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Tax Planning & Preparation

icon-planningTax Planning and Preparation

We have extensive tax advisory experience serving businesses of all types, as well as individuals, estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. Our tax specialists work closely with you to make certain that you are taking full advantage of all tax saving opportunities to preserve your bottom line and personal wealth. We can help you in the following areas:

  • Tax Return Preparation—we provide timely and accurate services for individuals, trusts, estates and businesses, including corporations, partnerships, and s corporations.
  • IRS Representation—Our CPAs are licensed to practice before the Internal Revenue Service, state, and local taxing authorities.
  • Estate Planning—we recognize the importance of planning for the orderly transfer of your assets to your beneficiaries. We can create a well-structured estate plan to ensure your family’s security is well protected. We can also assist with business succession planning.

Client Center

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- Individual Clients
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Contact Us

Phone: 925-516-0022
Fax: 925-513-8272

Brentwood Office:
100 Cortona Way, #120
Brentwood, CA 94513

Pleasanton Office:
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588

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