Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Readiness

Rest assured that when a need arises, our firm is ready and capable to handle your tax situation because our laser focus is on taxes and the ever-changing rules.  Our depth of knowledge is also tremendously increased every year with us exceeding our continuing education hours required for our licenses.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Return to Top

IRS & FTB Representation

An audit by the IRS or FTB can be an intimidating and complex process. If you or your business face an IRS or FTB audit, we can bring to bear years of experience in dealing with tax matters and IRS & FTB audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Return to Top

Retirement Planning

We will work with your financial planners to help you minimize your future tax liability.

Return to Top

Call today to schedule an appointment!