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    Department Of Finance Santa Rosa Near Me

    Sonoma County Tax Collector Internal Revenue Service (IRS) Taxpayer Assistance Center Charles Schwab TD Ameritrade Primerica Financial Services Stephens Tax Services
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    1. Sonoma County Tax Collector - Santa Rosa

    · 4 reviews

    585 Fiscal Dr # 100F, Santa Rosa, CA 95403

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    1. 1. Expert Tax Advisors: Get personalized tax solutions from our experienced team, ensuring compliance and maximizing savings.
    2. 2. Community Focus: We prioritize giving back to Sonoma County by supporting local initiatives and providing tax assistance to those in need.
    3. 3. Innovative Tax Strategies: Stay ahead of the curve with our cutting-edge tax planning techniques, tailored to your unique business needs.
    4. 4. Educational Workshops: Empower yourself with our free tax education events, teaching you how to manage your finances effectively.
    5. 5. Client Satisfaction: Our top priority is your satisfaction – we work tirelessly to deliver exceptional tax services and build long-lasting relationships.

    2. Internal Revenue Service (IRS) Taxpayer Assistance Center - Santa Rosa

    Verified

    Verified
    · 20 reviews

    777 Sonoma Ave, Santa Rosa, CA 95404

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    1. 1. Effortlessly track your tax refund status with our user-friendly website.
    2. 2. Securely pay your taxes online using Direct Pay from your checking or savings account.
    3. 3. Accurately calculate the right amount of tax withheld from your paycheck with our helpful tools.
    4. 4. Easily file your taxes for free using our IRS-approved Free File service.
    5. 5. Protect yourself from tax scams with our informative resources and video guides.

    3. Charles Schwab - Santa Rosa

    · 10 reviews

    200 4th St Suite #100, Santa Rosa, CA 95401

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    1. 1. Expert Financial Consultancy: Get personalized advice from our experienced team, tailored to your financial goals.
    2. 2. Innovative Solutions: Discover unique strategies for managing your wealth, designed to maximize returns and minimize risk.
    3. 3. Client-Focused Approach: Benefit from our commitment to understanding your needs and delivering customized solutions.
    4. 4. Comprehensive Services: Access a full range of financial services, from investment management to retirement planning.
    5. 5. Proven Track Record: Trust our established reputation for delivering results and helping clients achieve financial success.

    4. TD Ameritrade - Santa Rosa

    · 4 reviews

    2280 Mendocino Avenue Suite B3A, Santa Rosa, CA 95403

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    1. 1. Expert Investment Consultations: Receive personalized guidance from experienced representatives who will evaluate your financial goals.
    2. 2. No Cost Investment Evaluation: Avail of a free investment consultation, saving you money while providing valuable insights.
    3. 3. Accessible TD Ameritrade Branches: Visit a branch near you for convenient, in-person investment advice.
    4. 4. Tailored Investment Strategies: Benefit from customized investment plans designed to align with your unique financial objectives.
    5. 5. Knowledgeable Financial Representatives: Engage with seasoned professionals dedicated to helping you make informed investment decisions.
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    5. Merrill Lynch Wealth Management - Santa Rosa

    · 2 reviews

    90 South E Street Ground Floor, Santa Rosa, CA 95404

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    1. 1. At Merrill, our success is defined by helping you achieve your financial goals, not just numbers.
    2. 2. Benefit from a wide array of investment solutions from Merrill and banking products from Bank of America, tailored to your needs.
    3. 3. Stay updated with timely market insights and global economic trends, enabling you to make informed investment decisions.
    4. 4. Our personalized approach: answer a few questions and we'll recommend the most suitable advisors for your unique situation.
    5. 5. Your priorities are our top priority. We offer customized advice based on your goals, by listening and providing all the time you need to discuss your financial future.

    6. Primerica Financial Services - Santa Rosa

    · 4 reviews

    2635 Cleveland Ave Suite 4, Santa Rosa, CA 95403, United States

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    1. 1. Rooted in integrity: Since 1977, we've been committed to doing what's right for Main Street families, providing a solid foundation for making healthy money choices.
    2. 2. Pioneering philosophy: We revolutionized the life insurance industry with our Buy Term and Invest the Difference philosophy, offering only term life insurance to best serve our clients' needs.
    3. 3. Empowering education: Our HOW MONEY WORKSTM materials teach people the basics of personal finance, breaking down barriers to financial security and empowering individuals to take control of their financial future.
    4. 4. Comprehensive solutions: Beyond life insurance, we offer a range of financial products and services, including securities, mutual funds, and investment advisory services, tailored to meet your unique financial needs.
    5. 5. Equal opportunity: As a responsible lender, Primerica Mortgage, LLC is committed to equal housing opportunity, ensuring fair and accessible mortgage options for all qualified applicants.

    7. Stephens Tax Services - Santa Rosa

    · 5 reviews

    3430 Mendocino Ave, Santa Rosa, CA 95403

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    1. 1. Family-owned and operated tax services with over 35 years of experience.
    2. 2. Receive a 10% discount on tax preparation fees by booking before February 28, 2021.
    3. 3. Get $25 off for each referral that schedules an appointment with us.
    4. 4. Trustworthy tax guidance from a business built on long-term referrals.
    5. 5. Enjoy personalized service from the second generation of the Stephens family.
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