• Law Offices of Robert P Bergman

    San Jose,CA
    life insurance trusts for asset protection and estate tax planning, charitable remainder trusts, special needs and supplemental needs trusts for special needs persons, and the Retirement
  • Fitzpatrick & Tucker Inc.

    San Jose,CA Financial ServicesCompany Opening
    consulting. We specialize in preparing tax returns for individuals, partnerships, corporations, non-profits, trusts and estates, as well as multi take a proactive approach and focus on tax planning to reduce current and future tax liabilities. Estate and trust planning is also part
  • Tomita, Penning & Gee Law Firm

    San Jose,CA
    of trust and probate administration, including postmortem trust administration, trust reformations, tax planning, federal estate and gift tax return preparation, complex trust and estate accountings, and incapacity planning and
  • Xchange Solutions

    San Jose,CA Space Lease
    Improvement Exchanges, as well as Delaware Statutory Trust and Deferred Sales Trust™, to allow our clients to defer capital . We also have educational classes for real estate offices and open public classes for anyone who wants to discover how to defer capital gains taxes on your investment property transactions.
  • John M Plaza Investment Advisor

    San Jose,CA Company OpeningFinancial Services
    long-term relationships that are built on trust and understanding. Our services include professional money with college savings plans, estate and tax-planning issues, insurance-related needs, and timely answers to your periodic portfolio reviews, weekly market commentaries, and online access to brokerage accounts. We
  • Law Offices of Cheri E. Michaelis

    San Jose,CA Legal Advice
    trust, will and living trust drafting, power of attorney, health care directive preparation, probate, trust administration, deeds, special needs trusts, estate tax planning, and business succession planning. They are committed to assisting clients in protecting their assets and
  • Global Tax Advisers

    San Jose,CA Financial Services
    tax, partnership tax, real estate tax, individual tax, estate and gift tax, bookkeeping, payroll, sales tax, venture capital, private equity, tax and accounting consulting, retirement plans, tax structuring, and
  • The Tax Man

    San Jose,CA Financial Services
    all sorts of complicated IRS and CA Franchise Tax Board affairs. This includes trusts, estates, S-corporations, non-profits, corporations, partnerships, inheritance tax, offers in compromise, bookkeeping, audits, business development and individual tax
  • Copenbarger & Copenbarger LLP Law Firm

    San Jose,CA Legal Advice
    Copenbarger & Copenbarger, LLP, we believe that estate planning involves providing protection for youas well as for your family, and your resources. Our firm has helped Living Trusts and Wills, Estate Planning, Medi-Cal planning, Estate and Trust Administration, Probate, and Business and Tax planning and maintenance.
  • Keytax CPA

    San Jose,CA Financial Services
    , bookkeeping, payroll, sales tax, audits, real estate business/investment tax & accounting, and individual/self-employed tax and corporate tax. You can trust our team to provide you with the best advice and
  • Edward Chiang, CPA

    San Jose,CA Financial Services
    in individual, LLC and corporate tax returns, estate and trust tax returns, sales tax/property tax returns, payroll tax returns, multi-state tax issues, and providing Quickbooks
  • Jade Stone Real Estate

    San Jose,CA Space Lease
    local niche markets and tax, so we can provide sound advice on all your real estate investments. With our powerful negotiation tactics and financial solutions, you can trust that Jade Stone Real Estate will help you achieve
  • Potentia Tax

    San Jose,CA Financial Services
    well-informed decisions. We focus on tax planning and devote equal time to planning from minimized tax implications. Our team consists of CPAs, tax experts, and financial professionals, tax planning and preparation services. Our team has the expertise and experience to manage complex tax issues, from estate and trust
  • Dunham Associates, CPAs

    San Jose,CA Financial Services
    AMT credit maximization, business succession planning, estate, gift and trust tax return preparation, financial planning and tax preparation and planning, 401k benefit plan audits
  • American Tax Service

    San Jose,CA Financial Services
    Service provides comprehensive tax preparation, accounting, and consulting services to individuals, families, small businesses, estates, trusts, corporations, and partnerships. Our website offers more information and allows you to
  • Law Office of Adam T Evan

    San Jose,CA
    Our mission is to provide comprehensive estate planning services, trust administration and probate advice to help you makeensure your estate plans are tailored to your specific needs. We strive to minimize taxes and fees, as well as provide guidance on who should manage your affairs and take
  • BPM

    San Jose,CA Financial Services
    solutions through our expertise in assurance, tax, business consulting and wealth management. Our team of over of the technology, life sciences, real estate, financial services and nonprofit sectors, ensuring that our clients clients achieve their business objectives. You can trust our team to provide you with the