Tax Planning Services


Proactive planning is the key to managing tax liabilities for both businesses and individuals. Start planning your tax strategy today by working with our highly experienced Burlingame, CA tax advisors. We're constantly studying the tax code and developing new techniques to save our clients the most money on taxes.

We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work remotely, you'll find out services are the right fit. We provide the same level of service online that you would receive sitting in our office, and we utilize secure methods in transmitting your private information

Individual Tax Returns

We provide individual US tax preparation with the personalization that software packages can't. We stay up-to-date with changing tax laws, as well as your changing life events - such as a new business, new home, or new family member. Whether you're tired of filing taxes on your own, or feeling like just a number at your current CPA firm, we can help. Individual clients benefit from our proactive tax planning and professional tax preparation services. We'll accurately calculate your income taxes and file them promptly so you can receive your tax refund back quickly.


Save Time

Filing your own taxes can be challenging: from maximizing your deductions to minimizing your tax liability. Filing your taxes also requires a large investment of time on top of your busy work week. Are you willing to sacrifice your weekends sorting receipts and crunching numbers? We prepare tax returns year-round in order to keep up-to-date with changing tax laws.

Smarter Than Software

Sure, there are software packages that claim to help you through the use of interviews and interactive menus, but you still need a strong understanding of tax rules that apply to you in order to use them correctly. On top of that, a computerized script cannot "detect" an issue in your tax situation. As federally licensed Enrolled Agents (EA), we are experts in the field of taxation. We are authorized by the U.S. Department of Treasury to represent you before the Internal Revenue Service (IRS) should a tax issue arise.


Tax Planning for  Individuals

  • Tax planning for individuals
  • Alternative minimum tax planning
  • Multi-state tax planning
  • Trust and estate planning


Still have questions? We have solutions! Get in touch with one of our advisors today to learn more.