Kendall Financial Services, based in Pinole, is dedicated to assisting clients with their greatest financial concerns. Monica Shaw, CEO and founder of Kendall Financial Services, is a certified financial planner, certified estate advisor, and Enrolled Agent licensed to practice before the IRS. The firm provides tax preparation services for individuals, trusts and estates, self-employed, LLCs, non-profits, and partnerships. They have extensive knowledge and experience with business tax filing requirements for the City and County of San Francisco, Sales & Use Tax returns, and county specific 571-L unsecured business property. Kendall Financial Services also handles bookkeeping, payroll, investment planning, and small business group health insurance services.
Pinole, CA 94564