How long have you been in business?

For over 20 years we have helped our clients grow their wealth to secure a sound financial future.

Yes, we are a fiduciary and focus on each client's unique financial circumstances and goals.

Do you belong to any professional memberships?

We are members of the CFA Institute and the American Institute of CPAs.

JERSIN FINANCIAL SERVICES, INC.

Tax Preparation Service in Danville

About JERSIN FINANCIAL SERVICES, INC.

Jersin Financial Services, Inc. is a registered investment advisor located in Danville, California. For over 20 years, the firm has helped clients grow their wealth to secure a sound financial future. Services include investment planning, incorporating, and preparing tax returns for investment clients to help build wealth in a tax-efficient manner.

Operating as a fiduciary, the firm focuses on each client's unique financial circumstances and goals to chart financial direction. Professional credentials and designations include Chartered Financial Analyst, Certified Public Accountant, and Master of Business Administration.

Frequently asked questions

We provide investment planning, incorporation, tax tips, and prepare tax returns for our investment clients.

Reviews

Been here? Share your experience — reviews are checked before they go live.

Where you'll find it

931 Hartz Way Ste 120, Danville, CA 94526

People also viewed

H&R Block

4.9(53)

Also a Tax Preparation Service · 0.5 mi away

Olsen Robert K

5.0(2)

Also a Tax Preparation Service · 0.4 mi away

Baroumand & Associates, Inc.

3.4(5)

Also a Tax Preparation Service · 0.6 mi away

Summit Tax Planning

4.9(32)

Also a Tax Preparation Service · 2.9 mi away

Bleske & Associates Inc

4.9(48)

Also a Tax Preparation Service · 3.0 mi away

Cove Professional Services

5.0(18)

Also a Tax Preparation Service · 3.2 mi away