Bay Area Tax Services You Can Trust
Business: Corporations, LLCs, Partnerships
Personal: Business Owners, Self-Employed
Real Estate: Rental Properties, Loss Carrybacks,
Foreclosures, Short Sales, 1031 ExchangesEstate & Trust Tax Return Preparation
Strategic Tax Consultant
Audit Representation & Amended Tax Returns
Burlingame - San Mateo - Foster City CPA Since '88
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Answers to many of your tax questions can be found here
If you have a tax question that you think other people would be interested in, send it to me. If I use it in my Tax News Blog or on my General Tax Info Page,I'll send you a Starbucks card!
Accurate: Up-to-the minute tax knowledge and over 25 years tax preparation experience means your tax return will be accurate. As a CPA, I am required to continuously update my tax preparer education. Which isn't a problem because, crazy as it sounds, I actually enjoy what I do.
Accessible: If you have a tax question or concern, email me and I'll get back to you within 24 hours.
Personal: At my small CPA firm, you will deal only with me, not an assistant or secretary. It's great to have a tax preparer who knows you and your particular tax return situation.
Prompt: When you're ready to take care of your tax filing, your tax return shouldn't take too long. My usual turnaround is 1 week from the time that you give me all of your tax information. Of course, accuracy always comes first, but I have found that it's not difficult to be both quick and accurate.
I am a native Californian and a Bay Area resident for over 25 years. After attending CSUN and UCLA, I trained at a "Big Four" CPA firm in Los Angeles and San Francisco. I believe that I bring large-firm expertise to small-firm personal tax services.
Free initial telephone conference or emails to discuss your tax situation, and free review of prior year's tax returns.
