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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Income Tax Planning & Compliance

Our tax professionals have a wide range of experience and expertise, so we can match you with the team that's best suited to your needs.

We help high-net-worth and ultra-high-net-worth individuals, their families, and businesses. Our industry expertise is in financial services/alternative investments, which include real estate, hedge, venture capital and private equity funds. We also serve investment advisors, broker/dealers, and privately held small businesses.

We're committed to exceeding your expectations, and we take a hands-on approach to client service.

This means we'll spend more time with you and your team to understand your business and your goals. By taking a holistic view of how the different parts of your financial life fit together, we can develop strategies that help you reach your overall financial goals. We're also trusted advisors who can coordinate with your other advisors to make sure everyone is working together to achieve your success.
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Our tax services include:

  • Advanced individual income tax planning
  • International planning and compliance
  • Complex return preparation
  • Charitable planning, including through private foundations
  • IRS & State examination assistance
  • Multi-state tax matters
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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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