Tax Services in East Palo Alto, CA

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Top East Palo Alto, CA Tax Preparers

Tax and Financial Services - Palo Alto
4 out of 5
Location 530 Lytton Ave, Palo Alto, CA 94301, USA
Phone (650) 600-1829
Lawrence Associates
Location 510 Central Ave, Menlo Park, CA 94025, USA
Phone (650) 493-4237
JAG Accounting
Location 44 Encina Ave, Palo Alto, CA 94301, USA
Phone (650) 321-9863
Tax Accountant in East Palo Alto, CA

Where Tax Accountants in East Palo Alto, CA Serve

East Palo Alto is located in San Mateo County, California. It is bordered by the cities of Menlo Park to the north and Palo Alto to the south. East Palo Alto is also bordered by the Bay and the San Francisco Bay National Wildlife Refuge. The major highways and streets in East Palo Alto are Highway 101, University Avenue, and Bay Road. The top employers in East Palo Alto are Facebook, Tesla, and Walmart. Some of the neighborhoods in East Palo Alto are Woodland Park, Belle Haven, and Ravenswood.

Financial Services Related to Tax Planning in East Palo Alto, CA

Banks and Credit Unions

Banks in East Palo Alto, CA provide a variety of services to their customers. These services include but are not limited to the following: checking and savings accounts, loans, mortgages, and credit cards. In addition to these services, banks offer their customers a variety of other products and services such as online banking and bill pay. They also offer a variety of different account types to meet the needs of their customers.

Retirement Planning

East Palo Alto, CA is a city located in San Mateo County, California. It is on the San Francisco Peninsula, bordered by the Bay to the east and Stanford University to the west. As of 2010, East Palo Alto had a population of 28,155. Retirement planning in East Palo Alto can be difficult because of its high cost of living. The average home price in East Palo Alto is over $1 million, and many residents must commute long distances to find work. However, there are some retirement planning resources available in the city. The East Palo Alto Senior Center offers classes and workshops on a variety of topics related to retirement planning, including budgeting, healthcare, and estate planning. In addition, the city's Office of Economic Development operates an "Eastside Seniors Program" which provides financial assistance to seniors who need help paying for food or housing.

Wealth Management

Wealth management in East Palo Alto, CA is a process that helps individuals and families with their finances. The goal of wealth management is to help people grow and protect their money so they can achieve their financial goals. Wealth management services include investment planning, retirement planning, tax planning, and estate planning.

Financial Advisor

A financial advisor in East Palo Alto, CA helps people save money and invest their money wisely. They can help you create a budget, save for retirement, and invest in stocks and mutual funds. They can also help you with estate planning and tax planning.

Insurance Broker

An insurance broker in East Palo Alto, CA helps people find the right insurance policy for their needs. They work with a variety of clients, from individuals to businesses, and help them find the best rates and coverage possible. They are knowledgeable about the industry and can help you find the right policy for your specific situation.

Mortgage Loan Officer

A mortgage loan officer in East Palo Alto, CA helps people finance the purchase of a home. They work with borrowers to find the best mortgage product for their needs, and help them through the process of getting approved for a loan. Mortgage loan officers also work with real estate agents and lenders to ensure that the sale of a home goes smoothly.

Estate Planning Lawyer

An estate planning lawyer in East Palo Alto, CA helps people create wills and trusts. They can also help you with probate and estate administration. If you have a family business, they can help you to transfer that business to your heirs. They can also help you plan for incapacity or disability.


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