FINANCIAL SERVICES
FREMONT BANK
Wallin & Associates CPA Alamo 925-376-7840 paulawallin@cpa-team-network.com Full-service CPA specializing in personal and business tax.
Providing tax, estate and business exit consulting for individuals and businesses.
linkedin.com/company/spectrum-
synergy-group
ZumiFi Inc. Alameda, Berkeley, Oakland, San Francisco, Virtual
Tesoro Financial Group San Francisco
408-813-1823 TesoroJP@ATT.net www.tesorofinancialgroup.com
415-550-3070 info@zumifi.com www.zumifi.com
Get clarity on retirement goals and have certainty and a better outcome.
Bookkeeping and Accounting Services
fb.com/ZumiFi linkedin.com/company/zumifi x.com/ZumiFi
Thompson Jones LLP Monterey
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.
1 1 0
1 1 1
Made with FlippingBook Annual report maker