FINANCIAL SERVICES
FREMONT BANK
Wallin & Associates CPA Danville, Lafayette, Orinda, Walnut Creek, Alamo 925-376-7840 paulawallin@cpa-team-network.com W&A is a CPA firm focusing on serving small business and individual tax clients.
Tesoro Financial Group San Francisco
408-813-1823 TesoroJP@ATT.net www.tesorofinancialgroup.com
Get clarity on retirement goals and have certainty and a better outcome.
ZumiFi Inc. Alameda, Berkeley, Oakland, San Francisco, Virtual
Thompson Jones LLP Monterey
415-550-3070 info@zumifi.com www.zumifi.com
831-373-0180 mjj@tj-llp.com
Estate, gift and generation-skipping transfer tax planning and related tax compliance; required minimum distributions from retirement accounts; private letter ruling requests related to those areas.
Bookkeeping and Accounting Services
/ZumiFi /company/zumifi @ZumiFi
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