An independent financial firm providing comprehensive investment consulting and insightful planning services to entrepreneurs, business owners, and their families. With a client-centered focus, our firm remains independent and without pressure to promote proprietary products or strategies.

Understanding tax strategies and managing your yearly tax bill is an integral part of a sound financial approach. Conversely, ignoring the tax ramifications may result in a higher tax bill. Some taxes can be deferred, and others can be managed through tax-efficient strategies. With careful and consistent preparation, you can potentially reduce the impact of taxes. Our firm is a year-round team of tax experts with over 35 years of experience handling the tax-related needs of individuals, and small businesses. We have developed a unique virtual system that makes it quicker and easier to file your taxes. Your portal folder will contain all the information we collect to work with you for prior, current and future tax projects.

Whether you live here, out of the Bay Area, or simply prefer to work remotely, you will find our services are the right fit. We provide the same level of service online that you would receive a meeting in our office, and we utilize secure methods in transmitting your private information. For your convenience, we also offer e-signatures for when you may be out of town.

Our 250+ clients count on us throughout the year, not just at tax time. They rely on our experience, our approach, and our ongoing relationships.


We are where you need us to be in Burlingame, CA. Request your free consultation through our website or call 650-684-0800 and get started now.