
Individuals
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:
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Multi-year and multi-case tax strategy and planning
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Federal and state tax return preparation
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Multi-case and multi-year tax projections and scenario analysis
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Tax planning for:
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Pass-through business ownership
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Physicians and healthcare providers
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Real estate
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Equity award compensation
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Moving out of California
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Quarterly tax management
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Personal financial consulting
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Retirement planning
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Quarterbacking relationships with financial, legal and real estate advisors
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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.