Tag: Financial Advising in San Jose

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    Pesta & Pesta Tax Preparation

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    Did you receive RSU’s and ESPP’s from your company this year? If so, you came to the right place. The certified tax experts at Pesta & Pesta specialize in these complicated matters and have saved clients countless dollars by properly reporting their stock sales with the correct cost basis.

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    Premier Tax Advisors

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    After working at a local accounting firm for a couple of years preparing taxes and performing audits, I got my CPA and IRS Enrolled Agent licenses. Since 2001, I’ve spent my days working on nearly all areas of taxation from individuals to non-profits to major corporations. Later in my career, Read more [...]

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    Roundleaf

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    We understand it’s stressful to find answers when you need it most. That’s why we make it a priority to collaborate to reach goals, provide guidance to make informed decisions, and execute for results

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    College Planning ABC

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    We teach students how to get into their college of choice and teach the parents how to pay for college without going broke. We utilize our extensive resources and knowledge of admissions and the financial aid system to maximize parents financial aid and merit aid awards from the colleges. We Read more [...]