Based in the Bay Area for 25 years, I'm proud to say that most of my clients come through personal referrals. One of my specialties is trusts and estates, advising trustees, executors, and beneficiaries. What prospective clients really want to know is what makes me different than other CPAs? I provide consulting and tax preparation for individuals, businesses, trusts and estates.
As your tax advisor, I need to be extremely knowledgeable on the latest changes in the tax codes. As a CPA and tax expert, I offer a broad range of services for individuals, business owners, trusts and estates. I care deeply about my clients and always consider their whole lives, not just their personal and professional finances. Protecting your personal assets has never been more important.
Our accounting services safeguard you and your family and optimize all your hard-earned dollars. Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
As your tax advisor, I need to be extremely knowledgeable on the latest changes in the tax codes. As a CPA and tax expert, I offer a broad range of services for individuals, business owners, trusts and estates. I care deeply about my clients and always consider their whole lives, not just their personal and professional finances. Protecting your personal assets has never been more important.
Our accounting services safeguard you and your family and optimize all your hard-earned dollars. Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
Services
One of my specialties is trusts and estates; advising and guiding trustees, executors, and beneficiaries through the probate and estate process.
I work with many of the local trust and estate attorneys providing fiduciary and estate tax preparation, fiduciary and court accounting, and estate tax planning.
I also have a large group of younger clients, who are movers & shakers in the tech industry.
In addition to relying on me as their CPA, they often utilize me as tax consultant, especially with a startup, because they need someone with real experience in tax law.
I work with many of the local trust and estate attorneys providing fiduciary and estate tax preparation, fiduciary and court accounting, and estate tax planning.
I also have a large group of younger clients, who are movers & shakers in the tech industry.
In addition to relying on me as their CPA, they often utilize me as tax consultant, especially with a startup, because they need someone with real experience in tax law.
In addition to being a highly knowledgeable accountant and an expert in tax law, I care about my clients and consider their whole lives, not just the details of their personal and business income and expenses.
My heart is in this business and I most enjoy clients that are more concerned about getting good advice from a trusted advisor than just this year's tax return.
For me, it's people first.
With a clear understanding of my clients' goals and challenges, the finances, advice and tax solutions flow naturally.
My heart is in this business and I most enjoy clients that are more concerned about getting good advice from a trusted advisor than just this year's tax return.
For me, it's people first.
With a clear understanding of my clients' goals and challenges, the finances, advice and tax solutions flow naturally.
As your tax advisor, I need to be extremely knowledgeable and up to date on the latest changes in the tax codes.
I have a very strong education (which is ongoing) and a depth of technical knowledge in accounting and tax law.
I actually like studying complicated tax codes and researching new regulations and changes.
Maybe that makes me a tax geek, but if so, I'm proud of it!
I offer a free half-hour consultation for new clients, to ensure that we're a good fit.
Please call or e-mail me to set up an initial phone conversation.
I have a very strong education (which is ongoing) and a depth of technical knowledge in accounting and tax law.
I actually like studying complicated tax codes and researching new regulations and changes.
Maybe that makes me a tax geek, but if so, I'm proud of it!
I offer a free half-hour consultation for new clients, to ensure that we're a good fit.
Please call or e-mail me to set up an initial phone conversation.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Someone on your team, looking out for your loved one's best interest.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Someone on your team, looking out for your loved one's best interest.
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
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