Experienced · Strategic · Responsive
Guided by experience advising clients through every stage of growth — from small businesses navigating startup to exit to individuals with complex needs like equity compensation planning, tax credit opportunities, and tax deferral strategies.
Based in San Jose. Serving clients nationwide with deep expertise in California and New York taxation.
Focused, senior-level attention across four core areas.
Sophisticated, accurate preparation for individuals, businesses, and trusts — including multi-state and multi-entity strategies.
Guidance on equity compensation, tax credit opportunities, and deferral strategies for individuals with complex financial lives.
Entity structure, R&D credits, KPI identification, succession strategies, M&A guidance, and long-term tax and cash flow planning.
Accurate, up-to-date books that provide the reliable data behind every strategic advisory decision.