Why choose us?
We provide taxpayers - businesses and individuals the tax services they require. We work in both the direct and indirect tax spaces. We serve businesses who needs to file quarterly returns and complex business returns as well individuals who have specialized needs such as Schedule C for business, rental properties, foreign income, wash sales, depreciation, partnership interests and family trusts, among other things. As a California CPA and Enrolled Agent with the IRS, we can address tax matters in all 50 states.
We have extensive experience in Big-4 accounting, meaning my professional level is forged in fire. We are well seasoned with helping clients with audits - indirect tax audits across multiple states, oil and gas returns including state and federal 720, schedule C and more. We can work with the IRS and other jurisdictions to provide relief, help support your positions and reduce assessments in many cases.
For individual clients, we specialize in tax efficiency and planning, college planning, retirement planning, asset management and protection, as well as trust advisory and management. There are many levers available taxpayers - we can help you form the right strategy.
As a technology-focused advisor, we use modern methodology to deliver results. Ranging from world class tax engines to detailed data analysis and AI to provide a second set of eyes. This helps find anomalies, possible fraud and supports reasonability for output. Some available services include but are not limited to: individual state and federal taxes, Schedule C, quarterly estimates, rental returns, federal and state motor fuel and tax accounting, credits and incentives (R&D and more), energy, M&A, technology, manufacturing and banking.
