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  • Do you think you’re paying more than you should in taxes?
  • Have you considered strategic planning to help reduce or defer your tax burden?
  • Are you making a significant personal or business decision that will affect your taxes?
  • Have you received specific recommendations from a professional for improving your tax situation?
  • Are you facing an audit or have you received correspondence from state tax authorities or the IRS?

Regardless of how much money you make each year, you’d probably like to keep more of what you make. That’s why it is important to get the advice and assistance of a professional you can trust – so you can optimize your earnings today, and make the right financial decisions for tomorrow.

Tax laws have recently become even more complex, with changes that some professionals struggle to keep up with. We understand these changes and the choices they present as well as opportunities they provide to save money. Our tax professionals draw on experience to manage your federal and state tax obligations. We’ll prepare your annual tax return, strategize so you can plan for next year’s tax-related activities, and provide assistance on other matters that might affect your personal or business finances.

  • Income tax planning
  • Multi-state and international taxation services
  • Individual income tax return preparation
  • Tax-deferred exchanges
  • Tax audit representation and penalty mitigation/abatement
  • Gift Tax return planning and preparation
  • Estate and trust income tax return planning and preparation
  • Business tax services and strategies
  • Transfer Pricing studies and compliance
  • Exempt organization reporting
  • Cost segregation studies
  • Selection of business entity
  • Employment Development Department communications, excise tax advice and reporting
  • Accounting method selection
  • Analysis and planning in connection with the purchase or sale of a business entity (or ownership interest therein) and management and ownership succession
  • Transactions Analysis
  • Debt-related tax issues including foreclosure or short sale consulting
  • Employee vs. independent contractor analysis

Santa Rosa

(707) 542-3343

Petaluma

(707) 762-9900

Napa

(707) 224-4097