When to call us:
- Retirement: Whether you need to determine how much income you can protect by contributing to a retirement plan, or you need to plan distributions, we can help.
- Stock Options: ISOs and RSUs are a common form of pay in the Bay Area, but timing their exercise and sale is critical.
- Property Sales and Rentals: The IRS provides a number of rules which can benefit or penalize these transactions. Accurate planning and tracking of information is key.
- Children: Offset the high cost of raising children and providing education in the Bay Area with credits and deductions.
- Outgrowing the DIY tax software: Many life changes take your tax situation beyond the simple W-2. If you don't want to spend the time figuring out how tax laws affect your unique situation, give us a call.