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Page 19 of 741478 results
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Mariner Wealth Advisors

145 E Prospect Ave #217
Corte Madera, CA 94526 415-927-1818

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Responsive - Jun 24, 2017

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Mark G Berkman & Company

135 Main St 12th Fl
San Francisco, CA 94105 415-926-6512

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Mark is a consummate professional. He is completely versed in all things related... - May 02, 2020

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Martin G Friedrich CPA

151 Callan Ave #216
San Leandro, CA 94577 510-895-8310

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Incredibly thorough, asked the right questions to uncover things that were... - Sep 14, 2015

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Mary J Mansi CPA

1301 Redwood Way #171
Petaluma, CA 94954 707-762-3518

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Has been amazing in the past, but this year seemed distracted and bit unprepared.... - Jun 28, 2022

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MHTB Accountancy Group of Silicon Valley

1655 Willow St
San Jose, CA 95125 408-266-4755

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Professional, readily available, do not nickel and dime the client to death. - Mar 13, 2018

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Michael West & Associates

5356 Clayton Rd # 216
Concord, CA 94521 925-676-7437

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No raters have left a written comment.

Moore & Baker

1801 N California St #101
Walnut Creek, CA 94596 925-933-6722

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Morris & Associates

2200 Powell St #990
Emeryville, CA 94608 510-658-9080

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Andy Der handled my taxes for the first time. He came well-recommended by... - Nov 09, 2020

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Napa Tax

2143 Jefferson St
Napa, CA 94559 707-224-5240

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Available for tax questions as the arise during the year via email. Timely... - Nov 08, 2017

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Odenberg Ullakko Muranishi

601 California St 18th Flr
San Francisco, CA 94108 415-434-3744

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I have been going to them for 36 years and have not had a problem. they are... - Nov 15, 2017

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On The Coast Bookkeeping & Tax Service

80 Eureka Sq #117
Pacifica, CA 94044 650-355-4400

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Barbara Ginsburg prepared my tax returns while I was out of state by agreeing... - Oct 20, 2016

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Pamela A Rogers

1302 Pine St
Walnut Creek, CA 94596 925-934-8087

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Good advice, great timely service, good prices. We are leaving the state, but... - Apr 19, 2020

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Peter Fukumae

1600 S Main St #140 #150
Walnut Creek, CA 94596 925-938-0526

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used him for many years. he is not taking new clients - Jan 27, 2021

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Polly Scatena Vasheresse & May

655 Mariners Island Blvd #304
San Mateo, CA 94404 650-578-1200

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We have worked with Marcena May for the past 5 years and are thoroughly satisfied... - Sep 14, 2016

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Putney Klein Financial

1243 Alpine Rd #219
Walnut Creek, CA 94596 925-932-2612

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never get audited, extremely careful, very expensive - Sep 15, 2013

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Richard A Saso

3130 Crow Canyon Pl #200
San Ramon, CA 94583 925-275-9111

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We have dealt with Rich for years. We like him very much - Oct 24, 2022

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Richard D Callister

1685 Main St
Oakley, CA 94561 925-679-1111

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Great professional service from entire office - Oct 26, 2018

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Ricky Liu

445 Grant Ave #301
San Francisco, CA 94108 415-391-9073

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I've been Rickey Liu's client for 17 years and he is very easy to work with... - Aug 31, 2016

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Robert Kern Associates

270 Port Royal Ave
San Mateo, CA 94404 650-573-5800

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Have used Bob Kern's firm for many years. They are always accurate, helpful,... - Feb 05, 2019

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Robert R Bordley & Associates

7033 Village Pkwy #206
Dublin, CA 94568 925 829-7370

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Consistently excellent, knowledgeable with tax law changes and efficient. - Jun 22, 2017

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.

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