tax resolution
We assist individuals and business owners with unresolved tax matters, including back taxes, audits, notices, and disputes with the IRS and California taxing authorities. Our services include strategic representation through administrative proceedings and, when necessary, before the United States Tax Court, with a focus on efficient resolution and restored compliance.
estate & legacy planning
Certain client relationships naturally extend beyond tax compliance into more advanced planning. Our next-level services include estate planning and probate matters, offered as part of a longer-term advisory relationship and integrated with overall tax strategy.
Estate planning and probate services are handled separately from standard tax appointments and may require an initial review before scheduling.
services & advisory
tax preparation
We provide comprehensive tax preparation for individuals, families, and business owners, including estate and trust tax filings. Our approach emphasizes accuracy, compliance, and continuity across personal, business, and fiduciary tax matters.
tax planning & business advisory
Tax planning is an ongoing, proactive process. We work with individuals, families, and business owners throughout the year on strategic tax planning, entity selection, and new business formation to support informed decision-making and long-term objectives.