Services

I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize taxes, maximize cash flow and keep them on track to their financial goals. My expertise, experience, analysis and thorough research allows me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices from the IRS or Franchise Tax Board.

There may be tax benefits or detriments associated with any financial transaction. I am available to advise you in the planning phases to insure that all tax implications have been considered. And, after the fact, I will prepare your tax returns with an eye on taking advantage of all tax benefits available to your situation. I am well versed not only California but multi-state taxation and have provided clients with tax savings from tax deductions, exclusions and credits.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. My role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought-out plan as to how to disburse one's estate so as to minimize taxes, avoid complications and insure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with in the future.

One of my goals is to help you reach your financial goals and maintain financial independence through a comfortable retirement. I can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, I can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, my professional representation can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS or California Franchise Tax Board may be asking of you.

I have had extensive experience with the preparation of post-death income tax returns for decedents' estates and trusts. I am very familar with the interplay of income and deduction reporting between the final individual income tax return and the post-death fiduciary income tax return. Whether you are an independent trustee, attorney or family member administering the estate or post-death living trust, I can assist you with post-mortem tax planning to insure all tax benefits are obtained and optimal filing positions are taken on the tax returns.