Mission: To orchestrate integrated financial solutions attuned to your personal goals, values, and unique attributes. Overview: We’re a strategic tax planning firm with a passion to maximize the tax efficiency of individuals, businesses, and complex portfolio holders. We far exceed the minimum requirements of accurate bookkeeping and tax filing. We partner with you as a Chief Financial Officer would to strategically position you for future goals. Our integrated services include everything you need to minimize your taxes, optimize your business, and streamline your portfolio of entities and trusts. Founded in 1966, InConcert Financial Group® is a strategic tax planning and solutions company for individuals, businesses, and those with family wealth. Specialties: • Tax & Strategic Planning • Accounting and Bookkeeping Optimization • Tax Preparation • Virtual CFO • Human Resources Consulting • Family Office Administration
Mission: To orchestrate integrated financial solutions attuned to your personal goals, values, and unique attributes. Overview: We’re a strategic tax planning firm with a passion to maximize the tax efficiency of individuals, businesses, and complex portfolio holders. We far exceed the minimum requirements of accurate bookkeeping and tax filing. We partner with you as a Chief Financial Officer would to strategically position you for future goals. Our integrated services include everything you need to minimize your taxes, optimize your business, and streamline your portfolio of entities and trusts. Founded in 1966, InConcert Financial Group® is a strategic tax planning and solutions company for individuals, businesses, and those with family wealth. Specialties: • Tax & Strategic Planning • Accounting and Bookkeeping Optimization • Tax Preparation • Virtual CFO • Human Resources Consulting • Family Office Administration
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 1966
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 6333 Potrero Ave California El Cerrito
- City
- Lafayette
- Region
- California
- Postal Code
- 94530
- Country
- United States