Tax Planning

Planning is the key to a successful tax-minimization strategy. The tax code is constantly changing and few can understand its complexity. I will help you put a comprehensive plan into action to minimize your tax liability.

Business Planning

Setting up or acquiring even the simplest of small businesses can be a daunting task. I help my clients with every step of the process. From selecting the right type of entity to setting up the company books to assistance with securing loans to ongoing monitoring of profits and cash flow, I can position your business for a profitable future.

Small Business Services

To run soundly, businesses need an accurate picture of their financial status at all times. This includes accurate financial statements, and correct preparation of financial projections, budgets and goals. Equally important is tax preparation and planning that is designed to take into account every legitimate tax deduction allowed by the law given your industry and situation.

Real Estate Consulting

Real Estate remains one of the best investments available, especially in the Bay Area. I advise many of my clients on real estate acquisition, trades and sales and the substantial tax benefits and consequences that result.

Wealth Building

A good C.P.A. is one that can see the “big picture.” Tax strategy certainly is important, but is only one element of your overall financial profile. Whatever your life goals may be they almost always have a financial component. I use my experience to customize a practical strategy that will get you there.

Tax Preparation

I prepare all types of business returns including C-corp, S-corp, partnerships, LLCs and estates. I also handle individual returns for all 50 states. My focus is on planning and paying estimates so that liabilities are reduced or eliminated. Also, my preparation techniques lower the risk of an audit.


IRS Representation

Today’s IRS may be friendlier, but can still be very intimidating. I have the experience to get you through the process with the best possible financial outcome. I emphasize thorough preparation, documentation and defense techniques.

Retirement Planning

Retirement Planning is more critical than ever. As we all live healthier and longer lives, it is more important than ever to have a robust plan in place that ensures the golden years will be free of financial stress. I emphasize simple, practical strategies that you can use now.

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