our goal is to create a plan tailored to each individual's situation to make college more affordable. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.