We make taxes easier for you
Personalized Tax Services

By getting to know our clients personally, we help you pay less in taxes. Deductions and credits are rooted in life decisions, we can spot them - sometimes even before they show up in your paperwork.
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  • Tax-preparation: For new clients, or if your circumstances have changed, in-person meetings are available to ensure we understand your unique tax situations. 
  • Tax Planning: During the year we assist clients with tax questions big and small, helping you save money - whether its a robust tax plan, or simply a quick discussion.
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  • Efficiency through Technology: Our firm is always seeking ways to make the process easier for you. We use portals for clients looking to securely collaborate with us. These online folders allow you to share tax returns and financial statements in a method that is safer and more organized than email.
  • IRS or FTB Notices and Audits: While the number of manual audits is decreasing, the tax authorities are using matching programs to automatically check returns.  Computerized notices is rising sharply. We help our clients respond to these notices and minimize potential interest and penalties.


  • Withholding and Estimated Taxes: Retiring clients, self-employed clients, or clients with investment income often have to pay quarterly estimated taxes. We can help you determine the right amount to avoid a big bill at the end of the year. For wage earners -- you can adjust your withholding to avoid penalties or over-withholding.