Services Offered

For Wisdom with Compassion

We follow AICPA ethical guidelines which state the CPA is “an advocate for the client, with a duty to arrive at the legal minimum tax possible in accordance with the applicable standards.”

No taxation (sorry, like Socrates, the wise obey laws)…

For Individuals and Families

For Life Transitions

For Real Estate Investors

For Small Business Owners

For End-of-Year Tax

Without representation…

Tax Audits and Letters

IRS and FTB Collections

And financial life planning.

Life Planning

Retirement Planning

Estates, Trusts, and Charity

“Let me tell you how it will be
There’s one for you, nineteen for me
‘Cause I’m the taxman, yeah, I’m the taxman

Should five per cent appear too small
Be thankful I don’t take it all
‘Cause I’m the taxman, yeah, I’m the taxman”
                                                —The Beatles