We are a team of seasoned, technically skilled, well-educated (but continually learning), super-friendly professionals providing tailored professional tax & accounting information, advice, strategies, & analysis--with a personal touch--to business owners, decision makers (including trustees and executors) & their extended family members of all ages to facilitate creation & preservation of family wealth in the greater South Bay Area.
We do this by educating our clients to:
- use their business financial information for better management and planning of operations
- understand real and proposed complex business and tax situations
- implement tax reduction strategies
- plan for their retirement or their exit from the business
- plan and implement their estate and gifting goals based on their values and personal wishes
Our long-term goal is to create lifetime business and family relationships with our clients that provide shared prosperity. . *Tax Preparation and Planning *Tax Research Projects *Audit Representation *QuickBooks Installation and Assistance *Financial Statement Preparation *Small Business Bookkeeping