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​With over a decade of experience assisting growing families, high-net worth professionals, business owners and privately-held companies efficiently manage their financial affairs and achieve superior levels of tax efficiency you can be confident you have chosen a a CPA & Trusted Advisor committed to your success.  

Services we provide include: 

  • Multi-year and multi-case tax strategy and planning 

  • Federal and state tax return preparation

  • Multi-case and multi-year tax projections and scenario analysis 

  • Tax planning for:

    • Pass-through business ownership

    • Physicians and healthcare providers

    • Real estate​

    • Equity award compensation

    • Moving out of California

  • Quarterly tax management 

  • Personal financial consulting 

  • Retirement planning

  • Quarterbacking relationships with financial, legal and real estate advisors

  • Representation before the IRS and state tax authorities ​

​Give us a call to schedule a Consultation and 2023/2024 Tax Review & Planning Session.


We will get to know you, understand your prioritized financial and life goals, review your financial position and provide you a roadmap to fill in the gap between the approach that got you where you are today and where you could be - if you make the decision to take control today. 

Reach out to get our conversation started. 

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