Family Portrait

Individuals

If you are striving to live to your full potential, making smart, timely and effective financial decisions is essential. Engaging in strategy & planning sessions early on and throughout the year, and having detailed tax projections updated and refined quarterly to keep you on track with targeting and achieving the lowest effective tax rates and tax cash outflows possible  can assist you avoid paying unnecessary taxes, and accelerate the growth of your wealth, and avoid year end tax surprises. Year-end tax preparation is seamless and efficient, and the time to lock in tax savings meticulously planned for, earned and deserved. 

We invest significant time up-front getting to know our clients, discuss ideas and options relevant to their interests and financial position, design multi-case financial projections, and work with our clients quarterly to ensure they stay on track, and achieve year end goals. We prepare our client's tax return(s) locking in every deduction and credit planned for and deserved. Schedule a consultation and strategy session, and learn more. 

Individuals we Serve

  • Executives and Professionals

  • Board-certified Physicians & Healthcare Providers

  • Founders / Business Owners

  • Real Estate Investors 

Services 

  • Multi-year Strategic Tax Planning

  • Multi-case Tax Projections and Analysis

  • Quarterly Updates and Refinement 

  • Federal & State Tax Return Preparation 

  • Trusts and Estate Tax Return Preparation

  • FBAR Filings

Specialized Expertise

  • Real estate tax planning 

  • Equity compensation tax planning

  • California exit planning 

  • Financial & Retirement Planning