Tax Preparation and Planning

We specialize in preparing and consulting on complex tax returns that demand a high level of professional expertise. Our approach goes beyond simple filing we take the time to understand your complete financial picture, identify potential deductions and credits, and develop strategies to minimize your tax liability. Whether you’re an individual with multiple income sources, a business navigating intricate tax laws, or managing trusts and estates, we provide precise, compliant, and strategic tax solutions tailored to your unique situation.

Representation

We provide skilled representation for both businesses and individuals in their dealings with tax authorities, including the Internal Revenue Service (IRS) and the California Franchise Tax Board (FTB). Whether you’re facing an audit, responding to a notice, negotiating a payment plan, or appealing a decision, we stand by your side to protect your rights and interests. Our experience allows us to navigate complex tax procedures, communicate effectively with tax agencies, and work toward favorable resolutions minimizing stress and uncertainty for you.

Advice and Strategy

We offer tailored advice and strategic consultation services to business owners and high-net-worth individuals navigating complex financial events such as mergers, asset sales, and exchanges. Our goal is to help you structure transactions in a way that optimizes tax outcomes, aligns with your long-term objectives, and ensures compliance with all applicable regulations. By combining deep tax expertise with a clear understanding of your unique financial situation, we guide you through each stage of the process so you can make confident, well-informed decisions.