Start here

Where would you like to begin?

Taxes and estate planning without the legalese. Choose the option that fits you below.

I

California residents

Estate planning

Living trusts, pour-over wills, powers of attorney, and advance health care directives, drafted by a California attorney and explained in plain language before you sign.

II

Outside California

Request a referral

Estate planning follows the law of the state you live in, and I am licensed in California. Tell me your state and I will point you toward an estate planning attorney there. There is no charge for a referral.

III

All 50 states

Tax preparation

Individual and business returns for clients in every state, federal and state, handled remotely through a secure client portal and video appointments.

Individual returns from $535 · business returns from $2,000 · minimum fees, not flat rates

IV

The guide

Before You Sell Your Primary Home

The home sale tax guide from my videos. A 32-page plain-language guide to the tax side of selling your home, written for homeowners anywhere in the United States: the $250,000 and $500,000 exclusion, the two-out-of-five-year rule, basis, inherited and gifted homes, trusts, homes that were once rented, and a fill-in gain worksheet to bring to your own preparer.

$39 · instant PDF download

V

For brands

Collaborations

Short-form legal and tax education with products placed where they are actually used, at the desk and in the practice. Integrations, features, and ongoing partnerships for brands that fit a working professional. Rates on request.