Tax clarity for the entrepreneurs and tech start ups.
Who we work with
Businesses S-corps, partnerships and single-owner LLCs: dental and medical practices, owner-operators, contractors, rental portfolios, SaaS and tech startups. Business return and personal return done together so nothing falls between them. Sales tax on software and the R&D credit are handled here, not referred out.
Tech workers and high earners RSUs, ESPP, stock options, a big bonus, a backdoor Roth, a move between states, a rental or two. I fix the cost-basis errors your broker's 1099 creates and tell you before year-end what to change.
Who you're working with
CPA, licensed in California
10+ years in tax, from one-owner S-corps to multinational companies
Tech-forward: secure portal, automated intake, AI-assisted review
Let's see if it's a fit.
Fifteen minutes. You tell us what your year looked like; We tell you how we can help you save. No pitch.