Tax Services You Can Trust
LLCs, Partnerships, Corporations, Self-Employed
Stock Options, Part-Year Residents, Tax Audits, Disaster (Fire) Losses
Rental Properties, Foreclosures, Short Sales, 1031 Exchanges
Estate & Trust Tax Return Preparation
Strategic Tax Consultant
I am sorry, but in order to continue to produce quality work,
I cannot take on any additional clients this year.
Accurate: Up-to-the minute tax knowledge, including the new tax laws just enacted, and over 30 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 try to 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 a plus to have a tax accountant who knows you and your particular tax return situation.
I have been a Bay Area tax accountant for over 30 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 15-minute consultation by telephone or email to discuss your tax situation, and free review of last year's tax returns for new clients.