It all begins and end with a plan. Plans can be ever-changing and dynamic, however, all successful people start with some plan in mind. We always keep your 5, 10, and lifetime goals in mind when working with you.
Visit our Estate & Trust Page
Our bread and butter is our expertise in the Private Client Tax Planning and Preparation / Compliance space. We have decades of experience in working with complex planning and preparation of 1040s and associated entities.
Most of our experience in audits has been in the context of the SBSE division of the IRS and state agencies. Let our experts help resolve your tax matters. Most CPAs rarely get audits, we are experts on procedure (and teach it) to other CPAs and accountants.
Visit our Tax Controversy Page
We understand and are expertly trained in dealing with the dynamics of family and money. Most patriarchs and matriarchs avoid the situation. Get the family on the same page while you are alive, you will pass on your values in addition to wealth.
We assist with varied levels of involvement for our family and quasi-family office clients. From preparation of returns, budgeting, cash flow management, bill pay, accounting information systems, and consulting we have a solution to fit every need.
We love spending time with the next generation. There is no replacement for the experience that the grantor has in accumulating wealth, the grantor appreciates it more. We help to train the next generation as they listen to us. Pass on your family values about money.
We offer a full service array of services for the Private Client and Estate and Gift Practice. Be sure to check out our detailed brochure by clicking the image above to see how we can become your lifelong CPA Partner.
Leaving money without leaving behind values is as bad or worse than a loaded weapon in the wrong hands. Wealth to the untrained child or beneficiary can greatly harm them. It is our mission to ensure this doesn't happen.
We have tremendous resources to ensure the Federal and State taxing agencies don't get to take at times 50% of more of your hard earned money when you pass on. We plan and execute some the most comprehensive estate and gift strategies available.
We are looking forward to sharing our wealth of expertise in the Private Client Services and Estate and Gift Practice
5151 California Ave, Suite 100, Irvine, California 92617, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment