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.
I
A direct conversation about your situation, your goals and where the real opportunities sit.
The first meeting is typically thirty minutes. Come prepared with a brief overview of your tax situation, recent returns if available, and the questions that matter most to you. We discuss your goals, identify immediate opportunities, and outline what a working relationship would look like. Remote by default; in-person meetings in California by appointment.
II
A careful review of returns, books and structure to establish an accurate baseline.
We request your prior returns, current books, and entity documents as needed. The review covers income sources, deductions, entity structure, and any notices or compliance gaps. This establishes an accurate baseline and surfaces the issues that planning and preparation should address.
III
A written plan with clear actions, timing and the tax outcome each step is designed to produce.
Recommendations are prioritised by impact and timing. Each action includes the expected tax outcome and any deadlines involved. The plan is delivered in writing so you have a clear reference throughout the year, not just at filing season.
