Taxes. Done differently.
TAX PREPARATION & PLANNING / IRS REPRESENTATION
Good Communication Builds Great Outcomes
A highly qualified, client-first CPA, who leverages technology to make tax filing & planning a breeze.
CPA
Qualified IRS Represenative
3000+
Tax Returns Prepared & filed
15+
Years
of Experience
MBT
Masters of Business Taxation
100+
IRS & State Audits defended
Let me be your personal tax advocate...
MY BELIEFS
COMMUNICATION IS KING
YOUR DETAILS MATTER
PROACTIVE TAX STRATEGY IS CRUCIAL
LEVERAGE TECHNOLOGY
NO OUTSOURCING OF TAX WORK
Admit it. You're
not happy with your
current tax firm & situation.
I partner with professionals in the medical & real estate fields who are tired of hiring & firing CPA firms.
It is time to start doing taxes, differently.
Client Complaints
Client hit with unexpected
surprises on bills or IRS notices
Client afraid to call, email, & communicate with CPA for fear of being billed
Client fell in love with the A team, but a year later all they got was the C team
Client would love proactivity, but would settle for responsiveness
Taxes. Done differently.
Eliminate surprises through on-going open communication & proactive tax planning & preparation
Call me (I answer), or send me an email (I respond) -- as many times as you want. Open communication improves tax planning and implementation of tax strategies
When you engage me, you deal with ONLY me through the whole tax preparation & planning process
Good news: With me, you get BOTH. I promise to get back with you within 1 business day. I consider tax planning to be a continuous process with open communication as crucial
WHAT I DO
SERVICES
Individuals
Professionals in medicine (specializing in Kaiser partners), real estate, cryptocurrency, & other specific domains.
Businesses
Small businesses in medicine, real estate, and other professional fields. Entity choice, pension plans, C-corporations, S-corporations, LLC's, single member LLC's, and more.
Tax Strategies
Retirement plans, charitable giving techniques, Roth-conversion planning, HSA's, 1031 exchanges/DST's, accelerated depreciation, college education vehicles and more...
Proactive, Holistic Approach
Timely communication with clients for proactive tax planning by leveraging technology to look at a client's specific tax situation and advising how to optimize it.
WHY YOU?
BIO
CPA
Qualified IRS Represenative
3000+
Tax Returns Prepared & filed
15+
Years
of Experience
MBT
Masters of Business Taxation
100+
IRS & State Audits defended
Creditionals
California licensed Certified Public Accountant with 15+ years working with high net worth individuals, professionals, and their small business to achieve tax compliance and strategies.
Experience
I have prepared thousands of individual and business returns over my career allowing me a wide breath of experience into specifics.
Mountains of experience with 100+ IRS & FTB audits via correspondence and face-to-face representation.
Network
I have a deep connection of other specific subject experts (estate, pension, insurance) to provide you with the real results your desire with implemented tax strategies.
Life Long Learner
I continue to absorb the newest legislation and tax strategies to allow for the optimal implementation for my clients. This includes domain specific courses and materials, which I review and attend annually.
