Services

Four practice areas. Clear scope for every engagement.

We organize our work around tax preparation and compliance, strategic tax planning, business tax and advisory, and multi-state and complex tax — for business owners and entrepreneurs, high-income professionals, real estate investors, and individuals with complex or multi-state tax situations.

Tax Preparation & Compliance

Accurate returns and filings for individuals, businesses, estates, and trusts — prepared with rigorous review so deadlines and details stay clean.

Tax Preparation and Planning

Taxes can be a difficult and time-consuming task, but it doesn’t have to be. We make it effortless, from start to finish.

Estate and Trust Tax Return Preparation

Navigating estate and trust tax returns can be daunting. Our firm specializes in simplifying this intricate process with accurate, efficient preparation.

Tax Accounting

Accounting mistakes can throw off your financials, become very costly and increase your IRS audit risk. We can help find and resolve those issues.

Strategic Tax Planning

Forward-looking strategy through the year — income timing, deductions, entity elections, and year-end moves planned before filing season begins.

New Business Ventures

Taxes can be a difficult and time-consuming task, but it doesn’t have to be. We make it effortless, from start to finish.

Tax Issues

From unfiled taxes to tax notices, we analyze, address, and resolve any tax issues that may arise.

Business Tax & Advisory

Entity structuring, growth-stage guidance, and ongoing advisory for owners who need a CPA-led partner beyond the annual return.

New Business Ventures

If you’re ready to start your own business, we can help make that happen from structure and setup through accounting and ongoing guidance.

Sales Tax Remediation and Compliance

Since the landmark 2018 Wayfair decision, remote sellers may face sales tax nexus in multiple states without knowing it. We resolve exposure and build ongoing compliance.

Multi-State & Complex Tax

Sales Tax Remediation and Compliance
Tax Issues

Sales Tax Remediation and Compliance

Since the landmark 2018 Wayfair decision, remote sellers may face sales tax nexus in multiple states without knowing it. We resolve exposure and build ongoing compliance.

Tax Issues

From unfiled taxes to tax notices, we analyze, address, and resolve any tax issues that may arise.

Next step

Tell us what you need.

Share a little about your situation and we will arrange an introductory consultation — remotely anywhere in the United States, or in person by appointment in California.

Schedule an introductory consultation

Prefer to pick a time? Schedule an Introductory Consultation — or send a message below.

Existing clients: upload confidential tax documents through our secure client portal.