Personal & Small Business Tax and Financial Planning | Bay Area, California
Schedule ConsultationComprehensive personal tax filing services ensuring accuracy and maximizing your deductions. Expert handling of W-2s, investments, rental properties, and self-employment income.
Specialized tax preparation and filing for small businesses, sole proprietors, and independent contractors. Strategic guidance to optimize your business tax position.
Personalized financial planning to help you achieve your long-term goals. Strategic advice on retirement planning, investments, and building wealth for the future.
Proactive tax planning throughout the year to minimize your tax liability. Strategic guidance on timing income, maximizing deductions, and making tax-smart decisions.
Calculation and planning for quarterly estimated tax payments. Avoid penalties and manage cash flow effectively with proper tax planning.
Assistance with IRS notices, inquiries, and correspondence. Professional guidance to resolve tax issues and respond appropriately to the IRS.
With an MS in Taxation and an MBA in Accounting Finance, I bring nearly 20 years of professional experience to help individuals and small businesses navigate their tax and financial planning needs.
I specialize in providing personalized service with a focus on understanding your unique financial situation. My approach combines technical expertise with practical, actionable advice that makes sense for your circumstances.
Based in the Bay Area, I stay current with California and federal tax laws to ensure you benefit from every available opportunity while maintaining full compliance.