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Richard Smith & Associates

4030 Moorpark Ave #245
San Jose, CA 95117 408-446-5551

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Fees are high & service just adequate. Former accountant was far superior,... - May 22, 2019

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Tax Mam

20395 Pacifica Dr #100
Cupertino, CA 95014 408-446-4451

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Owner Claudia Hill is one of the most knowledgeable tax accounts around. Unfortunately,... - Feb 12, 2022

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H&R Block

19638 Stevens Creek Blvd #220
Cupertino, CA 95014 408-253-8871

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Many errors I had to correct. But person was polite and willing. - Oct 24, 2022

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Ruoyu J Loughry

21371 Vai Ave
Cupertino, CA 95014 408-390-6514

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Ruoyu had helped me for 7 years doing complex returns including stock options,... - Feb 13, 2021

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May's Tax & Business Services

10268 Bandley Dr #108
Cupertino, CA 95014 408-446-9867

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Richard White

19925 Stevens Creek Blvd
Cupertino, CA 95014 408-973-7885

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Sue Chow

20370 Town Center Ln #153
Cupertino, CA 95014 408-996-9758

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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.