Tax Services in Berkeley, CA

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Top Berkeley, CA Tax Preparers

Berkeley Tax Service
4 out of 5
Location 1900 Shattuck Ave., Berkeley, CA 94704, USA
Phone (510) 717-8347
Marlyce Johnson Tax Prep
4 out of 5
Location 825 Page St, Berkeley, CA 94710, USA
Phone (510) 526-8772
Fiducial Business Centers, Inc.
Location 2041 Bancroft Way UNIT 210, Berkeley, CA 94704, USA
Phone (510) 845-0500
Tax Services Plus
5 out of 5
Location 2224 Sixth St, Berkeley, CA 94710, USA
Phone (510) 525-9987
Bay Tax
5 out of 5
Location 3120 Telegraph Ave SUITE 3B, Berkeley, CA 94705, USA
Phone (510) 717-6837
Tax Accountant in Berkeley, CA

Where Tax Accountants in Berkeley, CA Serve

Berkeley is a city in California that is known for its liberal politics and diverse population. Some of the city's landmarks include the University of California, Berkeley, the Berkeley Marina, and the Berkeley Hills. Some of the city's top employers are UC Berkeley, the City of Berkeley, and Kaiser Permanente. The city's major highways and streets include I-80, I-580, and University Avenue. The city's neighborhoods include North Berkeley, Downtown Berkeley, South Berkeley, and West Berkeley.

Financial Services Related to Tax Planning in Berkeley, CA

Banks and Credit Unions

Banks in Berkeley, CA provide a wide range of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. They also offer a variety of investment products, such as stocks, bonds, and mutual funds. Many banks also have ATMs where customers can withdraw cash or deposit checks.

Retirement Planning

If you're nearing retirement, it's time to start planning. Berkeley, CA has many options for retirees looking for a place to settle down. You'll need to consider your budget, what you want to do in retirement, and how long you plan to live there. There are also some important things to keep in mind when it comes to taxes and healthcare in retirement.

Wealth Management

Wealth management is a process that helps individuals and families grow, preserve, and manage their wealth. Wealth managers provide advice on investments, insurance, estate planning, and tax strategies. They work with clients to create a financial plan that meets the client's specific needs.Wealth management in Berkeley, CA is a process that helps individuals and families grow their wealth while preserving it for future generations. Wealth managers in Berkeley provide advice on investments, insurance, estate planning, and tax strategies. They work with clients to create a financial plan that meets the client's specific needs.

Financial Advisor

A financial advisor in Berkeley, CA helps people save for retirement and plan their investments. They can help people figure out how much money they need to save each month in order to have a comfortable retirement, and can recommend different investment options depending on the person's risk tolerance and financial goals. A financial advisor can also help people with estate planning, tax planning, and other money-related matters.

Insurance Broker

An insurance broker in Berkeley, CA helps people find the best insurance policies for their needs. They work with a variety of companies to get the best rates for their clients, and can also help them file claims and understand their policies. They are licensed by the state and have a great deal of experience in the industry.

Mortgage Loan Officer

Mortgage loan officers in Berkeley, CA work with clients to help them obtain mortgage loans. They work with clients to determine their eligibility for a mortgage loan and help them through the application process. They also work with banks and other lenders to obtain the best possible interest rates for their clients.

Estate Planning Lawyer

An estate planning lawyer in Berkeley, CA helps you create a will and other legal documents that ensure your wishes are carried out after your death. They can also help you set up trusts, make arrangements for guardianship of your children, and more. If you have any questions about what an estate planning lawyer can do for you, be sure to contact one today.

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