Tax & accounting services built around you.
From individual returns to trusts and growing businesses, I offer a complete range of tax planning and accounting services — personally delivered.
Individual tax preparation & planning
Throughout the year I monitor tax law changes that will affect you and recommend tax-saving strategies unique to your situation. When it’s time to file, I actively help you find every allowable deduction.
- Federal and California individual returns (Form 1040 / 540)
- Rental property, investments, stock compensation and self-employment income
- Estimated tax calculations and withholding reviews
- Federal and state extensions, filed electronically
- Installment agreement requests (Federal 9465 / CA 3567)
- FBAR / foreign account reporting guidance
A smart game plan, all year long
Your best protection from ever-changing tax law is a plan. Together we’ll find effective, practical measures to counteract changes that could adversely affect your return — before December 31, not after.
- Timing income and deductions across tax years
- Retirement contributions, HSAs and qualified charitable distributions
- Charitable giving strategies under the new rules
- New-law reviews — like the One Big Beautiful Bill Act
Business tax & problem-solving
As you start or expand your business, I help you select the organizational structure that suits your needs — then prepare the returns and help solve real business problems along the way.
Business form preparation
Entity selection guidance and tax preparation for:
- C-Corporations
- S-Corporations
- General Partnerships
- Limited Liability Companies
- Sole Proprietors
Solutions for business problems
I’ll work with you on the concerns that keep owners up at night:
- Systems & accounting software selection and use
- Lease vs. buy decisions
- Real estate transactions
- Equipment purchases and sales
- Office systems and internal controls
- Business sales and acquisitions
Protect what you’ve built — for the people you love
I offer a total program of estate, trust and gift tax return preparation, as well as help maximizing benefits for you and your heirs.
Estate tax planning
Strategies to reduce estate tax exposure under the new $15M exclusion.
Trust returns
Fiduciary income tax returns (Form 1041 / 541) for trusts and estates.
Family gifting
Transfer a portion of your estate to family efficiently, with gift tax returns as needed.
Trustee support
Guidance for successor trustees on filing deadlines and responsibilities.
Marital dissolution
Divorce brings tax questions about filing status, property division, support payments and dependents. I’ll help you understand the tax implications before decisions are final.
IRS & Franchise Tax Board representation
Received a notice? If your return is selected for audit examination, I’ll act as your advocate — negotiating with and representing you before the IRS and the California Franchise Tax Board.
Stop dreading April 15th.
Let’s build a plan that keeps more of what you earn — and takes the stress off your plate.