We provide tax, representation, consulting, valuation and brokerage services to San Francisco bay area clients who want to minimize their tax expenses. We are mobile, competent, responsive and convenient. We serve clients throughout the SF area from San Jose to Marin and Berkeley. Our office is largely paperless and most client communication is by phone, email and through our secure online client portal. Our clients often trust us with tax preparation for both their businesses and their entire family. See what our clients are saying about us. Call us for a free initial consultation with an expert tax and valuation CPA.
Reduce your tax expense and risk by using our services. We have substantial experience with transaction valuation, business and trust structures and we can save you money! We do not blindly accept unfavorable valuations from other parties. Our valuations and the tax positions we take are likely to be upheld in the event of an audit. If you are selected for audit we are available to represent you. Your tax return will have more credibility (e.g.: in a loan application or audit) when prepared by an expert CPA and not self prepared.
Tax Saving Advice from an Expert CPA
Our website and our FREE monthly reports have many other suggestions for reducing your taxes while keeping in compliance with tax laws. Here are seven simple steps to tax savings for most taxpayers:
Home and property ownership has many tax advantages
Make maximum use of retirement accounts
Use business and trust structures to advantage
Use family tax planning with an expert CPA
Make charitable contributions, particularly of appreciated property
Retain necessary tax records
Use a qualified CPA trained in valuation, business and trust structures to prepare your taxes
We offer brokerage
services; assistance with residential or commercial property transactions, or with business sales.
We also provide consulting services to companies seeking assistance with incorporation and business formation, governance, budgeting, IPOs, mergers and acquisitions, SEC reporting, FAS123R valuation DCAA
compliance, and 409a valuation
Our website offers many tools for individuals and businesses including tax calendar, financial planning, budgeting and tax rate analysis. Whether for payroll planning, home mortgage, auto purchase, or retirement planning we have a calculator that can help.
This website is intended to provide generalized tax and valuation information that is only appropriate in certain situations. It is not intended or written to be used, and it cannot be used by the recipient, for the purpose of avoiding federal tax penalties that may be imposed on any taxpayer. The contents of this newsletter should not be acted upon without specific professional guidance. Our liability, under any circumstances, is limited to the amount paid for our services. Please call us if you have questions.