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CPAs based in the San Francisco Bay Area specialize in estate tax planning for high net worth individuals, offering expert advice on trusts and comprehensive tax strategies.
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Our Expertise
Our team of certified CPAs brings decades of experience in the tax industry, specializing in tax planning, preparation, and resolution for individuals, trusts, and businesses of all sizes, including high net worth clients and estate tax matters.
Our Services
We offer a simple and flat fee on our comprehensive income tax compliance service tailored for individuals, trusts, high net worth clients, all types of business entities, and charitable entities. Our experienced CPA team specializes in estate tax considerations and effective tax planning to ensure your financial success.
The tax compliance service includes the following:
- Annual federal and state income tax filings (and extensions if necessary)
- Quarterly estimated tax calculations
- Year-end income tax projections and planning
- Submitting electronic tax payments (with client's authorizations)
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