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Global Tax 360 & Consulting Services

(10)

Financial Statements, Tax Planning, Individuals Income Tax

“Great service, I opened a corporation very fast and they gave me all the information I require to run it, they also keep my bookkeeping up to date as well as payroll services.”

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American Profit Consulting

(15)

Funding
Small Business
Company

“Humberto has been above and beyond to make sure that all my requirements have been met, anyone whom is interested in doing business with him I highly recommend him.”

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Gold Path Investment Group

(2)

Goals
Retirement

“He helped me develop a comprehensive financial plan and is managing my retirement portfolio so my wife and me can retire comfortably by the time we are 60.”

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IGA Tax & Accounting

(3)

Home, Morehomeareas of Practice, Areas of Practice

“Highly recommended if you're looking for accounting, tax services or bookkeeping services in Chula Vista or Eastlake.”

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Juliette Montoya-Cesena, Loan Officer

(1)

“She always informs my clients of all their financing options, helps them understand how the loan process is going to work before and during escrow and I highly recommend Juliette for all residential mortgages and reverse mortgages.”

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Calfed Financial Services

“Locally owned and operated and serving San Diego, California and surrounding areas, CALFED FINANCIAL SERVICES provides professional tax preparation and bookkeeping services. Our friendly, quality tax services are competitive priced, too. Stop in NOW...”

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Sevilla Registration Services

(1)

“Mobile she will come anytime 24 hrs 7 days a week.”

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Strathmore & Kinghorn

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San Diego Business Advisors

(25)

Knowledge
Company
Questions

“San Diego Business Advisors has impressed me from the beginning with their in depth knowledge as well as their desire to fully understand my business and my goals.”

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San Diego, CPA A Professional Tax & Accountancy Corporation

(47)

Individual
Communication
Finances

“They also spent face to face time to understand my situation and were available over the phone and email for any questions (my previous tax accountant was not as responsive).”

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Copley Financial Group

(31)

Future
Portfolio
Retirement

“He listened and understood our concerns and investment type, offered creative solutions that protected us in a down market, yet still grew our portfolio.”

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Pierre Tax and Wealth Management

(48)

Tax Law
Communication
Team

“He's provided me with excellent advice and service and most importantly saved me a lot of money in taxes by identifying all of the advantages allowed for my specific situation.”

Featured

Expert Tax Consultant in San Diego At Pierre Accounting, we specialize in helping businesses achieve financial greatness. We offer more than just balancing your books and tallying up your receipts. We are here to protect your assets and help you to grow your business. Our CPA team has decades of experience working with small and large companies. It will provide you with expert guidance and the resources you need to stay on top of your finances and make intelligent decisions going forward. At Pierre Accounting, we understand that every company is unique, so we give each client personalized service according to their specific needs. We have a strong commitment to our clients and strive to achieve the best possible results for each situation. Our licensed CPA will manage your financial situation so that you can focus on more important matters. From tax preparation to a full financial audit, tax strategy, financial planning, and more, our certified public accountant has your best interest in mind and is committed to providing professional advice and straightforward answers. Call today for more information.

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Darrin A. Santos, Cfp-Fsi Wealth

(35)

Future
Knowledge
Retirement

“I have known Darrin Santos for more than fifteen years, since before my husband passed away - he is not only my Financial Advisor but has also become a personal friend.”

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Wealth Legacy Group

(13)

Integrity
Life
Team

“I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.”

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Pure Financial Advisors

(4)

Advice

“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”

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Fleetridge Financial

(2)

Asset Management, Fiduciary Services, Tax Preparation Services

“I am a small business owner and I came with a big list of questions regarding state and federal taxes, sole proprietorship vs LLC, business income and expenses, liability insurance, investment accounts and deductions, subcontractors vs employees, etc...”

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Carrasco Group

(14)

Services For Individuals, Tax Services, Quickbooks Services

“They are excellent people and the truth is that we fell into excellent hands after so many false hopes that others gave us and they only took away the little money we had and God gave us On the way to these wonderful people we thank you enormously fo...”

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Indevia Accounting

(36)

Financials
Owner
Team

“They have discovered and alerted me to numerous issues that have come up, whether it be a duplicate payment made or a missed deposit or a fraudulent check written.”

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Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial

(5)

Retirement Planning, Wealth Management, 401k and Ira Planning

“I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well.”

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J & E Tax & Bookkeeping

(1)

Financial Planning, Retirement Income Planning, Investment Management

“Always do a great job.”

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Armstrong, Fisch & Tutoli, Attorneys At Law

(5)

“While the trust was a thick document, and I really didn't have any issues with the beneficiaries, Stephanie helped with answering questions and providing suggestions or approaches to potential problems (transferring property, stocks, selling assets, ...”

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Creative Capital Management Investments

(1)

“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now.”

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JW Financial

(20)

Medical Collective State Income Tax Returns, Individual Federal/State Income Tax Returns, Non-Profit Federal/State Income Tax Returns

“I love that she let me ramble on and came up with the best solution for me to move forward.”

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Koala Financial and Bonita Tax Service

(16)

Attention
Law

“I have learnt about my personal finances from visiting you guys.”

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Average Cost	$3687
Minimum cost	$1229
Maximum cost	$10447
Avg Per Hour Rates	$369

Best Financial Advisors in Chula Vista, CA

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Chula Vista area.

Global Tax 360 & Consulting Services

American Profit Consulting

Gold Path Investment Group

IGA Tax & Accounting

Juliette Montoya-Cesena, Loan Officer

Calfed Financial Services

Sevilla Registration Services

Strathmore & Kinghorn

San Diego Business Advisors

San Diego, CPA A Professional Tax & Accountancy Corporation

Copley Financial Group

Pierre Tax and Wealth Management

Darrin A. Santos, Cfp-Fsi Wealth

Wealth Legacy Group

Pure Financial Advisors

Fleetridge Financial

Carrasco Group

Indevia Accounting

Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial

J & E Tax & Bookkeeping

Armstrong, Fisch & Tutoli, Attorneys At Law

Creative Capital Management Investments

JW Financial

Koala Financial and Bonita Tax Service

Retirement Planning and Investment Management Services in Chula Vista, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Chula Vista

Popular in Chula Vista