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Services for

Professionals and Executives​​

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As your professional life advances and your income and net worth increase, the volume of financial decisions vying for your attention increases, and the tax implications of these decisions become increasingly complex.

 

Without a well-crafted personalized financial plan to assist you make smart, timely and efficient decisions and stay focused and committed to achieving what matters most, finances can go astray, leading to financial inefficiencies, stress and the overpayment of taxes - crushing your ability to achieve what matters most - and retire on your terms.

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Partner with us and ​Experience the Benefits.

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Services

(a la carte or as part of a bundled package)

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Comprehensive Financial Planning​

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Your personalized financial plan updated and refined semi-annually, will holistically integrate and align

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• Personal net worth statement

• Cash flows, finances and budgets

• Compensation and benefits

• Funding Strategies - for what matters most

• Real estate and investments

• Retirement Planning - retire on your terms

• Risk Management - insurance needs analysis

• Charitable giving 

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Semi-annually, we will update and refine your financial plan with changing priorities, unexpected events and opportunities, and keep you focused and committed to achieving what matters most throughout your life journey. 

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Advanced Tax Planning

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• Multi-year & multi-case tax projections - updated and refined quarterly

• Quarterly tax management

• Effective tax rate minimization

 

When combined, Federal and state taxes are often a family's single largest annual expense. Setting and achieving a "tax budget" is too important to ignore. 

 

Tax planning quantified with multi-year and multi-case tax projections and analysis is essential for professionals intent on minimizing tax cash outflows.

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Your personalized tax plan supported by multi-year and multi-case tax projections and analysis to guide upcoming financial decisions, assist you set and achieve a "tax budget", target and achieve tax minimization goals, and importantly, avoid overpaying taxes and incurring expensive year-end surprises. ​​

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Specialized expertise:

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• Equity award compensation packages and benefits

• Maximizing the benefits and minimizing the risk of concentrated positions

• S-corporations, partnerships and LLCs

• Maximizing the benefits of pass-through business ownership

• Physicians and healthcare professionals

• Real estate

• Foreign income and assets

• California exit planning 

 

Tax plans and tax projections are updated and refined quarterly or semi-annually (your preference) to adjust for changing priorities, unexpected events, opportunities, and tax law changes - and ensure you avoid year-end surprises.

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Tax Return Preparation

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At year end, we will prepare your returns in full compliance with Federal and state tax laws - capturing the tax savings planned for, earned, and deserved.

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• Individuals and Trusts ​

• S corporations, partnerships & LLCs

• Professional medical corporations

• C corporations​​​

• FBAR Filings

• Amended returns

• Quarterly Estimated Tax Payments

• IRS and FTB representation for tax audits and notices​

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Client Accounting Services (select clients):​

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• Financial Oversight

• Quarterly and accounting and reporting

• Business tax compliance​​​​​​​​​​​