We provide individual and business tax preparation, proactive tax planning, IRS representation, equity compensation planning, real estate tax planning, and ongoing year-round tax support.

We are based in California and serve clients across the United States. Most of our services are delivered virtually for convenience and efficiency.

Yes. We work with individuals, high-income professionals, small business owners, real estate investors, consultants, and self-employed professionals.

Most clients meet with us twice per year:

• A tax filing preparation meeting (January–February)
• A year-end tax planning meeting (October–November)

This ensures timely filing and proactive planning.

Yes. We identify legal tax-saving strategies based on your income, investments, business structure, and long-term goals. Every strategy follows IRS rules and compliance standards.

Yes. We provide advanced planning for RSUs, ESPP, stock options, stock sales, and liquidation strategies, including cost basis tracking and timing considerations.

Absolutely. Proper cost basis tracking is critical for accurate capital gains reporting and long-term tax planning, especially for equity-compensated and investment-heavy clients.

Yes. We assist with LLC and S-Corporation structuring, entity selection, and ongoing tax planning to improve efficiency and compliance.

Yes. We support rental property owners with depreciation planning, expense tracking, and long-term real estate tax strategies.

Yes. We help business owners manage multi-entity structures and navigate state and federal compliance requirements.

Yes. As an IRS Enrolled Agent (EA) firm, we are authorized to represent clients before the IRS for audits, notices, and tax matters.

We can review the notice, explain what it means, and respond on your behalf when appropriate to resolve the issue efficiently.

You can begin by scheduling a consultation call. We’ll review your situation, explain our approach, and determine whether we’re the right fit.

Yes. Most clients work with us remotely using secure portals and digital tools, making the process efficient and convenient.

Yes. Client confidentiality is a top priority. All services are delivered in accordance with IRS and professional standards, using secure systems and processes.

Fees vary based on complexity, scope of services, and planning needs. All fees are discussed transparently before engagement.

Yes. Many clients work with us on an ongoing basis for year-round tax planning, compliance, and strategy.