Partnership Announcement

Allworth Tax Solutions + CCA

All of us from CCA are precisely where we have always been, right here in Pleasant Hill, CA, although we have recently formed an exciting new partnership with award-winning, Sacramento-based, Allworth Financial and Allworth Tax Solutions.

Founded over 30 years ago by Northern Californians, Scott Hanson and Pat McClain, Allworth is not only entirely comprised of professionals who mirror our devotion to client satisfaction, financial well-being, and personalized service, but Allworth recently had the “Best in Class” designation bestowed upon it by the National Business Research Institute (NBRI), which ranks it among the most admired brands in the entire financial services industry.

As mentioned above, our office remains located at 2300 Contra Costa Blvd. Ste. 220, Pleasant Hill, CA 94523.

You can also continue to contact us by phone at (925) 685-2911.

You have been directed to the Allworth Tax Solutions website, where you will find all of us from CCA awaiting the opportunity to help you with your tax planning and financial goals.

We want to thank you for your trust and confidence in us. Please know that each of us at the CCA feels honored to be able to continue to serve as you.

Let us know if you have any questions. We look forward to seeing you soon!

You can learn more about our partners at Allworth Tax Solutions.

Our Team


 

ATS-headshots_G-Alvarado

G.Alvarado@allworthtaxsolutions.com

 

Maria Lyan headshot

Maria.Lyan@allworthtaxsolutions.com

 

Antonio Sequeira headshot

Antonio.Sequeira@allworthtaxsolutions.com

 

Anne Kessler headshot

Anne.Kessler@allworthtaxsolutions.com

 

Alex Tsoy headshot

Alex.Tsoy@allworthtaxsolutions.com

 

Michael Lauper Headshot

Michael.Lauper@allworthtaxsolutions.com

 

Suzanne Graff Headshot

Suzanne.Graff@allworthtaxsolutions.com

 

Andrea Estep Headshot

Andrea.Estep@allworthtaxsolutions.com

 

ATS-headshots_Heather-Cho

Heather.Cho@allworthtaxsolutions.com

 

ATS-headshots_Robert-Summers

Robert.Summers@allworthtaxsolutions.com

 

CCA-Headshots_Marcela

Marcela.Cruz@allworthtaxsolutions.com

 

CCA-Headshots_Oxana

Oxana.Kasianov@allworthtaxsolutions.com

 

ATS-headshots_Jaemin-Han

Jaemin.Han@allworthtaxsolutions.com

 

CCA-Headshots_Janet-Rivera

Janet.Rivera@allworthtaxsolutions.com

 

Tax-Team_Website-DebraSequeira_CSR

Debra.Sequeira@allworthtaxsolutions.com

 

Tax-Team_Website-Team-Sheet-Pictures_Melissa

Melissa.Neal@allworthtaxsolutions.com

 

CCA-Headshots_Trina

Trina.Williams@allworthtaxsolutions.com

 

CCA-Headshots_Christina

Christina.Michaels@allworthtaxsolutions.com

 

ATS-headshots_Zula-Battogtokh

Zula.Battogtokh@allworthtaxsolutions.com

 

ATS-headshots_Bernadette-Burton

Bernadette.Burton@allworthtaxsolutions.com

 

CCA-Headshots_Samantha

Samantha.Belgarde@allworthtaxsolutions.com