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    Kassan Pitzer Weiss

    4.2 (5 reviews)
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    Services - Kassan Pitzer Weiss

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Recommended Reviews - Kassan Pitzer Weiss

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    2 years ago

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    9 years ago

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    8 years ago

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    9 years ago

    Did my taxes and provided me with information to win a tax battle with my former business partner. Highly recommended.

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    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    4.8
    (224 reviews)

    Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

    I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

    Kassan Pitzer Weiss - taxservices - Updated July 2026

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