Call Us(949)812-9855 Call Us(650)529-5405Our AddressSan Jose, CA
   

Precision Tax Planning. Purposeful Wealth Growth.

Experience hands-on advisory from seasoned experts; trusted by individuals, small businesses, and high-net-worth families across the U.S.
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Smarter Taxes. Stronger Finances.

From precise tax filings to long-term wealth planning, we deliver fast, reliable, and expert-led services tailored to your financial goals across the United States.

Tax Preparation

Accurate, timely filings with expert guidance to minimize risks and ensure complete compliance.

Tax Planning

Smart, proactive strategies designed to legally reduce your tax burden year after year.

Tax Resolution

Expert support to resolve IRS issues quickly and restore your financial peace of mind.

Guided by integrity and precision,
we help clients make confident financial decisions.

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Meet the Team Behind Your Financial Confidence

Your Trusted Tax & Wealth Specialists
Founder, Owner & Senior Advisor

Arshia Zahabi MS, EA, CIMA®

Arshia brings over a decade of experience in wealth advisory and tax planning, specializing in high-income individuals, equity compensation, business owners, and real estate investors. As an IRS Enrolled Agent, he represents clients before the IRS and takes a proactive, AI-driven approach, integrating tax planning into the broader financial picture rather than treating it as a once-a-year task.
Client Relationship Manager

Pirooz Hashemi

Pirooz oversees client onboarding, document coordination, scheduling, and service operations, ensuring a smooth, structured, and consistently organized experience from start to finish for every client interaction. With a strong focus on accuracy and responsiveness, he helps keep engagements efficient, timely, dependable, and well-supported throughout the year across all ongoing service needs.
Marketing Assistant

Ayrik Zahabi

Ayrik serves as our Marketing Assistant, supporting our tax office with paperwork, document organization, and secure shredding processes. He also assists in identifying, planning, and coordinating local events and community opportunities, helping strengthen outreach efforts, build relationships, and increase visibility as we continue to grow our tax business and expand professional services.

Your smarter financial decisions start here.

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Comprehensive Tax & Wealth Services

Expert tax preparation, business accounting, strategic tax planning, and AI-Approach;
delivered with accuracy, speed, and decades of proven experience.

Individual Tax Services

Accurate, compliant tax filings with expert guidance to maximize deductions, minimize liability, and ensure complete peace of mind.

Business Tax & Accounting

Comprehensive bookkeeping, payroll, and tax support that keeps your business compliant, organized, and financially efficient year-round.

Tax Planning & Strategy

Proactive, customized strategies designed to legally reduce taxes, optimize savings, and strengthen your long-term financial stability.

AI-Enhanced Tax Planning

AI-Enhanced tax planning that finds opportunities most people miss-deductions, credits, entity strategy and year-around proactive moves. 

Built on Client Trust

Trusted by individuals, business owners, and high-income professionals across the U.S.

Alfonso & Taryn Aguiler

Arshia made my personal tax return super easy and stress-free. You were quick to respond, explained everything clearly, and caught details I would’ve missed. I felt confident everything was done right — I’m definitely coming back next year.

Daniel Owyang

Arshia and his team were extremely detail-oriented.They double-checked everything and answered my questions quickly. I walked away feeling confident and relieved.

Shannon Long

I’m out of state and was worried taxes would be complicated, but Arshia and his team handled everything remotely.The process was simple, organized, and communication was excellent. It was easier than working with someone local.

David Combs

Arshia helped me understand how this year’s income and tax situation affects next year’s. He also gave me several good suggestions for minimizing my taxes going forward. Things definitely felt personalized rather than generic cookie-cutter suggestions.

Fulgence Tonfak

Arshia and his team use AI-powered tax software in a way that actually improves the experience. Everything was fast, accurate, and well-organized.They still reviewed details carefully and explained things clearly.

Matias Prados

I could tell Arshia is very up-to-date — the AI-enabled workflow made filing smooth. They caught items I would’ve overlooked and kept the process moving without delays. Super efficient and professional.

Loren Lacap

The tech Arshia uses is impressive — secure, modern, and AI-driven. It made uploading documents and answering questions quick and easy. I felt confident my return was handled accurately.

Reza Ojagh

As a business owner, I really valued how Arshia and his team use AI-enabled tools to stay organized and catch details.They didn’t just file — they reviewed my numbers, flagged opportunities, and helped me plan for next year. Efficient, accurate, and the guidance was genuinely helpful.

Lindsay Raap

Arshia combined AI tools with real human attention to detail. The result was a clean, accurate return with minimal back-and-forth. They were responsive and explained everything in a simple way.

Ananta Attaluri

I’ve worked with a few tax preparers before, but Arshia and his team were on another level. They were organized, fast, and asked the right questions. Everything felt accurate and clean, with zero back-and-forth.