Our firm prides itself on being fun yet offering a unique blend of advanced accounting techniques along with good old fashioned service. As a premier CPA firm, we offer a full range of financial services. Our values include putting you first, giving back to our community, and being accepting of all people - all with a positive mental attitude! We're expert on ever-changing tax laws!
We understand that tax decisions and financial planning are really about life planning, which is why we provide warm and truly caring service. We take pride in our expertise in complex business strategies, multi-state returns, or filing status changes (Head of Household, single mothers, same-sex couples). It's a new day, so maybe it's time for a new career path!
If you're a CPA who loves working with a diverse group of clients and managing a team filled with fun professionals, then this is the place for you. We keep up-to-date on the latest changes and how they may affect you or your business. News flashes, webinars, data mining; we research it all and have the latest facts to save you precious tax dollars.
We understand that tax decisions and financial planning are really about life planning, which is why we provide warm and truly caring service. We take pride in our expertise in complex business strategies, multi-state returns, or filing status changes (Head of Household, single mothers, same-sex couples). It's a new day, so maybe it's time for a new career path!
If you're a CPA who loves working with a diverse group of clients and managing a team filled with fun professionals, then this is the place for you. We keep up-to-date on the latest changes and how they may affect you or your business. News flashes, webinars, data mining; we research it all and have the latest facts to save you precious tax dollars.
Services
This CPA likes his lattes steamed and frothed, not stirred, and prefers to sip them while gazing out of his office window at the spectacular mountains which literally takes up his entire view.
With over 30 years of CPA experience under his belt, this fourth-generation Californian takes pride in his expertise in business start-ups and expansions, while also using his vast understanding of tax code and tax laws to take care of his individual clients.
While enjoying being the #1 Dad to his two daughters, he and his partner in crime, Dee Dee, also have a shared passion for giving back to the community, with a focus on Educational Advocacy, Human Rights, LGBT rights and homeless issues.
With over 30 years of CPA experience under his belt, this fourth-generation Californian takes pride in his expertise in business start-ups and expansions, while also using his vast understanding of tax code and tax laws to take care of his individual clients.
While enjoying being the #1 Dad to his two daughters, he and his partner in crime, Dee Dee, also have a shared passion for giving back to the community, with a focus on Educational Advocacy, Human Rights, LGBT rights and homeless issues.
Minimum 5 years experience with a CPA firm, providing both tax and accounting services to clients.
Record of leadership, management skills and effective communication with a great positive mental.
Prepare and review complex tax planning projections for individual and corporate estimated tax.
Prepare and review complex S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-Corps, S-Corps, Partnerships, Fiduciary and Non- Profit organizations as well as high net worth individuals.
Record of leadership, management skills and effective communication with a great positive mental.
Prepare and review complex tax planning projections for individual and corporate estimated tax.
Prepare and review complex S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-Corps, S-Corps, Partnerships, Fiduciary and Non- Profit organizations as well as high net worth individuals.
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