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.