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Telesis Tax Group is dedicated to providing comprehensive tax preparation and planning services for individuals, professionals, and small to mid-sized businesses. Their expertise encompasses a wide array of tax returns, including personal, corporate, partnerships, and trust returns, along with state and local filings. The firm emphasizes a holistic approach to tax management, offering additional consulting services such as Roth IRA conversion strategies, charitable tax planning, and business strategy development. Telesis Tax Group aims to empower clients to not only meet their immediate tax needs but also to plan effectively for long-term tax outcomes. Generated from the website

Raymond Wesley Wealth Management, based in Irvine, CA, is a leading financial planning and investment services firm. We provide comprehensive wealth management solutions tailored to high-net-worth and ultra-high-net-worth individuals. Our services include portfolio management, retirement planning, risk management, estate planning, and life insurance. We understand the importance of financial education and empower clients with the knowledge to make informed decisions. Our personalized approach extends to charitable giving and legacy planning. We build long-term relationships and offer comprehensive financial advice to address every aspect of your financial life.