TAX, PLANNING & ADVISORY SERVICES 
 
Assisting individuals, professionals and executives, physicians and healthcare professionals,  business owners - entrepreneurs, businesses and medical practices strategically minimize taxes, file accurate tax returns, plan for their financial future and live their best lives.

• Multi-source income (wages, investments, K-1s, real estate, business activity)

• High federal and California tax exposure

• Proactive single-year and multi-year tax planning for meaningful tax savings

• Deduction and credit optimization

• Federal and California tax return preparation

• Comprehensive financial planning

• Retirement planning

• Multi-source income (wages, investments, K-1s, real estate, business activity)

• High federal and California tax exposure

• Proactive single-year and multi-year tax planning for meaningful tax savings

• Deduction and credit optimization

• Federal and California tax return preparation

• Comprehensive financial planning

• Retirement planning

• S-corporations, LLCs, professional medical corporations, partnerships, C-corporations and sole proprietorships

• Maximizing compensation / distributions and the benefits of business ownership

• K-1 planning to optimize personal tax outcomes

• Maximizing deductions and credits

• Entity selection and set-up, QBI, PTET, depreciation strategies

• Federal and state tax return preparation

• Comprehensive financial planning

• Retirement planning

• S-corporations, LLCs, professional medical corporations, partnerships, C-corporations and sole proprietorships

• Maximizing compensation / distributions and the benefits of business ownership

• Entity selection and set-up, QBI, PTET, depreciation strategies

• Federal and state tax return preparation

• Financial oversight 

• Financial consulting

• Accounting

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