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Daniel J Levy

3403 Hall Ln
Lafayette, CA 94549 925-283-7210

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Does excellent work. - Jan 18, 2022

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Diablo Tax Services

3483 Golden Gate Way #18
Lafayette, CA 94549 925-283-9382

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Reasonable prices - Jan 31, 2021

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Barry Goldstein CPA

938 Dewing Ave #3
Lafayette, CA 94549 925-283-1040

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Efficient, knowledgeable. Pricing is typical of a CPA service. - Aug 18, 2014

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James R Miller

3685 Mt Diablo Blvd # V395
Lafayette, CA 94549 925-299-2500

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A good person to work with; thoughtful and thorough. - Jan 19, 2018

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Linda La Honta CPA

250 Lafayette Cir
Lafayette, CA 94549 925-385-0714

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Linda has done several estate and company returns and ask her work is accurate... - Oct 20, 2020

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Marion Iles CPA

2950 Buskirk Ave #120
Walnut Creek, CA 94597 925-284-2292

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Been going to her for at least 25 years. Great. - Nov 10, 2020

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Susan F Hurrell

3620 Happy Valley Rd #204
Lafayette, CA 94549 925-385-7207

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No raters have left a written comment.

R G Davis & Company

3650 MT Diablo Blvd #105
Lafayette, CA 94549 925-299-0121

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Does a very good job. - May 15, 2020

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Comyns Smith & McCleary

3470 MT Diablo Blvd Ste A110
Lafayette, CA 94549 925-299-1040

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a) Name changed to Comyns, Smith, McCleary, and Deaver b)... - Feb 14, 2019

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H&R Block

3390 Mt Diablo Blvd #200
Lafayette, CA 94549 925-284-9940

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No raters have left a written comment.

Brent K August and Company

3708 Mt Diablo Blvd #300
Lafayette, CA 94549 925-283-1999

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No raters have left a written comment.

Denise K Zetterbaum

3777 Highland Rd
Lafayette, CA 94549 925-283-8324

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No raters have left a written comment.

Rubens Partners

3675 Mount Diablo Blvd #200
Lafayette, CA 94549 925-444-4000

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A little pricey but did the job. - May 03, 2020

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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.