Our offices are located in California, Nevada, and New York.

Serving the Greater San Francisco Bay Area and beyond. Contact us to learn how our services can be customized to address your needs.

Contact Form

"*" indicates required fields

Audit & Attest

We offer audit and attest services that combine our expertise with superior technology to ensure efficient and timely delivery of our clients' financial statements.

We have a deep understanding of our clients' businesses and industries, which we apply to help them grow and improve. We start by getting to know your business and your short and long-term goals, and then we work with you to develop accounting policies and improvements during the course of the engagement

Our services encompass a holistic approach to your business. In addition to audit services, we also provide the following value adds to the audit engagement:

  • Collaboration between tax and audit teams, building institutional knowledge 
  • Team continuity from year-to-year
  • High standards/ethics - advise management on whether the policies and procedures they have are currently being followed and provide recommendations for improvements
  • Collaborate with client and third parties, including regular check-ins to facilitate priorities and stay on agreed timeline
  • Regular communication directly with engagement partner
  • Use of technology to facilitate and streamline communication and sharing of information securely
Main Image

Our Audit & Attest services include:

  • Financial statement audits, reviews, and compilations under Generally Accepted Accounting Principles (GAAP) and other Special Purpose Frameworks
  • Surprise examinations in compliance with SEC Rules 204-2(b) and 206(4)-2
  • Agreed-upon procedures
  • Peer review and quality control services
Main Image

Our Core Services

Income Tax Planning & Compliance

Our income tax planning and compliance services deliver proactive strategies and personalized solutions to minimize your tax burden and ensure seamless compliance with regulations.

View More

Business & Financial Advisory

We work closely with you to provide the financial expertise and guidance you need to run your business effectively.

View More

Audit & Attest

We partner with you to provide comprehensive audit and accounting services tailored to your specific needs.
View More

Family Office

Our family office services provide comprehensive cash flow and balance sheet tracking, administrative support, and lifestyle management tailored to the unique needs of high-net-worth families.
View More

Tax-Efficient Entity Structuring

We collaborate with you to design a business structure that meets your objectives while optimizing your tax outcomes. 

View More

Estate Tax Planning

Our estate tax planning services help you preserve and transfer your wealth to future generations with strategies that minimize tax liabilities and ensure your wishes are fulfilled.

View More

General Partner Management Services

Launching a venture capital, private equity, real estate, or hedge fund demands rigorous financial oversight, but for many General Partners, a full-time internal CFO is not practical. That’s where we can help.

View More