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Pacific Tax & Financial Group

(49)

Expertise
Office
Team

“The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000.”

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Dark Horse Cpas

(45)

Team
Small Business
Questions

“She is professional, friendly, always gets the taxes done in a quick manner, is very particular which puts our minds at ease being that it is the IRS we are dealing with, and she knows her sh#* like no other.”

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Creative Management & Tax

(11)

Part Time CFO Services, Bookkeeping, Business Consulting

“The service was professional, the pricing was more than reasonable, and the staff at creative tax are friendly and took the extra care to ensure that they were filing an accurate return while maximizing my refund.”

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Howe Dale R CPA

(9)

Tax Planning and Tax Problems

“The office atmosphere is professional, sophisticated and warm from his assistant, Jane (who is wonderful) to the perfect management of the tedious process that is filling your taxes, the CPA Dale made this process smooth and efficient.”

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Quiver Financial Holdings

(9)

Individual Investors, Business Owners

“Their regular check-ins, how they keep us informed of the trends and are responsive whenever needed are great.”

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Meridian Pacific Properties

(4)

Financing, Tracking / Reporting, Why Build-to-Rent?

“Having owned and managed several of my own rental properties in California, I greatly appreciate having a full-service company take care of all of the work for me.”

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NCG Financial

(3)

Investment, Tax, Retirement

“His customer service is phenomenal and the truth is he really cares about securing our future!”

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SMC Wealth Management

Risk Analysis, Retirement Planning, Investment Management

“At SMC Wealth Management, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you're not just a number or portfolio. You are our priority and we have built ou...”

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Financial Sense Wealth Management

(2)

“This team has the experience to taylor advice according to individual needs compared to others who merely plug you in to a cookie cutter matrix.”

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Devore Financial Advisors

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IFI Professionals

(2)

Business Transformation (Design & Ongoing Advisory), Accounting/Erp System – Implementation, Enhancement & Managed Services, Continuous Planning (Fp&a) – Implementation & Managed Services

“Best place to work.”

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Tax Group of San Diego

(5)

“The knowledge and professionalism was evident from the moment we walked in the office of Mr, Joe Valone He put us at ease quickly as he went through our tax returns.”

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Martensen Tax & Financial

(4)

“When I met with Will, not only did he make the process incredibly easy, he also discovered that I way overpaid my taxes in 2016 when I was still using H&R Block.”

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PHP Agency San Marcos, CA Team Eagles

(2)

“If you're at a loss for a job, loss in finances, or simply would like to be educated with a future plan for yourself, I highly recommend you just stop in, call, or even email Flavio and he will take care of you.”

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Prescott Tax & Wealth Management

(7)

Wealth Planning, Retirement Plan Services, CPA & Tax Planning

“My wife and I have relied on Prescott Tax & Wealth Management for the past 18 years for all of our tax and investment management, and we have been very satisfied.”

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William Knoke

(1)

“Wonderful.”

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Blueflame Energy Finance

“Targeted customer acquisition We conduct automated site analysis for you based on your target market and create a custom, curated list of prospects for you, including preliminary project designs and pre-qualified financing. Scalable project identific...”

FAQs

What is BluePACE PPA?

BluePACE PPA is a cost-effective, turn-key financing solution for clean energy projects. It combines the best of property-assessed clean energy (PACE) financing and power purchase agreements (PPA) to offer easy access to financing and higher savings while leaving the headache to monetize tax benefits, operate and maintain the system to highly-qualified third parties.

How is BluePACE PPA better than my existing financing options?

Because BluePACE saves more than 10% on your energy bills for 20 years without any obligations to operate and maintain the project. This is possible because BluePACE PPA combines the benefits of PPA (in particular, easy monetization of tax benefits) and PACE (easy access to credit) to provide innovative financing solutions for your clean energy project. For point-to-point comparison with other financing options, click here.

Do I need to obtain a building permit?

No, BluePACE and its pre-qualified contractors are responsible for obtaining all necessary permits and completing inspections, including final inspection sign-off, from the appropriate city or county building department.

Are all contractors qualified to install eligible BluePACE projects?

No, BluePACE only works with highly qualified strategic contractors although we will work to qualify additional contractors if preferred by property owner.

More answers can be found on the FAQ page of our website.

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Capital Financial Consultants Group - Orange County

“Once your personal retirement plan is in place, we manage your assets according to your individual goals by utilizing time horizon investment management strategies. In addition, periodic reviews of the overall performance will be conducted to determi...”

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CD Financial

“This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. You'll examine:”

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Williams Financial Advisors

“We have been CERTIFIED FINANCIAL PLANNER ™ professionals in South Orange County for the last 30 years providing investments, financial planning and insurance services for individuals and small corporations. As financial advisors we provide asset allo...”

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Pacific Coast Alliance Corporation.

(1)

“In my 20 year career in both the buy side and sell side PCA has always been informative, transparent and have a great client base.”

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Dimitris Magemeneas- Kingsview Asset Management

“In the early stages of your investment life, you may experience a series of new beginnings—life events that call for the introduction of a financial plan. When that happens, it's important to get a carefully crafted, personal financial plan—a roadmap...”

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RG Bar Investment Group

Investment Planning, Corporate Executive Services, Wealth Management Services

“Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC. Insurance products are made available through, ACC General Agency, a licensed insurance agency. For those persons inquiring f...”

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Coast Wealth Management

“Coast Wealth Management is a Registered Investment Advisory Firm providing comprehensive wealth management services to individuals, families, businesses, and trusts.”

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Average Cost	$3258
Minimum cost	$1086
Maximum cost	$9230
Avg Per Hour Rates	$326

Best Financial Advisors in San Clemente, CA

The highest-rated Financial Planning & Wealth Management companies out of 100 vetted & reviewed in the San Clemente area.

Pacific Tax & Financial Group

Dark Horse Cpas

Creative Management & Tax

Howe Dale R CPA

Quiver Financial Holdings

Meridian Pacific Properties

NCG Financial

SMC Wealth Management

Financial Sense Wealth Management

Devore Financial Advisors

IFI Professionals

Tax Group of San Diego

Martensen Tax & Financial

PHP Agency San Marcos, CA Team Eagles

Prescott Tax & Wealth Management

William Knoke

Blueflame Energy Finance

Capital Financial Consultants Group - Orange County

CD Financial

Williams Financial Advisors

Pacific Coast Alliance Corporation.

Dimitris Magemeneas- Kingsview Asset Management

RG Bar Investment Group

Coast Wealth Management

Retirement Planning and Investment Management Services in San Clemente, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near San Clemente

Popular in San Clemente