Proper Planning & Implementation Puts You in Control

We know one of your top priorities is paying less in taxes, but this doesn't just happen on its own. It's achieved with a proactive approach through comprehensive planning and proper implementation with skilled professionals.

Whether you’re an individual, family run business, or operate multiple corporations, our CPAs will work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. It's more important than ever to have a professional team working with you to provide the best opportunities possible given the ever changing world of taxes and the increasing complexities that go along with it.

Expert Tax Preparation

We have a staff of CPAs with extensive experience preparing and defending positions taken on returns. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes. Our personal, one-on-one service and expert advice will offer answers to your important tax-related questions in language you understand.

Types of Entities We Work With   Various Tax Services
  • Individuals
  • C-Corporations
  • S-Corporations
  • General and Limited Partnerships
  • LLCs
  • LLPs
  • Trusts and Estates
  • Tax planning
  • Tax preparation
  • Business formations
  • Business sales or liquidations
  • Debt relief
  • Real estate transactions
  • 1031s
  • Mergers/Acquisitions
  • Multi-state issues
  • Contractors
  • Real Estate Developers
  • Doctors/Dentists
  • Professionals
  • Retail
  • Manufacturing
  • Financial Services
  • Farming


To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return.


Client Center

- Individual Clients
- Business Clients
- Payroll

Using Your Client Organizer
How to Review My 1040

Contact Us

Phone: 925-516-0022
Fax: 925-513-8272

Brentwood Office:
100 Cortona Way, #120
Brentwood, CA 94513

Pleasanton Office:
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588

Phone: 925.516.0022 • Fax: 925.513.8272