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Chahal & Associates

3220 Blume Dr #100
San Pablo, CA 94806 510-222-5800

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Very thorough. Answers questions promptly. A bit slow to send a tax organizer,... - Apr 14, 2020

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H&R Block

13830 San Pablo Ave #E
San Pablo, CA 94806 510-232-6364

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Kaizen Accounting Solutions

3220 Blume Dr #100
Richmond, CA 94806 510-417-4877

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Friendly yet extremely professional - Apr 19, 2020

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William Romaine Company

2860 El Portal Dr
San Pablo, CA 94806 510-222-3737

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Have been doing business with Wm.Romaine company for over 50 years now, and... - Jun 03, 2021

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.