is a complete service tax preparation and financial planning firm who specialize in individual, corporate, to individuals, families, small and medium-sized businesses in a variety of industries. These services include: -Tax Preparation -Tax Planning -Sales Tax Services -Payroll Services -Corporate/

hundreds of tax returns for both individuals and businesses and provide audit, bookkeeping, and consulting services to-compromise consulting, bookkeeping, QuickBooks Pro advisor consulting, retirement/financial planning, CFO-to-Go and Controller-to-Go services

has provided outstanding fee-only, no-commissions financial planning since 2002. We offer personalized services for clients at all financial levels, including stock option the most tax-efficient time to exercise, sell or hold stock options. It includes a

we specialize in working with small businesses, and much of our work individuals to help them with financial planning, estate planning and elder care. We work s education, helping them with estate planning and taking care of their as self-sufficient as possible. Many business owners these days are using Quickbooks

We provide financial planning and investment advisory services to individuals, their families and small businesses in Northern California. We work with clients on an hourly, as needed basis and do not have any asset or project minimums.

Financial Planning Bookkeeping Tax Planning Estate Planning Insurances Investments Real Estate Financing Real Estate Consulting Loan Modifications/Short Sales Business Formations Business Law Mortgages

anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and

learned in our 30+ years in this business, the single most important piece of any see our role in the investment and financial planning process as being your box top. We outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life,

services for individuals and small businesses including sole proprietorships, Partnerships, LLC' Planning General Bookkeeping (On Site or In House) - Bank Reconciliation, Transaction Recording, FinancialPayroll Services - DD available New Business Formation Financial Planning Management, P&L Analysis, Marketing

why we guide people with a 7-Step Financial Planning Process to help those unsure about their Education Charitable Giving Cash Flow Management Strategies Small Business Sustainable Investing Biblically Responsible Investing ESG Investing Strategies

of mind concerning their tax and financial affairs. We offer independent expert business. Services include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business Planning

the full range of business and tax law, cloud accounting, Quickbooks Online, financial consulting and financial planning, payroll, and taxation services, business entity formation, and tax audit

Preventative Maintenance - IT support for businesses and homes - Annual service plans for cost savings and simplicity - consulting services include: • Business Start-Ups • Strategic Plan Development • Financial Plan • Growth Plan • Business and/or Operation Plans • Competitive Analysis • Market Analysis

Most successful businesses will tell you they could not have accomplished their goals without help. Our core principles and strong mission shape our efforts. So find out what makes our proven approach to your business management successful at retirement planning, financial planning and much more. Call us today!

matters of Accounting, Taxation, IRS problem resolution, Business formation and financial planning. Talk to us, we think you will

For small business clients, we offer HR Management, tax return preparation, competitive rates. For individual clients, we specialize in financial planning, tax return preparation, and e-file services. We

Accounting service is the crux of BMDPC's business. Our finance team is committed to putting of taxes allowable by law. Financial Planning We are dedicated to developing a financial plan that aids in achieving your short- and long-term financial goals. BMDPC offers

for a variety of clients, including small businesses, nonprofits, and individuals. Our specialty areas working with real estate investors, service-based businesses, manufacturing, and software developers. We also need assistance with their taxes, help with financial planning, or even just guidance in understanding

, CPA offers close personal attention to meet individual, financial, and business goals. To facilitate the process, their staff include Accounting Services, Bank Account Reconciliation, Bookkeeping Services, Business Planning, Business Tax Returns, Corporations Tax Returns, Individual Tax Returns

is a premier destination for personal and small business financial planning. We are a collaborative firm who puts our a range of consultation services, from building a financial plan, managing assets (even with low minimums!), acquiring life