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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Tax-Efficient Entity Structuring

We understand the complex and important decisions and challenges business owners face when it comes to entity structuring.

We make it a priority to deeply understand the long-term goals of you and your business by developing a relationship based on trust and active listening.

There are numerous factors to consider when forming a new business. Understanding your goals and needs as they relate to these factors helps us advise on what entity structure is the most appropriate. Such factors include:

  • Types of investors
  • The need for liability protection
  • Exit strategy
  • Tax efficiency
  • Type of business activity
  • Employee incentives
  • Estate planning needs
  • Charitable giving desires
  • Advanced individual income tax planning
  • Tax return preparation at all levels of complexity
  • 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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