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If the need for financial expertise has brought you to our website, look no further.
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We specialize in real estate tax planning as well as small business tax and financial consulting. This includes planning on choice of legal entity (e.g., LLC vs S-corp), as well as tax planning for all other business entities, including sole-proprietorships.
We have developed a focus on multi-state tax and financial planning.
Our firm has significant experience with trusts, estates and gift tax planning - wealth preservation and growth.
We also prepare income, estate and gift tax returns related to these tax planning strategies.
Our firm also performs financial investigations, as we are not only CPAs but CFEs - Certified Fraud Examiners. We have experience in successfully testifying as expert witnesses in both civil and criminal courts, related to these investigations.
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Our firm is fully licensed and operates within the states of California and Hawaii. | | | |
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