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The Agency

(48)

Taxes
Results
Service

“Excellent team here I met Alfred about 10 years ago here at The Agency and starting doing my taxes here with him great place also his team is real resourceful and helpful, one of his team member that always helped me out on my taxes was Perla as well...”

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HRL TAX Solutions

(24)

IRS Audit Representation, IRS Seizures, Financial Planning For Businesses

“I came in with my elderly father for taxes, and Henry was able to sit down with us and answer, in full detail--AND IN MANDARIN-- all of the questions that were asked, clearing up decades of confusion.”

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Elite Accountants Group

(29)

Payroll Services, Quickbooks Setup, 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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Accounting & Tax Solutions

(21)

Tax Services, Offer in Compromise, Tax Liens

“When I called Accounting & Tax Solutions in 2009 My Company was being audited by every agency known, my problems were created by my prior accountant who had given me bad advice for a long time, who had cost me more in late fees and penalties for late...”

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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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Velin & Associates Los Angeles CPA Firm

(30)

Audits, Reviews and Compilations, Cash Flow & Budgeting Analysis, Financial Forecasts & Projections

“They did ALL of the filing for me, made the process easy and stress-free, answered all my (stupid) questions, explained everything that needed to be covered, sent me the copies immediately and forever removed my fear of tax season.”

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Protax Financial Services

(17)

“When I tell them to go to Pro Tax Frank and Connie they realize the service they have been receiving in the past just don't measure up.”

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Skyvault Consulting Group

(9)

Loan

“Unfortunately I was not completely aware of what I had got myself into financially, and he explained it to me in a clear manner, and offered a great solution to my problem.”

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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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Agate Financial

(8)

Future
Retirement

“She goes out of her way to make sure I understood the importance of retirement and everyday financial planning for my family future!”

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Spearhead Credit Solutions

(3)

Credit Consultation, Credit Repair Recommendations, In-Depth Credit Analysis

“I did not realize there were so many regulations and factors when it comes to credit or when dealing with credit bureaus, creditors and lenders.”

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Zen Tax and Financial Advisors

(11)

“I have been coming to Gabby for many years, she is very thorough with the process and extremely professional, she takes her time explaining things if you do not understand them so you won't leave feeling confused, if you're looking for a good place t...”

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Midwin, Vogel & Nathanson

(2)

“Unlike our previous accounting experiences, Brian has the abilities of a CFO, consultative tax strategist, audit fixer, and accounting expertise to help navigate financial challenges and opportunities.”

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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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DSI Wealth Management

Retirement Planning, Wealth Management, Financial Coaching

“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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Sidoxia Capital Management

“Be it his dynamic talks, TV interviews, or extensive writings, Wade Slome CFA, CFP ®, President/Founder of Sidoxia Capital Management, and author of How I Managed $20,000,000,000.00 by the Age of 32 and 1001 Truths about Investing, shares his experti...”

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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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Atlantic Tax Services

(48)

Questions
Environment
Check

“I went to do my taxes today with Miguel, excellent treatment from the entire team, the process was very fast, in less than an hour it was finished!”

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The Hayes Law Firm - Estate Planning & Probate Attorneys

(48)

Asset Protection, Power of Attorney, Estate Planning Documents

“Hayes was able to answer all my questions that I had during this difficult time of loosing my loved one and was able to tell me the next steps to take while others would have charged for such information I am grateful for how thorough he was although...”

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Sense Financial Services

(50)

Solo 401(k)
Research
IRA

“I had a few specific requirements for my desired plan that the competitors couldn't support but Sense Financial helped me set up exactly the plan I needed and made it clear they supposed all my desired features during a quick and efficient phone conv...”

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Paul Carney CPA

(49)

Team
Trust
Deadline

“I have used Paul Carney's service for several years and he has always been a knowledgeable and thorough accountant that is easy to talk to , welcoming to all kinds of clientele and overall excellent.”

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OC Financial Services

(15)

Tax Services, Industries, Services For Quickbooks

“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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Average Cost	$3508
Minimum cost	$1170
Maximum cost	$9938
Avg Per Hour Rates	$351

Best Financial Advisors in West Covina, CA

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

The Agency

HRL TAX Solutions

Elite Accountants Group

Accounting & Tax Solutions

Fathy & Associates

Velin & Associates Los Angeles CPA Firm

Protax Financial Services

Skyvault Consulting Group

Melendez Company & Associates

Agate Financial

Spearhead Credit Solutions

Zen Tax and Financial Advisors

Midwin, Vogel & Nathanson

Theresa Pacheco, CPA

DSI Wealth Management

Sidoxia Capital Management

Refreshed Services

Enrique Villalobos & Associates

Wealthy Dollar

Atlantic Tax Services

The Hayes Law Firm - Estate Planning & Probate Attorneys

Sense Financial Services

Paul Carney CPA

OC Financial Services

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

Why these companies made our list

Wealth Management Advisors near West Covina

Popular in West Covina