Tax/Accounting Advisors

Discover local tax advisors who can help with your estate planning needs.

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Emily Anderson

RWS, LLP

Certified Public Accountant More Details
Work 230 Colfax Ave Ste 100 Grass Valley CA 95945 Work Phone: (530) 477-6468 Website: www.rwsllp.com
Services

Certified Public Accountant

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Denise Best

Cornerstone Accounting Services

Preparation of Fiduciary Trust, Probate and Conservatorship Accountings. Fiduciary Accountings are time-consuming and must conform to the California Probate Code. We organize your financial data and use dedicated accounting software that satisfies court approved filing requirements, and provides comprehensive Accountings in accordance with the California Uniform Principal and Income Act. Our accounting specialist has over 25 years experience.… More Details
Work PO Box 1184 Grass Valley CA 95945 Work Phone: (530) 264-7339 Ext 1 Work Fax: (888) 706-2406 Website: http://www.cornerstoneaccountant.com
Services

Preparation of Fiduciary Trust, Probate and Conservatorship Accountings.

Fiduciary Accountings are time-consuming and must conform to the California Probate Code. We organize your financial data and use dedicated accounting software that satisfies court approved filing requirements, and provides comprehensive Accountings in accordance with the California Uniform Principal and Income Act.

Our accounting specialist has over 25 years experience. We provide high quality and personal service, and work with individual trustees, conservators and executors, attorneys, and professional fiduciaries.

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Tanner Ketcham

Patterson’s Tax Practice

Tax Preparation:
  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
More Details
Work 312 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 615-4917 Website: www.pattersonstaxpractice.com
Services

Tax Preparation:

  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
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Deborah Patterson

Patterson’s Tax Practice

Tax Preparation:
  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
More Details
Work 312 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 615-4917 Website: www.pattersonstaxpractice.com
Services

Tax Preparation:

  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
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Janet Peake , MBA, CFP, EA

Crown Capital Securities, L.P.

Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens' college education and to lead the lives they desire with financial security. More Details
Work 648 Zion St Nevada City CA 95959 Work Phone: (530) 265-0785 Work Fax: (530) 687-8336 Website: www.janetpeake.com
Services

Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens’ college education and to lead the lives they desire with financial security.

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George Pelpel

Patterson’s Tax Practice

Tax Preparation:
  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
More Details
Work 312 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 615-4917 Website: www.pattersonstaxpractice.com
Services

Tax Preparation:

  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
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Emily Rivenes , CPA, CFP®

My practice is centered around providing personalized tax planning and preparation services for individuals, small businesses, and trusts. As a CPA and CFP® with a long history in financial planning, I approach my work with your entire financial picture in mind. I often partner with your other financial advisers to ensure comprehensive planning with a common goal to help maximize wealth retention and ensure a solid financial future. More Details
Work PO Box 1357 Grass Valley CA 95945 Work Phone: (530) 272-6103 Website: www.emilyrivenes.com
Services

My practice is centered around providing personalized tax planning and preparation services for individuals, small businesses, and trusts. As a CPA and CFP® with a long history in financial planning, I approach my work with your entire financial picture in mind. I often partner with your other financial advisers to ensure comprehensive planning with a common goal to help maximize wealth retention and ensure a solid financial future.

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Joyce Schwilke , EA, ATA

Serving Nevada County since 1991. I am an Enrolled Agent and Accredited Tax Advisor with a focus on Individual, Business and Fiduciary Tax Returns. See our Website for more information and/or to sign up for my free quarterly newsletter. More Details
Work 900 E Main St, Ste 104 Grass Valley CA 95945 Work Phone: (530) 477-1040 Work Fax: (530) 477-1060 Website: www.477-1040.com
Services

Serving Nevada County since 1991. I am an Enrolled Agent and Accredited Tax Advisor with a focus on Individual, Business and Fiduciary Tax Returns. See our Website for more information and/or to sign up for my free quarterly newsletter.

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Michael F Storz

Storz Accounting Services

Preparation of Fiduciaries Trust, Conservatorship, and Probates accountings, conforming to the California Probate Code. I am a California Licensed Fiduciary (#387) since 2009 and have submitted my own as well as those from other Fiduciaries, Probates, and attorneys. More Details
Work PO Box 4688 Auburn CA 95604 Work Phone: (916) 220-3474 Work Fax: (916) 644-6258 Website: www.storzcourtaccounting.com
Services

Preparation of Fiduciaries Trust, Conservatorship, and Probates accountings, conforming to the California Probate Code. I am a California Licensed Fiduciary (#387) since 2009 and have submitted my own as well as those from other Fiduciaries, Probates, and attorneys.

No Photo Available

Douglas T Summers

RWS CPA’s and Advisors

Tax consulting and preparation for individuals, trusts, estates, and all business entities. Business consulting. More Details
Work 230 Colfax Ave Ste 100 Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com
Services

Tax consulting and preparation for individuals, trusts, estates, and all business entities. Business consulting.