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Consultants

Optimize Your Tax Situation with Our Professional Consulting Services

Our team of experienced advisors is here to help you gain a clear understanding of the issues that affect your business and your personal situation, with a dedicated and personalized approach to help you address them with confidence. Drawing on years of experience, our seasoned professionals can help you take advantage of all potential tax savings today, while also creating a comprehensive plan to mitigate your tax obligations in the future, implementing the tax planning strategies necessary to achieve growth and profitability.

Our firm can provide you with key information such as gain calculations for the sale of your home, business, and investment property in addition to tax projections so you can make informed decisions. We are also experienced in IRS and Franchise Tax Board audit representation and can work in coordination with your attorney and financial planner so you can be assured that all aspects of your financial and legal situation are professionally handled.

When you work with our team of tax professionals you can expect the highest level of expertise and service and innovative solutions to help you effectively address your tax-related issues and achieve your goals. We look forward to consulting with you to create the optimal tax situation for you and your business.


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

 Business Foundation Services

If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help...

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 Our Specialties

Real Estate

We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with clients focused on the real estate industry, including...

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Dental Practices

We understand the difficult balance of managing your practice and delivering high-quality patient care while also managing complex accounting tasks. Relieve yourself of time-consuming back-office accounting work by...

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Medical Practitioners

Our firm is committed to helping you achieve financial success within your medical practice. Our skilled professionals have years of experience in providing tax, accounting and payroll services to healthcare practitioners. Our trained staff understands the challenges physicians...

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Consultant Services

Our team of experienced advisors is here to help you gain a clear understanding of the issues that affect your business and your personal situation, with a dedicated and personalized approach to help you address them with confidence. Drawing on years of experience, our seasoned professionals can help you...

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