Eliminating Financial Worries
As a highly skilled and experienced CPA and tax law specialist, my services cover a range of financial needs including:
Tax planning, research, and preparation for Individuals, Closely Held Entities, Corporations, Partnerships, LLCs, Estates & Trusts, and Small Businesses
IRS representation including IRS audits
My highest priority is to help you achieve a good life for yourself and your family — with greater serenity and less anxiety around money. Whether you come to me as an individual or a small or medium sized business, I am committed to eliminating financial worries and helping you reduce your tax burden in order to retain a greater percentage of your gross revenues.
After all, as I like to say to my clients, it’s not what you earn; it’s what you keep. I offer cost-effective, personalized, and trustworthy solutions that reduce your taxes as low as the law allows. I am dedicated to going the extra mile with each client, so you can depend upon me to provide you with up-to-date tax law knowledge in all areas. It’s important to me to stay on the cutting edge of technological developments and laws that may affect your financial picture.
Together, we will increase your awareness and provide ease and confidence in managing your wealth. Let me help you evolve financially, sustain quality growth, and enhance your bottom line!
The expertise and efficiency of a large firm with the personalized, friendly, and caring service you need.
Ready to Get Started?
To schedule your consultation, call me at (415) 332-6577 or use my Contact Form to send me a message. I offer a wide range of flexible appointment times at all three of my locations.
Please download and review this introductory letter which provides a breakdown of my services, fee structure, and processes.
Please review this Tax Organizer. Download and complete only the applicable pages for your tax situation to help me prepare your personal income tax return. I have found that clients who fill out this organizer save time and money on return preparation because it helps me control the amount of time needed to prepare the tax return.