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The Agency

(48)

Team
Company
Taxes

“Great people at the agency, they helped me with my credit when I really needed it, definitely will go back if I ever need them again and if you need help with you taxes or credit hit Alfred up tell them Remo sent you!!”

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HRL TAX Solutions

(24)

Payroll Tax Problems, Estate Planning, Tax Preparation For Businesses

“Just a couple month ago, IRS not only levied my bank account, but also Sent my employer a wage garnishment letter demanding payments through my biweekly pay check.”

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Elite Accountants Group

(29)

Financial Statements, Business Taxes Preparation, Payroll Services

“Tax extension deadline was approaching and I had called several Tax offices without much success, but when I called Elite Accountants Group, Ahmad answered and an appointmen was made.”

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Accounting & Tax Solutions

(21)

Tax Preparation, Back Taxes, Tax Services

“Not sure what this wanna be tough guy with the fake name, Toe Peschi, is talking about, but Ruben and his team are extremely professional and very patient, willing to answer and explain any and all questions I have.”

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Fathy & Associates

(1)

“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”

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Protax Financial Services

(17)

“Frank is the best tax man, I have been receiving his professionalism , and great service from his staff for many years 25.”

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Agate Financial

(8)

Future
Retirement

“Suzanne helped us understand the importance of retirement and everyday financial planning.”

Featured

💰Bookkeeping is an essential aspect of running a successful business. By maintaining accurate financial records, you can gain valuable insights into your company's performance and make informed decisions. Some benefits of bookkeeping include tracking expenses, managing cash flow, and ensuring compliance with tax regulations. It also provides a clear picture of your business's financial health, making it easier to secure funding or attract potential investors. With proper bookkeeping, you can set your business up for long-term success. Suzanne Chang...

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Melendez Company & Associates

(4)

Price

“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”

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Zen Tax and Financial Advisors

(11)

“As a small business owner myself it's not easy finding someone with high integrity, willingness to go above and beyond and with amazing customer service!”

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DSI Wealth Management

Financial Coaching, Retirement Planning, Wealth Management

“Mon Fuentes joined DSI Wealth Management in November 2013 with over 18 years of experience in the financial services industry. She was previously the Brokerage Services Supervisor with another Broker/Dealer for 11 years prior to joining DSI Wealth Ma...”

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Theresa Pacheco, CPA

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”

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Refreshed Services

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Enrique Villalobos & Associates

Tax & Accounting Services, Tax Resolution Services

“Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to”

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Wealthy Dollar

“Human behavior plays a significant role in several of the factors contributing to financial challenges. For instance, educational and career choices, spending habits, saving practices, and long-term planning are aspects of individual behavior that ca...”

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Paul Carney CPA

(49)

Questions
Knowledge
Team

“Paul has been both our family and Business CPA going on 25+years and couldn't recommend anyone better, He has served our needs with a quality of service that is unparalleled.”

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Figueroa & Co

(18)

Cloud Accounting, Incorporation Services, Small Business Accounting

“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”

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Gati Group

Tax Services, Industries, Services For Individuals

“Gati Business Consultants Inc. is licensed in CA and specializes in Bookkeeping. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”

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Pacific Accounting Group

(31)

Bookkeeping, Tax Preparation

“For my purposes I felt Chris's extensive knowledge and personal experience in finance and accounting suited my needs the best as an early career postgraduate professional.”

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Ayoub & Associates CPA Firm

(21)

Business Service, Individual Service

“After a not-so-great experience with a previous accounting service, Joseph and his team helped us get on track and get our business in a better financial state in a very short period of time.”

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Golden Legacy Estate Planning

(24)

Probate Services, Estate Planning, Conservatorship

“Golden Legacy is making a positive impact on the community via teaching people how to gain wealth for self and the importance of leaving a financial Legacy for their family.”

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Smartcpa - Chino Hills

(18)

Tax Audit Representation, Accounting For Attorneys, New Business Entity Formation

“If you dislike numbers, especially when it comes to tax matters, you'll understand why I appreciate having Smart CPA's Fatima on my team.”

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Jeff Huang CPA

(12)

Questions
Accountant
Tax Advice

“Jeff attends to us quickly and enthusiastically brings ideas and suggestions to our attention only because it important to him to be attentive to our needs.”

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Calvary Tax Service

(6)

“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”

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Dennis J Tisdale, CPA

(1)

Tax Services, Advisory Services, Small Business Accounting

“Answered my questions ON TAX DAY, rather complicated and he helped me get to the bottom of my concerns.”

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Average Cost	$3023
Minimum cost	$1008
Maximum cost	$8564
Avg Per Hour Rates	$303

Best Financial Advisors in Covina, CA

The highest-rated Financial Planning & Wealth Management companies out of 184 vetted & reviewed in the Covina area.

The Agency

HRL TAX Solutions

Elite Accountants Group

Accounting & Tax Solutions

Fathy & Associates

Protax Financial Services

Agate Financial

Melendez Company & Associates

Zen Tax and Financial Advisors

DSI Wealth Management

Theresa Pacheco, CPA

Refreshed Services

Enrique Villalobos & Associates

Wealthy Dollar

Paul Carney CPA

Figueroa & Co

Gati Group

Pacific Accounting Group

Ayoub & Associates CPA Firm

Golden Legacy Estate Planning

Smartcpa - Chino Hills

Jeff Huang CPA

Calvary Tax Service

Dennis J Tisdale, CPA

Retirement Planning and Investment Management Services in Covina, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Covina

Popular in Covina