Discover local tax advisors who can help with your estate planning needs.
Denise Best
Cornerstone Accounting Services
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.
Tanner Ketcham
Patterson’s Tax Practice
- 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
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
Deborah Patterson
Patterson’s Tax Practice
- 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
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
Janet Peake , MBA, CFP, EA
Crown Capital Securities, L.P.
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.
George Pelpel
Patterson’s Tax Practice
- 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
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
Emily Rivenes , CPA, CFP®
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.
Joyce Schwilke , EA, ATA
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.
Douglas T Summers
RWS CPA’s and Advisors
Services
Tax consulting and preparation for individuals, trusts, estates, and all business entities. Business consulting.