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Figueroa & Co

(18)

Quickbooks Services, Payroll Services, Cloud 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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Treveri Capital

(1)

Twitter, Instagram, Google

“He basically walked me through the entire process.”

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If Simple, Business Financial Planning and Accounting

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Truax & Ocampo Professional Tax Advisors

(11)

Tax Services, Industries, Business Services

“They know taxes but they also know administration and management so you'll find their office clean and organized, communications move swiftly and deadlines are made.”

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Atlantic Tax Services

(48)

File
Audit
Check

“Been coming here for 3 years now and everyone is always so helpful and efficient.”

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The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)

Estate Plan, Power of Attorney, Medi-Cal Asset Planning

“The internship program provided me with an invaluable learning experience and I am grateful for the opportunity to have been a part of such a great organization.”

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Paul Carney CPA

(49)

Corporate
Needs
Deadline

“Although this is not Paul's area of expertise, he went out of his way to explain some of the benefits and drawbacks of delaying receiving SS, which was appreciated.”

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The Agency

(48)

Receptionist
Matter
Service

“As a mortgage lender it is very hard to find a reliable and trustworthy credit repair company…However, The Agency, LLC is the anomaly…consistent, reliable and trustworthy.”

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Empress Investment Group

(50)

Attention
Knowledge
Decisions

“I highly recommend Empress to anyone who is looking for solid advice about finances, as well as professionals who value communication with their clients.”

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OC Financial Services

(15)

Industries, Notary Services, Business Services

“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business.”

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SK Enterprises

(38)

New Business Setup Information, Tax Services, Quickbooks Services

“I know getting taxes done could be hectic and requires a lot of knowledge of the tax laws but with Enterprise you would simply send over your documents and they take care of that for you.”

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HRL TAX Solutions

(24)

Tax Preparation, Quickanswers, Dentists

“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 Planning, Quickbooks Online, Business Valuations

“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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Edwin Does Taxes

(36)

Doubt
Knowledge
Tax Preparer

“Edwin is a great tax preparer so I decided to move forward with his service again this year, only this time I was assisted by one of his other tax preparer while he was away from his office.”

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Gati Group

Tax Services, Services For Quickbooks, Industries

“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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TIR Public Adjusters

(22)

Business Interruption, Explosion Damage Insurance Claims, Business Property Damage

“There is no way I would have been able to do this as I work a full time job and dealing with the insurance company is a full time job in its own right.”

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Accounting & Tax Solutions

(21)

IRS Wage Levy, Tax Audit, Tax Liens

“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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Pacific Accounting Group

(31)

Tax Preparation, Bookkeeping

“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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Financial Counseling Center

(41)

Bankruptcy
Comfortable
Understanding

“I highly recommend this service for anyone going thru financial issues themselves and I would highly recommend them to my friends, family or a co-worker.”

Featured

10/19/23 During one of the most challenging periods I've gone through, Michael and Tamara provided unwavering support. Right from the start, they greeted me warmly without any judgment. They meticulously explained the process, expenses, and future steps upfront, making the entire experience as smooth and stress-free as possible. It has been three years since our initial connection, and to this day they consistently respond promptly to my inquiries when I have questions, they are always eager to assist and ensure I have the answers and support I need. Thank you!!

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Golden Legacy Estate Planning

(24)

Probate Services, Trust Administration, 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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Gardena Financial

(33)

Tax Problem, Tax Preparation Fee, Business Tax

“When I have worked with other mortgage companies I never had any loan officer show the interest or take the time to make sure I was comfortable with the process as they did.”

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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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Jeff Huang CPA

(12)

Questions
Tax Advice
Accountant

“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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James F. Hundshamer, Certified Public Accountant

(3)

Tax Services, Quickbooks, Business Services

“Best in southern California I highly recommend”

i

Average Cost	$3130
Minimum cost	$1044
Maximum cost	$8868
Avg Per Hour Rates	$313

Best Financial Advisors in Rosemead, CA

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Rosemead area.

Figueroa & Co

Treveri Capital

If Simple, Business Financial Planning and Accounting

Truax & Ocampo Professional Tax Advisors

Atlantic Tax Services

The Hayes Law Firm - Estate Planning & Probate Attorneys

Paul Carney CPA

The Agency

Empress Investment Group

OC Financial Services

SK Enterprises

HRL TAX Solutions

Elite Accountants Group

Edwin Does Taxes

Gati Group

TIR Public Adjusters

Accounting & Tax Solutions

Pacific Accounting Group

Financial Counseling Center

Golden Legacy Estate Planning

Gardena Financial

Calvary Tax Service

Jeff Huang CPA

James F. Hundshamer, Certified Public Accountant

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

Why these companies made our list

Wealth Management Advisors near Rosemead

Popular in Rosemead