Rancho Santa Margarita Accountants
Rancho Santa Margarita, California is one of the youngest cities in the region an is a master planned community. The area was first settled by the Spanish in 1821 then acquired by Mexico. It was incorporated in 2000. Today City Hall is located at 22112 El Paseo, Rancho Santa Margarita, California, 92688.
Accountants in Rancho Santa Margarita
1. Canyon Tax & Bookkeeping Service, Inc. is a company that recognizes that clients are the greatest asset. It works hard to develop professional but friendly relationships that allow the staff to assist clients in meeting their financial goals and needs.
• Tax preparation
• Accounts receivables and payables
• Quarterly reports
• Bank reconciliation
• Profit and loss statements
• QuickBooks
• Sales tax
• Amended returns
Canyon Tax & Bookkeeping Service
22342 Avenida Empersa, Ste 280
Rancho Santa Margarita, CA 92688
http://www.canyontax.com
Phone: (949) 888-2829
Fax: (949) 888-2831
2. Evans & Associates is a company that provides tax consultants and business advisors to clients in the Orange County region. The staff offers services that will help clients meet their tax, finance and accounting needs.
• Accounting
• Financial statements
• Tax preparation
• Tax planning
• Estates, trusts & gifts
• Taxing authority representation
• Business consulting
• Financial planning
• Business entity formation
Evans & Associates
30211 Avenida de las Banderas, Suite 200
Rancho Santa Margarita, California 92688
http://www.evanstax.com
Phone: (949) 858-2420
3. Nadine M. Lord CFP is a personal investment manager. The focus is on the conservative investor and the future financial situation of clients. The goal is to help clients reach the retirement goals that they have set for their finances.
• Investment planning
• College planning
• Retirement planning
• Tax incentives
• Income taxes
Nadine M. Lord CFP
National Planning Corporation
30021 Tomas Street, Suite 300
Rancho Santa Margarita, CA 92688
http://www.nadinelord.com
Phone: (949) 766-7808
Fax: (949) 766-7809