• Providing tax strategy - tailored to your personal goals & to maximize tax savings. Tax planning the year before tax filings helps optimize financial strategies, ensuring you capitalize on deductions and credits. It allows for adjustments to income and expenses, reducing tax liabilities and avoiding last-minute surprises. Proactive planning simplifies tax preparation and improves financial outcomes by aligning strategies with upcoming tax laws.

  • Responsive CPA - Our goal is to be highly communicative and responsive to our clients' needs. We recognize how frustrating it can be to experience poor communication and are committed to ensuring you always receive timely and clear updates.

  • Upfront pricing - You will know your fees upfront before engaging with us. Unlike many CPAs who charge hourly for tax planning, consulting, and return preparation, which can lead to unexpected costs, we provide clear, tailored packages that suit your needs. This way, you avoid the uncertainty of surprise billing and can confidently reach out with any questions.

    Book Consult

  • Note: initial consult $150, to be applied to tax services.

What sets us apart?

Beyond Tax filing

  • Tax strategist

    CONSULTING

    We can help with any question you may have for your consulting business, stock/option compensation, RMD tax impact, medical expense deductions, selling your home, rental real estate, etc. We are here to answer your questions year-round.

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    TAX PLANNING

    Maximizing deductions and wealth building starts with solid tax planning. Want to know what your tax bill will be if you exercise ISO or sell your primary or rental property? Want to know how much you should donate to charity to bring your marginal tax rate down? We can help you avoid that surprise tax bill. We can also implement tax strategies to keep your tax bill as low as possible.

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    IRS/STATE NOTICE RESOLUTION

    Recieve an IRS or state agency notice? Don’t panic! We can help. After all, sometimes the IRS is WRONG. Whether right or wrong, hire us as your comprehensive tax advisor to help resolve any notice that may come your way.

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    PERSONAL AND BUSINESS INCOME TAX RETURNS

    We have several years of experience with individual and small business taxation. Let’s maximize those deductions you may have not even known you had.

  • CPA specialized in business tax

    SPECIALTIES

    Specialized in:

    RSU compensation, ISO (incentive stock option), Non-qualified stock options , Investment income (1099), Retirement income, Rental income (including short term rentals), Sole proprietors, K-1 investments, CA single member LLC, Multi- state filing , Business income Tax returns and consulting (1065,1120S) including the following industries: consulting, doctors, dentists, attorneys, restaurants, real estate, real estate agents, 1099 hairdressers, Trust tax returns (1041) , Gift tax returns (709), Suggested entity structure from a tax perspective, Business sale optimization, 1031 exchange ( tax only, not intermediary ), Qualified opportunity fund planning, QCDs, Charitable and gift planning & More.