Tax/Accounting Advisors

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

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Linda Eckhart

McSweeney and Associates, APC

Income tax planning and preparation, estate and trust planning and compliance, financial statement preparation, and business valuation, acquisition, and liquidation. More Details
Work 350 Crown Point Circle Ste 200 Grass Valley CA 95945 Work Phone: (530) 272-5555 Website: http://www.mcsweeneyandassociates.com
Services

Income tax planning and preparation, estate and trust planning and compliance, financial statement preparation, and business valuation, acquisition, and liquidation.

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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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Kelly Lapham , MBA

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, with knowledge of the complex Accounting Income and Principal Act. Our accounting specialist has over 25 years experience.… More Details
Work 565 Brunswick Rd Ste 15 Grass Valley CA 95945 Work Phone: (530) 264-7339 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, with knowledge of the complex Accounting Income and Principal 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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Chelsea Neineber

Patterson’s Tax Practice

Tax Preparation & IRS Resolution More Details
Work 312 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 615-4917 Website: www.pattersonstaxpractice.com
Services

Tax Preparation & IRS Resolution

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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

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 , MS, 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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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 1103 Sutton Way 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.

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John R Woodford

Robertson, Woodford & Summers LLP

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns. More Details
Work 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com
Services

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns.

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Kim Zwick , CPA/PFS AIF®

Full Circle Financial

Your personal CFO, providing financial planning, tax, and accounting services that help you make smart decisions about money, so you live with confidence and security. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. More Details
Work 260 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 477-9308 Work Fax: (530) 477-9293 Website: http://www.myfcf.com/
Services

Your personal CFO, providing financial planning, tax, and accounting services that help you make smart decisions about money, so you live with confidence and security. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.