Personal Tax Planning
Year-round guidance so decisions are made with the tax picture already in view.
Services
Sophisticated tax guidance. Organized around outcomes.
Our engagements are structured around what clients are trying to accomplish — not accounting categories. Every service below is delivered by an experienced advisor who knows your business, your family, and your goals.
01
Protect what you earn
Personalized strategy so successful individuals and families keep more of what they've built — through every stage of life.
Individual Tax Preparation
Federal, California, and multi-state returns prepared by an Enrolled Agent.
Estate & Trust Returns
Fiduciary returns for estates and trusts, coordinated with legal counsel.
Retirement Tax Strategy
Distribution sequencing, Roth conversions, and Social Security planning.
Life-Event Planning
Marriage, home sale, inheritance, or business exit — planned before, not after.
02
Grow your business
The financial backbone owners need to scale — with a partner who understands the full picture.
Business Tax Planning
Quarterly strategy, projections, and owner-compensation modeling.
Business Tax Preparation
S-Corp, C-Corp, partnership, and LLC returns filed with precision.
Payroll
Full-service payroll with California-compliant reporting and filings.
Sales Tax
CDTFA compliance, registration, and multi-jurisdiction guidance.
Bookkeeping
Clean, reconciled books that a non-accountant can actually read.
Entity Strategy
Formation, restructuring, and elections chosen for how your business really runs.
03
Solve complex tax problems
Direct Enrolled Agent representation for taxpayers facing IRS or state tax matters.
IRS Representation
Speak with us — not the IRS. Unlimited representation before every level.
Audit Support
Correspondence, office, and field audits managed end-to-end.
Appeals
Formal appeals when initial IRS positions are unreasonable or incorrect.
Offers in Compromise
Settlement negotiation for taxpayers who qualify for reduced liability.
Installment Agreements
Payment plans structured around your realistic cash flow.
Lien & Levy Releases
Resolving enforcement actions so life and business can move forward.
Not sure which service fits your situation?
Most clients begin with a private consultation. We'll listen carefully and recommend only what genuinely serves you.
Schedule a Consultation →