Our Comprehensive Services

Tailored Solutions for Your Financial Peace of Mind

Our Services

Our team of seasoned Certified Public Accountants is committed to guiding you towards financial success. Explore how our expertise, integrity & dedication can make a difference in optimizing your financial well-being.

Old classic barn in a vineyard in the Northern California wine country.

Tax Planning & Entity Structuring

Navigate the complex landscape of taxation with our expert guidance. We specialize in strategic tax planning to minimize liabilities and maximize your financial potential.

Income Tax Compliance

We will assist with accurate & timely tax return preparation.

Fern lined hiking trail, Sugarloaf Ridge State Park, Sonoma County, California
Lake Sonoma is a reservoir west of Healdsburg in northern Sonoma County, California. Sunny day from overlook.

Income Tax Consulting for Business Sales and Acquisitions

Looking at buying or selling a business? We specialize in navigating the ins and outs of the transaction process to ensure the most efficient outcome from a tax perspective.

Estate Tax Planning & Mitigation

Have our team review your estate plan and strategize how to best mitigate estate tax liability.

Historical red round barn at Fountaingrove Santa Rosa, California
Golden Gate Bridge and the Marin Headlands on a clear spring afternoon.

IRS Income Tax Audit Assistance

Trust our experienced team to provide thorough IRS income tax audit assistance. We will represent you in an IRS examination to ensure a resolution.