Whether you are a professional, high-income earner, physician or healthcare professional or business owner - entrepreneur, overpaying taxes in expensive - and unnecessary.

Don't overpay taxes and be caught off-guard by year-end surprises again this year.

With 15+ years of experience and deep expertise assisting California professionals, high-income earners, physicians, healthcare professionals and business owners - entrepreneurs strategize, plan, and take advantage of strategies, elections and tax savings opportunities relevant to their financial situation and lifestyle goals to materially minimize federal and state taxes while staying in full compliance with tax laws, we have the expertise you need to succeed.

Benefit from single and multi-year tax projections - updated and refined semi-annually or quarterly - to keep you focused and on-track to target and achieve optimal tax outcomes and tax savings and avoid expensive year-end surprises.