When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today to see how personal service can make a difference.

When it comes to tax preparation services, the H&R Block tax professionals are here to meet all your tax needs.

Need help filing taxes, including your federal tax return and state tax return? We’re here from January to April to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? We’re experts at it. ¿Hablas español? We also have bilingual Tax Pros available to take care of all your tax filing needs.

Schedule an appointment today – we look forward to meeting you!

LF Cochrane & Associates is renowned and respected for providing small and medium sized businesses, families, and individuals with organization, proficiency and confidence through the tax season.

Louise Cochrane, founder and CEO, has a knack for making the tax preparation process streamlined and efficient. With a talented team working on your behalf, her firm will gather all the information needed to make your experience a positive and enjoyable one.

Cliff founded Shum Financial Group in July 2013 after spending the first 15 years with American Express Financial Advisors, Financial Network Investment Corporation and Edward Jones Investments. The move away from the big investment firms has given Cliff greater flexibility and investment options to further individualize client needs.

Kevin Kennedy LLC provides independent wealth management services to individuals, families, and business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We can provide the big-picture oversight that you need to succeed by working with your legal and tax advisors to coordinate your overall financial life while managing your investments.