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H&R Block

777 Woodside Rd #A
Redwood City, CA 94061 650-366-3520

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I went there with questions about filing my taxes (San Mateo office had... - Aug 31, 2023

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Southward & Associates

129 Laurel St
San Carlos, CA 94070 650-591-9661

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Amanda Boston is a thoughtful counselor, and thoroughly versd in the complexities... - Aug 06, 2026

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Block Advisors

99 El Camino Real
San Carlos, CA 94070 650-592-2013

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Tax Office of Clayton Patterson

433 Aiport Blvd #307
Burlingame, CA 94010 650-591-6797

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Provides practical and accurate advice on tax and financial issues. - Aug 22, 2018

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Finnegan & Associates

1033 Laurel St
San Carlos, CA 94070 650-595-1643

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Salzano, Mario R

1590 Laurel St
San Carlos, CA 94070 650-592-8037

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Super professional and accommodating, even during tax crunch time. - May 01, 2024

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Daw, Jack B

555 Price Ave #150
Redwood City, CA 94063 650-368-3224

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Legaspi Taxes & Accounting

1139 San Carlos Ave #309
San Carlos, CA 94070 650-344-9450

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Professional Tax Consulting

1866 Carmelita Dr #1
San Carlos, CA 94070 650-576-7352

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This is the third year we have used Ms. Peters. She offers in person appointments... - Apr 01, 2025

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Screen, Susan K

903 Laurel St
San Carlos, CA 94070 650-593-5377

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Susan is expensive, but great. She's saved me quite a bit of money and... - Sep 21, 2019

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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.