Eckhoff and Company | Eckhoff Wealth Management LLC

★★★★☆
  • 145 North Redwood Drive

    San Rafael, CA 94903

    Map & Directions
  • 415-499-9400

About Eckhoff and Company | Eckhoff Wealth Management LLC

Categories
  • Financial Planners
Details
  • Certified Public Accountants
Hours
M-F 8am-5pm, Sa-Su Closed (Sat-Sun: By Appointment)
Emails
  • info@eckhoff.com
Phones
  • Alt (707-347-5270)
  • Fax (415-499-1408)
Services
  • Individual Tax and Planning
  • Business Tax and Advising
  • Business Audit and Assurance
  • Investment Management
  • Comprehensive Financial Planning
  • Exit and Transition Planning

Finance

Finance
More choices in San Rafael:
Resultset_next

Edward Jones - Financial Advisor: Mark J. Lavan

18 E Blithedale Ave Mill Valley, CA

Resultset_next

Ameriprise Financial

866 Grant Ave # 4 Novato, CA

Services - Eckhoff and Company | Eckhoff Wealth Management LLC

Individual Tax and Planning (EAC)

Developing tax planning strategies tailored to your unique situation; Analyzing and planning for the impact of business transactions on your personal tax situation; Providing guidance with the ever-changing tax laws; Assisting with financial and estate planning; Representation before the IRS and other taxing authorities; Analyzing real estate transactions and holdings

    Business Tax and Advising (EAC)

    CFO support services; Real-time monitoring of key financial data; Monthly or quarterly monitoring of accounting records; Training for bookkeeping/accounting staff; Bookkeeping services, including a virtual accounting department; Real estate transaction and holding analysis

      Business Audit and Assurance (EAC)

      Assistance with preparing for an audit; Financial statement preparation; Personal financial statements; Court accounting; Financial statement compilations; Financial statement reviews; Evaluate internal controls; Agreed upon procedures; Financial statement audits

        Investment Management (EWM)

        Investment analysis; Portfolio planning and design; Security selection and monitoring; Tactical asset management, designed to grow and protect your wealth; Strategic asset management, using modern portfolio theory (MPT); Real estate analysis and options on 1031 and DST exchanges; Options on alternative investments and insurance products

          Comprehensive Financial Planning (EWM)

          Retirement planning; Tax planning; Estate planning; Charitable and family gifts planning; Cash flow and balance sheet management; Risk management; College savings analysis; Stress testing your plans

            Exit Planning (EAC + EWM)

              4.0 1
              Hi! Sign in to let us know how Eckhoff and Company | Eckhoff Wealth Management LLC was?
              Write a Review
              .

              My grandpa has been using eckhoff for years to do his taxes. now that i am taking care of his finances i am dealing with them personally and they have been very helpful and willing to explain any questions i have.

              4
              ★★★★☆

              My grandpa has been using eckhoff for years to do his taxes. now that i am taking care of his finances i am dealing with them personally and they have been very helpful and willing to explain any questions i have.

              Was this review helpful to you?
              Ratings_icons Ratings_icons

              Message from Eckhoff and Company | Eckhoff Wealth Management LLC

              Finances can be complicated. Especially when you’re juggling the advice of multiple professionals across several firms. Having a CPA in one office and a CFP® professional in another can leave you feeling frustrated — and for good reason. You shouldn't have to play the role of mediator between financial professionals, but sometimes it can feel like your only option.



              On a mission to demystify finance, eliminate time-based fees, and provide truly integrated financial services — Eckhoff and Company & Eckhoff Wealth Management offer a comprehensive tax, advisory and financial planning experience to clients throughout the San Francisco Bay Area.



              Our team of licensed, highly credentialed professionals are committed to a team-based approach that puts your needs front-and-center. We offer so much more than custom strategies and fiduciary service. We deliver integrated communication and seamless collaboration across multiple facets of your financial life — all under one roof.



              Visit our other offices located at:

              Petaluma Office

              775 Baywood Drive Suite 324

              Petaluma, CA 94954

              Phone: (707) 347-5270

              Mon-Fri: 8:00 AM - 5:00 PM

              Sat-Sun: By Appointment



              San Francisco Office

              225 Bush Street Suite 480

              San Francisco, CA 94104

              Phone: (415) 398-4251

              Fax: (415) 982-1418

              Mon-Fri: 8:00 AM - 5:00 PM

              Sat-Sun: By Appointment

              Yext

               

              Wait, you're the expert.

              If you've been to or used Eckhoff and Company | Eckhoff Wealth Management LLC, leave a review.

              It's easy, only takes a couple of minutes and you'll help thousands make an informed decision.



              Write a Review