We believe in the value of relationships. Every client relationship is a partnership, and our success is a result of your success. All associates take pride in giving you the personal assistance that comes from years of advanced training, technical experience, customer service, and financial acumen.
Our firm offers a wide range of services to individuals and businesses. Some are listed above. Because our firm is relatively small, you benefit by getting personalized, quality service.
Tax Planning & Preparation
- Individuals
- Corporations
- LLC's/LLP's
- Trusts
- Estates
- Complex Issues with Rentals, Business, and K-1's
- Assistance with Tax Notices, the IRS, and the FTB
Services
- Tax Effects
- Foreclosures
- Short Sales
- Cancellation of Debt (1031) COD 1099
- Like Kind Exchanges
- Planning for Bankruptcy
- Retirement/IRA's
- Inheritance
- Entity Choice/Comparison
If you have any additional questions about our firm or any of our services, our contact information is provided below. There is a feedback form at the bottom of the page in case you would like to have your questions answered as soon as possible, as these messages are forwarded directly to the firm's email address.
Useful Links
Federal Financial Aid Website (FAFSA): Savings for those in pursuit of a college education.
EFC Calculator: Gauge your financial aid eligibility using this calculator.
IRS Forms & Publications: Learn more about your tax responsibilities, and find tax forms on this useful website.
Franchise Tax Board: Information on tax topics at the state level, and find out about California's major tax programs.
Tax Center: Useful articles on stock option tax issues.
TD AMERITRADE: Useful tools for tax calculation and planning for retirement.
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