Eliminating Financial Worries
As a highly skilled and experienced CPA and tax law specialist, my highest priority is to help you achieve a good life for yourself and your family — with greater serenity and less anxiety around money. Whether you come to me as an individual or a small or medium sized business, I am committed to eliminating financial worries and helping you reduce your tax burden in order to retain a greater percentage of your gross revenues.
After all, as I like to say to my clients, it’s not what you earn; it’s what you keep.
I am a CPA (MS in Tax Law) providing advanced tax preparation, planning, and advisory services with a focus on accuracy, documentation, and compliance. My comprehensive tax services offer you the benefits of my extensive tax, accounting and business background and my commitment to exceptional personalized service. My clients value responsiveness, integrity, and getting it right the first time. I work with S‑corps, C‑corps, estates & trusts, individuals, and business owners, including small businesses with international tax considerations. I also engage in conflict resolution with the IRS and the FTB on your behalf. Many clients come to me with complex situations involving foreign income, overseas accounts, or prior returns that require careful review and correction. U.S. taxpayers with foreign assets or accounts may have additional reporting requirements, such as FBAR filings or foreign asset & foreign entity disclosures. My approach is structured and detail-oriented, ensuring filings are accurate, well-supported, and aligned with current tax laws while providing clear explanations for clients. Services are billed based on time and complexity, including analysis and communication. If you value a careful, professional approach—particularly for complex matters—I would be glad to assist. I focus on thorough, accuracy-driven work. This firm is not suitable for individuals seeking low-cost or minimal-preparation services.
Together, we will increase your awareness and provide ease and confidence in managing your wealth. Let me help you evolve financially, sustain quality growth, and enhance your bottom line!
The expertise and efficiency of a large firm with the personalized, friendly, and caring service you need.
Ready to Get Started?
To schedule your consultation, call me at (415) 332-6577 or use my Contact Form to send me a message. I offer a wide range of flexible appointment times.
Please download and review this engagement letter which provides a breakdown of my services, fee structure, and processes.