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.

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Business & Financial Advisory

We serve as trusted advisors to our clients' businesses.

From a company’s inception through its growth and maturity, we work closely with our clients to actively listen and evaluate their needs, recommend alternatives, and offer individualized, innovative, and well-researched solutions.

The relationships we cultivate with each of our clients provide us with a deep understanding of and valuable insight into the intricacies and needs of both the businesses and its owners. 

The different perspectives we gain from providing audit and/or tax services to both the businesses and its owners also put us in a unique position to provide holistic business solutions tailored to each client’s objectives.
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Our business and financial advisory services include:

  • Business entity selection
  • Organizational structuring or restructuring
  • Review of accounting systems and cost controls 
  • Financial projections and forecasting
  • Compensation planning and structuring
  • Stock option planning and implementation
  • Buy versus lease analysis
  • Purchase or sale transactions 
  • Succession planning
  • Buy/sell agreements
  • Mergers and acquisitions evaluation
  • Transactional due diligence

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.

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Business & Financial Advisory

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

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Audit & Attest

We partner with you to provide comprehensive audit and accounting services tailored to your specific needs.
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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.
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Tax-Efficient Entity Structuring

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

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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.

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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.

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