More Than Just Numbers - Your Tax & Business Advisors Integrity is at the Center of All We Do We Believe in the Value of Relationships Personal Attention - Valuable Results

More Than Just Numbers - Your Tax & Business Advisors

Integrity is at the Center of All We Do

We Believe in the Value of Relationships

Personal Attention - Valuable Results


Welcome

Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

We specialize in more complex returns including:

  • Charitable Contributions – don’t miss valuable, legitimate deductions for cash, non-cash and volunteer expenses.

  •  Real Estate Transactions – whether you are purchasing, selling or renting there are many tax benefits that may be overlooked. We are familiar with both residential and commercial real estate.

  • 1031 Exchanges – now that value of real estate is improving, is it an appropriate time to consider a 1031 Exchange? Are you familiar with the new California Reporting requirements?

  • Cancellation of Debt – how will you be impacted if Congress doesn’t extend the Principal Residence Indebtedness Exclusion

  • Business Entities: Sole Proprietors; LLC’s; Partnerships;; and, Corporations

Please, feel free to browse our website to see all the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

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