Specializing in a wide range of Trust and Estate Planning Services, Tax Planning, International Tax and more in San Ramon CA. Coralie S. Cross, CPA has been providing tax prep and planning, expatriate taxation, estate and trust services in the Tri-Valley area since 1988. Coralie is dedicated to providing the highest quality products and services to ensure your complete satisfaction.
Whether you need estate planning, personal trust services, or you need help with executive compensation, Coralie S. Cross, CPA is ready to help. She will help you understand all the concepts, strategies and options you have for financial planning. Coralie will make sure you completely understand each step, in order to protect your finances. Coralie S. Cross, CPA was the first accountant with experience with charitable remainder trusts starting in 1989 in the San Ramon, CA area.
She was named by Tax Analysts as the only independent CPA practicing in Northern California with significant experience with charitable remainder trusts from 1989 to 1994!
Whether you need estate planning, personal trust services, or you need help with executive compensation, Coralie S. Cross, CPA is ready to help. She will help you understand all the concepts, strategies and options you have for financial planning. Coralie will make sure you completely understand each step, in order to protect your finances. Coralie S. Cross, CPA was the first accountant with experience with charitable remainder trusts starting in 1989 in the San Ramon, CA area.
She was named by Tax Analysts as the only independent CPA practicing in Northern California with significant experience with charitable remainder trusts from 1989 to 1994!
Services
Estate planning is an important part of your overall financial plan no matter how much money you have.
Coralie S. Cross, CPA will work with you to plan out your estate and trust.
We will make sure you understand the basic principles of estate planning so you can choose the right options that will give you control over what you leave behind your legacy, family or loved ones.
Contact today for more information.
Are you looking for expatriate tax services?
If you have renounced your U.S. citizenship or terminated your long-term status for tax purposes there are specific forms you need to fill out.
Coralie S. Cross, CPA will work with you to plan out your estate and trust.
We will make sure you understand the basic principles of estate planning so you can choose the right options that will give you control over what you leave behind your legacy, family or loved ones.
Contact today for more information.
Are you looking for expatriate tax services?
If you have renounced your U.S. citizenship or terminated your long-term status for tax purposes there are specific forms you need to fill out.
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