Lisa Powers CPA

Moskowitz is a reputable tax law firm based in Walnut Creek, CA, with additional offices in San Francisco and other locations. With nearly four decades of experience, their team of attorneys, accountants, enrolled agents, and other professionals provide a wide range of services, including tax planning, compliance, litigation, and collection. They also offer advisory services to help clients maximize profits, minimize tax liability, and protect their legacies through estate planning. Moskowitz is known for their personalized approach, tailoring solutions to meet the unique needs of each client, and building long-lasting relationships to support their success. As a go-to partner for all tax matters, Moskowitz is dedicated to strengthening bottom lines and prolonging company lifespans. They pride themselves on their track record of successfully defending clients in tax disputes with the IRS, while also offering sound legal defense and comprehensive business services such as corporate and entity formation, real estate services, and more. With a mission to keep businesses in business, Moskowitz combines their hard-earned knowledge and real-world experience to take on any tax challenge, providing sensible advice, a strong defense, and strategic tax planning to help clients avoid trouble and achieve their financial goals.Generated from the website

Mercer Advisors is proud to help families in San Francisco with their comprehensive wealth management needs. We specialize in handling complex and often sophisticated financial situations for the city's entrepreneurs, industry leaders, and families with multi-generational wealth. C-suite executives and private company founders: Business leaders have a unique set of needs and challenges. Our team has deep experience addressing them. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify. Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.