From individuals to estates, trusts, partnerships, and corporations, we offer an experienced knowledge base to suit your needs. It is our job to anticipate changes, be diligent with our work, and deliver on time.

Services we offer

  • Tax planning and preparation
  • Income tax plannning and accounting for closely held businesses and the self-employed
  • Entity selection and planning - "S" Corporations, LLC's, Partnerships and "C" Corporations
  • Accounting, profit allocation methods, and tax planning for the health care professional
  • Trust and estate taxation and planning
  • Real estate investment tax planning, including like-kind exchanges
  • General accounting, including QuickBooks® setup and assistance
  • Multi-state filings
  • Representation before the tax authorities

  Have a question?

Please feel free to give us a call at anytime…we're happy to assist you.
Tel (925) 484-3000
Fax (925) 484-3061