Trustmont Group is a full-service financial services firm with locations nationwide. Services include retirement planning, investment advice and asset management. The Larkspur office is headed by Peter C. Riopel.
McLoughlin, Briese & Company is an accounting firm whose services include accounting software implementation, business consulting, financial planning and statements, cash flow, budget analysis, IRS representation, estate and trust preparation, retirement planning, estate planning, forecasting, asset protection, auditing and fraud prevention. It also specializes in mergers and acquisitions. The firm is owned and operated by certified public accountants Eric Briese and Carol Ng.
Lawrence J. Lococo is a certified public accountant. His practice specializes in bookkeeping and other financial services. Additionally, it offers electronic filing services.
Vida Freeman is an enrolled agent of the Internal Revenue Service. Her specialties include tax preparation, tax planning, electronic filing and year-round accounting. Ms. Freeman’s clients include individuals and small businesses as well as partnerships, corporations, estates and trusts.
Transfer Pricing Group is a privately held consultancy. It offers tax planning services to technology companies. It primarily serves clients in Silicon Valley.
John C. Blecka's financial services include tax preparation and planning, bookkeeping, IRS representation, payroll, international taxation, estate and trust planning, real estate financing, pension and profit sharing, sales tax services as well as education and college saving plans. Blecka also provides business consulting services to small-business clients.
Morling and Company is a private financial consultancy. It provides a wide range of services to individuals and small businesses, including accounting, cash flow and budgeting analysis, forecasting, succession planning, estate planning, retirement planning, IRS representation and investment consulting. Its clients include LLCs, corporations, partnerships, not-for-profits, estates and trusts. Additionally, Morling and Company represents taxing authorities.
Wilson Markle Stuckey Hardesty & Bott is an accounting and financial services company. It offers a broad range of business-oriented services and focuses on a wide variety of business areas such as litigation support, mergers and acquisitions, audits, forecasting, budgeting, tax planning, payroll, estate planning, succession, valuations, business consulting and internet commerce. Additionally, the company specializes in a regulatory compliance, including Sarbanes-Oxley.
Claridad and Crowe, C.P.A., is an accounting firm. It provides accounting, auditing and bookkeeping services. It is operated by certified public accountant Jasmine Claridad.
Max Malekian is a certified public accountant. His office specializes in tax planning and bookkeeping services. Call to schedule an appointment.
Vandament Accounting is a certified public accounting firm. It specializes in tax preparation and planning, trust administration, IRS representation, maintaining general ledgers, bookkeeping, payroll, estates and trusts. Additionally, the firm offers financial planning in the areas of vehicle operations, business planning, insurance, investments and loans, including mortgages. The company is operated by certified public accountants Constance Vandament and Alexis Cloutier as well as enrolled agent Carol Legnitto.
