Tax 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 Work Fax: (530) 272-8865 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.

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Ed McSweeney

McSweeney and Associates, APC

In practice in Nevada County since 1981, Ed McSweeney applies his tax accounting and auditing talents to individual clients, proprietorships, partnerships, corporations, and both manufacturing and retail businesses. His expertise extends to business valuations for the purposes of buying and selling a business, marriage dissolution, and estate planning. He also maintains a focus on special procedure management engagements for business clients. More Details
Work 350 Crown Point Cir Ste 200 Grass Valley CA 95945 Work Phone: (530) 272-5555 Work Fax: (530) 272-8865 Website: www.mcsweeneyandassociates.com
Biography

In practice in Nevada County since 1981, Ed McSweeney applies his tax accounting and auditing talents to individual clients, proprietorships, partnerships, corporations, and both manufacturing and retail businesses. His expertise extends to business valuations for the purposes of buying and selling a business, marriage dissolution, and estate planning. He also maintains a focus on special procedure management engagements for business clients.

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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 416 Broad Street Nevada City CA 95959 Work Phone: (530) 265-0785 Work Fax: (530) 687-8336
Biography

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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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 the client's entire financial picture in mind. I often partner with the client's other financial advisers to ensure comprehensive planning with a common goal to help maximize wealth retention and ensure a solid financial future. More Details
Home 739 Maltman Dr Grass Valley CA 95945 Work Phone: (530) 272-6103 Website: www.emilyrivenes.com
Biography

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 the client’s entire financial picture in mind. I often partner with the client’s 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

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.

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David R Walker

D. Walker & Associates

Individual, Corporate and Non-Profit financial and tax services. More Details
Work 11270 Pleasant Valley Rd Penn Valley CA 95946 Work Phone: (530) 362-0614
Biography

Individual, Corporate and Non-Profit financial and tax services.

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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
Biography

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/
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.