Tax Advisors

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

No Photo Available

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) 292-5555 Work Fax: (530) 477-8865 Website: http://www.mcsweeneyandassociates.com
Biography

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

No Photo Available

Lee Kennedy

Lee Kennedy, EA

Tax preparation; tax issue resolution; business bookkeeping; trust accounting. More Details
Work 15721 Thiel Way Grass Valley CA 95949 Work Phone: (530) 273-2376 Work Fax: (530) 273-7580
Biography

Tax preparation; tax issue resolution; business bookkeeping; trust accounting.

No Photo Available

Douglas T Summers

Robertson, Woodford & Summers LLP

Estate, fiduciary & generation skipping transfer tax planning, compliance & consulting. More Details
Home 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com
Biography

Estate, fiduciary & generation skipping transfer tax planning, compliance & consulting.

No Photo Available

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
Biography

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

No Photo Available

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/
Biography

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.