Strategic Tax Management

Tax planning, quarterly estimates, and tax filing with IRS audit support

Maximize Your Tax Savings

Personalized tax-saving strategies tailored to your unique financial situation and California residency.

Accurate quarterly tax estimates to help you avoid penalties and manage cash flow effectively.

Federal and California state return preparation and filing with California and high-tax-bracket expertise.

Expert tax planning and preparation with a focus on high-income California residents. One fee covers both spouses for Married Filing Jointly.

Flat-Fee

Tax-deductible fees for entrepreneurs or rental property owners. Additional savings through complimentary cash management.

All-In

Our fee also includes retirement planning such as Solo 401(k) as well as business planning & business entity compliance for solo entrepreneurs

Specialized knowledge of California tax law, real estate, RSU, stocks, and high-tax-bracket optimization strategies

Get started with tax management tailored to high-income California professionals.