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.  

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Services we provide include: 
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• 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 ​

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​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. 

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Reach out to get our conversation started.  

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