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Smart Tax Solutions

797 4th Ave
Redwood City, CA 94063 650-701-0717

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The Bean Counter CPA

951 Old County Rd
Belmont, CA 94002 650-363-8510

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Basic return work is fine -- but did not help much in an audit. - Sep 05, 2017

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Whitfield Business & Tax Services

643 Bair Island Rd #103
Redwood City, CA 94063 650-594-2995

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They are available to answer questions and provide their best opinions on financial... - May 09, 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.