Team Spiro

Loretta Tolentino, E.A., located in Novato, CA, specializes in comprehensive tax return preparation services. With a strong commitment to accuracy and personalized service, Loretta Tolentino, an Enrolled Agent, helps individuals and businesses navigate the complexities of tax filing with ease and confidence. Whether you need assistance with annual returns, tax planning, or resolution of IRS issues, Loretta Tolentino, E.A. ensures you receive expert guidance tailored to your unique financial needs.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Novato, CA area, Kendall Kramer will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Protea Financial provides flexible, audit-trained bookkeeping and accounting solutions for wine and wine-related businesses. With a management team and senior Account Managers based in the San Francisco Bay Area, we provide business owners and managers with financial information and insight for making decisions; timely, accurate, and high-quality financial information, at below-market costs. Protea can provide any combination of standard bookkeeping and accounting for wine businesses, either as a fully outsourced service or by adding a dedicated full- or part-time accounting professional to your team at a significantly lower cost than what you would pay to hire an accountant or bookkeeper.